(CHDVD) iShares Swiss Dividend - Ratings and Ratios

The iShares Swiss Dividend ETF (CH: CHDVD) is a Switzerland-domiciled exchange-traded fund designed to provide exposure to Swiss equities with a focus on dividend-paying stocks. It tracks the Morningstar Switzerland TME NR CHF Index, which is tailored to include companies that consistently distribute dividends to shareholders.

With an assets under management (AUM) of 3,927.51 million CHF, this ETF represents a significant vehicle for investors seeking to tap into Switzerlands equity market. The fund is listed on the SIX Swiss Exchange under the ticker symbol CHDVD. Its expense ratio of 0.30% is relatively competitive, making it a cost-effective option for gaining exposure to Swiss dividend-paying stocks.

The ETFs underlying index, the Morningstar Switzerland TME NR CHF, employs a rules-based methodology to select companies that meet specific dividend criteria. This includes a history of consistent or growing dividend payments, ensuring that the fund targets stable businesses with a focus on returning capital to shareholders.

From a portfolio composition perspective, the fund holds a diversified basket of Swiss equities, with a tilt toward sectors such as financials, consumer goods, and industrials. This diversification aims to mitigate risk while maintaining exposure to some of Switzerlands most established and dividend-focused companies.

For investors and fund managers, the CHDVD offers a straightforward way to incorporate Swiss dividend equities into a portfolio. Its focus on dividend-paying stocks makes it particularly appealing to income-oriented investors seeking regular returns. Additionally, the funds tracking of a well-defined index ensures transparency and alignment with its investment objectives.