DVVY - ETF AI Analysis
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Invesco Diversified Dividend Opportunities ETF (DVVY)
DVVY, the Invesco Diversified Dividend Opportunities ETF, appears to be a solid, well-balanced fund with generally strong underlying companies. Its rating is helped most by large positions in high-quality names like Microsoft, Alphabet, Apple, Merck, and Cisco, which all show strong financial performance, growth in areas like cloud and AI, and supportive technical trends. The main risk factor is that some holdings such as Philip Morris, Chevron, Linde, and Procter & Gamble face bearish technical signals, valuation concerns, or macroeconomic challenges, which can weigh on the fund’s overall appeal.
DVVY vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.79M
- Region
- North America
- Expense Ratio
- 0.33%
- Beta
- 0.31
- Issuer
- Invesco
- Inception Date
- Mar 18, 2026
- Dividend Yield
- 0.81%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
DVVY Summary
DVVY, the Invesco Diversified Dividend Opportunities ETF, is an actively managed fund that focuses on large U.S. companies that pay steady dividends. It doesn’t track a single index, but follows a dividend and value theme, spreading investments across many sectors like financials, technology, and health care. Well-known holdings include Microsoft and JPMorgan Chase. Investors might consider DVVY if they want a mix of income from dividends and potential long-term growth, while staying diversified across industries. A key risk is that stock prices and dividend payments can still go up and down with the overall market.
How much will it cost me?
This ETF has an annual expense ratio of 0.33%, which means you’ll pay about $3.30 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because this fund is actively managed, with managers selecting dividend-paying stocks rather than simply tracking an index.
What would affect this ETF?
DVVY could benefit if the U.S. economy stays resilient, interest rates stabilize or fall, and large, established dividend payers in sectors like financials, health care, and technology continue to grow profits and raise payouts. On the other hand, a sharp economic slowdown, rising rates that pressure bank profits, stricter regulations on big financial or tech firms, or cuts to company dividends could hurt returns for this U.S.-focused, large-cap value dividend strategy.
DVVY Top 10 Holdings
DVVY leans heavily on U.S. blue chips, with Microsoft, Apple, and Cisco doing much of the heavy lifting as their tech and AI stories keep the fund’s growth engine humming. Merck and Chevron add a health care and energy backbone, with both showing generally rising trends that support the fund’s income focus. On the flip side, JPMorgan has been lagging lately, acting more like a brake than an accelerator. Overall, the ETF is U.S.-centric, tilted toward large-cap value and dividend payers, but still anchored by Big Tech leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 6.48% | $180.06K | $3.88T | -0.73% | 79Outperform |
 JPM | JPMorgan Chase | 3.91% | $108.53K | $895.92B | 8.92% | 72Outperform |
 CVX | Chevron | 2.42% | $67.12K | $465.33B | 53.41% | 71Outperform |
 PM | Philip Morris | 2.34% | $65.14K | $325.43B | 43.24% | 61Neutral |
 LIN | Linde | 2.24% | $62.22K | $236.08B | 19.62% | 66Neutral |
 AAPL | Apple | 2.11% | $58.59K | $5.03T | 26.98% | 79Outperform |
 PG | Procter & Gamble | 2.13% | $59.30K | $374.48B | 8.02% | 69Neutral |
 CSCO | Cisco Systems | 2.01% | $55.70K | $411.45B | 43.34% | 77Outperform |
 CME | CME Group | 2.08% | $57.90K | $108.50B | 15.31% | 74Outperform |
 ETR | Entergy | 2.01% | $55.83K | $52.61B | 14.64% | 66Neutral |
DVVY Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DVVY, the sentiment is Positive. The current price of 27.81 is above the 20-day moving average (MA) of 27.38, above the 50-day MA of 27.21, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.20 indicates Negative momentum. The RSI at 65.47 is Neutral, neither overbought nor oversold. The STOCH value of 85.49 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DVVY.
DVVY Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DVVY | $27.81 | $30.00(7.88% Upside) | $2.79M | 0.33% | 73Outperform |
 PRXV | $36.53 | $42.10(15.25% Upside) | $96.20M | 0.36% | 72Outperform |
 MAVF | $136.25 | $166.59(22.27% Upside) | $92.13M | 0.75% | 75Outperform |
 NSIV | $26.14 | $29.69(13.58% Upside) | $74.29M | 0.38% | 72Outperform |
 PZLV | $31.54 | $35.37(12.12% Upside) | $72.08M | 0.60% | 67Neutral |
 DHLX | $14.03 | $16.23(15.68% Upside) | $69.56M | 0.55% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DVVY | Invesco Diversified Dividend Opportunities ETF | 27.81 | 3.31 | 13.50% | |
| PRXV | Praxis Impact Large Cap Value ETF | 36.53 | 7.70 | 26.70% | |
| MAVF | Matrix Advisors Value ETF | 136.25 | 18.84 | 16.05% | |
| NSIV | North Square Disciplined Value ETF | 26.14 | 1.05 | 4.21% | |
| PZLV | Pzena U.S. Large Cap Value ETF | 31.54 | 6.44 | 25.65% | |
| DHLX | Diamond Hill Large Cap Concentrated ETF | 14.03 | 1.36 | 10.69% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.