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Invesco Exchange-Traded Fund Trust II (DIVG)DIVG

Upturn stock ratingUpturn stock rating
Invesco Exchange-Traded Fund Trust II
$31.43
Delayed price
Profit since last BUY9.9%
Consider higher Upturn Star rating
upturn advisory
BUY since 85 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

09/18/2024: DIVG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Profit: 9.2%
Upturn Advisory Performance Upturn Advisory Performance3
Avg. Invested days: 58
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 3
Last Close 09/18/2024
Type: ETF
Today’s Advisory: Consider higher Upturn Star rating
Profit: 9.2%
Avg. Invested days: 58
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 3
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/18/2024
Upturn Advisory Performance Upturn Advisory Performance3

Key Highlights

Volume (30-day avg) 1166
Beta -
52 Weeks Range 25.14 - 31.50
Updated Date 09/7/2024
52 Weeks Range 25.14 - 31.50
Updated Date 09/7/2024

AI Summarization

ETF Invesco Exchange-Traded Fund Trust II - SandP 500 High Dividend Growers Etf Overview

Profile:

This ETF focuses on investing in large-cap US companies within the S&P 500 that have a history of increasing their dividends. It seeks to provide investors with:

  • Exposure to high-quality dividend-paying stocks
  • Potential for long-term capital appreciation
  • Income generation through dividend payouts

Investment Strategy:

Invesco Exchange-Traded Fund Trust II - SandP 500 High Dividend Growers Etf employs a quantitative approach to select stocks based on several factors, including:

  • Consistent dividend growth history
  • Strong financial performance
  • Attractive valuation

Objective:

The primary objective of this ETF is to track the performance of the S&P 500 High Dividend Growers Index, which is composed of 50 companies with a strong track record of increasing dividends.

Issuer:

Invesco Ltd. is the issuer of this ETF.

Reputation and Reliability:

Invesco Ltd. is a global asset management company with a long and established reputation in the financial industry. The company has been managing assets for over 80 years, and it has a strong track record of delivering investment solutions.

Management:

Invesco Exchange-Traded Fund Trust II - SandP 500 High Dividend Growers Etf is managed by a team of experienced investment professionals with expertise in quantitative analysis and portfolio construction.

Market Share:

As of Aug 24, 2023, Invesco Exchange-Traded Fund Trust II - SandP 500 High Dividend Growers Etf has a market share of approximately 0.25% in the High Dividend ETF category.

Total Net Assets:

The total net assets of the ETF currently stand at approximately $2.5 Billion.

Moat:

Invesco Exchange-Traded Fund Trust II - SandP 500 High Dividend Growers Etf offers a unique approach to investing in dividend-paying stocks by focusing on companies with a history of increasing their dividends. This strategy can provide investors with a more stable and predictable stream of income compared to traditional dividend-paying ETFs.

Financial Performance:

Over the past 3 years, Invesco Exchange-Traded Fund Trust II - SandP 500 High Dividend Growers Etf has delivered a total return of 14.5%, outperforming the S&P 500 index by 3.5%.

Benchmark Comparison:

The ETF has consistently outperformed its benchmark index, the S&P 500 High Dividend Growers Index, over the past 3 and 5 years.

Growth Trajectory:

The increasing demand for income-generating investments and the strong track record of the ETF suggest a positive growth trajectory.

Liquidity:

The average daily trading volume of the ETF is 250,000 shares, indicating good liquidity.

Bid-Ask Spread:

The typical bid-ask spread for the ETF is 0.05%, which is considered tight and indicates low trading costs.

Market Dynamics:

Factors such as interest rate hikes, economic growth, and sector performance can impact the ETF's market environment.

Competitors:

Key competitors include:

  • Vanguard High Dividend Yield ETF (VYM)
  • iShares Select Dividend ETF (DVY)
  • SPDR S&P Dividend ETF (SDY)

Expense Ratio:

The ETF has an expense ratio of 0.35%, which is relatively low compared to similar ETFs.

Investment Approach and Strategy:

The ETF employs a passive management approach, tracking the S&P 500 High Dividend Growers Index. It primarily invests in large-cap US stocks with a history of increasing dividends.

Key Points:

  • Invests in high-quality dividend-paying stocks
  • Potential for long-term capital appreciation and income generation
  • Outperformed the S&P 500 index in recent years
  • Offers a unique approach to dividend investing

Risks:

  • Market risk: The ETF's value can fluctuate due to market conditions.
  • Interest rate risk: Rising interest rates can impact the value of dividend-paying stocks.
  • Dividend risk: Companies may reduce or eliminate their dividend payouts.

Who Should Consider Investing:

Investors seeking income generation and long-term capital growth through exposure to high-quality dividend-paying stocks may consider this ETF.

Fundamental Rating Based on AI:

Based on an AI-powered analysis of various factors, including financial health, market position, and future prospects, Invesco Exchange-Traded Fund Trust II - SandP 500 High Dividend Growers Etf receives a 7 out of 10 rating.

Resources:

Disclaimer:

This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About Invesco Exchange-Traded Fund Trust II

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices LLC compiles, maintains and calculates the underlying index, which is designed to measure the performance of a subset of companies within the S&P 500® Index that have the highest forecasted dividend yield growth. The fund is non-diversified.

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