Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the iShares Select Dividend ETF (DVY) is a passively managed exchange traded fund launched on November 3, 2003.
DVY holds and weights 100 of the highest-yielding U.S. companies. Its estimated yield is 3.73%, and it has a 0.38% expense ratio with $20.55B in assets under management. DVY's 48.21% three-year total return through September was competitive with similar-yielding peers like DHS and HDV but fell short of FDVV's 86.49% gain. My fundamental analysis reveals DVY's inferior growth and quality factor exposure, sourced to high exposure to Utilities, as the most likely explanation.
A smart beta exchange traded fund, the iShares Select Dividend ETF (DVY) debuted on 11/03/2003, and offers broad exposure to the Style Box - Large Cap Value category of the market.
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.
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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.
Making its debut on 11/03/2003, smart beta exchange traded fund iShares Select Dividend ETF (DVY) provides investors broad exposure to the Style Box - Large Cap Value category of the market.
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the iShares Select Dividend ETF (DVY) is a passively managed exchange traded fund launched on 11/03/2003.
Dividend investing has struggled recently, but there are signs the long "winter" for the U.S. yield stocks may be ending. iShares Select Dividend ETF's yield history and recent performance suggest potential, but its high standard deviation and sector composition present risks. Despite some encouraging signs, I remain cautious about DVY's long-term prospects due to macroeconomic uncertainties and sector vulnerabilities.
Launched on 11/03/2003, the iShares Select Dividend ETF (DVY) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.
Upgrading iShares Select Dividend ETF to a buy due to solid valuation, technical uptrend, and favorable High Dividend factor performance. DVY offers broad exposure to high dividend-paying U.S. equities with a 3.5% yield and low 12.2% annualized volatility. Despite sector risks, DVY's valuation metrics, including a P/E ratio under 13x and PEG ratio above 1.5x, are attractive.
The iShares Select Dividend ETF (DVY) was launched on 11/03/2003, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.