ESGMX yields 4.68% · HDV yields 2.92%● Live data
📍 ESGMX pulled ahead of the other in Year 1
Combined, ESGMX + HDV cover 0 of 12 months — good coverage
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What's the optimal mix of ESGMX + HDV for your $10,000?
Under normal circumstances, the fund invests at least 80% of its assets in equity securities, which may include common stocks, preferred stocks, depositary receipts and real estate investment trusts ("REITS"). It invests in securities of companies located in no fewer than three countries, which may include the U.S. Under normal circumstances, the fund will invest a percentage of its assets in securities of companies located outside the U.S. equal to at least the lesser of 40% or the percentage of foreign issuers in its benchmark, the MSCI World Index, less 5%.
Full ESGMX Calculator →The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full HDV Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.