Find A Portfolio/Ticker
Comparison Box
DVY: iShares Select Dividend (ETF)
Basic Info 116.06 1.06(0.91%) September 28
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 11/07/2003 |
| Last Dividend Date: | 09/24/2021 |
| 12-Mo. Yield | 3.29% |
| Expenses | 0.39% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/27/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.8 | 23.8 | 46.6 | 9.4 | 10.1 | 13.1 | 7.6 | 8.6 | -4.9 | 22.6 | -6.3 | 14.8 | 21.6 | -2.1 | 14.9 | 28.8 | 10.5 | 11.8 | 17.8 | 11.1 | -32.9 | -5.7 | 19.4 | 2.8 | 17.9 | 7.1 |
| SR | NA | 2.16 | 2.76 | 0.32 | 0.45 | 0.75 | NA | 0.4 | -0.13 | 1.92 | -0.59 | 2.05 | 1.79 | -0.15 | 1.46 | 2.63 | 1.05 | 0.6 | 1.09 | 0.39 | -0.75 | -0.51 | 1.81 | 0.06 | 1.59 | 6.21 |
| DD(%) | NA | 7.8 | 7.8 | 41.6 | 41.6 | 41.6 | NA | 62.6 | 41.6 | 7.4 | 15.3 | 3.1 | 5.8 | 11.5 | 5.6 | 6.2 | 7.0 | 15.6 | 12.0 | 37.5 | 43.6 | 14.6 | 4.3 | 7.9 | 7.9 | 1.8 |
| SD(%) | NA | 15.7 | 18.5 | 25.5 | 20.6 | 17.0 | NA | 19.6 | 39.7 | 11.1 | 13.0 | 6.9 | 11.9 | 13.7 | 10.2 | 10.9 | 10.0 | 19.6 | 16.2 | 28.5 | 44.8 | 17.2 | 9.0 | 10.3 | 10.7 | 9.8 |
| TR | NA | 0.36 | 0.5 | 0.09 | 0.1 | 0.15 | NA | 0.09 | -0.05 | 0.25 | -0.1 | 0.2 | 0.31 | -0.02 | 0.19 | 0.34 | 0.16 | 0.16 | 0.24 | 0.14 | -0.35 | -0.09 | 0.26 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.01 | -0.03 | 0.0 | 0.02 | 0.01 | 0.04 | 0.0 | 0.01 | -0.01 | 0.0 | 0.04 | 0.01 | -0.06 | 0.02 | -0.01 | 0.04 | NA | NA | NA |
| Beta(%) | NA | 0.95 | 1.03 | 0.95 | 0.94 | 0.87 | NA | 0.86 | 0.98 | 0.86 | 0.8 | 0.73 | 0.69 | 0.84 | 0.78 | 0.84 | 0.65 | 0.72 | 0.73 | 0.76 | 0.96 | 0.97 | 0.63 | NA | NA | NA |
| RS | NA | 0.85 | 0.88 | 0.95 | 0.93 | 0.9 | NA | 0.85 | 0.97 | 0.91 | 0.86 | 0.73 | 0.78 | 0.87 | 0.79 | 0.87 | 0.83 | 0.94 | 0.94 | 0.93 | 0.88 | 0.87 | 0.11 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (Fidelity Value) (99%)
- JMCVX (Perkins Mid Cap Value T) (99%)
- MLPIX (ProFunds Mid Cap Value Inv) (98%)
- NBREX (Neuberger Berman M/C Intrinsic Val Tr) (98%)
- VMVIX (Vanguard Mid-Cap Value Index Inv) (97%)
- FRBSX (Franklin Balance Sheet Investment A) (95%)
- GCMAX (Goldman Sachs Mid Cap Value A) (94%)
- LMOPX (Legg Mason Cap Mgmt Opportunity C) (94%)
- VALUX (Al Frank Inv) (93%)
- NSEIX (Nicholas Equity Income I) (93%)
Best ETFs
- DVY (iShares Select Dividend) (100%)
- IWS (iShares Russell Mid-Cap Value) (100%)
- IJJ (iShares S&P Mid-Cap 400 Value) (98%)
- DON (WisdomTree MidCap Dividend ETF) (97%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) (97%)
- RPV (Guggenheim S&P 500 Pure Value ETF) (96%)
- RWK (RevenueShares Mid Cap ETF) (96%)
- VOE (Vanguard Mid-Cap Value ETF) (95%)
- PEY (PowerShares High Yld Eq Div Achiev ETF) (95%)
- IVOV (Vanguard S&P Mid-Cap 400 Value ETF) (32%)
Latest Articles Related to DVY
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments