It started beating its benchmark only in 2021, though it took another ... the S&P 500 and a classic 60/40 portfolio. WisdomTree U.S. Efficient Core ETF uses Treasury futures to leverage typical ...
was launched on 04/16/1999 and listed as an ETF on 09/13/2021. DFIV has a portfolio of 465 companies, a net expense ratio of 0.27%, and a dividend yield of 3.70%. Distributions are paid quarterly.
Changes to the strategies moved them away from active portfolio management ... iShares Core Balanced ETF’s equity weight moved from 57% to 63% from March 2020 to July 2021.