Pacific Global US Equity Income (USDY) ETF Holdings & Analysis

What USDY does

This fund aims to generate both current income and long-term appreciation for its capital. Typically, it achieves these goals by investing in common stocks of U.S. companies. The strategy focuses on firms that offer an above-average dividend yield and demonstrate strong financial health, which includes high-quality companies with robust balance sheets, predictable earnings and cash flow growth, and a history of consistent dividend increases. The portfolio primarily consists of equity securities from large-capitalization companies, such as Real Estate Investment Trusts (REITs). A fundamental guideline is that, under normal market conditions, at least 80% of the fund's assets will be allocated to equity securities of U.S. companies that distribute regular dividends.

Fund profile

Sector allocation

PortView Portfolio Insights

PortView analyzes how USDY fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does USDY track?

USDY is the Pacific Global US Equity Income ETF, a Other ETF.

What is the expense ratio of USDY?

Expense ratio data for USDY is shown on the page when available from our data provider.

What are the largest holdings in USDY?

USDY's top holdings are listed on this page when available.

How can PortView analyze USDY overlap with other ETFs?

PortView computes the holdings overlap between USDY and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.