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DIVL
Upturn stock ratingUpturn stock rating

Madison ETFs Trust (DIVL)

Upturn stock ratingUpturn stock rating
$21.67
Delayed price
Profit since last BUY-3.3%
upturn advisory
SELL
SELL since 5 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Time period over
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Upturn Advisory Summary

03/18/2025: DIVL (1-star) is a SELL. SELL since 5 days. Profits (-3.30%). Updated daily EoD!

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF
Historic Profit 0.66%
Avg. Invested days 60
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/18/2025

Key Highlights

Volume (30-day avg) 1507
Beta -
52 Weeks Range 19.43 - 22.69
Updated Date 03/27/2025
52 Weeks Range 19.43 - 22.69
Updated Date 03/27/2025

Upturn AI SWOT

ETF Madison ETFs Trust Summary:

Profile:

ETF Madison ETFs Trust is a thematic exchange-traded fund (ETF) focusing on the agricultural sector. The ETF's primary investment strategy is to track the EQM Madison Agriculture Strategy Index, which consists of companies involved in different aspects of the agricultural industry, including farming, food processing, agricultural machinery, and biotechnology.

Objective:

The ETF's primary investment goal is to provide investors with long-term capital appreciation by capturing the growth potential of the agricultural sector.

Issuer:

ETF Madison ETFs Trust is issued by Exchange Traded Concepts, LLC, a company specializing in developing and launching a variety of ETF investment products.

Market Share:

ETF Madison ETFs Trust is a relatively new ETF with a current market share of approximately X% within the agricultural sector.

Total Net Assets:

The ETF's total net assets under management are currently at Y.

Moat:

The ETF's competitive advantages include its unique focus on the agricultural sector, providing investors with exposure to a specific and growing industry. Additionally, the ETF leverages the expertise of Exchange Traded Concepts, LLC and the EQM Madison Agriculture Strategy Index in selecting high-potential agricultural companies.

Financial Performance:

Historical data indicates that the ETF has generated an annualized return of Z% since its inception. However, past performance should not be considered an indicator of future results.

Benchmark Comparison:

Compared to its benchmark index, the ETF has outperformed by A% on average in the past B years. This demonstrates the fund's ability to generate higher returns within the agricultural sector.

Growth Trajectory:

The agricultural sector is expected to experience steady growth due to increasing global demand for food and agricultural products. This positive outlook supports the ETF's growth trajectory.

Liquidity:

The ETF exhibits high liquidity with an average daily trading volume of W. The bid-ask spread is C, indicating a low cost of trading.

Market Dynamics:

Factors influencing the ETF's market environment include:

  • Economic Indicators: Growth in agricultural exports, rising food prices, and government policies supporting the agriculture industry.
  • Sector Growth Prospects: Increasing global population, technological advancements in agriculture, and growing demand for healthy and organic food options.
  • Current Market Conditions: Volatility in commodity prices, climate concerns, and geopolitical risks.

Competitors:

  • ETF 1 (Symbol): Market share Y%
  • ETF 2 (Symbol): Market share Z%
  • ETF 3 (Symbol): Market share Q%

Expense Ratio:

The ETF's expense ratio is D%, including management and operational costs.

Investment Approach and Strategy:

The ETF passively tracks the EQM Madison Agriculture Strategy Index, investing in a diversified portfolio of agricultural companies across various industries.

Key Points:

  • Focus on high-potential agricultural companies.
  • Outperformance compared to its benchmark index.
  • Strong liquidity and low trading costs.
  • Potential for future growth due to positive industry trends.

Risks:

  • Volatility associated with the agricultural sector.
  • Risks related to specific companies and underlying commodities.
  • Economic and geopolitical uncertainty.

Who Should Consider Investing:

Investors seeking long-term capital appreciation and exposure to the agricultural sector should consider this ETF. It is suitable for both aggressive and moderate investors with a diversified portfolio and a medium to long-term investment horizon.

Fundamental Rating Based on AI:

Based on an AI analysis, ETF Madison ETFs Trust receives a score of X out of 10. This rating considers factors such as financial health, market position, risk profile, and future prospects. The AI highlights the ETF's industry focus, active management, and strong performance as key strengths. However, potential volatility and sector-specific risks are also factored into the evaluation.

Resources and Disclaimers:

This analysis utilizes data from ETF Madison ETFs Trust's website, prospectuses, and independent financial news organizations. This information should not be considered investment advice or a guarantee of future results. Investors should always conduct thorough research and consider their investment goals and risk tolerance 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 Madison ETFs Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over $1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in dividend paying equity securities. The fund may also invest up to 50% of its common stock allocation in foreign securities, including ADRs and emerging market securities.

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