DIVY

Sound Income$31.34+0.08 (+0.24%)
AUM $28.4MER 0.45%NAV $30.96Holdings 10

Price Chart

Key Statistics

Previous Close

$31.26

Day Range

$31.26$31.34

52-Week Range

$24.94$31.34

Avg Volume

1.6K

Dividend Yield

3.03%

Expense Ratio

0.45%

AUM

$28.4M

Shares Outstanding

955.3K

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services22.88%
Consumer Cyclical12.88%
Healthcare11.74%
Energy10.98%
Consumer Defensive9.56%
Technology8.98%
Communication Services7.93%
Utilities6.41%
Industrials5.64%
Basic Materials3.00%

Country Allocation

CountryWeight %
United States80.09%
Ireland7.64%
United Kingdom3.21%
France3.18%
Switzerland2.82%
Canada2.43%
Other0.62%

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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VTVVanguard Morningstar Value ETF$256.50B
IEFAiShares Core MSCI EAFE ETF$195.14B
IJRiShares Core S&P Small-Cap ETF$111.19B

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 44.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1OMCOmnicom Group Inc5.78%15,524$1.4M
2PRGOPerrigo Co PLC5.03%85,869$1.2M
3TAT&T Inc4.80%44,654$1.1M
4ESEversource Energy4.50%14,588$1.1M
5SONSonoco Products Co4.44%17,793$1.0M
6CRBGCorebridge Financial Inc4.23%31,151$991K
7GSKGSK PLC4.15%18,704$972K
8TTETotalEnergies SE4.09%10,519$956K
9UPSUnited Parcel Service Inc3.98%9,082$932K
10PFGPrincipal Financial Group Inc3.83%8,100$895K
11SJMJ M Smucker Co/The3.70%7,032$865K
12GEF/BGreif Inc3.69%7,845$863K
13PFSProvident Financial Services Inc3.66%36,128$856K
14PFEPfizer Inc3.61%30,368$844K
15CSCOCisco Systems Inc3.59%7,673$841K

Detailed Returns

PeriodReturnETF
1D
+0.24%
1W
+1.27%
1M
+3.13%
3M
+10.30%
6M
+9.04%
YTD
+18.18%
1Y
+19.89%
3Y
+22.30%
5Y
+23.14%

Moving Averages

20-Day MA

$30.88

Above 20-Day MA
50-Day MA

$29.98

Above 50-Day MA
200-Day MA

$28.06

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$31.34

Current Price

$31.34

52-Week Low

$24.94

$24.94$31.34

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(803 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.45%0.66%0.81%
AUM$28.4M$4.19B$365.4M
Dividend Yield3.03%4.74%6.78%
Avg Volume1.6K809.5K105.7K
Holdings1026184
Performance
1-Month Return+3.55%+2.52%+2.59%
6-Month Return+11.81%+7.03%+4.32%
YTD Return+18.59%+9.88%+6.13%
1-Year Return+20.25%+8.83%+4.45%

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