DVY:NSD-iShares Select Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 130.88

Change

+0.08 (+0.06)%

Market Cap

N/A

Volume

0.37M

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: 2025-01-08 )

Largest Industry Peers for Large Value

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

+0.13 (+0.14%)

USD 24.31B
RDVY First Trust Rising Dividend Ac..

-0.18 (-0.30%)

USD 12.71B
VONV Vanguard Russell 1000 Value In..

+0.09 (+0.11%)

USD 9.85B
FTA First Trust Large Cap Value Al..

+0.07 (+0.09%)

USD 1.21B
CDC VictoryShares US EQ Income Enh..

+0.09 (+0.14%)

USD 0.77B
PFM Invesco Dividend Achievers ETF

+0.16 (+0.35%)

USD 0.71B
LVHD Legg Mason Low Volatility High..

+0.10 (+0.26%)

USD 0.54B
CDL VictoryShares US Large Cap Hig..

+0.11 (+0.17%)

USD 0.34B
VSMV VictoryShares US Multi-Factor ..

+0.15 (+0.31%)

USD 0.12B
RNDV First Trust US Equity Dividend..

-0.03 (-0.10%)

USD 0.05B

ETFs Containing DVY

TDSC Cabana Target Drawdown 10.. 15.47 % 0.00 %

+0.01 (+0.12%)

USD 0.20B
DUKQ Northern Lights Fund Trus.. 5.13 % 0.00 %

+0.03 (+0.12%)

USD 9.55M
CLSM Cabana Target Leading Sec.. 4.77 % 0.00 %

+0.04 (+0.12%)

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 -0.31% 15% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.31% 15% F 43% F
Trailing 12 Months  
Capital Gain 11.26% 67% D+ 65% D
Dividend Return 2.96% 92% A 50% F
Total Return 14.22% 67% D+ 66% D+
Trailing 5 Years  
Capital Gain 24.68% 23% F 66% D+
Dividend Return 18.52% 83% B 72% C
Total Return 43.20% 23% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.15% 54% F 63% D
Dividend Return 14.23% 62% D 65% D
Total Return 3.08% 92% A 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 18.92% 54% F 78% C+
Risk Adjusted Return 75.19% 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.