DVY
iShares Select Dividend ETFDVY Fund Description
DVY tracks a dividend-weighted index of US companies. The index selects roughly 100 stocks based on dividend yield from a broad market-cap universe.
DVY Factset Analytics Insight
DVY offers easily traded exposure to the US high-dividend space that skews toward smaller firms paying consistent dividends. The fund's dividend yield is, in theory at least, sustainable: DVY's methodology has a robust sustainability screen, designed to ensure companies pay steady and rising dividends by using five-year dividend growth, payout ratio, and payment history criteria. REITs are allowed, and stocks that make the cut are dividend-weighted. The result is a portfolio with significant sector bets and a bias away from large-caps relative to our cap-weighted benchmark. DVY has a huge asset base, reasonable tracking and great liquidity, so accessing it is cheap and easy, but its expense ratio can’t be considered cheap in light of heavy competition from low-cost peers.
DVY MSCI ESG Analytics Insight
iShares Select Dividend ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.94 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Select Dividend ETF ranks in the 37th percentile within its peer group and in the 19th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DVY MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DVY Charts And Performance
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DVY Summary Data
DVY Portfolio Data
DVY Index Data
DVY Portfolio Management
DVY Tax Exposures
DVY Fund Structure
DVY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DVY. DVY is rated a 5 out of 5.
DVY Tradability
DVY Sector/Industry Breakdown
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DVY Top 10 Holdings[View All]
DVY Countries
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DVY Regions
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DVY Economic Development
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DVY Performance Statistics
DVY MSCI ESG Ratings
DVY Benchmark Comparison Summary
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DVY Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.