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Sound Equity Dividend Income ETF DIVY

Medalist Rating as of | See Sound Income Strategies Investment Hub

Morningstar’s Analysis DIVY

Will DIVY outperform in future?

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

Sound Equity Dividend Income ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings DIVY

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 39.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LyondellBasell Industries NV Class A

4.74 1.3 Mil
Basic Materials

ONEOK Inc

4.45 1.2 Mil
Energy

Patterson Companies Inc

4.31 1.2 Mil
Healthcare

Omnicom Group Inc

3.94 1.1 Mil
Communication Services

Greif Inc Class B

3.92 1.1 Mil
Consumer Cyclical

TotalEnergies SE ADR

3.82 1.0 Mil
Energy

Enbridge Inc

3.67 995,384
Energy

Cisco Systems Inc

3.67 994,568
Technology

International Business Machines Corp

3.62 982,274
Technology

AT&T Inc

3.61 978,642
Communication Services