“The expense ratio is a bit high for my taste, but the portfolio is beautiful. From the individual companies selected to the sector allocations, there is far more to like about this portfolio than to dislike. I think some investors putting in new money might seek ways to replicate the portfolio through a combination of lower fee ETFs, but it is a testament to the design of the ETF that it would be worth looking into those strategies,” according to a Seeking Alpha analysis of DVY.
DVY’s annual fee is 0.39%, or $39 per $10,000 invested.
iShares Select Dividend ETF
Tom Lydon’s clients own shares of DVY.