iShares Select Dividend ETF

Shareclass
iShares Select Dividend ETF (DVY)
Type
Exchange-traded fund
Gender equality score
Gender equality score

54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
77
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 586 out of 2,548 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. General Mills Inc
    0.71% of assets
    $127.83M invested
  • 2. The Interpublic Group of Companies Inc
    1.01% of assets
    $181.8M invested
  • 3. Philip Morris International Inc
    1.51% of assets
    $273.09M invested
  • 4. American Electric Power Co Inc
    1.16% of assets
    $208.81M invested
  • 5. The Chemours Co
    0.36% of assets
    $64.95M invested
  • 6. Altria Group Inc
    2.27% of assets
    $410.57M invested
  • 7. Ford Motor Co
    1.53% of assets
    $276.31M invested
  • 8. Merck & Co Inc
    1.04% of assets
    $187.19M invested
  • 9. McDonald's Corp
    0.81% of assets
    $147.24M invested
  • 10. Walgreens Boots Alliance Inc
    1.07% of assets
    $193.25M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Federated Hermes Inc Class B
    0.36% of assets
    $64.49M invested
  • 2. Garmin Ltd
    1.34% of assets
    $241.56M invested
  • 3. United Bankshares Inc
    0.6% of assets
    $108.08M invested
  • 4. F N B Corp
    0.6% of assets
    $108.12M invested
  • 5. Cincinnati Financial Corp
    0.78% of assets
    $141.24M invested
  • 6. Genuine Parts Co
    0.61% of assets
    $110.27M invested
  • 7. Old Republic International Corp
    1.04% of assets
    $187.54M invested
  • 8. Valley National Bancorp
    0.44% of assets
    $80.04M invested
  • 9. New York Community Bancorp Inc
    0.42% of assets
    $75.41M invested
  • 10. Southwest Gas Holdings Inc
    0.52% of assets
    $93.7M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on DVY at Morningstar.com
Gender Equality and Returns
Returns chart for iShares Select Dividend ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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: 2/29/24
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 
3.99% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
1 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
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: 2/29/24
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 
3.99% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
1 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
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: 2/29/24
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 
3.99% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
1 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
DVY - iShares Select Dividend ETF
0.2%
7.26%
7.44%
8.67%
54  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
54  / 100 points
Fund compared to benchmark
 
-30.22%
-4.62%
-7.29%
-3.99%
Same
Find more financial data on DVY at Morningstar.com
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