DVY ETF Analysis: Select Dividend | NASDAQ

Mid-Cap Value | NASDAQ, USA | Market Cap: 23.090m USD | 12M Return: 20.2% | Charts, Fundamentals & Technical Analysis

High Dividend Stocks, U.S. Equities, Index Tracking, Mid-Cap Value
Total Rating 64
Safety 60
Buy Signal -0.01
Mid-Cap Value
Category Rotation: -2.0
TER: 0.38%
AUM: 23.1B
Avg Turnover: 66.3M
Risk 3d forecast
Volatility12.9%
VaR 5th Pctl2.35%
VaR vs Median1.24%
Reward TTM
Sharpe Ratio1.34
Rel. Str. IBD48.4
Rel. Str. Peer Group36.7
Character TTM
Beta0.471
Beta Downside0.477
Hurst Exponent0.431
Drawdowns 3y
Max DD16.00%
CAGR/Max DD1.00
CAGR/Mean DD5.30

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.3% 13
Feb +0.5% 0
Mar -0.8% 35
Apr +0.5% 14
May -0.1% 0
Jun -0.1% 0
Jul +1.0% 0
Aug -0.2% 0
Sep -1.5% 48
Oct -0.2% 0
Nov +3.0% 64
Dec +0.0% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: DVY Select Dividend

The iShares Select Dividend ETF (DVY) is a passively managed fund that invests at least 80% of its assets in the component securities of its underlying index, or in investments with substantially identical economic characteristics. Its underlying index tracks the performance of leading U.S. stocks ranked by dividend yield, making it a targeted vehicle for income-focused investors.

As an exchange-traded fund listed on NASDAQ, DVY offers investors diversified, low-cost exposure to high-dividend-paying U.S. equities through a single ticker, combining the diversification benefits of a mutual fund with the intraday trading flexibility of a stock. The fund falls within the mid-cap value category and is part of BlackRocks iShares family of index-based ETFs.

Headlines to Watch Out For
  • Fed rate cuts pressure high-dividend ETF relative yields
  • Energy and financial sector dividends boost fund payouts
  • Value rotation supports high-yield dividend stock performance
What is the price of DVY shares?

As of July 02, 2026, the stock is trading at USD 157.00 with a total of 374,203 shares traded. Over the past week, the price has changed by +0.72%, over one month by +2.95%, over three months by +4.78% and over the past year by +20.19%.

Current recommended Stop Loss: 154.90 (which is 1.3% or 1.3 ATR below the current price).

Is DVY a buy, sell or hold?

Select Dividend has no consensus analysts rating.