HDEF: Outperforming Competitors In 2023

This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary.

HDEF strategy and portfolio

MSCI EAFE High Dividend Yield Equity ETF (NYSEARCA:HDEF

Name

ISIN

Weight %

Country

Sector

Novartis AG

CH0012005267

5.02

CH

Health Care

TOTAL SA

FR0000120271

4.98

FR

Energy

BHP Billiton Ltd

AU000000BHP4

4.9

AU

Materials

Sanofi-Aventis

FR0000120578

4.85

FR

Health Care

Unilever PLC

GB00B10RZP78

4.75

GB

Consumer Staples

Allianz SE

DE0008404005

4.08

DE

Financials

Iberdrola SA

ES0144580Y14

2.98

ES

Utilities

Zurich Insurance Group AG

CH0011075394

2.95

CH

Financials

Rio Tinto PLC

GB0007188757

2.95

GB

Materials

Glencore PLC

JE00B4T3BW64

2.37

GB

Materials

HDEF

WDIV

FGD

DWX

IDV

Price / Earnings TTM

9.92

11.86

5.95

14.1

5.85

Price / Book

1.58

1.08

0.8

1.26

0.85

Price / Sales

0.92

0.77

0.66

0.85

0.72

Price / Cash Flow

6.25

8.04

3.95

7.47

4.17

HDEF

WDIV

FGD

DWX

IDV

2017

0.83

2.56

1.06

1.59

1.53

2022

1.18

3

1.26

1.51

1.99

total growth

42.17%

17.19%

18.87%

-5.03%

30.07%

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