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DVND
Upturn stock ratingUpturn stock rating

Touchstone ETF Trust - Touchstone Dividend Select ETF (DVND)

Upturn stock ratingUpturn stock rating
$31.23
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

04/01/2025: DVND (1-star) is currently NOT-A-BUY. Pass it for now.

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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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit -4.14%
Avg. Invested days 37
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
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 04/01/2025

Key Highlights

Volume (30-day avg) 296
Beta -
52 Weeks Range 27.80 - 32.55
Updated Date 04/1/2025
52 Weeks Range 27.80 - 32.55
Updated Date 04/1/2025

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Touchstone ETF Trust - Touchstone Dividend Select ETF

stock logo

ETF Overview

overview logo Overview

The Touchstone Dividend Select ETF seeks to provide investment results that correspond generally to the performance, before fees and expenses, of the Dynamic US Dividend Select Index. The fund invests primarily in dividend-paying equity securities of U.S. companies.

reliability logo Reputation and Reliability

Touchstone is a well-established asset manager with a history of providing investment solutions.

reliability logo Management Expertise

Touchstone has a team of experienced portfolio managers and analysts.

Investment Objective

overview logo Goal

Seeks investment results that correspond generally to the performance, before fees and expenses, of the Dynamic US Dividend Select Index.

Investment Approach and Strategy

Strategy: The ETF tracks the Dynamic US Dividend Select Index, which is designed to provide exposure to dividend-paying U.S. equities based on yield and financial metrics.

Composition Primarily invests in dividend-paying stocks of U.S. companies.

Market Position

Market Share: Data not readily available.

Total Net Assets (AUM): 73794463

Competitors

overview logo Key Competitors

  • SCHD
  • DVY
  • VIG

Competitive Landscape

The dividend ETF market is highly competitive, with several established players like SCHD, DVY, and VIG dominating. Touchstone Dividend Select ETF faces the challenge of differentiating itself through its index methodology. Advantages may arise from unique factor exposures within the index, while disadvantages could stem from relatively lower AUM and brand recognition compared to larger competitors.

Financial Performance

Historical Performance: Performance data not readily available without specific timeframes.

Benchmark Comparison: Benchmark comparisons require specific performance data over comparable periods.

Expense Ratio: 0.35

Liquidity

Average Trading Volume

Average trading volume for the fund reflects a moderate level of liquidity.

Bid-Ask Spread

The bid-ask spread of the ETF is average.

Market Dynamics

Market Environment Factors

Economic indicators, interest rates, and sector performance of dividend-paying companies impact the ETF.

Growth Trajectory

The growth trajectory is tied to the broader equity market and investor demand for dividend income.

Moat and Competitive Advantages

Competitive Edge

The Touchstone Dividend Select ETF offers a differentiated approach to dividend investing through its index's unique stock selection methodology. The Dynamic US Dividend Select Index considers factors such as dividend yield, dividend growth, and financial health when selecting components. This strategic combination provides potential for both income generation and capital appreciation. Its selection methodology is meant to be rules-based and quantitative in nature, helping mitigate some degree of subjective decision-making.

Risk Analysis

Volatility

Volatility is dependent on the underlying equity holdings.

Market Risk

The ETF is subject to market risk, including the risk of declines in equity prices.

Investor Profile

Ideal Investor Profile

The ETF is suitable for investors seeking current income and potential capital appreciation through dividend-paying stocks.

Market Risk

Suitable for long-term investors seeking dividend income.

Summary

The Touchstone Dividend Select ETF aims to provide income and capital appreciation through dividend-paying U.S. stocks. The ETF tracks a unique index focused on yield and financial metrics. It faces stiff competition from larger, well-established dividend ETFs. Its success hinges on the outperformance of its index methodology. Investors should consider the ETF's liquidity and expense ratio when making investment decisions.

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Sources and Disclaimers

Data Sources:

  • Touchstone Funds Website
  • ETF.com
  • Morningstar

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a 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 Touchstone ETF Trust - Touchstone Dividend Select ETF

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

The fund invests, under normal market conditions, at least 80% of its assets in equity securities of U.S. large-cap companies that have historically paid dividends. These securities may be listed on an exchange or traded over-the-counter. The fund may, at times, hold fewer securities and a higher percentage of cash and cash equivalents when, among other reasons, the Sub-Advisor cannot find a sufficient number of securities that meets its purchase requirements.

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