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DJD - ETF AI Analysis
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Invesco Dow Jones Industrial Average Dividend ETF (DJD)
Rating:74Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Defensive Sector Tilt
Heavy exposure to health care and consumer defensive companies can provide more stability during market downturns.
Solid Recent Performance
The ETF has shown steady gains over the past few months, indicating positive recent momentum.
Negative Factors
High U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering little geographic diversification.
Top Holding Weakness
The largest position, Verizon, has had weak performance this year, which can drag on overall returns.
Mixed Results Among Major Holdings
Some other sizable positions like IBM and Cisco have been lagging, creating a performance gap within the portfolio.
DJD vs. SPDR S&P 500 ETF (SPY)
AUM444.32M
RegionNorth America
Expense Ratio0.07%
Beta0.60
IssuerInvesco
Inception DateDec 16, 2015
Dividend Yield2.39%
Asset ClassEquity
Index TrackedDow Jones Industrial Average Yield Weighted Index (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume76,683
30 Day Avg. Volume44,071
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
66.81Price 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 Johnson & Johnson and Coca-Cola, aiming to provide both potential long-term growth and regular income from dividends. This can appeal to investors who want broad exposure to major U.S. companies while also seeking cash payouts. A key risk is that the fund is heavily tied to large U.S. stocks and dividend-paying companies, so its value can still go up and down with the 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 health care and dividend-rich defensives steering the ship. Merck and Johnson & Johnson have been rising and look like key engines for the fund, while Chevron’s recent strength in energy adds extra thrust. On the flip side, Verizon is lagging and acting as a bit of a weight, with IBM and Cisco also losing some steam lately. With all holdings U.S.-based and tilted toward steady, dividend-focused giants, the ETF feels more like a slow-and-steady income cruiser than a high-octane growth play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Verizon | 10.94% | $48.77M | $206.65B | 19.56% | 81 Outperform | |
| Merck & Company | 8.82% | $39.30M | $301.34B | 46.26% | 80 Outperform | |
| Chevron | 7.49% | $33.39M | $369.96B | 18.28% | 71 Outperform | |
| Amgen | 6.95% | $30.98M | $198.80B | 26.80% | 77 Outperform | |
| Johnson & Johnson | 6.14% | $27.38M | $586.69B | 55.91% | 78 Outperform | |
| Coca-Cola | 5.17% | $23.04M | $338.45B | 14.24% | 75 Outperform | |
| International Business Machines | 4.44% | $19.79M | $245.26B | 0.42% | 79 Outperform | |
| Cisco Systems | 4.14% | $18.45M | $303.64B | 18.47% | 77 Outperform | |
| Procter & Gamble | 4.13% | $18.42M | $372.00B | -1.73% | 69 Neutral | |
| Caterpillar | 3.90% | $17.39M | $362.31B | 119.12% | 76 Outperform |
DJD Technical Analysis
Positive
―
Price Trends
58.64
Positive
56.99
Positive
54.63
Positive
Market Momentum
1.24
Negative
71.01
Negative
89.24
Negative
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 60.34, equal to the 50-day MA of 58.64, and equal to the 200-day MA of 54.63, indicating a bullish trend. The MACD of 1.24 indicates Negative momentum. The RSI at 71.01 is Negative, neither overbought nor oversold. The STOCH value of 89.24 is Negative, 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
62.48
9.96
18.96%
EFIV
SPDR S&P 500 ESG ETF
―
―
―
VOTE
Engine No. 1 Transform 500 ETF
―
―
―
NBCR
Neuberger Berman Core Equity ETF
―
―
―
QQQJ
Invesco NASDAQ Next Gen 100 ETF
―
―
―
ONEY
SPDR Russell 1000 Yield Focus 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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