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TDV - ETF AI Analysis

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TDV

ProShares S&P Technology Dividend Aristocrats ETF (TDV)

Rating:73Outperform
Price Target:
TDV’s rating suggests it is a solid-quality ETF, mainly driven by strong technology dividend leaders like Qualcomm and Analog Devices, which show healthy financial performance and positive outlooks, even if their valuations look a bit rich. Other key holdings such as Lam Research and Applied Materials also support the fund with robust earnings and growth in advanced technologies, while weaker names like Microchip and Kulicke & Soffa, which face profitability and operational challenges, slightly weigh on the overall rating. The main risk is that many holdings share similar valuation concerns and are concentrated in the technology sector, which can make the ETF more sensitive to tech downturns and shifts in investor sentiment.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, showing solid momentum.
High-Performing Top Holdings
Many of the largest positions, including several well-known chip and hardware companies, have shown strong year-to-date performance that supports the fund’s returns.
Focused Technology Exposure
The fund is heavily tilted toward the technology sector, giving investors concentrated access to a group of dividend-paying tech companies.
Negative Factors
Sector Concentration Risk
With most of its assets in technology stocks, the ETF is vulnerable to downturns in the tech sector.
Limited Geographic Diversification
The portfolio is almost entirely invested in U.S. companies, offering little protection if the U.S. market struggles.
Moderately High Expense Ratio
The fund’s fee is higher than many broad index ETFs, which can slightly reduce long-term returns for buy-and-hold investors.

TDV vs. SPDR S&P 500 ETF (SPY)

TDV Summary

TDV is the ProShares S&P Technology Dividend Aristocrats ETF. It tracks the S&P Technology Dividend Aristocrats index, which focuses on U.S. technology companies that have raised their dividends for at least seven years in a row. The fund holds well-known names like Broadcom and Cisco Systems, along with other specialized tech firms. Someone might invest in TDV to seek a mix of potential growth from the tech sector plus regular dividend income, all in one investment. A key risk is that it is heavily concentrated in technology stocks, so its price can swing sharply with the tech sector.
How much will it cost me?The ProShares S&P Technology Dividend Aristocrats ETF (TDV) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because it is a specialized fund focusing on technology companies with a strong dividend history, which requires more active management. It balances growth potential with reliable income, making it a unique choice for investors.
What would affect this ETF?Positive drivers for TDV include continued growth in the technology sector, driven by innovation and demand for tech solutions, as well as the ETF's focus on companies with strong dividend growth, which can attract income-focused investors. However, potential risks include rising interest rates, which may negatively impact growth stocks, and regulatory changes in the U.S. tech industry that could affect the performance of its top holdings.

TDV Top 10 Holdings

TDV is leaning heavily into U.S. tech, with a clear tilt toward chipmakers and hardware names that pay reliable dividends. Semiconductor players like Qualcomm, Texas Instruments, and Lam Research are doing much of the heavy lifting, with rising share prices helping power the fund. Kulicke & Soffa and Cognex add more punch, though their momentum looks a bit mixed beneath the surface. Microchip is more of a question mark, with profitability issues that could quietly tug on returns even as the broader tech-dividend story stays intact.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Qualcomm3.90%$10.63M$251.02B63.82%
80
Outperform
Texas Instruments3.18%$8.68M$281.41B75.39%
78
Outperform
Cognex3.07%$8.38M$11.00B122.38%
70
Outperform
Microchip3.03%$8.27M$50.65B66.28%
54
Neutral
Kulicke & Soffa2.94%$8.00M$5.46B227.27%
61
Neutral
Littelfuse2.89%$7.89M$11.65B124.19%
76
Outperform
Lam Research2.81%$7.67M$381.86B276.70%
77
Outperform
Analog Devices2.81%$7.67M$193.41B88.66%
78
Outperform
Apple2.78%$7.59M$4.54T58.15%
79
Outperform
Cisco Systems2.78%$7.59M$474.59B90.79%
77
Outperform

TDV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
92.01
Positive
100DMA
90.45
Positive
200DMA
88.06
Positive
Market Momentum
MACD
1.68
Positive
RSI
70.43
Negative
STOCH
70.73
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TDV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 97.36, equal to the 50-day MA of 92.01, and equal to the 200-day MA of 88.06, indicating a bullish trend. The MACD of 1.68 indicates Positive momentum. The RSI at 70.43 is Negative, neither overbought nor oversold. The STOCH value of 70.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TDV.

TDV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$273.13M0.45%
73
Outperform
$780.99M0.18%
74
Outperform
$712.22M0.65%
71
Outperform
$675.47M0.60%
67
Neutral
$506.69M0.29%
66
Neutral
$423.59M0.39%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TDV
ProShares S&P Technology Dividend Aristocrats ETF
100.89
23.17
29.81%
IETC
iShares Evolved US Technology ETF
GTOP
Goldman Sachs Technology Opportunities ETF
PTF
Invesco DWA Technology Momentum ETF
PSCT
Invesco S&P SmallCap Information Technology ETF
IDGT
iShares U.S. Digital Infrastructure and Real Estate 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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