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DIVBiShares Core Dividend ETF

Grow my moneyGet income8y track recordRanked #138 of 1,650 in this goal

Tracks the investment results of an index composed of U.S. stocks with a history of dividend payments and/or share buybacks.

By iShares · Launched 2017

Annual Cost

0.05%

#131 of 5,861 · low cost

Fund Size

$1.5B

#893 of 5,861 · large

Return (1Y)Goal

+33.0%

Track Record

8 years

#1,627 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,631+36.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Dividend

Index tracked

Morningstar US Dividend and Buyback Index

What it actually holds

By weight

Concentration

Top 10 holdings = 29.5% of fundwell diversified

CISCO SYSTEMS INC
5.1%
QUALCOMM INC
4.5%
EXXON MOBIL CORP
4.0%
JP MORGAN CHASE & COMPANY
3.4%
TEXAS INSTRUMENTS INC
2.7%
ACCENTURE PLC
2.1%
DELL TECHNOLOGIES INC
2.0%
WELLS FARGO & COMPANY
2.0%
UNITEDHEALTH GROUP INC
1.9%
BANK OF AMERICA CORP
1.9%

Asset allocation

Stocks
99.8%
Cash
0.3%

By sector

Technology
30.1%
Financial Services
17.1%
Healthcare
14.4%
Consumer Defensive
9.7%
Energy
7.7%
Consumer Cyclical
5.3%
Communication
4.9%
Industrials
4.3%
Other
6.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.5%Moderate

Year-on-year price swings

Max drawdown
-36.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.24Strong risk-adjusted returns
Sortino (3Y)
1.84Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of an index composed of U.S. stocks with a history of dividend payments and/or share buybacks.
Strategy
Seeks to track the investment results of the Morningstar US Dividend and Buyback Index, providing exposure to U.S.-based companies that return capital to shareholders through dividends or buybacks. Includes large-, mid-, and small-cap companies, primarily in financial services and technology sectors.
Inception date
November 7, 2017
Fund family
iShares

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Data updated on 2026-08-04