iShares Select Dividend ETF

DVY

時価総額 $232億

NOBL carries one of the most respected names in dividend investing, but when we put it head-to-head against 10 popular rivals over the same ten-year stretch, the scoreboard told a story most NOBL holders have never seen.

Dividend ETFs from SPDR, iShares, and Schwab offer yields at least three times the S&P 500's current level.

I am upgrading iShares Select Dividend ETF (DVY) to 'buy' due to sector rotation potential and income stability. DVY's underperformance versus the S&P 500 stems from minimal Technology exposure, now viewed as a portfolio diversifier. The ETF's heavy Financials allocation is positioned for a rebound, supporting a stronger return outlook for year-end.

Retirees hunting for durable income face a curious setup this September. The 10-Year Treasury yield sits at 4.96% as of September 22, 2026, near the top of its trailing-year range, and the 2027 Social Security COLA is tracking toward 3.

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.