DVY:NSD-iShares Select Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 138.24

Change

+0.09 (+0.07)%

Market Cap

N/A

Volume

0.27M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
IUSV iShares Core S&P U.S. Value ET..

+0.19 (+0.19%)

USD 19.88B
RDVY First Trust Rising Dividend Ac..

-0.29 (-0.46%)

USD 12.36B
VONV Vanguard Russell 1000 Value In..

+0.03 (+0.04%)

USD 9.52B
FTA First Trust Large Cap Value Al..

+0.17 (+0.21%)

USD 1.21B
CDC VictoryShares US EQ Income Enh..

+0.05 (+0.08%)

USD 0.82B
PFM Invesco Dividend Achievers ETF

+0.05 (+0.11%)

USD 0.71B
LVHD Legg Mason Low Volatility High..

+0.08 (+0.20%)

USD 0.56B
CDL VictoryShares US Large Cap Hig..

+0.06 (+0.09%)

USD 0.35B
VSMV VictoryShares US Multi-Factor ..

-0.02 (-0.03%)

USD 0.12B
RNDV First Trust US Equity Dividend..

-0.07 (-0.20%)

USD 0.05B

ETFs Containing DVY

TDSC Cabana Target Drawdown 10.. 14.47 % 0.00 %

-0.01 (-0.10%)

USD 0.20B
DUKQ Northern Lights Fund Trus.. 5.32 % 0.00 %

-0.03 (-0.10%)

USD 2.11M
CLSM Cabana Target Leading Sec.. 4.77 % 0.00 %

-0.02 (-0.10%)

USD 0.15B

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.93% 67% D+ 72% C
Dividend Return 2.97% 92% A 55% F
Total Return 20.90% 92% A 73% C
Trailing 12 Months  
Capital Gain 25.64% 85% B 68% D+
Dividend Return 4.24% 92% A 61% D-
Total Return 29.88% 92% A 70% C-
Trailing 5 Years  
Capital Gain 32.97% 23% F 66% D+
Dividend Return 19.56% 92% A 75% C
Total Return 52.53% 23% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.00% 46% F 62% D
Dividend Return 13.02% 62% D 64% D
Total Return 3.01% 92% A 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 19.19% 46% F 78% C+
Risk Adjusted Return 67.83% 46% F 87% B+
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.