Morningstar

SmartETFs Dividend Builder ETF DIVS

Morningstar Medalist Rating
Medalist Rating as of | See SmartETFs Investment Hub

Morningstar’s Analysis DIVS

Will DIVS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DIVS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DIVS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DIVS’s parent organization’s priorities and whether they’re in line with investors’ interests.

SmartETFs Dividend Builder ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DIVS

More DIVS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Aflac Inc

3.33 1.1 Mil
Financial Services

AbbVie Inc

3.24 1.1 Mil
Healthcare

Broadcom Inc

3.20 1.1 Mil
Technology

Roche Holding AG

3.17 1.1 Mil
Healthcare

Arthur J. Gallagher & Co

3.10 1.0 Mil
Financial Services

Sonic Healthcare Ltd

3.06 1.0 Mil
Healthcare

Unilever PLC

3.03 1.0 Mil
Consumer Defensive

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.98 991,448
Technology

Cisco Systems Inc

2.93 973,782
Technology

Assa Abloy AB Class B

2.91 966,090
Industrials

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