Davis Select U.S. Equity ETF expected to underperform IVV through 2026 despite recent modest gains.
The Davis Select U.S. Equity ETF (DUSA) has modestly outperformed the IVV ETF year-to-date, despite its portfolio focusing on low-beta, high earnings yield stocks. However, analyst Vasily Zyryanov maintains a neutral stance and expects DUSA to underperform IVV for the remainder of 2026. He highlights that growth and GARP (growth at a reasonable price) factors are likely to regain leadership over low volatility and value stocks. Additionally, DUSA's GARP metrics remain unattractive, with a PEG ratio of 2.38, indicating weaker growth potential compared to earlier in the year. This outlook suggests investors should be cautious about DUSA's future performance relative to broader market benchmarks like IVV.
The Davis Select U.S. Equity ETF (DUSA) has modestly outperformed the IVV ETF year-to-date, despite its portfolio focusing on low-beta, high earnings yield stocks. However, analyst Vasily Zyryanov maintains a neutral stance and expects DUSA to underperform IVV for the remainder of 2026. He highlights that growth and GARP (growth at a reasonable price) factors are likely to regain leadership over low volatility and value stocks. Additionally, DUSA's GARP metrics remain unattractive, with a PEG ratio of 2.38, indicating weaker growth potential compared to earlier in the year. This outlook suggests investors should be cautious about DUSA's future performance relative to broader market benchmarks like IVV.
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