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IGRO - ETF AI Analysis
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iShares International Dividend Growth ETF (IGRO)
Rating:63Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of the returns generated by the portfolio.
Global Diversification
Holdings spread across many countries, including Japan, Switzerland, the U.S., and several others, help reduce reliance on any single market.
Negative Factors
Financial Sector Heavy
A large portion of the portfolio is invested in financial companies, which can increase risk if that sector faces a downturn.
Mixed Performance Among Top Holdings
Some of the largest positions, such as certain banks and consumer companies, have shown weaker performance this year, which can drag on overall returns.
Concentration in a Few Countries
Significant exposure to a handful of markets like Japan and Switzerland means the fund is still sensitive to economic or political issues in those countries.
IGRO vs. SPDR S&P 500 ETF (SPY)
AUM1.19B
RegionGlobal Ex-U.S.
Expense Ratio0.15%
Beta0.54
IssueriShares
Inception DateMay 17, 2016
Dividend Yield2.45%
Asset ClassEquity
Index TrackedMorningstar Global ex-US Dividend Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume57,461
30 Day Avg. Volume65,192
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
94.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering473
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IGRO Summary
IGRO is the iShares International Dividend Growth ETF, which follows the Morningstar Global ex-US Dividend Growth Index. It invests in companies outside the United States that have a history of steadily increasing their dividend payments. The fund holds well-known global names like Toyota and Nestlé, and spreads money across many countries and sectors, with a big focus on financial and industrial companies. Someone might invest in IGRO for international diversification and the potential for growing income over time. A key risk is that international stocks can be volatile and move up and down with global markets and currency changes.
How much will it cost me?The iShares International Dividend Growth ETF (IGRO) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking an index of international dividend growth companies.
What would affect this ETF?The iShares International Dividend Growth ETF (IGRO) could benefit from global economic recovery and increased demand for dividend-paying stocks, especially in sectors like financials, healthcare, and utilities, which make up a significant portion of its holdings. However, potential risks include currency fluctuations, geopolitical tensions, and slower economic growth in international markets, which could negatively impact the performance of its top holdings and overall portfolio. Changes in interest rates or regulatory policies in key regions could also influence the ETF's future returns.
IGRO Top 10 Holdings
IGRO leans heavily on non-U.S. blue chips, with Swiss health care giants Novartis and Roche doing much of the heavy lifting as their shares keep rising on solid pipelines and steady cash flow. Nestlé adds a defensive backbone, holding firm rather than sprinting ahead. Financials are a clear power center: Royal Bank of Canada, TD, and Japan’s Mitsubishi UFJ are all trending higher, giving the fund a strong banking tilt. Toyota and Iberdrola round out a globally diversified mix, but the story here is really health care and banks driving the bus.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Novartis AG | 3.46% | $40.94M | CHF237.56B | 22.14% | 80 Outperform | |
| Roche Holding AG | 3.10% | $36.65M | CHF281.05B | 26.73% | 73 Outperform | |
| Nestlé SA | 3.06% | $36.17M | CHF202.69B | 0.58% | 71 Outperform | |
| British American Tobacco | 2.71% | $32.05M | £95.15B | 36.15% | 71 Outperform | |
| Royal Bank Of Canada | 2.67% | $31.55M | $231.31B | 42.10% | 75 Outperform | |
| Toyota Motor | 2.66% | $31.39M | ¥45.37T | 23.81% | 80 Outperform | |
| Toronto Dominion Bank | 2.46% | $29.04M | $165.28B | 60.52% | 74 Outperform | |
| Iberdrola | 2.13% | $25.20M | €128.91B | 43.47% | 67 Neutral | |
| ― | 2.09% | $24.65M | ― | ― | ― | |
| Sanofi | 2.06% | $24.34M | €94.15B | -24.77% | 75 Outperform |
IGRO Technical Analysis
Negative
―
Price Trends
86.31
Negative
83.33
Positive
80.53
Positive
Market Momentum
>-0.01
Positive
34.99
Neutral
23.03
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IGRO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 88.54, equal to the 50-day MA of 86.31, and equal to the 200-day MA of 80.53, indicating a neutral trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 34.99 is Neutral, neither overbought nor oversold. The STOCH value of 23.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IGRO.
IGRO Peer Comparison
Comparison Results
Performance Comparison
IGRO
iShares International Dividend Growth ETF
84.65
14.60
20.84%
VIGI
Vanguard International Dividend Appreciation ETF
―
―
―
CWI
SPDR MSCI ACWI ex-US ETF
―
―
―
ILOW
AB International Low Volatility Equity ETF
―
―
―
CGIC
Capital Group International Core Equity ETF
―
―
―
IDVO
Amplify International Enhanced Dividend Income ETF
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―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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