ISHARES SELECT DIVIDEND ETF

Symbol: DVY

Exchange: NASDAQ

Sector: Utilities

Category: Mid-Cap Value

Inception Date: 03/11/2003

Latest Date: 02/04/2026

Current Price: $151.66

Expense Ratio: 0.38%

Assets Under Management
$22.9B
0.68% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-2.00%

Volatility

11.70%

Sharpe Ratio

-2.007

VaR 95%

-1.35%

CVaR 95%: -1.49%
Max Drawdown: -5.03%
Sortino Ratio: -3.049
Calmar Ratio: -3.95
Return

6.33%

Volatility

11.95%

Sharpe Ratio

2.067

VaR 95%

-1.17%

CVaR 95%: -1.45%
Max Drawdown: -7.60%
Sortino Ratio: 3.509
Calmar Ratio: 3.73
Return

8.02%

Volatility

11.69%

Sharpe Ratio

1.129

VaR 95%

-1.15%

CVaR 95%: -1.48%
Max Drawdown: -7.60%
Sortino Ratio: 1.904
Calmar Ratio: 2.21
Return

15.83%

Volatility

15.77%

Sharpe Ratio

0.778

VaR 95%

-1.31%

CVaR 95%: -2.29%
Max Drawdown: -8.28%
Sortino Ratio: 1.005
Calmar Ratio: 1.92
Return

33.15%

Volatility

14.26%

Sharpe Ratio

0.829

VaR 95%

-1.24%

CVaR 95%: -2.06%
Max Drawdown: -16.00%
Sortino Ratio: 1.115
Calmar Ratio: 0.97
Return

43.77%

Volatility

14.08%

Sharpe Ratio

0.660

VaR 95%

-1.27%

CVaR 95%: -1.99%
Max Drawdown: -16.00%
Sortino Ratio: 0.935
Calmar Ratio: 0.81

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.063%

Best Day

6.243%

09/04/2025
Worst Day

-5.409%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $150.64 $151.84 $150.36 $151.66 341,600
01/04/2026 $151.27 $151.53 $150.38 $151.03 640,600
31/03/2026 $151.10 $152.00 $150.02 $151.41 724,700
30/03/2026 $150.86 $151.25 $149.47 $150.03 417,200
27/03/2026 $149.78 $150.79 $149.20 $149.50 339,800
26/03/2026 $149.09 $150.84 $149.09 $150.02 483,200
25/03/2026 $149.80 $150.21 $148.86 $149.53 479,500
24/03/2026 $147.13 $149.95 $146.77 $148.98 661,800
23/03/2026 $147.39 $148.76 $146.69 $147.64 615,800
20/03/2026 $148.41 $148.73 $145.21 $145.93 1,186,600