DVY:NSD-iShares Select Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 131.12

Change

+1.70 (+1.31)%

Market Cap

N/A

Volume

0.23M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-14 )

Largest Industry Peers for Large Value

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

+0.47 (+0.51%)

USD 24.31B
RDVY First Trust Rising Dividend Ac..

+0.73 (+1.22%)

USD 12.71B
VONV Vanguard Russell 1000 Value In..

+0.71 (+0.87%)

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

+0.79 (+1.03%)

USD 1.21B
CDC VictoryShares US EQ Income Enh..

+0.57 (+0.92%)

USD 0.77B
PFM Invesco Dividend Achievers ETF

+0.31 (+0.68%)

USD 0.71B
LVHD Legg Mason Low Volatility High..

+0.30 (+0.79%)

USD 0.54B
CDL VictoryShares US Large Cap Hig..

+0.60 (+0.93%)

USD 0.34B
VSMV VictoryShares US Multi-Factor ..

+0.24 (+0.50%)

USD 0.11B
RNDV First Trust US Equity Dividend..

+0.26 (+0.80%)

USD 0.04B

ETFs Containing DVY

DUKQ Northern Lights Fund Trus.. 5.13 % 0.00 %

+0.06 (+0.24%)

USD 9.55M
TDSC Cabana Target Drawdown 10.. 0.00 % 0.00 %

+0.07 (+0.24%)

USD 0.19B
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

+0.16 (+0.24%)

USD 0.14B

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 -0.13% 38% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.13% 38% F 58% F
Trailing 12 Months  
Capital Gain 13.86% 67% D+ 67% D+
Dividend Return 3.02% 92% A 50% F
Total Return 16.88% 92% A 68% D+
Trailing 5 Years  
Capital Gain 22.68% 23% F 66% D+
Dividend Return 18.19% 83% B 72% C
Total Return 40.87% 23% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.23% 54% F 63% D
Dividend Return 14.31% 62% D 65% D
Total Return 3.08% 92% A 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 18.89% 54% F 79% B-
Risk Adjusted Return 75.77% 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.