DVY
iShares Select Dividend ETF
📎 Investment Objective
The iShares Select Dividend ETF (DVY) seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Overview
ETF tracking iShares Select Dividend ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Select Dividend ETF (DVY) seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
🎯 Investment Strategy
The fund invests in a portfolio of stocks that are selected based on their dividend yield, growth, and consistency. The portfolio is designed to provide exposure to high-yielding U.S. stocks across various sectors.
✨ Key Features
- Focuses on U.S. stocks with relatively high and sustainable dividend payments
- Diversified portfolio across multiple sectors to provide broad market exposure
- Seeks to deliver income and potential for capital appreciation through dividend-paying stocks
- Passively managed to track the performance of the underlying index
⚠️ Primary Risks
- Equity market risk, as the fund's performance is tied to the performance of the U.S. stock market
- Dividend payment risk, as companies may reduce or eliminate dividends, impacting the fund's income generation
- Concentration risk, as the fund may have significant exposure to certain sectors or industries
- Liquidity risk, as some of the underlying stocks may have lower trading volumes
👤 Best For
The iShares Select Dividend ETF may be suitable for investors seeking a diversified portfolio of high-yielding U.S. stocks to generate income and potential for capital appreciation. It may be particularly appealing to investors with a long-term investment horizon and a moderate risk tolerance.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | F | FORD MOTOR CO | 2.69% | Consumer Discretionary |
| 2 | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 2.44% | Information Technology |
| 3 | MO | ALTRIA GROUP INC | 2.30% | Consumer Staples |
| 4 | EIX | EDISON INTERNATIONAL | 2.04% | Utilities |
| 5 | PFE | PFIZER INC | 1.96% | Health Care |
| 6 | VZ | VERIZON COMMUNICATIONS INC | 1.83% | Communication |
| 7 | ES | EVERSOURCE ENERGY | 1.79% | Utilities |
| 8 | ADM | ARCHER DANIELS MIDLAND | 1.64% | Consumer Staples |
| 9 | KEY | KEYCORP | 1.58% | Financials |
| 10 | D | DOMINION ENERGY INC | 1.57% | Utilities |
| 11 | CVS | CVS HEALTH CORP | 1.52% | Health Care |
| 12 | TROW | T ROWE PRICE GROUP INC | 1.48% | Financials |
| 13 | VLO | VALERO ENERGY CORP | 1.47% | Energy |
| 14 | RF | REGIONS FINANCIAL CORP | 1.46% | Financials |
| 15 | PRU | PRUDENTIAL FINANCIAL INC | 1.45% | Financials |
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