DVY:NSD-iShares Select Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 133.92

Change

+1.12 (+0.84)%

Market Cap

N/A

Volume

1.68M

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: 2025-01-16 )

Largest Industry Peers for Large Value

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

+0.07 (+0.07%)

USD 24.31B
RDVY First Trust Rising Dividend Ac..

+0.21 (+0.34%)

USD 12.71B
VONV Vanguard Russell 1000 Value In..

+0.53 (+0.64%)

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

+0.57 (+0.73%)

USD 1.21B
CDC VictoryShares US EQ Income Enh..

+0.74 (+1.17%)

USD 0.77B
PFM Invesco Dividend Achievers ETF

+0.17 (+0.36%)

USD 0.71B
LVHD Legg Mason Low Volatility High..

+0.38 (+0.99%)

USD 0.54B
CDL VictoryShares US Large Cap Hig..

+0.71 (+1.08%)

USD 0.34B
VSMV VictoryShares US Multi-Factor ..

+0.09 (+0.19%)

USD 0.11B
RNDV First Trust US Equity Dividend..

+0.03 (+0.09%)

USD 0.04B

ETFs Containing DVY

DUKQ Northern Lights Fund Trus.. 5.13 % 0.00 %

+0.05 (+0.17%)

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

+0.10 (+0.17%)

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

+0.20 (+0.17%)

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 2.00% 54% F 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.00% 54% F 65% D
Trailing 12 Months  
Capital Gain 17.60% 92% A 69% C-
Dividend Return 3.05% 92% A 51% F
Total Return 20.65% 92% A 70% C-
Trailing 5 Years  
Capital Gain 24.81% 23% F 66% D+
Dividend Return 18.12% 83% B 72% C
Total Return 42.93% 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.