Ishares Select Dividend Etf Profile
| DVY Etf | USD 119.67 0.97 0.82% |
Performance7 of 100
| Odds Of DistressLess than 9
|
IShares Select is trading at 119.67 as of the 23rd of April 2024; that is 0.82 percent increase since the beginning of the trading day. The etf's open price was 118.7. IShares Select has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for iShares Select Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of January 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on iShares Select Dividend
Moving together with IShares Etf
| 0.91 | VTV | Vanguard Value Index | PairCorr |
| 0.94 | VYM | Vanguard High Dividend | PairCorr |
| 0.94 | IWD | iShares Russell 1000 | PairCorr |
| 0.91 | DGRO | iShares Core Dividend | PairCorr |
| 0.93 | IVE | iShares SP 500 | PairCorr |
| 0.93 | SPYV | SPDR Portfolio SP | PairCorr |
Moving against IShares Etf
| 0.67 | HUM | Humana Inc Earnings Call Tomorrow | PairCorr |
| 0.52 | FNGD | MicroSectors FANG Index | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Select's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Select or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | George Parker |
| Thematic Ideas | (View all Themes) |
| Business Concentration | High Dividend Yield ETFs, Strategy ETFs, Large Value, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2003-11-03 |
| Benchmark | Dow Jones U.S. Select Dividend IndexSM |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 18.04 Billion |
| Average Trading Valume | 527,103 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | BlackRock Fund Advisors |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Apr |
| Exchange | NASDAQ |
| Number of Constituents | 105 |
| Market Maker | Virtu Financial |
| Total Expense | 0.38 |
| Management Fee | 0.38 |
| Country Name | USA |
| Returns Y T D | 2.1 |
| Name | iShares Select Dividend ETF |
| Currency Code | USD |
| Open Figi | BBG000C1L679 |
| In Threey Volatility | 16.67 |
| 1y Volatility | 16.96 |
| 200 Day M A | 114.05 |
| 50 Day M A | 118.48 |
| Code | DVY |
| Updated At | 23rd of April 2024 |
| Currency Name | US Dollar |
iShares Select Dividend [DVY] is traded in USA and was established 2003-11-03. The fund is classified under Large Value category within iShares family. The entity is thematically classified as High Dividend Yield ETFs. iShares Select Dividend currently have 19.51 B in assets under management (AUM). , while the total return for the last 3 years was 4.0%.
Check IShares Select Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Select Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Select Dividend Etf Constituents
| EXC | Exelon | Stock | Utilities |
| MRK | Merck Company | Stock | Health Care |
| LYB | LyondellBasell Industries NV | Stock | Materials |
| FITB | Fifth Third Bancorp | Stock | Financials |
| MPC | Marathon Petroleum Corp | Stock | Energy |
| VZ | Verizon Communications | Stock | Communication Services |
| IP | International Paper | Stock | Materials |
IShares Select Target Price Odds Analysis
Based on a normal probability distribution, the odds of IShares Select jumping above the current price in 90 days from now is about 18.8%. The iShares Select Dividend probability density function shows the probability of IShares Select etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.0707 suggesting iShares Select Dividend market returns are sensitive to returns on the market. As the market goes up or down, IShares Select is expected to follow. Additionally, iShares Select Dividend has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of IShares Select to move above the current price in 90 days from now is about 18.8 (This iShares Select Dividend probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares Select Top Holders
| HCMNX | Hcm Dividend Sector | Mutual Fund | Large Value |
| HCMWX | Hcm Dividend Sector | Mutual Fund | Large Value |
| HCMZX | Hcm Dividend Sector | Mutual Fund | Large Value |
| HCMPX | Hcm Dividend Sector | Mutual Fund | Large Value |
| HASIX | Horizon Active Asset | Mutual Fund | Tactical Allocation |
| ARAAX | Horizon Active Risk | Mutual Fund | Tactical Allocation |
| ARANX | Horizon Active Risk | Mutual Fund | Tactical Allocation |
iShares Select Dividend Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Select market risk premium is the additional return an investor will receive from holding IShares Select long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Select. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Select's alpha and beta are two of the key measurements used to evaluate IShares Select's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0694 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | 0.0019 |
IShares Select Against Markets
Picking the right benchmark for IShares Select etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Select etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Select is critical whether you are bullish or bearish towards iShares Select Dividend at a given time. Please also check how IShares Select's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares Select without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy IShares Etf?
Before investing in IShares Select, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Select. To buy IShares Select etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Select. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Select etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares Select Dividend etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares Select Dividend etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares Select Dividend, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Select guide.
Already Invested in iShares Select Dividend?
The danger of trading iShares Select Dividend is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Select is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Select. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Select Dividend is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares Select Dividend offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Select's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Select Dividend Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Select Dividend Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Select Dividend. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
The market value of iShares Select Dividend is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Select's value that differs from its market value or its book value, called intrinsic value, which is IShares Select's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Select's market value can be influenced by many factors that don't directly affect IShares Select's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Select's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.