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DIA - ETF AI Analysis
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SPDR Dow Jones Industrial Average ETF Trust (DIA)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, like Goldman Sachs and Caterpillar, have delivered strong year-to-date performance, supporting the fund's overall returns.
Low Expense Ratio
The ETF has a competitive expense ratio, making it a cost-effective choice for investors.
Broad Sector Exposure
The fund is diversified across multiple sectors, including financials, technology, and healthcare, reducing reliance on any single industry.
Negative Factors
High U.S. Concentration
The ETF is heavily focused on U.S. companies, which limits exposure to international markets and global diversification.
Underperforming Holdings
Some top holdings, such as UnitedHealth and Sherwin-Williams, have lagged in year-to-date performance, potentially dragging down returns.
Overweight Financial Sector
The fund has significant exposure to financials, which could increase vulnerability if the sector faces challenges.
DIA vs. SPDR S&P 500 ETF (SPY)
AUM43.73B
RegionNorth America
Expense Ratio0.16%
Beta0.81
IssuerSPDR
Inception DateJan 14, 1998
Dividend Yield1.46%
Asset ClassEquity
Index TrackedDJ Industrial Average
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,774,099
30 Day Avg. Volume6,559,657
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
537.89Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DIA Summary
The SPDR Dow Jones Industrial Average ETF Trust (DIA) is an investment fund that tracks the Dow Jones Industrial Average, a famous stock market index made up of 30 major U.S. companies. This ETF includes well-known names like Microsoft and Goldman Sachs, covering industries such as technology, finance, healthcare, and consumer goods. It’s a great option for investors looking for stability and long-term growth, as it focuses on large, established companies that are leaders in their fields. However, new investors should know that the ETF’s performance can go up and down with the overall stock market, so it’s not immune to economic fluctuations.
How much will it cost me?The SPDR Dow Jones Industrial Average ETF Trust (DIA) has an expense ratio of 0.16%, which means you’ll pay $1.60 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, aiming to track the Dow Jones Industrial Average rather than actively picking stocks.
What would affect this ETF?The DIA ETF, which tracks 30 major U.S. companies across sectors like financials, technology, and healthcare, could benefit from economic growth, technological innovation, and strong consumer spending, as these factors often boost large-cap companies. However, it may face challenges from rising interest rates, which can impact financial stocks, or economic slowdowns that affect industrial and consumer cyclical sectors. Regulatory changes or geopolitical tensions could also influence the performance of its top holdings, such as Goldman Sachs and Microsoft.
DIA Top 10 Holdings
The SPDR Dow Jones Industrial Average ETF Trust (DIA) leans heavily on financial and industrial powerhouses like Goldman Sachs and Caterpillar, both of which are rising stars thanks to strong earnings and strategic growth initiatives. Technology giant Microsoft, however, is losing steam, with recent performance dragging on the fund. Meanwhile, Home Depot’s struggles in the consumer cyclical sector are another weight on the ETF’s shoulders. With a clear focus on U.S.-based blue-chip companies across diverse sectors, DIA offers stability but faces mixed momentum from some of its key holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Goldman Sachs Group | 11.23% | $4.92B | $267.98B | 57.83% | 73 Outperform | |
| Caterpillar | 7.25% | $3.17B | $269.66B | 57.42% | 76 Outperform | |
| Microsoft | 6.20% | $2.71B | $3.61T | 11.30% | 79 Outperform | |
| American Express | 4.81% | $2.11B | $259.36B | 26.07% | 80 Outperform | |
| Home Depot | 4.55% | $1.99B | $343.45B | -12.12% | 66 Neutral | |
| Visa | 4.43% | $1.94B | $667.85B | 9.93% | 70 Outperform | |
| UnitedHealth | 4.21% | $1.84B | $296.59B | -34.53% | 72 Outperform | |
| Sherwin-Williams Company | 4.17% | $1.83B | $79.54B | -7.12% | 66 Neutral | |
| Amgen | 4.16% | $1.82B | $176.29B | 24.30% | 77 Outperform | |
| McDonald's | 4.10% | $1.79B | $224.93B | 7.91% | 65 Neutral |
DIA Technical Analysis
Positive
―
Price Trends
471.12
Positive
461.79
Positive
439.77
Positive
Market Momentum
3.37
Positive
57.46
Neutral
30.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DIA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 476.74, equal to the 50-day MA of 471.12, and equal to the 200-day MA of 439.77, indicating a bullish trend. The MACD of 3.37 indicates Positive momentum. The RSI at 57.46 is Neutral, neither overbought nor oversold. The STOCH value of 30.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DIA.
DIA Peer Comparison
Comparison Results
Performance Comparison
DIA
SPDR Dow Jones Industrial Average ETF Trust
481.15
58.85
13.94%
VOO
Vanguard S&P 500 ETF
―
―
―
IVV
iShares Core S&P 500 ETF
―
―
―
SPY
SPDR S&P 500 ETF Trust
―
―
―
QQQ
Invesco QQQ Trust
―
―
―
SPYM
State Street SPDR Portfolio S&P 500 ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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