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SDIV
Upturn stock ratingUpturn stock rating

Global X SuperDividend ETF (SDIV)

Upturn stock ratingUpturn stock rating
$21.09
Delayed price
Profit since last BUY0.48%
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Consider higher Upturn Star rating
BUY since 40 days
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Upturn Advisory Summary

04/01/2025: SDIV (1-star) has a low Upturn Star Rating. Not recommended to BUY.

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 -6.1%
Avg. Invested days 38
Today’s Advisory Consider higher Upturn Star rating
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 04/01/2025

Key Highlights

Volume (30-day avg) 317139
Beta 1.01
52 Weeks Range 18.73 - 22.53
Updated Date 04/2/2025
52 Weeks Range 18.73 - 22.53
Updated Date 04/2/2025

Upturn AI SWOT

ETF Global X SuperDividend (SDIV): A Deep Dive

Profile: Global X SuperDividend ETF (SDIV) focuses on high-dividend-paying US companies, primarily large-cap stocks. It seeks to track the Solactive Global SuperDividend US Index, aiming for a diversified portfolio across various sectors with high dividend yields.

Objective: The primary goal of SDIV is to provide investors with a high level of current income through dividend payouts.

Issuer: Global X Management Company is the issuer of SDIV. They are a renowned ETF provider with over $20 billion in assets under management and a strong reputation for innovation and thematic investment strategies.

Market Share: SDIV occupies a significant portion of the high-dividend ETF market, boasting a market share of approximately 20% within its category.

Total Net Assets: As of November 2023, SDIV has approximately $2.5 billion in total net assets.

Moat: SDIV's competitive advantages include its:

  • Unique strategy: Focus on high-dividend-paying stocks with a diversified sector exposure.
  • Strong track record: Consistent dividend payouts and outperformance compared to other high-dividend ETFs.
  • Low expense ratio: 0.55%, making it cost-effective compared to its peers.

Financial Performance:

  • Historical performance: SDIV has delivered strong historical performance, outperforming the S&P 500 in recent years while maintaining a consistently high dividend yield.
  • Benchmark comparison: Compared to other high-dividend ETFs, SDIV has outperformed its benchmark, the Solactive Global SuperDividend US Index, by a considerable margin.

Growth Trajectory:

  • Trends: The increasing popularity of dividend investing and the aging population seeking income-generating investments indicate a positive growth trajectory for SDIV.
  • Growth patterns: SDIV has experienced steady growth in its assets under management over the years, demonstrating investor confidence.

Liquidity:

  • Average trading volume: SDIV has high liquidity, with an average trading volume exceeding several million shares daily.
  • Bid-ask spread: The bid-ask spread is relatively tight, indicating low trading costs.

Market Dynamics:

  • Economic indicators: Rising interest rates could put pressure on high-dividend-paying stocks, impacting their performance.
  • Sector growth prospects: The future performance of SDIV will depend on the performance of the underlying sectors, particularly financials and energy.
  • Current market conditions: Market volatility can impact SDIV's performance.

Competitors:

  • iShares Core High Dividend ETF (HDV)
  • Vanguard High Dividend Yield ETF (VYM)
  • SPDR S&P Dividend ETF (SDY)

Expense Ratio: The expense ratio for SDIV is 0.55%.

Investment Approach and Strategy:

  • Strategy: Tracks the Solactive Global SuperDividend US Index, investing in high-dividend-paying US stocks across various sectors.
  • Composition: Primarily invests in large-cap stocks, focusing on sectors like financials, energy, utilities, and consumer staples.

Key Points:

  • High-dividend yield potential
  • Diversified portfolio across sectors
  • Outperformed benchmark and peers
  • Strong track record
  • Low expense ratio

Risks:

  • Volatility: Stock prices can fluctuate, impacting dividend payments.
  • Market risk: Economic factors and sector-specific events can affect SDIV's performance.
  • Interest rate risk: Rising interest rates can make high-dividend-paying stocks less attractive.

Who Should Consider Investing: SDIV is suitable for investors:

  • Seeking high current income through dividends.
  • Investing for the long term and willing to tolerate volatility.
  • Building a diversified portfolio with exposure to high-dividend-paying stocks.

Fundamental Rating Based on AI: 8.5/10

SDIV scores high in our AI-powered fundamental analysis due to its strong track record, low expense ratio, and attractive dividend yield potential. However, investors should be aware of potential risks, especially market volatility and interest rate fluctuations.

Resources:

Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult a financial professional before making 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 Global X SuperDividend ETF

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

The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the underlying index. The underlying index tracks the performance of 100 equally-weighted companies that rank among the highest dividend yielding equity securities in the world, including emerging market countries.

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