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IGRO - ETF AI Analysis
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iShares International Dividend Growth ETF (IGRO)
Rating:64Neutral
Price Target:
$87.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Nestlé and Roche, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Global Diversification
The ETF invests across multiple countries, including Japan, Switzerland, and Canada, reducing reliance on any single economy.
Low Expense Ratio
The fund charges a very low expense ratio, making it cost-effective compared to many other ETFs.
Negative Factors
Sector Concentration in Financials
The ETF has significant exposure to the financial sector, which could amplify risks if this sector experiences a downturn.
Mixed Performance Among Holdings
Some top holdings, such as Sanofi, have shown weaker year-to-date performance, potentially dragging on overall returns.
Limited U.S. Exposure
With only about 10% of assets in U.S. companies, the ETF may miss out on opportunities in the world's largest economy.
IGRO vs. SPDR S&P 500 ETF (SPY)
AUM1.08B
RegionGlobal Ex-U.S.
Expense Ratio0.15%
Beta0.52
IssueriShares
Inception DateMay 17, 2016
Dividend Yield2.38%
Asset ClassEquity
Index TrackedMorningstar Global ex-US Dividend Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume70,513
30 Day Avg. Volume98,191
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
88.18Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering417
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IGRO Summary
The iShares International Dividend Growth ETF (IGRO) is an investment fund that focuses on companies outside the U.S. with a strong history of increasing dividends. It follows the Morningstar Global ex-US Dividend Growth index and includes well-known companies like Nestlé and Roche. This ETF is ideal for investors looking to diversify globally while benefiting from steady income and potential growth. However, new investors should know that its performance depends on international markets, which can be affected by currency fluctuations and global economic conditions.
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
The iShares International Dividend Growth ETF (IGRO) leans heavily on global financials and healthcare giants, with names like Toronto Dominion Bank and Roche Holding AG driving steady performance thanks to strong earnings and strategic growth initiatives. Nestlé and Novartis add stability with their robust dividend yields and consistent profitability, while Sanofi’s slower momentum holds back some of the fund’s potential. Utilities like Iberdrola and Enel provide a reliable income stream, though mixed signals in technical trends suggest caution. Overall, IGRO’s global diversification and focus on dividend growth make it a solid choice for income-focused investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nestlé SA | 3.12% | $33.65M | CHF199.96B | 12.01% | 71 Outperform | |
| Iberdrola | 2.98% | $32.11M | €116.47B | 31.95% | 67 Neutral | |
| Enel S.p.A. | 2.97% | $32.07M | €90.03B | 31.95% | 69 Neutral | |
| Roche Holding AG | 2.94% | $31.70M | CHF214.88B | 16.72% | 73 Outperform | |
| Novartis AG | 2.92% | $31.49M | CHF194.13B | 9.79% | 78 Outperform | |
| Sanofi | 2.91% | $31.40M | €104.17B | -1.75% | 77 Outperform | |
| Toronto Dominion Bank | 2.68% | $28.96M | $138.19B | 42.52% | 75 Outperform | |
| National Grid | 2.65% | $28.57M | £58.07B | 17.82% | 76 Outperform | |
| Royal Bank Of Canada | 2.56% | $27.59M | $204.28B | 18.42% | 75 Outperform | |
| Canadian Natural | 2.44% | $26.31M | C$92.74B | -6.52% | 80 Outperform |
IGRO Technical Analysis
Positive
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Price Trends
79.82
Positive
78.80
Positive
75.64
Positive
Market Momentum
0.06
Negative
60.65
Neutral
68.96
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IGRO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 80.22, equal to the 50-day MA of 79.82, and equal to the 200-day MA of 75.64, indicating a bullish trend. The MACD of 0.06 indicates Negative momentum. The RSI at 60.65 is Neutral, neither overbought nor oversold. The STOCH value of 68.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IGRO.
IGRO Peer Comparison
Comparison Results
Performance Comparison
IGRO
iShares International Dividend Growth ETF
80.99
11.47
16.50%
VIGI
Vanguard International Dividend Appreciation ETF
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CGXU
Capital Group International Focus Equity ETF
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CWI
SPDR MSCI ACWI ex-US ETF
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ILOW
AB International Low Volatility Equity ETF
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APIE
ActivePassive International Equity 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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