The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares Select Dividend ETF DVY
Morningstar’s Analysis DVY
Will DVY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.3
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 |