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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

DVY vs IYE: how they differ

DVY and IYE hold 8% of their weight in the same names, and IYE returned more over the year.

iShares Select Dividend ETF and iShares U.S. Energy ETF.

What they hold in common

By the books each fund has filed, DVY and IYE hold 8% of their money in the same securities at the same weight.

Positions DVY and IYE both hold, largest shared weight first
HoldingDVYIYE
ONEOK INC1.84%2.59%
CHEVRON CORP1.38%15.41%
EOG RESOURCES INC1.25%3.56%
EXXON MOBIL CORP0.99%21.74%
VALERO ENERGY CORP0.92%3.54%
APA CORP1.18%0.64%
HF SINCLAIR CORP0.82%0.47%
CHORD ENERGY CORP0.67%0.37%
Largest positions each one holds and the other does not
Only in DVYOnly in IYE
ALTRIA GROUP INC 2.30%CONOCOPHILLIPS 6.51%
PFIZER INC 2.22%THE WILLIAMS COMPANIES, INC. 4.38%
T. ROWE PRICE GROUP INC 2.03%SLB N.V. 3.95%
VERIZON COMMUNICATIONS INC 1.85%MARATHON PETROLEUM CORPORATION 3.44%
PRUDENTIAL FINANCIAL INC 1.85%PHILLIPS 66 3.32%
HP INC 1.61%BAKER HUGHES COMPANY 3.13%
EDISON INTERNATIONAL 1.54%KINDER MORGAN, INC. 2.92%
LYONDELLBASELL INDUSTRIES NV 1.53%CHENIERE ENERGY, INC. 2.62%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026.

DVY and IYE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DVY
iShares Select Dividend ETF
IYE
iShares U.S. Energy ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isUS dividendU.S. Energy
Total return, 1 year+18.0%+48.8%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+0.5 pts+31.3 pts
Expense ratio0.38%0.37%
Already in the S&P 50080.5%89.0%
Holdings10038

DVY in plain words

DVY is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +18.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.38% a year. By its holdings filed for Apr 30, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 100 positions, with the top ten at 18.3%.

IYE in plain words

IYE is an index equity fund tracking the U.S. Energy. Over the year to Sep 11, 2026 it returned +48.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Apr 30, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 38 positions, with the top ten at 69.0%.

Questions people ask

Which returned more over the last year, DVY or IYE?
In the year to Sep 12, 2026, with distributions reinvested, DVY returned +18.0% and IYE returned +48.8%, so IYE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DVY or IYE?
DVY charges 0.38% a year and IYE charges 0.37%, so IYE is cheaper. Fees come from each fund's prospectus.
How much do DVY and IYE overlap with the S&P 500?
By their latest filed holdings, 80% of DVY and 89% of IYE by weight is stocks the S&P 500 already holds. Between the two funds, 8% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DVY against IYE, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DVY against IYE, data as of Sep 12, 2026. https://etfiq.com/compare/any/DVY-IYE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources