HOMEWEB APPSCREENERRESOURCESTerms of usePrivacy policyCookie policyData disclaimerFAQHelpAbout usCOMMUNITYLinkedInRedditTwitterFacebookBlog

EFAD ETF ANALYSIS

Popular ETFs

S&P 500 ETF Trust

Nasdaq-100 Index Tracking ETF

Dow Jones Industrial Average ETF

iShares Russell 2000 ETF

iShares MSCI Emerging Markets ETF

Financial Select Sector SPDR Fund

Show Prices:
Reverse Chart:
EFAD ETF FUNDAMENTALS
EFAD ETF PERFORMANCE

EFAD ISSUER

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.

EFAD DIVIDEND

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.

EFAD TRACKING

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.

EFAD CORRELATION

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.

EFAD SECTOR

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.

EFAD EXPOSURE

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.

ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.

Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.

This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.

BLOG ARTICLES

What Is XLY ETF?
Blog book icon4 min read
By Ron Koren ETF Insider

What Is XLY ETF?

The XLY ETF (Consumer Discretionary Select Sector SPDR Fund) is a prominent exchange-traded fund that offers investors exposure to the consumer discretionary sector. In this informative article, we delve into the composition and performance of the XLY ETF, exploring the specific industries and companies it represents. Gain insights into the potential benefits of investing in the consumer discretionary sector and understand how the XLY ETF can play a role in your investment strategy. Join us as we unravel the world of the XLY ETF and discover opportunities within the consumer-driven market.

Learn MoreArrow right
What is the EFAD ETF?
Blog book icon5 min read
By Ron Koren ETF Insider

What is the EFAD ETF?

The EFAD ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the EFAD ETF.

Learn MoreArrow right
ETF with Costco Wholesale Corp. and CSX Corp. Exposure (Nasdaq)
Blog book icon5 min read
By Ron Koren ETF Insider

ETF with Costco Wholesale Corp. and CSX Corp. Exposure (Nasdaq)

The ETF with Costco Wholesale Corp. and CSX Corp. Exposure (Nasdaq) exposure provides investors with an opportunity to diversify their portfolio while gaining insight into the performance and potential of Costco Wholesale Corp. and CSX Corp. Exposure (Nasdaq). This ETF offers a comprehensive view of the company's standing in the market, its historical performance, and future prospects.

Learn MoreArrow right
View All Blog ArticlesBlog arrow right

FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of EFAD with the U.S. equity market?
Question Arrow
How does EFAD provide exposure to the U.S. equity market?
Question Arrow
How does EFAD's dividend strategy compare to other funds like QQQ and IWM?
Question Arrow
What does EFAD mean on the stock market?
Question Arrow
What does EFAD stand for on the stock market?
Question Arrow
What is the sector composition of EFAD?
Question Arrow

GET STARTED NOW!

No Credit Card Required
Full Data Protection
Overlap And Correlation
Insightful Visualization
Impactful Drill-Downs
Real-Time Data Feeds
Full Coverage For The U.S.

ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.