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Morningstar

iShares Select Dividend ETF DVY

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis DVY

Will DVY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DVY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DVY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DVY’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares Select Dividend ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DVY

More DVY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Altria Group Inc

2.83 513.4 Mil
Consumer Defensive

Verizon Communications Inc

1.76 320.5 Mil
Communication Services

Truist Financial Corp

1.76 319.2 Mil
Financial Services

AT&T Inc

1.75 318.8 Mil
Communication Services

Dominion Energy Inc

1.70 308.9 Mil
Utilities

Philip Morris International Inc

1.68 305.8 Mil
Consumer Defensive

Citizens Financial Group Inc

1.67 303.2 Mil
Financial Services

KeyCorp

1.66 301.5 Mil
Financial Services

ONEOK Inc

1.65 299.5 Mil
Energy

Pfizer Inc

1.65 299.3 Mil
Healthcare