LEAD - ETF AI Analysis
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Siren DIVCON Leaders Dividend ETF (LEAD)
Rating:71Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Dividend-Oriented Leaders
Several top holdings such as KLA, Lam Research, Costco, and Amphenol have delivered strong year-to-date performance, helping support the fund’s returns.
Focused U.S. Exposure
With most assets in U.S. companies, the fund offers exposure to a large, developed market with relatively high transparency and regulation.
Negative Factors
High Sector Concentration
A large portion of the portfolio is in technology and industrials, which increases the impact if these sectors face a downturn.
Mixed Performance Among Top Holdings
Some major positions like Broadcom and Nvidia have shown weak year-to-date performance, which can drag on overall returns if the weakness continues.
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.
LEAD vs. SPDR S&P 500 ETF (SPY)
AUM71.40M
RegionNorth America
Expense Ratio0.43%
Beta0.92
IssuerSiren
Inception DateJan 06, 2016
Dividend Yield0.62%
Asset ClassEquity
Index TrackedSiren DIVCON Leaders Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,724
30 Day Avg. Volume2,254
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
94.23Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LEAD Summary
The Siren DIVCON Leaders Dividend ETF (LEAD) follows the Siren DIVCON Leaders Dividend Index, which focuses on large U.S. companies that are likely to keep growing their dividend payments. It mainly holds big, financially strong firms, with a heavy tilt toward technology and industrials. Well-known holdings include Nvidia and Costco. Someone might invest in LEAD to seek a mix of potential growth and steady income from dividends, while staying diversified across many large companies. A key risk is that it is concentrated in U.S. large-cap and tech-related stocks, so its price can rise and fall sharply with that part of the market.
How much will it cost me?The Siren DIVCON Leaders Dividend ETF (LEAD) has an expense ratio of 0.43%, which means you’ll pay $4.30 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses an active strategy to select companies with strong dividend growth potential, requiring more research and management.
What would affect this ETF?The Siren DIVCON Leaders Dividend ETF could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong consumer spending supporting companies like Costco and Visa. However, rising interest rates or economic slowdowns could negatively impact dividend-paying stocks, particularly in sectors like financials and consumer cyclical. Regulatory changes or geopolitical tensions affecting U.S.-based companies may also pose risks to the ETF's performance.
LEAD Top 10 Holdings
LEAD is leaning hard into U.S. industrial and tech champions, and that’s where most of the action is. Quanta Services has been one of the fund’s quiet engines, steadily rising on strong backlogs, while KLA and Lam Research are helping power returns with solid momentum tied to chip equipment demand. Applied Materials is in the same camp, adding extra lift despite some valuation worries. On the flip side, Nvidia and Broadcom have been losing a bit of steam lately, turning from star drivers into mild drags on this otherwise dividend-focused, U.S.-centric portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 5.80% | $4.10M | $1.80T | 112.78% | 76 Outperform | |
| Quanta Services | 5.29% | $3.74M | $89.15B | 117.22% | 78 Outperform | |
| KLA | 5.26% | $3.71M | $231.85B | 165.58% | 77 Outperform | |
| Nvidia | 4.58% | $3.24M | $4.60T | 68.72% | 76 Outperform | |
| ― | 4.21% | $2.97M | ― | ― | ― | |
| Costco | 4.12% | $2.91M | $435.16B | -0.22% | 72 Outperform | |
| Lam Research | 3.70% | $2.61M | $333.82B | 298.03% | 77 Outperform | |
| Hubbell B | 2.53% | $1.79M | $28.62B | 57.42% | 77 Outperform | |
| Applied Materials | 2.31% | $1.63M | $314.06B | 172.07% | 77 Outperform | |
| EMCOR Group | 2.07% | $1.46M | $36.17B | 108.71% | 73 Outperform |
LEAD Technical Analysis
Positive
―
Price Trends
79.39
Positive
78.57
Positive
76.53
Positive
Market Momentum
0.93
Negative
67.39
Neutral
97.96
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LEAD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 78.50, equal to the 50-day MA of 79.39, and equal to the 200-day MA of 76.53, indicating a bullish trend. The MACD of 0.93 indicates Negative momentum. The RSI at 67.39 is Neutral, neither overbought nor oversold. The STOCH value of 97.96 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LEAD.
LEAD Peer Comparison
Comparison Results
Performance Comparison
LEAD
Siren DIVCON Leaders Dividend ETF
82.47
20.66
33.43%
LVDS
JPMorgan Fundamental Data Science Large Value ETF
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ALTL
Pacer Lunt Large Cap Alternator ETF
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UPSD
Aptus Large Cap Upside ETF
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―
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ACEP
ARS Core Equity Portfolio ETF
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―
EGGY
NestYield Dynamic Income Shield 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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