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Upturn AI SWOT - About
iShares Select Dividend ETF (DVY)
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Upturn Advisory Summary
09/11/2025: 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 11.18% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/11/2025 |
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 an index composed of relatively high dividend-paying U.S. equities. It provides exposure to a broad range of dividend-paying companies and aims to offer a higher dividend yield than the overall market.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs. They are considered highly reliable.
Management Expertise
BlackRock has a large and experienced team of portfolio managers and analysts dedicated to ETF management.
Investment Objective
Goal
To track the investment results of an index composed of relatively high dividend-paying U.S. equities.
Investment Approach and Strategy
Strategy: The ETF tracks the Dow Jones U.S. Select Dividend Index.
Composition The ETF holds a diversified portfolio of U.S. stocks with a history of paying relatively high dividends.
Market Position
Market Share: DVY holds a significant market share within the dividend ETF segment.
Total Net Assets (AUM): 20100000000
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 competitive, with several large players. DVY's advantage lies in its focus on high-dividend-yielding stocks, but it may have higher volatility compared to dividend appreciation ETFs like VIG. SCHD has grown to be a bigger player because of it's quality and lower expense ratio. SPYD attracts investors looking for an even higher dividend yield by focusing on the top highest dividend stocks in the S&P 500.
Financial Performance
Historical Performance: Historical performance data is dynamic and requires real-time data retrieval.
Benchmark Comparison: Benchmark comparison requires real-time data retrieval.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
DVY generally exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
DVY typically has a tight bid-ask spread, reflecting its high liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate changes, and sector performance influence DVY's performance. Rising interest rates can impact dividend stocks.
Growth Trajectory
DVY's growth is tied to the performance of its underlying holdings and the overall dividend-paying stock market. The ETF may adjust its holdings periodically based on index changes.
Moat and Competitive Advantages
Competitive Edge
DVY's competitive edge lies in its brand recognition as part of the iShares family and its focus on high-dividend-yielding U.S. equities. The fund offers a simple and accessible way for investors to gain exposure to a diversified portfolio of dividend-paying stocks. The fund appeals to those who are looking for a consistent income stream. BlackRock's strong reputation also provides trust and reliability. However, its higher expense ratio versus some competitors can be a disadvantage.
Risk Analysis
Volatility
DVY's volatility is influenced by the volatility of its underlying holdings, particularly dividend-paying stocks which are typically less volatile than growth stocks but more volatile than bonds.
Market Risk
Market risk associated with DVY includes the possibility of dividend cuts by the underlying companies and fluctuations in stock prices due to market conditions or company-specific factors.
Investor Profile
Ideal Investor Profile
DVY is suitable for income-seeking investors, retirees, and those looking for a relatively stable source of dividend income.
Market Risk
DVY is best for long-term investors who are looking to generate income and are comfortable with moderate market risk. It can be used as part of a broader portfolio for diversification.
Summary
The iShares Select Dividend ETF (DVY) provides exposure to a diversified portfolio of high-dividend-yielding U.S. stocks. It offers a way for income-seeking investors to generate relatively stable dividend income. The ETF's performance is subject to market risk and the performance of its underlying holdings. Its liquidity is generally high, and it is managed by BlackRock, a reputable asset manager.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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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