DIVY – Sound Equity Dividend Income ETF – ETF Stock Quote

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DIVY’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the DIVY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of DIVY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Morningstar Manager Research

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
ONEOK Inc	4.70	1.4 Mil	Energy
AT&T Inc	4.61	1.4 Mil	Communication Services
LyondellBasell Industries NV Class A	4.41	1.3 Mil	Basic Materials
Omnicom Group Inc	4.29	1.3 Mil	Communication Services
Enbridge Inc	4.18	1.3 Mil	Energy
International Business Machines Corp	4.17	1.3 Mil	Technology
Greif Inc Class B	3.90	1.2 Mil	Consumer Cyclical
Citigroup Inc	3.45	1.0 Mil	Financial Services
Pfizer Inc	3.42	1.0 Mil	Healthcare
Edison International	3.31	996,922	Utilities

Sound Equity Dividend Income ETF DIVY