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  5. XDG: Thoughts on XDG? [iShares Core MSCI Global Quality Dividend Index ETF]
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Investment Q&A

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Q: Thoughts on XDG?
Asked by Joe on July 02, 2024
5i Research Answer:

Five year annualized is 7.43%. Fees are low at 0.22%. The fund is 58% US focused right now. It is not going to blow the lights out, but as a 'quality-focused' dividend ETF it is doing exactly what it has intended to do. We are comfortable with the holdings and it is well diversified with more than 300 securities holdings, and nothing too concentraed. We would consider it a low risk dividend ETF, and potential returns are thus less. But we would be comfortable owning it for general global market exposure.