DVY:NSD-iShares Select Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 137.94

Change

-0.30 (-0.22)%

Market Cap

N/A

Volume

0.26M

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: 2024-11-14 )

Largest Industry Peers for Large Value

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

-0.66 (-0.68%)

USD 19.88B
RDVY First Trust Rising Dividend Ac..

-0.23 (-0.37%)

USD 12.36B
VONV Vanguard Russell 1000 Value In..

-0.55 (-0.64%)

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

-0.39 (-0.48%)

USD 1.21B
CDC VictoryShares US EQ Income Enh..

-0.11 (-0.17%)

USD 0.82B
PFM Invesco Dividend Achievers ETF

-0.31 (-0.65%)

USD 0.71B
LVHD Legg Mason Low Volatility High..

-0.28 (-0.70%)

USD 0.56B
CDL VictoryShares US Large Cap Hig..

-0.19 (-0.27%)

USD 0.35B
VSMV VictoryShares US Multi-Factor ..

-0.63 (-1.26%)

USD 0.12B
RNDV First Trust US Equity Dividend..

-0.13 (-0.38%)

USD 0.05B

ETFs Containing DVY

TDSC Cabana Target Drawdown 10.. 14.47 % 0.00 %

-0.13 (-0.80%)

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

-0.22 (-0.80%)

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

-0.11 (-0.80%)

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 17.68% 83% B 72% C
Dividend Return 2.97% 92% A 55% F
Total Return 20.64% 92% A 74% C
Trailing 12 Months  
Capital Gain 25.89% 85% B 69% C-
Dividend Return 4.26% 92% A 61% D-
Total Return 30.15% 92% A 70% C-
Trailing 5 Years  
Capital Gain 32.69% 23% F 66% D+
Dividend Return 19.56% 92% A 75% C
Total Return 52.24% 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.