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Upturn AI SWOT - About
iShares Select Dividend ETF (DVY)
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Upturn Advisory Summary
04/01/2025: DVY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -11.16% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 425388 | Beta 0.82 | 52 Weeks Range 111.27 - 141.59 | Updated Date 04/2/2025 |
52 Weeks Range 111.27 - 141.59 | Updated Date 04/2/2025 |
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-yielding U.S. equities. It focuses on dividend-paying companies and aims to provide current income.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of investment products, including ETFs.
Investment Objective
Goal
The primary 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, which is composed of relatively high dividend-yielding U.S. equities.
Composition The ETF holds a diversified portfolio of U.S. stocks that have a history of paying dividends.
Market Position
Market Share: DVY has a significant market share in the dividend ETF segment.
Total Net Assets (AUM): 20040000000
Competitors
Key Competitors
- Schwab US 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 benefits from BlackRock's brand and established track record, while competitors like SCHD have lower expense ratios. VIG focuses on dividend growth rather than high yield. SPYD's focus on the S&P 500 offers a different approach.
Financial Performance
Historical Performance: Historical performance data is available from BlackRock's website and financial data providers.
Benchmark Comparison: The ETF's performance can be compared to the Dow Jones U.S. Select Dividend Index to assess its tracking efficiency.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
DVY exhibits relatively high liquidity with a substantial average daily trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
DVY generally features a tight bid-ask spread, indicative of its strong liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and sector-specific performance influence DVY's performance.
Growth Trajectory
Growth trends are tied to dividend-paying companies and market interest in income-generating assets; strategy and holdings remain largely consistent.
Moat and Competitive Advantages
Competitive Edge
DVY benefits from BlackRock's established reputation and brand recognition in the ETF market. Its focus on high-dividend-yielding stocks appeals to income-seeking investors. The ETF's liquidity and low expense ratio also provide a competitive edge. Its long track record also contributes to investor confidence. The ETF's market cap provides a level of stability.
Risk Analysis
Volatility
DVY's volatility is influenced by the volatility of its underlying holdings, which are primarily dividend-paying stocks.
Market Risk
The ETF is exposed to market risk, sector-specific risks, and the risk that companies may reduce or eliminate dividend payments.
Investor Profile
Ideal Investor Profile
The ideal investor for DVY is a long-term investor seeking current income through dividend payments.
Market Risk
DVY is best suited for long-term investors and passive index followers seeking dividend income.
Summary
iShares Select Dividend ETF (DVY) is a dividend-focused ETF managed by BlackRock, aiming to track the Dow Jones U.S. Select Dividend Index. It offers exposure to high-dividend-yielding U.S. equities and seeks to provide current income to investors. Its competitive advantages include BlackRock's reputation, high liquidity, and a relatively low expense ratio. However, investors should be aware of market risk and the potential for dividend reductions. It's ideal for long-term investors seeking income.
Similar Companies
- SCHD
- VIG
- SPYD
- HDV
- DGRO
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Financial data providers (e.g., Yahoo Finance, Bloomberg)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting 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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