DVY offers high, consistent dividends with a value tilt, focusing on mature sectors like utilities and financials, and trades at a significant valuation discount. The fund's conservative sector allocation provides lower downside risk and income stability but limits growth potential, especially with minimal technology exposure. DVY's performance lags in bull markets but holds up well during downturns, making it attractive for income-focused and risk-averse investors.
Size matters in the world of exchange traded fund (ETF) investing. Generally-speaking, the larger the ETF, the more stability and consistency investors will Key Points For investors looking to create reliable income streams for retirement, here are three great ETFs to focus on.
Launched on 11/03/2003, the iShares Select Dividend ETF (DVY) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
![]() DVY In 3 weeks Estimated | Quarterly | $1.23 Per Share |
![]() DVY 2 months ago Paid | Quarterly | $1.23 Per Share |
![]() DVY 5 months ago Paid | Quarterly | $1.05 Per Share |
![]() DVY 8 months ago Paid | Quarterly | $1.32 Per Share |
![]() DVY 10 months ago Paid | Quarterly | $1.55 Per Share |
![]() DVY 11 Jun 2024 Paid | Quarterly | $0.93 Per Share |
![]() DVY In 3 weeks Estimated | Quarterly | $1.23 Per Share |
![]() DVY 2 months ago Paid | Quarterly | $1.23 Per Share |
![]() DVY 5 months ago Paid | Quarterly | $1.05 Per Share |
![]() DVY 8 months ago Paid | Quarterly | $1.32 Per Share |
![]() DVY 10 months ago Paid | Quarterly | $1.55 Per Share |
![]() DVY 11 Jun 2024 Paid | Quarterly | $0.93 Per Share |
XBER Exchange | US Country |
The described company is a fund that prioritizes investing in the stocks of leading U.S. companies, particularly focusing on those with the highest dividend yields. This investment approach implies that the fund allocates at least 80% of its assets towards the securities that form part of its underlying index, as well as in other investments sharing similar economic characteristics. The objective is to track the performance of the leading dividend-yielding stocks in the U.S., thereby providing investors with potential income alongside capital appreciation opportunities.
This service involves the fund investing primarily in a carefully selected portfolio of U.S. stocks that offer high dividend yields. The selection is based on the performance metrics of the underlying index, ensuring that investors have exposure to some of the most reliable income-generating stocks in the market.
The fund employs a strategy that aims to mimic the performance of its underlying index, which measures the success of high dividend-yielding U.S. stocks. This approach allows investors to benefit from the broader market movements of leading dividend-paying companies while minimizing the risk through diversification.
Apart from direct investment in the component securities of the underlying index, the fund also invests in financial instruments that have economic characteristics substantially identical to those securities. This may include derivative contracts and other financial instruments designed to replicate the index's performance, providing a complementary strategy to direct equity ownership.