DVY is one of my top four favorite dividend ETFs. I like it in a mix with DGRO, VYM and SCHD.
I like the top holdings in this ETF. Companies like McDonalds, Caterpillar, Kohl’s, Nextera Energy, Chevron, Valero Energy and Lockheed Martin are some of the top holdings. Buy with a long-term perspective and reinvest the dividends to build your share count. This then builds your dividend income every quarter. It is a nice snowball rolling down the hill.
DVY Data Points worth knowing:
Expense Ratio 0.39% – a bit high BUT not bad.
Assets Under Management (AUM) 16.28B – I think this is smaller than is wise.
ETF Category Large Cap Value
Net Asset Value (NAV) $88.22 per share
Total Holdings 103 – good diversification.
Dividend yield 3.31% – A solid yield even after expenses.
5-Year Returns 5-year is 46.83% which is good.
Ranking (DVY – Real-Time SMART Grade™) on etfdailynews.com is #5 of 82 in this class of ETFs.
The XTF.COM rating for DIV is 9.3 out of 10.0 with four Morningstar stars.
Comparable ETFs: HDV, DGRO, VYM and SCHD.
You can find the XTF, Morningstar and other ratings when you are signed on to a Fidelity Investments accounts. I prefer the XTF rating over Morningstar.
Recommendation: Buy DVY and/or comparable ETFs for a long term plan. I use DVY in the UTMA accounts for our grandchildren. I still prefer VYM and SCHD for my personal IRA at this time.
DVY LINK: https://etfdailynews.com/etf/DVY/