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DVYiShares Select Dividend ETF

Grow my moneyGet income22y track recordRanked #158 of 1,706 in this goal

Tracks the investment results of an index composed of relatively high dividend paying U.S. equities.

By iShares · Launched 2003

Annual Cost

0.38%

#1,913 of 6,040 · low cost

Fund Size

$23.6B

#137 of 6,040 · large

Return (1Y)

+18.8%

Track Record

22 years

#176 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,766+17.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Dividend

Index tracked

Dow Jones US Select Dividend Index

Holdings

By weight

Concentration

Top 10 holdings = 18.2% of funddiversified

ALTRIA GROUP INC
2.3%
PFIZER INC
2.2%
T. ROWE PRICE GROUP INC
2.0%
VERIZON COMMUNICATIONS INC
1.8%
PRUDENTIAL FINANCIAL INC
1.8%
ONEOK INC
1.8%
HP INC
1.6%
EDISON INTERNATIONAL
1.5%
LYONDELLBASELL INDUSTRIES NV
1.5%
GENERAL MILLS INC
1.5%

Asset allocation

Stocks
99.6%
Cash
0.4%

By sector

Financial Services
25.8%
Utilities
21.6%
Consumer Defensive
14.0%
Consumer Cyclical
10.3%
Energy
9.9%
Communication
6.0%
Healthcare
5.5%
Technology
3.1%
Other
3.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.1%Moderate

Year-on-year price swings

Max drawdown
-41.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.92Decent risk-adjusted returns
Sortino (3Y)
1.33Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of an index composed of relatively high dividend paying U.S. equities.
Strategy
Seeks to track the investment results of the Dow Jones U.S. Select Dividend Index, which includes large-, mid-, and small-cap U.S. companies with high dividend yields. Concentrates in consumer goods, financials, and utilities sectors.
Inception date
November 3, 2003
Fund family
iShares

Next steps

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Data updated on 2026-09-18