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DVY

iShares Select Dividend ETF
1W: -2.3% 1M: -6.7% 3M: +2.7% YTD: +2.3% 1Y: +12.3% 3Y: +44.0% 5Y: +51.6%
$145.93
-2.38 (-1.60%)
After Hours: $147.59 (+1.66, +1.14%)
ETF NASDAQ · AUM $25.5B
ETF-Level Metrics
AUM$25.5B
Holdings98
Top 10 Wt22.4%
Beta0.73
% Profitable81%
Coverage100%
Portfolio Valuation
P/E19.1
P/B2.6
P/S1.7
EV/EBITDA11.8
P/FCF16.8
PEG
Profitability & Returns
Gross Margin34.5%
Net Margin8.1%
ROE13.1%
ROA2.9%
ROIC8.5%
Div Yield4.00%
Leverage & Liquidity
Debt/Equity1.16
Debt/Assets0.25
Net Debt/EBITDA2.6x
Interest Cov3.6x
Current Ratio0.79
Quick Ratio0.72
Growth (YoY)
Revenue+7.3%
Net Income+18.2%
EPS+17.4%
FCF+25.9%
EBITDA+12.1%
Rev CAGR 3Y+2.5%
Quality Scores
Piotroski F6.4
Altman Z1.92
IS Quality64.7
IS Overall53.3
IS Value63.4
Median P/E16.2

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Utilities 25 27.1% 20.3
Financial Services 26 23.1% 9.8
Consumer Defensive 10 10.8% 7.8
Consumer Cyclical 11 8.3% 28.2
Energy 5 7.3% 24.6
Technology 4 5.8% 23.4
Healthcare 4 5.6% 26.7
Communication Services 4 4.8% -49.4
Basic Materials 5 4.1% -6.2
Industrials 4 2.3% 24.5
Other 3 0.6%

Smart Money Overlap

12 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
PFE Pfizer Inc. 1.99% 4 Bullish 11 1 +1.5%
CVS CVS Health Corporation 1.34% 4 Bullish 9 2 -0.5%
AEP American Electric Power Company, Inc. 1.30% 4 Bullish 26 3 -5.1%
MRK Merck & Co., Inc. 1.29% 4 Bullish 11 2 -3.5%
T AT&T Inc. 1.26% 4 Bullish 29 5 +1.2%
EXC Exelon Corporation 1.21% 4 Bullish 8 1 -2.0%
OKE ONEOK, Inc. 1.14% 4 Bullish 3 1 +7.0%
SRE Sempra 1.09% 4 Bullish 7 1 -0.9%
IBM International Business Machines Corporation 0.74% 4 Bullish 10 8 +1.0%
MCD McDonald's Corporation 0.69% 4 Bullish 11 1 -5.2%
IP International Paper Company 0.66% 4 Bullish 8 1 -5.3%
FMC FMC Corporation 0.17% 4 Bullish 3 2 -4.3%
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 44.9 $89.7B Technology
2 ALTRIA GROUP INC MO 2.50% $568.8M 8,733,946 15.6 $108.2B Consumer Defensive
3 EDISON INTERNATIONAL EIX 2.42% $550.7M 7,579,775 5.8 $26.8B Utilities
4 FORD MOTOR CO F 2.29% $520.8M 44,175,789 -5.6 $45.1B Consumer Cyclical
5 VERIZON COMMUNICATIONS INC VZ 2.12% $483.7M 9,754,215 12.3 $210.8B Communication Services
6 PFIZER INC PFE 1.99% $454.1M 16,623,050 19.7 $153.4B Healthcare
7 ARCHER DANIELS MIDLAND ADM 1.90% $431.9M 6,094,170 29.7 $31.8B Consumer Defensive
8 VALERO ENERGY CORP VLO 1.90% $433.2M 1,816,561 31.0 $73.2B Energy
9 LYONDELLBASELL INDUSTRIES NV CLASS 0EDD.L 1.89% $430.9M 5,730,271 -31.8 $24.0B Basic Materials
10 EVERSOURCE ENERGY ES 1.71% $388.9M 5,346,944 14.8 $25.0B Utilities
11 BUNGE GLOBAL BG 1.69% $385.7M 3,109,874 28.2 $22.9B Consumer Defensive
12 CHEVRON CORP CVX 1.66% $378.5M 1,905,707 32.6 $403.4B Energy
13 KEYCORP KEY 1.65% $374.5M 19,640,107 11.6 $21.2B Financial Services
14 NEWMONT NEM 1.56% $355.4M 3,336,256 15.0 $104.5B Basic Materials
15 EXXON MOBIL CORP XOM 1.55% $352.5M 2,237,082 24.0 $665.6B Energy
16 DOMINION ENERGY INC D 1.55% $352.4M 5,666,065 16.9 $52.2B Utilities
17 FIRSTENERGY CORP FE 1.53% $349.3M 6,894,090 27.5 $28.1B Utilities
18 US BANCORP USB 1.45% $330.3M 6,435,684 10.5 $79.6B Financial Services
19 CITIZENS FINANCIAL GROUP INC CFG 1.42% $322.5M 5,694,806 13.4 $24.5B Financial Services
20 REGIONS FINANCIAL CORP RF-PF 1.41% $321.6M 12,760,974 10.3 $22.4B Financial Services
21 TRUIST FINANCIAL CORP TFC 1.34% $305.5M 6,967,235 10.5 $55.2B Financial Services
22 CVS HEALTH CORP CVS 1.34% $305.9M 4,189,204 51.3 $90.9B Healthcare
23 AMERICAN ELECTRIC POWER INC AEP 1.30% $295.0M 2,252,235 18.2 $68.0B Utilities
24 MERCK & CO INC MRK 1.29% $293.3M 2,561,267 15.6 $282.3B Healthcare
25 AT&T INC T 1.26% $287.8M 10,501,544 9.3 $200.9B Communication Services
26 LOCKHEED MARTIN CORP LMT 1.22% $277.1M 431,356 28.9 $145.2B Industrials
27 EXELON CORP EXC 1.21% $276.2M 5,607,232 17.0 $47.5B Utilities
28 NEXTERA ENERGY INC NEE 1.18% $269.4M 2,961,480 27.4 $186.5B Utilities
29 T ROWE PRICE GROUP INC TROW 1.16% $264.5M 3,022,511 9.2 $18.8B Financial Services
30 PRUDENTIAL FINANCIAL INC PRU 1.16% $263.7M 2,838,570 9.1 $32.4B Financial Services
31 ONEOK INC OKE 1.14% $259.8M 3,014,093 16.6 $56.2B Energy
32 PINNACLE WEST CORP PNW 1.11% $253.1M 2,508,335 18.9 $11.8B Utilities
33 WEC ENERGY GROUP INC WEC 1.11% $252.1M 2,176,358 23.4 $36.5B Utilities
34 PHILIP MORRIS INTERNATIONAL INC PM 1.10% $251.0M 1,511,072 22.4 $253.9B Consumer Defensive
35 HUNTINGTON BANCSHARES INC HBAN 1.09% $248.7M 16,457,741 10.5 $22.3B Financial Services
36 SEMPRA SRE 1.09% $248.2M 2,611,085 32.6 $59.9B Utilities
37 INVESCO LTD 0UAN.L 1.08% $244.9M 10,456,314 -37.2 $10.2B Financial Services
38 HF SINCLAIR CORP DINO 1.08% $246.1M 4,107,609 19.0 $11.1B Energy
39 FIFTH THIRD BANCORP FITB 1.08% $247.0M 5,625,941 11.6 $29.5B Financial Services
40 ALLIANT ENERGY CORP LNT 1.06% $241.0M 3,359,008 21.8 $17.7B Utilities
41 DTE ENERGY DTE 1.06% $242.5M 1,649,338 20.0 $29.4B Utilities
42 XCEL ENERGY INC XEL 1.06% $240.4M 3,003,863 22.6 $47.9B Utilities
43 PRINCIPAL FINANCIAL GROUP INC PFG 1.03% $234.7M 2,708,101 16.0 $18.7B Financial Services
44 GILEAD SCIENCES INC GILD 1.02% $232.5M 1,645,521 20.0 $170.3B Healthcare
45 BEST BUY INC BBY 1.01% $229.8M 3,655,903 12.4 $13.2B Consumer Cyclical
46 ENTERGY CORP ETR 1.01% $229.0M 2,196,649 25.5 $45.3B Utilities
47 PPL CORP PPL 1.00% $228.5M 6,004,815 22.9 $27.5B Utilities
48 NISOURCE INC NI 0.96% $217.4M 4,663,808 22.9 $21.5B Utilities
49 CENTERPOINT ENERGY INC CNP 0.96% $217.5M 5,032,102 26.1 $27.4B Utilities
50 CMS ENERGY CORP CMS 0.94% $214.2M 2,765,064 20.9 $22.8B Utilities

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