DIVY

Sound Income$30.10+0.52 (+1.74%)
AUM $28.4MER 0.45%NAV $28.43Holdings 10

Price Chart

Key Statistics

Previous Close

$29.59

Day Range

$29.88$30.10

52-Week Range

$24.94$30.27

Avg Volume

3.3K

Dividend Yield

3.03%

Expense Ratio

0.45%

AUM

$28.4M

Shares Outstanding

980.7K

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services23.41%
Consumer Cyclical12.72%
Healthcare12.26%
Energy10.74%
Consumer Defensive9.45%
Technology8.90%
Utilities6.74%
Communication Services6.57%
Industrials5.97%
Basic Materials3.24%

Country Allocation

CountryWeight %
United States80.79%
Ireland6.71%
United Kingdom3.44%
France2.89%
Switzerland2.84%
Canada2.77%
Other0.56%

Fund Information

Inception Date
Dec 30, 2020
Exchange
NYSE
Description
The Sound Equity Dividend Income ETF (DIVY) is an actively managed exchange-traded fund with the goal of guiding investors toward steady income using proven investment solutions. DIVY focuses on American companies with a history of paying high dividends.

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IEFAiShares Core MSCI EAFE ETF$185.71B
IJRiShares Core S&P Small-Cap ETF$109.04B
VYMVanguard High Dividend Yield ETF$96.20B

The Sound Equity Dividend Income ETF (DIVY) is an exchange-traded fund issued by Sound Income that launched on Dec 30, 2020. It currently manages $28.4M in assets under management. The fund charges an expense ratio of 0.45%. The fund holds 10 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 44.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1OMCOmnicom Group Inc5.41%15,524$1.2M
2ESEversource Energy4.87%14,588$1.1M
3UPSUnited Parcel Service Inc4.63%9,082$1.0M
4TAT&T Inc4.59%44,654$1.0M
5SONSonoco Products Co4.48%17,793$1.0M
6CRBGCorebridge Financial Inc4.30%31,151$961K
7GSKGSK PLC4.24%18,704$949K
8TTETotalEnergies SE4.06%10,519$907K
9SMGScotts Miracle-Gro Co/The3.94%13,030$880K
10PFGPrincipal Financial Group Inc3.89%8,100$869K
11PRGOPerrigo Co PLC3.88%85,869$867K
12CSCOCisco Systems Inc3.87%7,673$865K
13PFSProvident Financial Services Inc3.84%36,128$858K
14OKEONEOK Inc3.64%8,740$815K
15SJMJ M Smucker Co/The3.64%7,032$814K

Detailed Returns

PeriodReturnETF
1D
+1.74%
1W
+1.34%
1M
+3.23%
3M
+6.87%
6M
+10.12%
YTD
+13.42%
1Y
+15.74%
3Y
+14.54%
5Y
+22.42%

Moving Averages

20-Day MA

$29.54

Above 20-Day MA
50-Day MA

$28.91

Above 50-Day MA
200-Day MA

$27.50

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$30.27

Current Price

$30.10

52-Week Low

$24.94

$24.94$30.27

Current Yield

3.03%

Annual Dividend

$0.1560

Frequency

Bi-Weeklyx/year

Last Ex-Date

Jun 15, 2026

Dividend History

Ex-DateAmountPay Date
Jun 15, 2026$0.0390Jun 16, 2026
May 28, 2026$0.0390May 29, 2026
May 14, 2026$0.0390May 15, 2026
Apr 29, 2026$0.0390Apr 30, 2026
Apr 16, 2026$0.0390Apr 17, 2026
Mar 30, 2026$0.0390Mar 31, 2026
Mar 16, 2026$0.0390Mar 17, 2026
Feb 26, 2026$0.0100Feb 27, 2026
Feb 12, 2026$0.0100Feb 13, 2026
Jan 29, 2026$0.0100Jan 30, 2026
Jan 16, 2026$0.0390Jan 20, 2026
Dec 30, 2025$0.0722Dec 31, 2025
Dec 16, 2025$0.0390Dec 17, 2025
Nov 26, 2025$0.0390Nov 28, 2025
Nov 13, 2025$0.0390Nov 14, 2025
Oct 30, 2025$0.0390Oct 31, 2025
Oct 16, 2025$0.0390Oct 17, 2025
Sep 29, 2025$0.0390Sep 30, 2025
Sep 15, 2025$0.0390Sep 16, 2025
Aug 28, 2025$0.0390Aug 29, 2025

Dividend Payments Over Time

Category Comparison

MetricDIVYFinancial Services(767 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.45%0.67%0.81%
AUM$28.4M$3.27B$355.3M
Dividend Yield3.03%4.72%6.78%
Avg Volume3.3K1.2M108.9K
Holdings1023081
Performance
1-Month Return+3.46%+0.44%-1.39%
6-Month Return+11.74%+8.18%+3.73%
YTD Return+14.09%+7.08%+3.25%
1-Year Return+18.40%+6.95%+1.47%

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