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Invesco Exchange-Traded Fund Trust II (DIVG)DIVG
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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 | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.2% | Upturn Advisory Performance 3 | Avg. Invested days: 58 |
Profits based on simulation | ETF 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 | ETF Returns Performance 3 |
Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
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:
- Invesco Exchange-Traded Fund Trust II - SandP 500 High Dividend Growers Etf website: https://us.invesco.com/content/dam/us/pdf/us/institutional/sphd_fund_overview.pdf
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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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