- TDIV trounces most value ETFs I have analyzed this year, boasting over 51% of the net assets being allocated to stocks that are much cheaper if compared to counterparts from their sectors.
- The surprisingly high share of value stocks comes with a legendary level of quality.
- But where the fund scores terribly are growth metrics. Out of 94 stocks in the portfolio, just 18 sport high Growth grades; the collective weight is only 9.6%.
- In essence, TDIV is nothing but a value fund tilted towards U.S. mega- and large-caps.
For further details see:
TDIV: Unobvious Tech Value Play