DIA - ETF AI Analysis
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SPDR Dow Jones Industrial Average ETF Trust (DIA)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing healthy recent momentum.
Leading Blue-Chip Holdings
Several major holdings like Goldman Sachs, Caterpillar, and UnitedHealth have shown strong performance, helping support the fund’s returns.
Moderate Expense Ratio
The fund’s expense ratio is relatively low for a well-known, large ETF, allowing investors to keep more of their returns after fees.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little diversification across global markets.
Sector Concentration in Financials
A large share of the portfolio is in financial stocks, which can increase risk if that sector faces a downturn.
Mixed Performance Among Top Holdings
While some top positions have done well, others like Microsoft and American Express have shown weaker performance, which can create uneven results for the fund.
DIA vs. SPDR S&P 500 ETF (SPY)
AUM44.36B
RegionNorth America
Expense Ratio0.16%
Beta0.83
IssuerSPDR
Inception DateJan 14, 1998
Dividend Yield1.37%
Asset ClassEquity
Index TrackedDJ Industrial Average
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,023,461
30 Day Avg. Volume4,650,370
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
605.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DIA Summary
DIA is an ETF that follows the famous Dow Jones Industrial Average, an index of 30 large, well-known U.S. companies. By investing in DIA, you get a mix of different industries, including finance, technology, health care, and more. Some of its top holdings are Goldman Sachs and Microsoft, so you’re buying a slice of major blue-chip businesses in one fund. People might consider DIA for broad diversification and exposure to established companies that can offer potential long-term growth. A key risk is that its value can rise or fall with the overall stock market and the fortunes of large U.S. companies.
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
DIA leans heavily on financial heavyweights, with Goldman Sachs, JPMorgan, Visa, and Travelers doing much of the lifting as their shares have been rising and generally steady, giving the fund a solid backbone. Industrials add extra punch, led by Caterpillar, which has been strong over the longer term even if it’s cooled recently. Health care exposure through UnitedHealth and Amgen has been quietly supportive. On the flip side, Microsoft’s mixed performance and a lagging Home Depot are losing steam and slightly dragging results. Overall, it’s a U.S.-centric, blue-chip mix with a clear tilt toward financials and industrials.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Goldman Sachs Group | 11.66% | $5.23B | $302.34B | 43.52% | 73 Outperform | |
| Caterpillar | 9.20% | $4.13B | $372.72B | 90.07% | 76 Outperform | |
| Microsoft | 5.13% | $2.30B | $3.35T | -11.33% | 79 Outperform | |
| UnitedHealth | 4.79% | $2.15B | $382.76B | 74.29% | 72 Outperform | |
| Amgen | 4.41% | $1.98B | $209.21B | 29.74% | 77 Outperform | |
| Travelers Companies | 4.28% | $1.92B | $78.42B | 44.92% | 78 Outperform | |
| Visa | 4.17% | $1.87B | $651.67B | 7.89% | 70 Outperform | |
| JPMorgan Chase | 3.99% | $1.79B | $940.11B | 21.57% | 72 Outperform | |
| Sherwin-Williams Company | 3.92% | $1.76B | $83.71B | -0.74% | 66 Neutral | |
| American Express | 3.84% | $1.72B | $227.93B | 14.26% | 80 Outperform |
DIA Technical Analysis
Positive
―
Price Trends
516.39
Positive
497.60
Positive
487.83
Positive
Market Momentum
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 522.80, equal to the 50-day MA of 516.39, and equal to the 200-day MA of 487.83, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
524.32
89.07
20.46%
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.
DisclaimerThis 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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