DVY — iShares Select Dividend ETF
100 holdings · — · data as of 2026-04-30
Sector breakdown
Utilities 20.5%
Financials 17.5%
Consumer Staples 12%
Energy 6.6%
Communication Services 5.5%
Health Care 5%
Materials 4.2%
Consumer Discretionary 4.2%
Technology 3.4%
Industrials 0.6%
Unclassified 20.4%
Sectors assigned via S&P 500 sector-ETF membership; small-cap and international holdings appear as Unclassified. See methodology.
Overlaps most with
DVY vs SPYD 45.3% DVY vs SCHD 26.3% DVY vs SDY 22.6% DVY vs VYM 20.7% DVY vs XLU 20.4% DVY vs VTV 18%
Tax-loss harvesting partners for DVY
Investors harvesting a loss in DVY often look for a fund with similar — but not identical — exposure to stay invested without triggering the wash-sale rule. Overlap is one useful lens; funds tracking the same index are widely considered risky swaps regardless of ticker. Not tax advice — confirm with a professional.
| Candidate | Overlap with DVY | Reading |
|---|---|---|
| SPYD SPDR Portfolio S&P 500 High Dividend ETF | 45.3% | looser substitute |