DVY:NSD-iShares Select Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 132.51

Change

+0.86 (+0.65)%

Market Cap

N/A

Volume

0.65M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Large Value

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

+0.76 (+0.82%)

USD 24.31B
RDVY First Trust Rising Dividend Ac..

+0.46 (+0.77%)

USD 13.26B
VONV Vanguard Russell 1000 Value In..

+0.75 (+0.92%)

USD 10.17B
FTA First Trust Large Cap Value Al..

+0.52 (+0.68%)

USD 1.28B
CDC VictoryShares US EQ Income Enh..

+0.40 (+0.64%)

USD 0.82B
PFM Invesco Dividend Achievers ETF

+0.38 (+0.82%)

USD 0.73B
LVHD Legg Mason Low Volatility High..

+0.29 (+0.75%)

USD 0.56B
CDL VictoryShares US Large Cap Hig..

+0.37 (+0.57%)

USD 0.36B
VSMV VictoryShares US Multi-Factor ..

+0.32 (+0.66%)

USD 0.12B
RNDV First Trust US Equity Dividend..

+0.16 (+0.49%)

USD 0.05B

ETFs Containing DVY

TDSC Cabana Target Drawdown 10.. 15.71 % 0.00 %

+0.17 (+0.85%)

USD 0.20B
DUKQ Northern Lights Fund Trus.. 5.29 % 0.00 %

+0.23 (+0.85%)

USD 3.35M
CLSM Cabana Target Leading Sec.. 4.77 % 0.00 %

+0.20 (+0.85%)

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 13.04% 67% D+ 68% D+
Dividend Return 2.97% 92% A 51% F
Total Return 16.01% 75% C 69% C-
Trailing 12 Months  
Capital Gain 12.77% 69% C- 68% D+
Dividend Return 2.96% 92% A 50% F
Total Return 15.73% 77% C+ 69% C-
Trailing 5 Years  
Capital Gain 25.45% 23% F 66% D+
Dividend Return 18.40% 92% A 73% C
Total Return 43.85% 31% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.93% 54% F 62% D
Dividend Return 14.00% 62% D 65% D
Total Return 3.08% 92% A 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 19.04% 54% F 78% C+
Risk Adjusted Return 73.53% 46% F 89% A-
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.