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Upturn AI SWOT - About
iShares Select Dividend ETF (DVY)
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Upturn Advisory Summary
07/24/2025: DVY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.12% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 114.85 - 140.25 | Updated Date 06/29/2025 |
52 Weeks Range 114.85 - 140.25 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Select Dividend ETF
ETF Overview
Overview
The iShares Select Dividend ETF (DVY) seeks to track the investment results of the Dow Jones U.S. Select Dividend Index, which is composed of relatively high dividend-yielding equity securities in the United States. It primarily focuses on dividend-paying companies across various sectors and employs a dividend-weighted strategy.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation for its expertise and diverse range of ETF offerings.
Management Expertise
BlackRock possesses significant experience and expertise in managing dividend-focused ETFs and has a well-established track record in the investment management industry.
Investment Objective
Goal
The investment goal of DVY is to provide investment results that correspond to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Select Dividend Index.
Investment Approach and Strategy
Strategy: DVY aims to track the Dow Jones U.S. Select Dividend Index.
Composition The ETF holds a diversified portfolio of dividend-paying U.S. stocks across various sectors.
Market Position
Market Share: DVY holds a significant market share within the dividend ETF segment.
Total Net Assets (AUM): 20560000000
Competitors
Key Competitors
- Schwab U.S. Dividend Equity ETF (SCHD)
- Vanguard Dividend Appreciation ETF (VIG)
- SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Competitive Landscape
The dividend ETF market is highly competitive, with several well-established funds vying for investor assets. DVY benefits from BlackRock's brand recognition but faces stiff competition from SCHD and VIG, which have lower expense ratios and different dividend growth focuses. SPYD focuses on high dividend yield from S&P 500 stocks.
Financial Performance
Historical Performance: Historical performance data is crucial in the decision-making process of an investor. The yearly performances for the past 5 years are listed as a result.
Benchmark Comparison: DVY's performance is closely compared against the Dow Jones U.S. Select Dividend Index to assess tracking effectiveness.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
DVY generally exhibits good liquidity, as evidenced by its robust average daily trading volume.
Bid-Ask Spread
DVY generally maintains a relatively tight bid-ask spread, reflecting its liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate policies, and dividend payout trends significantly impact DVY's performance.
Growth Trajectory
DVY's growth trajectory is influenced by dividend policies and sector allocations. There have been modifications to screening criteria and sector weights over the years to optimize the dividend yield and risk profile.
Moat and Competitive Advantages
Competitive Edge
DVY's competitive advantage lies in its established track record, BlackRock's strong brand, and the fund's focus on high-yielding dividend stocks. Its dividend-weighted methodology can provide income and potential capital appreciation. However, this approach might lead to a heavier allocation to sectors or companies currently paying high dividends but not necessarily growing them. The established presence with a relatively long operating history, combined with BlackRock's brand, provides stability, but higher expense ratio compared to some newer competitors is a drawback.
Risk Analysis
Volatility
DVY's volatility is moderate, primarily driven by the volatility of its underlying equity holdings.
Market Risk
DVY is subject to market risk, including sector-specific risks, changes in interest rates, and economic downturns, which may affect dividend payouts.
Investor Profile
Ideal Investor Profile
DVY is suitable for investors seeking income and some capital appreciation through dividend-paying stocks.
Market Risk
DVY is generally more suitable for long-term investors looking for dividend income.
Summary
iShares Select Dividend ETF (DVY) offers exposure to a diversified portfolio of high-dividend-yielding U.S. stocks. With a moderate expense ratio and relatively high AUM, it targets income-focused investors. Despite facing competition from lower-cost alternatives, DVY benefits from BlackRock's brand and liquidity. However, the performance is influenced by economic conditions, interest rates, and market volatility so it is a strong passive income alternative for long term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etfdb.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investors should consider their own investment objectives and risk tolerance before investing.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Select Dividend ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of the U.S.'s leading stocks by dividend yield.
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