DJD - ETF AI Analysis
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Invesco Dow Jones Industrial Average Dividend ETF (DJD)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Dividend Blue-Chip Holdings
Several of the largest positions, such as Verizon, Chevron, Cisco, and Merck, have delivered strong year-to-date results, helping support the fund’s overall performance.
Low Expense Ratio
The fund’s relatively low fee means more of the ETF’s returns stay in investors’ pockets over time.
Negative Factors
High Single-Country Exposure
With all assets invested in U.S. companies, the ETF offers no geographic diversification and is fully tied to the U.S. market’s fortunes.
Concentrated Top Holdings
A meaningful share of the portfolio is in a small group of stocks, so weakness in just a few names could have an outsized impact on returns.
Mixed Performance Among Top Stocks
Some major holdings like IBM and Home Depot have shown weaker or flat year-to-date performance, which can drag on the fund’s overall results.
DJD vs. SPDR S&P 500 ETF (SPY)
AUM476.99M
RegionNorth America
Expense Ratio0.07%
Beta0.58
IssuerInvesco
Inception DateDec 16, 2015
Dividend Yield2.44%
Asset ClassEquity
Index TrackedDow Jones Industrial Average Yield Weighted Index (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume44,540
30 Day Avg. Volume39,128
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
71.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering28
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DJD Summary
The Invesco Dow Jones Industrial Average Dividend ETF (DJD) follows the Dow Jones Industrial Average Yield Weighted Index, focusing on well-known U.S. blue-chip companies that pay higher dividends. It holds large, established names like Coca-Cola and Chevron, and spreads investments across sectors such as health care, financials, and technology. Someone might invest in DJD to seek a mix of potential long-term growth and regular dividend income from stable, big-brand companies. A key risk is that the fund is fully invested in U.S. stocks, so its value can go up and down with the overall stock market.
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 classic U.S. blue chips, with a clear tilt toward health care, tech, and dividend-rich telecom. UnitedHealth and Goldman Sachs are doing much of the heavy lifting, with both stocks rising and giving the fund a solid backbone. Cisco has also been a bright spot, riding steady demand and AI enthusiasm. On the flip side, Verizon and Chevron have been lagging lately, acting like a bit of sand in the fund’s gears, while IBM looks more mixed, keeping overall performance grounded rather than soaring.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| UnitedHealth | 8.56% | $40.27M | $386.29B | 35.84% | 72 Outperform | |
| International Business Machines | 6.53% | $30.69M | $272.12B | 5.41% | 79 Outperform | |
| Chevron | 6.48% | $30.46M | $336.98B | 13.55% | 71 Outperform | |
| Cisco Systems | 5.98% | $28.13M | $444.16B | 62.98% | 77 Outperform | |
| Merck & Company | 5.81% | $27.31M | $319.99B | 58.36% | 80 Outperform | |
| Coca-Cola | 5.39% | $25.32M | $362.01B | 19.66% | 75 Outperform | |
| Goldman Sachs Group | 5.20% | $24.46M | $301.20B | 48.44% | 73 Outperform | |
| Amgen | 4.88% | $22.97M | $201.93B | 23.94% | 77 Outperform | |
| Procter & Gamble | 4.77% | $22.45M | $352.57B | -3.26% | 69 Neutral | |
| Home Depot | 4.74% | $22.31M | $356.87B | -6.06% | 66 Neutral |
DJD Technical Analysis
Positive
―
Price Trends
62.05
Positive
61.07
Positive
58.62
Positive
Market Momentum
0.64
Negative
60.95
Neutral
60.68
Neutral
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 63.41, equal to the 50-day MA of 62.05, and equal to the 200-day MA of 58.62, indicating a bullish trend. The MACD of 0.64 indicates Negative momentum. The RSI at 60.95 is Neutral, neither overbought nor oversold. The STOCH value of 60.68 is Neutral, 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
64.19
11.71
22.31%
SPHB
Invesco S&P 500 High Beta ETF
―
―
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QLC
FlexShares US Quality Large Cap Index Fund
―
―
―
DSPY
Tema S&P 500 Historical Weight ETF Strategy
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―
―
FTQI
First Trust Hedged BuyWrite Income ETF
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―
―
OMAH
VistaShares Target 15 Berkshire Select Income 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.
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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