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Why we gave this rating

Copper indices are determined to be in the above-average tier, scoring well in some categories judged to be critical by The Index Standard. This index ETF is dividend-weighted and provides exposure to US stocks. A five-year dividend screen is shorter than some other indices (S&P, for instance, examines dividend records for as long as 25 years in some cases) but has been effective. The positive earnings, dividend coverage, dividend growth requirements do not apply to existing holdings and occasionally may leave the index exposed to those with weakening fundamentals. We believe the sector cap of 30% is also on the high side to be really effective and may allow for significant overexposures, which is also reflected in the weights of utilities and financials sectors, which exceed 28% and 23%, respectively, as of Q4 2024. The asset base and liquidity are very good though.

iShares Select Dividend ETF

Inception Date: 3 Nov 2003

Sponsor

S&P Dow Jones Indices

Total Assets

20 Billion

Fee

39 bps

  • Ticker

    DVY.US

  • Index Type

    Total Return

  • Index Bloomberg Ticker

    DVY US Equity

  • Style Information

    Dividends

  • Weighting Scheme

    Dividend Weighted

  • Asset Class

    Equity

  • Replication Process

    Physical

  • Underlying Region

    USA

  • Region Distributed

    United States

The information pertains exclusively to the index described. It does not address the historical performance or forecast or a product or products that use the index and it does not consider any floors, caps, participation rates or fees.

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PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE.

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Laurence Black, founder and a shareholder of The Index Standard®, is also an index advisor to Robert J. Shiller via a separate entity. Strict confidentiality is maintained between relevant entities. To avoid conflicts of interest The Index Standard® does not provide commentary or views on the Shiller Barclays indices. All ratings and forecasts provided by The Index Standard® are systematically generated, thereby ensuring objectivity.

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