ETF Analysis
iShares Select Dividend ETF (DVY) ETF Analysis
iShares Select Dividend ETF (DVY) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
iShares Select Dividend ETF (DVY) currently has an AIQ Score of 65/100, indicating a neutral setup. Momentum is the strongest factor at 82/100. Quality is the weakest current factor at 56/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
DVY at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $161.26 |
| AIQ Score | 65/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Buy |
| Fund Size | $23.52B |
| Expense Ratio | 0.38% |
| Holdings Count | 102 |
| NAV | $162.72 |
| Asset Class | Equity |
| Primary Exposure | Financial Services (25.61%) |
| Issuer | IShares |
| Domicile | US |
| Inception Date | Nov 3, 2003 |
| Distribution Yield | 3.28% |
| Beta | 0.57 |
| Average Volume | 371.31K |
| 52-week range | $137.16-$167.06 |
| RSI 14 | 71.98 |
| 50-Day SMA | $159.50 |
| 200-Day SMA | $155.79 |
| Risk Score | 69/100 |
| Momentum Score | 82/100 |
| Value Exposure Score | 58/100 |
DVY Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 14.02% | 14.03% | -8.11% | Oct 23, 2025 |
| 3Y | 55.63% | 15.88% | -17.46% | Oct 23, 2023 |
| 5Y | 34.16% | 6.06% | -22.08% | Oct 25, 2021 |
| 10Y | 34.16% | 6.06% | -22.08% | Oct 25, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
DVYiShares Select Dividend ETF
Financial Services / Asset Management
Leader
Strong Relative Position
Latest quote
- Momentum82
- Value58
- Quality56
- Risk resilience69
- Sentiment—
DVY ETF Analysis Summary
iShares Select Dividend ETF (DVY) currently has an AIQ Score of 65/100, indicating a neutral setup. Momentum is the strongest factor at 82/100. Quality is the weakest current factor at 56/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, DVY has AIQ Score of 65/100 with Momentum base of 82/100 and fading Quality at 56/100. Wait for component alignment before adding exposure.
Momentum (82/100) leads while Quality (56/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · -0.91% ETF move · DVY classified in Asset Management.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is DVY Bullish or Bearish Right Now?
DVY currently has a neutral overall setup. Momentum is the strongest factor at 82/100, while Quality is weakest at 56/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Momentum is constructive at 82/100.
- - Risk Resilience is supportive at 69/100.
- - Price is +1.10% above its 50-day SMA.
- - Technical consensus has more buy votes than sell votes (35 vs 9).
- - No strong bearish evidence is available in the current snapshot.
Current Consensus
DVY's Technical Analysis Consensus is currently Strong Buy, with 35 buy, 1 neutral, and 9 sell votes. DVY's 14-day RSI is 71.98, which places the ETF in an overbought momentum range. DVY's beta is 0.57, indicating lower market sensitivity than the broad market.
What Changed in DVY?
The largest recent change in DVY is Momentum moving up by 20.0 points over the available 7-day comparison window. Momentum remains the strongest visible factor.
What Would Change the DVY Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
DVY Decision Framework
Public evidence layers, setup checks, and risk context for iShares Select Dividend ETF.
iShares Select Dividend ETF (DVY) ETF Analysis
iShares Select Dividend ETF has an AIQ Score of 65/100 in a Neutral regime. Momentum is strongest at 82/100. Beta is 0.57, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | DVY is in a Neutral AIQ regime with score 65/100. |
| Signal Conflict | The primary conflict is that momentum leads at 82/100 while quality lags at 56/100. |
| Factor Evidence | Momentum 82/100 · Value 58/100 · Quality 56/100 · Risk 69/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Momentum is the strongest factor at 82/100.
Momentum is 82/100 and RSI (14) is 72.0.
DVY is in a Neutral regime at 65/100.
Risk factor is 69/100 with beta 0.57 and annual volatility 11.57%.
Current conflict: momentum leads at 82/100 while quality lags at 56/100.
DVY Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
DVY ETF Analytics
DVY holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
DVY Technical Analysis
DVY technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
DVY ETF Market Context
Track DVY market context, news pressure, trend changes, income events, and current allocation evidence.
DVY Distribution Analysis
DVY distribution yield, annualized distributions, payment history, and income context.
DVY ETF Data
DVY available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
DVY Risk Analysis
DVY volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
DVY ETF News
DVY ETF news, market tone, recent headlines, and catalyst context.
DVY vs Dividend & Income Peers
Current peer cohort: DVY · DWX · EFAD · FDVV · FVD. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| DVY Current ETF | 65/100 | 58/100 | 82/100 | 69/100 | 0.87 | 11.57% | Current |
| DWX SPDR S&P International Dividend ETF | 57/100 | 60/100 | 66/100 | 78/100 | 0.46 | 11.41% | DVY vs DWX |
| EFAD ProShares MSCI EAFE Dividend Growers ETF | 56/100 | 49/100 | 79/100 | 83/100 | 0.32 | 13.79% | DVY vs EFAD |
| FDVV Fidelity High Dividend ETF | 60/100 | 54/100 | 58/100 | 81/100 | 0.66 | 10.89% | DVY vs FDVV |
| FVD First Trust Value Line Dividend Index Fund | 63/100 | 54/100 | 80/100 | 68/100 | 0.48 | 10.54% | DVY vs FVD |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 23, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 24, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching DVY
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for DVY
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
DVY ETF FAQ
What is DVY ETF price today?
DVY is currently shown at $161.26. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is DVY's 52-week high and low?
DVY's 52-week range is $137.16 to $167.06 based on the latest completed market-close snapshot from Oct 23, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does DVY pay a dividend?
DVY's current distribution yield is 3.28% based on the latest completed market-close snapshot from Oct 23, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying DVY?
Compare DVY's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.