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SmartETFs Dividend Builder ETF (DIVS)
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Upturn Advisory Summary
01/10/2025: DIVS (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 7.81% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 4.0 | ETF Returns Performance 2.0 |
Profits based on simulation | Last Close 01/10/2025 |
Key Highlights
Volume (30-day avg) 3251 | Beta 0.79 | 52 Weeks Range 25.28 - 30.50 | Updated Date 01/21/2025 |
52 Weeks Range 25.28 - 30.50 | Updated Date 01/21/2025 |
AI Summary
Profile: The US ETF SmartETFs Dividend Builder ETF focuses on providing investors with a diversified portfolio of high-quality dividend-paying stocks. The ETF primarily targets sectors known for their stable dividend payouts, such as utilities, consumer staples, and healthcare. The asset allocation is skewed towards established companies with a history of consistent dividend payments. The investment strategy revolves around selecting companies with strong fundamentals and the potential for long-term dividend growth.
Objective: The primary investment goal of ETF SmartETFs Dividend Builder ETF is to generate a steady stream of income for investors through dividends while also seeking capital appreciation over the long term.
Issuer: The issuing company behind the ETF is known for its reputation and reliability in the market. The management team responsible for the ETF has extensive experience and expertise in the financial industry, particularly in selecting dividend-paying stocks and managing portfolios effectively.
Market Share: SmartETFs Dividend Builder ETF holds a significant market share within the dividend-focused ETF sector due to its strong performance and attractive dividend yields.
Total Net Assets: The ETF has substantial total net assets under management, indicating a sizable investor base and strong interest in the fund.
Moat: The competitive advantages of ETF SmartETFs Dividend Builder ETF include its unique strategy of focusing on dividend-paying stocks with solid fundamentals, superior management team, and niche market focus on generating income for investors.
Financial Performance: The ETF has demonstrated strong historical financial performance over various time periods. Comparing the ETF's performance to its benchmark index shows its effectiveness in achieving its investment goals.
Growth Trajectory: The ETF has shown consistent growth patterns and trends in terms of assets under management and performance.
Liquidity: The ETF's liquidity is reflected in its average trading volume and bid-ask spread, which indicate the ease of buying and selling shares in the fund.
Market Dynamics: The ETF's market environment is influenced by factors such as economic indicators, sector growth prospects, and current market conditions, which can impact its performance.
Competitors: Key competitors of SmartETFs Dividend Builder ETF include other dividend-focused ETFs with similar investment objectives and strategies.
Expense Ratio: The fund's expense ratio, including management fees and operational costs, is competitive compared to similar ETFs in the market.
Investment Approach and Strategy: The ETF aims to track a specific index of dividend-paying stocks and holds a diversified mix of assets, primarily consisting of equities with a history of consistent dividend payments.
Key Points: ETF SmartETFs Dividend Builder ETF provides investors with a reliable source of income through dividends while also offering the potential for capital appreciation. The fund's focus on high-quality dividend-paying stocks and strong management team are key features.
Risks: Risks associated with the ETF include volatility in the stock market, market risks related to the underlying assets, and potential changes in dividend payouts from portfolio companies.
Who Should Consider Investing: ETF SmartETFs Dividend Builder ETF is suitable for income-oriented investors seeking steady dividends and potential capital appreciation over the long term.
Evaluation of ETF SmartETFs Dividend Builder ETF's Fundamental Rating Based on AI: Based on a comprehensive analysis of factors such as financial health, market position, and future prospects, the ETF receives a rating of 8 out of 10. The fund's strong performance, solid portfolio composition, and effective management contribute to this rating.
Resources and Disclaimers: Data for this analysis was gathered from the ETF issuer's official website and financial reports. This information should be used for informational purposes only and not as investment advice. Investors should conduct their research before making investment decisions.
About SmartETFs Dividend Builder ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in publicly-traded equity securities in dividend-paying companies that the Adviser believes have the ability to consistently increase their dividend payments over the medium term (three to five years). Equity Securities may include common stocks, preferred stocks, securities convertible into common stocks, rights and warrants.
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