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Upturn AI SWOT - About
AB US High Dividend ETF (HIDV)
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Upturn Advisory Summary
04/01/2025: HIDV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 17.83% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 774 | Beta - | 52 Weeks Range 59.76 - 74.54 | Updated Date 04/1/2025 |
52 Weeks Range 59.76 - 74.54 | Updated Date 04/1/2025 |
Upturn AI SWOT
AB US High Dividend ETF
ETF Overview
Overview
AB US High Dividend ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Morningstar US Dividend Valuation Weighted Index. The fund invests in a diversified portfolio of high dividend-yielding U.S. equities.
Reputation and Reliability
AllianceBernstein (AB) is a well-established global investment management firm with a long track record.
Management Expertise
AB has a team of experienced investment professionals with expertise in dividend investing and quantitative analysis.
Investment Objective
Goal
Seeks investment results that closely correspond to the performance of the Morningstar US Dividend Valuation Weighted Index.
Investment Approach and Strategy
Strategy: Tracks the Morningstar US Dividend Valuation Weighted Index.
Composition Primarily holds U.S. dividend-paying stocks.
Market Position
Market Share: The ETF's market share varies based on the overall high dividend ETF market, fluctuating with fund performance and investor preferences.
Total Net Assets (AUM): 376000000
Competitors
Key Competitors
- VYM
- SCHD
- DVY
Competitive Landscape
The high dividend ETF market is competitive. ABDV benefits from AB's research capabilities, but faces strong competition from larger, lower-cost ETFs. VYM and SCHD have first mover advantages and large AUM, resulting in lower expense ratios. ABDV needs to outperform net of fees to attract more assets.
Financial Performance
Historical Performance: Historical performance data is unavailable without specifying time frame. Should be retrieved from Financial data sources.
Benchmark Comparison: Benchmark comparison requires retrieving historical data for both the ETF and its index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume for ABDV indicates moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for ABDV fluctuates, but it generally remains tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and sector performance influence ABDV. A rising interest rate environment may impact the attractiveness of high dividend stocks.
Growth Trajectory
The ETF's growth depends on its ability to attract and retain assets, which is influenced by its performance, expense ratio, and market conditions. Changes to the underlying index may also impact the ETF's holdings and performance.
Moat and Competitive Advantages
Competitive Edge
ABDV leverages AllianceBernstein's global research platform and expertise in quantitative analysis. It employs a valuation-weighted dividend strategy, which may lead to outperformance compared to simple dividend-yield strategies. The fund aims to identify undervalued dividend-paying stocks. However, it faces stiff competition from low-cost index-tracking ETFs. A unique value proposition is crucial for continued success.
Risk Analysis
Volatility
Volatility can be assessed by analyzing the standard deviation of ABDV's returns over different time periods.
Market Risk
ABDV is subject to market risk, as its underlying assets are equity securities. Changes in economic conditions, investor sentiment, and sector-specific factors can negatively impact the ETF's performance.
Investor Profile
Ideal Investor Profile
ABDV is suitable for investors seeking income and long-term capital appreciation from dividend-paying stocks. It is appropriate for investors who understand the risks associated with equity investments and are comfortable with market volatility.
Market Risk
ABDV is best for long-term investors seeking a stream of income from dividend stocks. It can also be used by passive index followers who want exposure to the high dividend segment of the market.
Summary
AB US High Dividend ETF aims to replicate the Morningstar US Dividend Valuation Weighted Index, investing in high-dividend U.S. equities. Managed by AllianceBernstein, it benefits from their research capabilities but faces competition from larger, lower-cost ETFs. Suitable for income-seeking, long-term investors, its performance is sensitive to market dynamics and sector trends. The ETF's success depends on its ability to outperform its benchmark net of fees and maintain a competitive expense ratio.
Similar Companies
DVY
iShares Select Dividend ETF
DVY
iShares Select Dividend ETF
HDV
iShares Core High Dividend ETF
HDV
iShares Core High Dividend ETF
SCHD
Schwab U.S. Dividend Equity ETF
SCHD
Schwab U.S. Dividend Equity ETF
SPYD
SPDR® Portfolio S&P 500 High Dividend ETF
SPYD
SPDR® Portfolio S&P 500 High Dividend ETF
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- AllianceBernstein Website
- Morningstar
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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 AB US High Dividend ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF"). The adviser seeks to achieve the fund"s investment objective by investing, under normal circumstances, at least 80% of its net assets in the equity securities of U.S. companies. The fund invests in companies that are determined to be attractive by the adviser with an emphasis on income generation. The fund is non-diversified.
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