— Know what they know.
Not Investment Advice

DVY

iShares Select Dividend ETF
1W: +0.5% 1M: -3.8% 3M: +5.0% YTD: +4.8% 1Y: +15.1% 3Y: +46.2% 5Y: +56.5%
$149.53
+0.55 (+0.37%)
After Hours: $149.18 (-0.35, -0.23%)
ETF NASDAQ · AUM $22.9B
ETF-Level Metrics
AUM$22.9B
Holdings98
Top 10 Wt22.4%
Beta0.73
% Profitable81%
Coverage99%
Portfolio Valuation
P/E19.6
P/B2.6
P/S1.7
EV/EBITDA12.0
P/FCF17.3
PEG
Profitability & Returns
Gross Margin34.3%
Net Margin8.1%
ROE13.1%
ROA2.9%
ROIC8.4%
Div Yield3.88%
Leverage & Liquidity
Debt/Equity1.15
Debt/Assets0.26
Net Debt/EBITDA2.6x
Interest Cov3.6x
Current Ratio0.80
Quick Ratio0.73
Growth (YoY)
Revenue+8.7%
Net Income+19.7%
EPS+19.0%
FCF+26.6%
EBITDA+13.4%
Rev CAGR 3Y+2.2%
Quality Scores
Piotroski F6.4
Altman Z1.93
IS Quality64.6
IS Overall47.7
IS Value63.1
Median P/E16.7

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Utilities 25 27.1% 20.6
Financial Services 26 23.1% 10.0
Consumer Defensive 10 10.8% 8.1
Consumer Cyclical 11 8.3% 30.2
Energy 5 7.3% 24.9
Technology 4 5.8% 23.7
Healthcare 4 5.6% 27.1
Communication Services 4 4.8% -50.6
Basic Materials 5 4.1% -6.8
Industrials 4 2.3% 25.0
Other 3 0.6%

Smart Money Overlap

14 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
PFE Pfizer Inc. 1.99% 4 Bullish 11 1 +2.8%
CVS CVS Health Corporation 1.34% 4 Bullish 9 2 +0.5%
AEP American Electric Power Company, Inc. 1.30% 4 Bullish 26 2 -3.0%
MRK Merck & Co., Inc. 1.29% 4 Bullish 11 2 +0.9%
T AT&T Inc. 1.26% 4 Bullish 29 5 +3.0%
EXC Exelon Corporation 1.21% 4 Bullish 8 1 +0.5%
OKE ONEOK, Inc. 1.14% 4 Bullish 3 1 +10.4%
SRE Sempra 1.09% 4 Bullish 7 1 +3.0%
FITB Fifth Third Bancorp 1.08% 4 Bullish 2 1 +1.7%
PEG Public Service Enterprise Group Incorporated 0.90% 4 Bullish 17 1 -5.2%
IBM International Business Machines Corporation 0.74% 4 Bullish 10 8 -0.2%
MCD McDonald's Corporation 0.69% 4 Bullish 11 1 -4.3%
IP International Paper Company 0.66% 4 Bullish 8 1 +2.3%
FMC FMC Corporation 0.17% 4 Bullish 3 2 +13.1%
Showing 50 of 101 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 SEAGATE TECHNOLOGY HOLDINGS PLC STX 3.64% $828.6M 2,037,107 45.1 $90.1B Technology
2 ALTRIA GROUP INC MO 2.50% $568.8M 8,733,946 15.4 $107.1B Consumer Defensive
3 EDISON INTERNATIONAL EIX 2.42% $550.7M 7,579,775 5.9 $27.4B Utilities
4 FORD MOTOR CO F 2.29% $520.8M 44,175,789 -5.7 $45.7B Consumer Cyclical
5 VERIZON COMMUNICATIONS INC VZ 2.12% $483.7M 9,754,215 12.4 $212.4B Communication Services
6 PFIZER INC PFE 1.99% $454.1M 16,623,050 20.0 $155.3B Healthcare
7 ARCHER DANIELS MIDLAND ADM 1.90% $431.9M 6,094,170 32.2 $34.5B Consumer Defensive
8 VALERO ENERGY CORP VLO 1.90% $433.2M 1,816,561 30.3 $70.1B Energy
9 LYONDELLBASELL INDUSTRIES NV CLASS 0EDD.L 1.89% $430.9M 5,730,271 -33.5 $24.8B Basic Materials
10 EVERSOURCE ENERGY ES 1.71% $388.9M 5,346,944 14.9 $25.2B Utilities
11 BUNGE GLOBAL BG 1.69% $385.7M 3,109,874 30.0 $24.3B Consumer Defensive
12 CHEVRON CORP CVX 1.66% $378.5M 1,905,707 33.2 $410.2B Energy
13 KEYCORP KEY 1.65% $374.5M 19,640,107 12.0 $21.8B Financial Services
14 NEWMONT NEM 1.56% $355.4M 3,336,256 15.8 $110.8B Basic Materials
15 EXXON MOBIL CORP XOM 1.55% $352.5M 2,237,082 24.5 $680.3B Energy
16 DOMINION ENERGY INC D 1.55% $352.4M 5,666,065 17.3 $53.3B Utilities
17 FIRSTENERGY CORP FE 1.53% $349.3M 6,894,090 28.0 $28.6B Utilities
18 US BANCORP USB 1.45% $330.3M 6,435,684 10.7 $80.6B Financial Services
19 CITIZENS FINANCIAL GROUP INC CFG 1.42% $322.5M 5,694,806 14.0 $25.5B Financial Services
20 REGIONS FINANCIAL CORP RF-PF 1.41% $321.6M 12,760,974 10.5 $22.4B Financial Services
21 TRUIST FINANCIAL CORP TFC 1.34% $305.5M 6,967,235 10.8 $56.7B Financial Services
22 CVS HEALTH CORP CVS 1.34% $305.9M 4,189,204 51.8 $91.8B Healthcare
23 AMERICAN ELECTRIC POWER INC AEP 1.30% $295.0M 2,252,235 18.6 $69.4B Utilities
24 MERCK & CO INC MRK 1.29% $293.3M 2,561,267 16.3 $295.1B Healthcare
25 AT&T INC T 1.26% $287.8M 10,501,544 9.4 $204.4B Communication Services
26 LOCKHEED MARTIN CORP LMT 1.22% $277.1M 431,356 28.7 $144.4B Industrials
27 EXELON CORP EXC 1.21% $276.2M 5,607,232 17.4 $48.8B Utilities
28 NEXTERA ENERGY INC NEE 1.18% $269.4M 2,961,480 27.9 $189.9B Utilities
29 T ROWE PRICE GROUP INC TROW 1.16% $264.5M 3,022,511 9.6 $19.5B Financial Services
30 PRUDENTIAL FINANCIAL INC PRU 1.16% $263.7M 2,838,570 9.3 $33.2B Financial Services
31 ONEOK INC OKE 1.14% $259.8M 3,014,093 17.1 $58.0B Energy
32 PINNACLE WEST CORP PNW 1.11% $253.1M 2,508,335 19.0 $11.8B Utilities
33 WEC ENERGY GROUP INC WEC 1.11% $252.1M 2,176,358 23.5 $36.7B Utilities
34 PHILIP MORRIS INTERNATIONAL INC PM 1.10% $251.0M 1,511,072 22.7 $257.6B Consumer Defensive
35 HUNTINGTON BANCSHARES INC HBAN 1.09% $248.7M 16,457,741 10.9 $23.0B Financial Services
36 SEMPRA SRE 1.09% $248.2M 2,611,085 33.9 $62.3B Utilities
37 INVESCO LTD 0UAN.L 1.08% $244.9M 10,456,314 -39.0 $10.8B Financial Services
38 HF SINCLAIR CORP DINO 1.08% $246.1M 4,107,609 19.2 $11.2B Energy
39 FIFTH THIRD BANCORP FITB 1.08% $247.0M 5,625,941 12.1 $30.6B Financial Services
40 ALLIANT ENERGY CORP LNT 1.06% $241.0M 3,359,008 22.1 $17.9B Utilities
41 DTE ENERGY DTE 1.06% $242.5M 1,649,338 20.3 $29.8B Utilities
42 XCEL ENERGY INC XEL 1.06% $240.4M 3,003,863 22.9 $48.5B Utilities
43 PRINCIPAL FINANCIAL GROUP INC PFG 1.03% $234.7M 2,708,101 16.6 $19.5B Financial Services
44 GILEAD SCIENCES INC GILD 1.02% $232.5M 1,645,521 20.2 $171.6B Healthcare
45 BEST BUY INC BBY 1.01% $229.8M 3,655,903 11.9 $12.7B Consumer Cyclical
46 ENTERGY CORP ETR 1.01% $229.0M 2,196,649 26.2 $46.5B Utilities
47 PPL CORP PPL 1.00% $228.5M 6,004,815 23.3 $27.9B Utilities
48 NISOURCE INC NI 0.96% $217.4M 4,663,808 23.2 $21.9B Utilities
49 CENTERPOINT ENERGY INC CNP 0.96% $217.5M 5,032,102 26.1 $27.5B Utilities
50 CMS ENERGY CORP CMS 0.94% $214.2M 2,765,064 21.2 $23.1B Utilities

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms