iShares Select Dividend ETF

Shareclass
iShares Select Dividend ETF (DVY)
Type
Exchange-traded fund
Fund investment profile
Shareclass ticker
DVY
Data as of
31 May 2024
Shareclass name
iShares Select Dividend ETF
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$18.65 BILLION
Fund category
Large Value
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
No
Fossil fuels
Fossil fuel grade
F
Total fossil fuel stock holdings
32
Total % invested in fossil fuel stocks
33%
Total assets invested in fossil fuel stocks
$6.23 BILLION
Fossil fuel finance
Fossil fuel finance grade
B
Fossil fuel finance score
1.4
Total fossil fuel finance stock holdings
1
Total % invested in fossil fuel finance stocks
1.26%
Total assets invested in fossil fuel finance stocks
$234.08 MILLION
Fossil fuel insurance
Fossil fuel insurance grade
B
Fossil fuel insurance score
0
Total fossil fuel insurance stock holdings
0
Total % invested in fossil fuel insurance stocks
0%
Total assets invested in fossil fuel insurance stocks
$0
Clean200
Total Clean200 stock holdings
5
Total % invested in Clean200 stocks
6.61%
Total assets invested in Clean200 stocks
$1.23 BILLION
Financial performance
Performance data provided byMorningstarFind more financial data on DVY at Morningstar.com
Current fund
DVY
iShares Select Dividend ETF
Family
BlackRock/iShares
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.77% less in annualized returns
More invested in fossil fuels 
24% more invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
12.04% less invested
Current fund
DVY
iShares Select Dividend ETF
Family
BlackRock/iShares
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.77% less in annualized returns
More invested in fossil fuels 
24% more invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
12.04% less invested
Current fund
DVY
iShares Select Dividend ETF
Family
BlackRock/iShares
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.77% less in annualized returns
More invested in fossil fuels 
24% more invested
Lower fossil finance risk score 
24 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
12.04% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
DVY - iShares Select Dividend ETF
19%
4.62%
9.86%
8.88%
33% 
Benchmark
IVV - iShares Core S&P 500 ETF
28%
9.54%
16%
13%
8.94% 
Fund compared to benchmark
 
-8.87%
-4.92%
-5.91%
-3.77%
24%  higher
Find more financial data on DVY at Morningstar.com
What's next?
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