The issuer of the iShares MSCI EAFE Dividend Growth ETF (EFAD) is BlackRock, one of the world's largest and most renowned asset management companies. EFAD is designed to replicate the performance of the MSCI EAFE Dividend Masters Index, which comprises companies from developed market countries, excluding the U.S. and Canada, that have consistently increased dividend payments for at least 10 years. This ETF allows investors to gain exposure to a diversified portfolio of dividend-growing international stocks, making it a valuable choice for income-oriented investors seeking global diversification. Under normal circumstances, EFAD aims to invest at least 80% of its total assets in component securities of the Index, providing investors with a convenient way to access dividend growth opportunities in international markets.
The iShares MSCI EAFE ESG Optimized ETF (EFAD) offers investors a unique blend of international exposure with an ESG focus, and it also provides dividend income. EFAD's dividend distributions are generally made on a quarterly basis, aligning with the payment schedules of the underlying companies within the MSCI EAFE Index. Eligibility for these dividends depends on the dividend policies of the international companies represented in the index, with EFAD striving to maintain an ESG-conscious portfolio. While the primary goal of this ETF is sustainable investing, investors can benefit from both capital appreciation potential and dividend income, making it a suitable choice for those seeking a balanced approach to international investing.
Tracking the MSCI EAFE Dividend Masters Index is at the core of the ProShares MSCI EAFE Dividend Growers ETF's strategy. EFAD invests in financial instruments with the aim of closely following the performance of the Index, which targets companies that are members of the MSCI EAFE Index and have demonstrated at least 10 consecutive years of dividend growth. The Index is constructed to be well-diversified, holding a minimum of 40 equally-weighted stocks, with sector and country caps in place to ensure broad representation. EFAD's goal is to provide investors with exposure to international companies known for their consistent dividend growth, and it seeks to achieve this objective by replicating or using representative sampling strategies based on the Index's composition. The Fund's concentration and focus align with the Index's industry and regional breakdown, providing investors with a tool to access these specific segments of the international equity market.
The correlation aspect of the ProShares MSCI EAFE Dividend Growers ETF (EFAD) is essential for understanding its performance in relation to the MSCI EAFE Dividend Masters Index. This ETF aims to track companies within the MSCI EAFE Index that have a strong history of increasing dividend payments for at least a decade. With a minimum of 40 equally weighted stocks and sector and country caps in place, EFAD's correlation with the index is expected to be high, offering investors a reliable tool for exposure to dividend growth stocks in developed markets outside the U.S. and Canada. To gain deeper insights into EFAD's correlations and potential overlap with other assets, investors can utilize the ETF Insider web app, which provides comprehensive data and visualizations for a better understanding of this ETF's behavior in various market conditions.
The Global X MSCI SuperDividend EAFE ETF (EFAD) primarily focuses on companies within the MSCI EAFE Index that have a history of increasing dividend payments for at least a decade. With a minimum of 40 equally weighted stocks in its portfolio, EFAD aims to offer diversified exposure across various sectors while limiting sector concentration to no more than 30% of the index weight. As of its last rebalance in November, the Index was primarily concentrated in the health care and industrials industry groups, with notable focus on Japan and the United Kingdom. This approach provides investors with an opportunity to access dividend growth in developed market countries outside the U.S. and Canada while maintaining sector and geographic diversification.
The exposure characteristic of the ProShares Long Online/Short Stores ETF (EFAD) is designed to offer investors a unique opportunity to capitalize on the transformation of the retail industry. EFAD combines a 100% long exposure to online retailers from the ProShares Online Retail Index with a partial (50%) short position in bricks and mortar retailers from the Solactive-ProShares Bricks and Mortar Retail Store Index. This strategy aims to benefit from the ongoing shift towards online shopping while hedging against the challenges faced by physical stores. In a long/short portfolio, this combination of long and short positions provides a balanced approach to navigate varying market conditions and offers a distinctive perspective on the retail industry's evolution.
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