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Screening dividend stocks for payout ratios, cut risks, and ex-dividend dates turns into a second job fast.
Launched on November 3, 2003, the iShares Select Dividend ETF (DVY) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
A smart beta exchange traded fund, the iShares Select Dividend ETF (DVY) debuted on 11/03/2003, and offers broad exposure to the Style Box - Large Cap Value category of the market.
iShares Select Dividend ETF (DVY) remains a "hold" due to average growth and weak quality, though it does have a solid 3.39% estimated dividend yield and a long track record. DVY's 10-year annualized return of 10.43% trails leading peers like SCHD, with weaker downside protection and slower recoveries after drawdowns. Quality metrics are concerning: DVY ranks near the bottom among 3%+ yielding large-cap value ETFs on margins and capital efficiency. This is despite a seemingly thoughtful screen for positive EPS.
The 30-year Treasury touched 5.323%, a 19-year high, before easing to roughly 5.282%, while the 10-year sits at 4.72%.
The pitch for owning Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), Vanguard High Dividend Yield ETF (NYSEARCA:VYM), iShares Core High Dividend ETF (NYSEARCA:HDV), or iShares Select Dividend ETF (NASDAQ:DVY) was simple when Treasuries paid nothing.
BIP Wealth LLC grew its stake in shares of iShares Select Dividend ETF (NASDAQ: DVY) by 105.7% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,735 shares of the company's stock after buying an additional 4,488 shares during the period. BIP Wealth
The paperwork is still pending, but the math is already clear. The 2026 Social Security COLA came in at 2.8%, and the CPI-W readings that will set the 2027 raise are trending softer, with the index falling to 327.075 in June 2026 from a May peak of 328.829.