DVY:NSD-iShares Select Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 138.56

Change

-0.60 (-0.43)%

Market Cap

N/A

Volume

0.29M

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: 2024-11-19 )

Largest Industry Peers for Large Value

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

-0.35 (-0.36%)

USD 19.88B
RDVY First Trust Rising Dividend Ac..

-0.31 (-0.50%)

USD 12.90B
VONV Vanguard Russell 1000 Value In..

-0.26 (-0.31%)

USD 9.99B
FTA First Trust Large Cap Value Al..

-0.55 (-0.68%)

USD 1.27B
CDC VictoryShares US EQ Income Enh..

-0.31 (-0.47%)

USD 0.82B
PFM Invesco Dividend Achievers ETF

-0.13 (-0.27%)

USD 0.71B
LVHD Legg Mason Low Volatility High..

-0.07 (-0.18%)

USD 0.56B
CDL VictoryShares US Large Cap Hig..

-0.30 (-0.43%)

USD 0.35B
VSMV VictoryShares US Multi-Factor ..

+0.02 (+0.04%)

USD 0.12B
RNDV First Trust US Equity Dividend..

-0.17 (-0.50%)

USD 0.05B

ETFs Containing DVY

DUKQ Northern Lights Fund Trus.. 5.29 % 0.00 %

+0.07 (+0.26%)

USD 2.44M
TDSC Cabana Target Drawdown 10.. 0.00 % 0.00 %

+0.02 (+0.26%)

USD 0.20B
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

-0.02 (0.26%)

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 18.21% 92% A 74% C
Dividend Return 2.97% 92% A 54% F
Total Return 21.17% 100% F 75% C
Trailing 12 Months  
Capital Gain 26.27% 92% A 71% C-
Dividend Return 4.25% 92% A 61% D-
Total Return 30.53% 92% A 72% C
Trailing 5 Years  
Capital Gain 34.58% 23% F 66% D+
Dividend Return 19.75% 92% A 74% C
Total Return 54.32% 23% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.19% 46% F 62% D
Dividend Return 13.21% 62% D 64% D
Total Return 3.02% 92% A 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 19.17% 46% F 78% C+
Risk Adjusted Return 68.94% 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.