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DIVD - ETF AI Analysis
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Altrius Global Dividend ETF Altrius Global Divid ETF (DIVD)
Rating:70Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Generally Strong Top Holdings
Most of the largest positions have shown positive recent performance, which has supported the ETF’s overall returns.
Positive Recent Performance Trend
The ETF has delivered steady gains over the past month, three months, and year-to-date, indicating improving momentum.
Negative Factors
High U.S. Market Concentration
With the vast majority of assets in U.S. stocks, the fund is heavily tied to the performance of the U.S. market and offers limited global diversification.
Mixed Results Among Top Holdings
A few of the largest positions have shown weak or negative performance, which can drag on the fund if those stocks continue to lag.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning fees take a noticeable, ongoing bite out of investor returns compared with cheaper ETFs.
DIVD vs. SPDR S&P 500 ETF (SPY)
AUM16.67M
RegionGlobal
Expense Ratio0.49%
Beta0.58
IssuerAltrius
Inception DateSep 29, 2022
Dividend Yield2.6%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,170
30 Day Avg. Volume2,402
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
43.58Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering63
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DIVD Summary
DIVD, the Altrius Global Dividend ETF, focuses on high-dividend stocks from around the world, with most of its holdings in the U.S. and some in Europe. It does not track a specific index, but instead selects companies known for paying steady dividends across many sectors like health care, financials, and consumer staples. Well-known holdings include AstraZeneca and Roche. Someone might invest in DIVD to seek regular income from dividends while getting global diversification in one fund. A key risk is that stock prices and dividend payments can go up or down with the overall market and the global economy.
How much will it cost me?The Altrius Global Dividend ETF (DIVD) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This expense ratio is slightly higher than average for ETFs because it is actively managed, focusing on selecting global dividend-paying stocks rather than tracking a passive index.
What would affect this ETF?The Altrius Global Dividend ETF (DIVD) could benefit from global economic growth and increased demand for dividend-paying stocks, especially in sectors like Health Care and Consumer Defensive, which are known for stability and resilience. However, potential risks include rising interest rates, which may make dividend-focused investments less attractive, and geopolitical or regulatory challenges that could impact global markets and specific regions where the ETF is invested. Additionally, sector-specific issues, such as volatility in the Energy or Financial sectors, could negatively affect performance.
DIVD Top 10 Holdings
DIVD’s story is powered by a global cast of dividend payers, with European health care and banks setting the pace. Roche and Novartis are quietly rising, giving the fund a steady backbone from the defensive health care side. On the financial front, BNP Paribas and BBVA are climbing and helping drive recent gains, while Royal Bank of Canada is more of a passenger, not a leader. BAE Systems and Ambev add extra lift, but energy name TotalEnergies has been wobbling, showing that not every income play is firing at once. Overall, it’s a globally diversified, income-first mix rather than a big-tech-heavy rocket ship.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eaton | 2.41% | $402.03K | $153.84B | 26.25% | 75 Outperform | |
| LyondellBasell | 2.40% | $400.77K | $19.14B | -24.67% | 52 Neutral | |
| GlaxoSmithKline | 2.34% | $389.54K | $118.11B | 61.85% | 77 Outperform | |
| TotalEnergies SE | 2.23% | $371.42K | €138.53B | 9.16% | 78 Outperform | |
| DHL Group | 2.23% | $371.06K | $67.05B | 52.09% | 76 Outperform | |
| Toyota Motor | 2.21% | $368.10K | $315.85B | 31.16% | 81 Outperform | |
| NXP Semiconductors | 2.19% | $365.88K | $62.86B | 8.05% | 70 Neutral | |
| AstraZeneca | 2.19% | $365.09K | £229.75B | 29.12% | 80 Outperform | |
| Nestle SA Reg | 2.19% | $364.65K | $257.12B | 11.52% | 74 Outperform | |
| Ambev SA | 2.19% | $364.63K | $47.68B | 68.42% | 80 Outperform |
DIVD Technical Analysis
Positive
―
Price Trends
39.66
Positive
38.19
Positive
36.67
Positive
Market Momentum
0.88
Negative
66.82
Neutral
87.14
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DIVD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.12, equal to the 50-day MA of 39.66, and equal to the 200-day MA of 36.67, indicating a bullish trend. The MACD of 0.88 indicates Negative momentum. The RSI at 66.82 is Neutral, neither overbought nor oversold. The STOCH value of 87.14 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DIVD.
DIVD Peer Comparison
Comparison Results
Performance Comparison
DIVD
Altrius Global Dividend ETF Altrius Global Divid ETF
42.20
9.39
28.62%
FDIV
MarketDesk Focused U.S. Dividend ETF
―
―
―
DIVY
Sound Equity Income ETF
―
―
―
VUS
Virtus US Dividend ETF
―
―
―
DVGR
DAC 3D Dividend Growth ETF
―
―
―
GENW
Genter Capital International Dividend ETF
―
―
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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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