IUAE ETF Analysis: Dividends, Returns TSX:IUAE

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The fund is passively managed to provide an ESG tilt to a high dividend portfolio of US stocks. The index takes from a broader yield-weighted parent index of large-, mid-, and small-cap US-listed securities that have consistently increasing dividends for at least 20 years. The index screens eligible companies based on their S&P DJI ESG scores. Securities with the lowest ESG scores are filtered out from the portfolio. The index further excludes companies involved in controversial business activities or are not compliant with the United Nations Global Compact principles, as determined by Sustainalytics. The resulting portfolio is weighted by market capitalization, subject to a single security capping of 4%. Sampling methodology is used to track the index, which rebalances annually. Index constituents are reviewed monthly based on dividend screens and quarterly for ESG criteria eligibility.