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Upturn AI SWOT - About
T. Rowe Price Dividend Growth ETF (TDVG)
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Upturn Advisory Summary
09/15/2025: TDVG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.96% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 35.30 - 42.31 | Updated Date 06/30/2025 |
52 Weeks Range 35.30 - 42.31 | Updated Date 06/30/2025 |
Upturn AI SWOT
T. Rowe Price Dividend Growth ETF
ETF Overview
Overview
The T. Rowe Price Dividend Growth ETF (TDVG) seeks long-term growth of capital and increasing dividend income by investing in a diversified portfolio of dividend-paying stocks with the potential for future dividend growth. The ETF focuses on large- and mid-cap U.S. companies.
Reputation and Reliability
T. Rowe Price is a well-established and reputable investment management firm with a long track record of providing investment services.
Management Expertise
T. Rowe Price has a seasoned team of investment professionals with extensive experience in dividend growth investing.
Investment Objective
Goal
Long-term growth of capital and increasing dividend income.
Investment Approach and Strategy
Strategy: The ETF employs a fundamental, bottom-up approach to select dividend-paying stocks that have the potential for future dividend growth.
Composition Primarily invests in dividend-paying stocks of large- and mid-cap U.S. companies.
Market Position
Market Share: TDVGu2019s market share is growing within the dividend growth ETF space.
Total Net Assets (AUM): 66780000
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- Schwab US Dividend Equity ETF (SCHD)
- iShares Core Dividend Growth ETF (DGRO)
Competitive Landscape
The dividend growth ETF market is highly competitive, with several well-established players. TDVG differentiates itself through its active management approach and T. Rowe Price's established research capabilities. TDVG has a smaller market share compared to the largest dividend ETFs like VIG and SCHD. TDVG's active management might provide superior returns in some periods but could also result in higher expenses.
Financial Performance
Historical Performance: Historical performance data should be sourced from official fund fact sheets and financial data providers. Not available with current tools.
Benchmark Comparison: Benchmark comparison data is not available with current tools and would be found in fact sheets.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume indicates adequate liquidity for typical investors; data would need to be pulled from specific financial resources.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading; data would need to be pulled from specific financial resources.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and overall market sentiment influence TDVG's performance. Dividend-paying stocks are generally favored in stable or declining interest rate environments.
Growth Trajectory
The growth trajectory of TDVG is tied to the overall demand for dividend-focused investment strategies. Changes in strategy are communicated through official channels and regulatory filings.
Moat and Competitive Advantages
Competitive Edge
TDVG benefits from T. Rowe Price's strong brand reputation and established research capabilities, giving it a competitive edge in identifying companies with sustainable dividend growth potential. Its active management approach allows for more flexibility in stock selection than passive index-tracking ETFs. T. Rowe Priceu2019s bottom-up fundamental research provides deep insights. However, the active management comes at a slightly higher expense ratio.
Risk Analysis
Volatility
TDVG's volatility is expected to be moderate, reflecting the stability of dividend-paying stocks. Historical volatility data can be sourced from financial data providers.
Market Risk
TDVG is subject to market risk, including the risk of a decline in stock prices. Specific risks include sector concentration and interest rate sensitivity.
Investor Profile
Ideal Investor Profile
TDVG is suitable for investors seeking a combination of capital appreciation and dividend income. The fund suits investors who are comfortable with active management and higher expense ratios.
Market Risk
TDVG is suitable for long-term investors seeking a blend of income and growth.
Summary
T. Rowe Price Dividend Growth ETF (TDVG) offers a actively managed approach to dividend growth investing, focusing on US Large and Mid Cap companies. TDVG benefits from T. Rowe Price's expertise and brand but faces competition from larger, passively managed dividend ETFs. The ETF suits long-term investors seeking both dividend income and capital appreciation. TDVG's active management strategy might potentially provide higher returns, but also increases the expense ratio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- T. Rowe Price Fact Sheet
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation 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 T. Rowe Price Dividend Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of the fund's assets in stocks that have a strong track record of paying dividends or are expected to pay dividends over time (even if not currently paying dividends) (or futures that have similar economic characteristics). It primarily invests in exchange-traded securities that trade synchronously with the fund's shares, cash, and cash equivalents. The fund may also invest in ADRs and common stocks listed on a foreign exchange that trade on such exchange synchronously with the fund's shares (i.e., during the U.S. listing exchange's trading hours).
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