DJD - ETF AI Analysis
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Invesco Dow Jones Industrial Average Dividend ETF (DJD)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings Performance
Most of the ETF’s largest positions have shown strong gains this year, helping support overall returns.
Sector Diversification Across the Economy
The fund spreads its investments across health care, financials, technology, consumer sectors, and more, which helps reduce reliance on any single industry.
Low Expense Ratio
The ETF charges a relatively low fee, so investors keep more of the fund’s returns over time.
Negative Factors
Heavy U.S. Market Concentration
Almost all of the ETF’s holdings are in U.S. companies, which limits diversification across global markets.
Meaningful Exposure to a Weak Top Holding
IBM, one of the larger positions, has shown weak performance this year, which can drag on the fund’s results if the trend continues.
Concentration in a Few Large Stocks
A small group of companies makes up a significant portion of the portfolio, increasing the impact that problems at any one of them could have on the ETF.
DJD vs. SPDR S&P 500 ETF (SPY)
AUM486.05M
RegionNorth America
Expense Ratio0.07%
Beta0.60
IssuerInvesco
Inception DateDec 16, 2015
Dividend Yield2.42%
Asset ClassEquity
Index TrackedDow Jones Industrial Average Yield Weighted Index (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume40,894
30 Day Avg. Volume40,425
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
72.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering28
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DJD Summary
DJD is an ETF that follows the Dow Jones Industrial Average Yield Weighted Index, focusing on well-known U.S. companies that pay higher dividends. It mainly holds large, established businesses like UnitedHealth, Chevron, Coca-Cola, and JPMorgan Chase, giving investors broad exposure to health care, financials, technology, and consumer brands. Someone might invest in DJD to seek a mix of potential long-term growth and regular dividend income from blue-chip stocks. However, the fund’s value can still go up and down with the overall stock market, and dividend-focused strategies may lag when fast-growing, non-dividend stocks lead.
How much will it cost me?The Invesco Dow Jones Industrial Average Dividend ETF (Ticker: DJD) has an expense ratio of 0.07%, meaning you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because the fund is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The DJD ETF, focused on U.S. large-cap companies with strong dividend yields, could benefit from stable economic growth and increased investor demand for income-focused investments, especially in sectors like healthcare and consumer defensive, which are less sensitive to economic downturns. However, rising interest rates or economic uncertainty could negatively impact dividend-paying stocks, and sector-specific challenges, such as regulatory changes in healthcare or volatility in energy prices, may also pose risks.
DJD Top 10 Holdings
DJD leans heavily on U.S. blue-chip dividend payers, with health care and financials steering the ship. UnitedHealth, Merck, and Amgen have been steady to rising, giving the fund a solid defensive backbone, while Goldman Sachs and JPMorgan add some punch from a still-resilient banking sector. Cisco has been a standout, riding enthusiasm around networking and AI, but IBM is clearly losing steam and acting as a drag. Consumer staples like Coca-Cola and Procter & Gamble are more in cruise-control mode, helping smooth volatility in this all‑U.S., income-focused portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| UnitedHealth | 8.62% | $41.85M | $382.76B | 74.29% | 72 Outperform | |
| Chevron | 7.40% | $35.92M | $383.00B | 30.01% | 71 Outperform | |
| Cisco Systems | 5.95% | $28.89M | $447.59B | 72.84% | 77 Outperform | |
| Merck & Company | 5.93% | $28.82M | $320.56B | 64.21% | 80 Outperform | |
| Coca-Cola | 5.73% | $27.84M | $380.73B | 27.20% | 75 Outperform | |
| Amgen | 5.16% | $25.05M | $209.21B | 29.74% | 77 Outperform | |
| Goldman Sachs Group | 5.04% | $24.48M | $302.34B | 43.52% | 73 Outperform | |
| International Business Machines | 4.82% | $23.42M | $208.91B | -10.56% | 79 Outperform | |
| JPMorgan Chase | 4.72% | $22.91M | $940.11B | 21.57% | 72 Outperform | |
| Procter & Gamble | 4.59% | $22.31M | $335.23B | -4.09% | 69 Neutral |
DJD Technical Analysis
Positive
―
Price Trends
63.31
Positive
61.50
Positive
59.43
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DJD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 64.14, equal to the 50-day MA of 63.31, and equal to the 200-day MA of 59.43, 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 DJD.
DJD Peer Comparison
Comparison Results
Performance Comparison
DJD
Invesco Dow Jones Industrial Average Dividend ETF
64.64
12.62
24.26%
OMAH
VistaShares Target 15 Berkshire Select Income ETF
―
―
―
SPHB
Invesco S&P 500 High Beta ETF
―
―
―
DSPY
Tema S&P 500 Historical Weight ETF Strategy
―
―
―
EFIV
SPDR S&P 500 ESG ETF
―
―
―
IUS
Invesco RAFI Strategic US 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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