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iShares Select Dividend ETF

DVY
ETF · Currency in USD
ISIN
US4642871689
CUSIP
464287168
Issuer
iShares
Inception Date
Nov 3, 2003
Region
North America (U.S.)
Category
Large Cap Value Equities
Expense Ratio
0.39%
Index Tracked
Dow Jones U.S. Select Dividend Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Value

DVYPrice Chart


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S&P 500

DVYPerformance

The chart shows the growth of $10,000 invested in iShares Select Dividend ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $40,213 for a total return of roughly 302.13%. All prices are adjusted for splits and dividends.


DVY (iShares Select Dividend ETF)
Benchmark (S&P 500)

DVYReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.77%
6M3.21%
YTD26.66%
1Y43.13%
5Y11.09%
10Y12.86%

DVYMonthly Returns Heatmap


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DVYSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Select Dividend ETF Sharpe ratio is 2.31. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


DVY (iShares Select Dividend ETF)
Benchmark (S&P 500)

DVYDividends

iShares Select Dividend ETF granted a 3.21% dividend yield in the last twelve months, as of Oct 16, 2021. The annual payout for that period amounted to $3.82 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$3.82$3.52$3.60$3.20$2.96$2.70$2.59$2.41$2.19$2.12$1.85$1.70

Dividend yield

3.21%3.66%3.41%3.58%3.00%3.04%3.45%3.03%3.06%3.70%3.44%3.42%

DVYDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


DVY (iShares Select Dividend ETF)
Benchmark (S&P 500)

DVYWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Select Dividend ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Select Dividend ETF is 41.59%, recorded on Mar 23, 2020. It took 223 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.59%Jan 21, 202044Mar 23, 2020223Feb 9, 2021267
-15.57%Jul 8, 201122Aug 8, 201195Dec 21, 2011117
-15.34%Sep 19, 201867Dec 24, 201870Apr 5, 2019137
-12.05%Apr 26, 201049Jul 2, 201065Oct 5, 2010114
-12.05%Dec 30, 2014165Aug 25, 2015132Mar 4, 2016297
-9.19%Jan 29, 20189Feb 8, 2018131Aug 16, 2018140
-7.8%May 11, 202148Jul 19, 2021
-7.37%May 1, 201922May 31, 201923Jul 3, 201945
-6.96%Oct 19, 201218Nov 15, 201231Jan 2, 201349
-6.7%Jan 20, 201014Feb 8, 201018Mar 5, 201032

DVYVolatility Chart

Current iShares Select Dividend ETF volatility is 9.70%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


DVY (iShares Select Dividend ETF)
Benchmark (S&P 500)

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