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Upturn AI Summary
iShares Select Dividend ETF(DVY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DVY
11/06/2026: DVY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The iShares Select Dividend ETF (DVY) provides targeted exposure to high-dividend-yielding U.S. companies by tracking a rules-based index. Its primary strength lies in its ability to offer consistent income through a defensive portfolio, bolstered by the liquidity and reliability of the iShares brand. It is an excellent fit for income-focused and value-oriented investors looking to dampen portfolio volatility. However, investors should monitor the fund’s concentration in sectors like Utilities and its sensitivity to interest rate fluctuations. It is best used as a core income component in a diversified long-term portfolio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The focus on yield rather than capital appreciation makes it less suitable for aggressive growth objectives. |
| Momentum investor | Weak fit | Dividend-focused stocks often underperform the high-momentum leaders in growth-heavy market cycles. |
| Value investor | Strong fit | The fund’s selection criteria naturally favor value-oriented, established companies. |
| Dividend/Income investor | Strong fit | The primary objective of the fund is to provide a consistent and relatively high dividend yield. |
| Low-risk investor | Mixed fit | While defensive, the fund remains subject to market volatility and sector-specific risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, income-focused individual or retiree seeking stable cash flows from high-quality companies.
Suitability
DVY is best suited for long-term passive investors who prioritize dividend income and stability over short-term capital growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is less volatile than the broad market but remains subject to sector-specific price swings. |
| Market risk | Medium / high | As an equity-based fund, it remains fully exposed to broad stock market fluctuations. |
| Concentration | Medium / high | The focus on high-dividend sectors can lead to overweighting in specific areas like Utilities. |
| Tracking/expense | Low | BlackRock maintains effective tracking, though the expense ratio is higher than some competitors. |
| Liquidity | Low | High trading volume ensures liquidity risks are minimal for retail investors. |
| Business/sector quality | Medium | The quality-screened index helps mitigate risk, but sector-specific downturns can impact the fund. |
Risk Analysis
Volatility
DVY generally exhibits moderate volatility compared to the S&P 500, often acting as a stabilizing component during market turbulence.
Market Risk
The fund is subject to systematic equity risk, meaning if the overall market declines, the fund is likely to experience losses despite its defensive posture.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Utilities | 25 | Utilities offer defensive characteristics and consistent cash flows that support reliable dividend payments. |
| Sector | Financials | 18 | Financial sector exposure provides exposure to bank and insurance dividends which are sensitive to interest rate cycles. |
| Sector | Consumer Staples | 14 | Consumer staples stocks typically provide stable, non-cyclical dividend income for investors seeking reduced volatility. |
| Sector | Energy | 12 | Energy holdings provide exposure to cyclical dividend yields often supported by commodity price trends. |
| Other | Other Sectors (Industrials, Healthcare, etc.) | 31 | Diversified exposure across other sectors helps mitigate concentration risk within the dividend-focused portfolio. |
Analysis of Past Performance
Type ETF | Historic Profit 24% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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