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Upturn AI SWOT - About
SPDR Dow Jones Industrial Average ETF Trust (DIA)
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Upturn Advisory Summary
08/28/2025: DIA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 19.7% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 364.82 - 446.99 | Updated Date 06/29/2025 |
52 Weeks Range 364.82 - 446.99 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Dow Jones Industrial Average ETF Trust
ETF Overview
Overview
The SPDR Dow Jones Industrial Average ETF Trust (DIA) seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Dow Jones Industrial Average (DJIA). It offers exposure to 30 of the largest and most influential U.S. companies.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the industry.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and a large team of professionals dedicated to portfolio management.
Investment Objective
Goal
The primary investment goal of DIA is to closely match the price and yield performance of the Dow Jones Industrial Average (DJIA).
Investment Approach and Strategy
Strategy: DIA employs a replication strategy, meaning it invests in all 30 stocks in the DJIA in proportion to their weighting in the index.
Composition DIA's assets are primarily composed of stocks of the 30 companies included in the Dow Jones Industrial Average (DJIA).
Market Position
Market Share: DIA holds a significant market share within the Dow Jones Industrial Average tracking ETF segment.
Total Net Assets (AUM): 39480000000
Competitors
Key Competitors
- Invesco QQQ Trust (QQQ)
- iShares CORE S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The ETF industry is highly competitive, with multiple funds offering similar exposure to the U.S. large-cap market. DIA benefits from its well-known benchmark and long history, but it faces competition from ETFs like IVV and VOO, which offer broader market exposure at lower expense ratios. DIA's focused approach may be attractive to investors seeking a more concentrated portfolio of blue-chip stocks.
Financial Performance
Historical Performance: Past performance does not guarantee future results. Investors should review fund performance data on the official fund website.
Benchmark Comparison: DIA's performance should closely track the DJIA's performance, with slight deviations due to expenses and tracking error.
Expense Ratio: 0.16
Liquidity
Average Trading Volume
DIA exhibits high liquidity with a substantial average daily trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
DIA typically maintains a tight bid-ask spread, reflecting its high trading volume and efficient market making.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, inflation, and sector-specific news can impact the performance of the companies within the DJIA and, consequently, DIA's value.
Growth Trajectory
DIA's growth trajectory is tied to the performance of the 30 companies in the Dow Jones Industrial Average. Its strategy and holdings remain relatively consistent unless there are changes to the DJIA composition.
Moat and Competitive Advantages
Competitive Edge
DIA benefits from being the original and most well-known ETF tracking the DJIA, a widely recognized market indicator. It offers a concentrated exposure to a select group of blue-chip companies. DIA's high trading volume and liquidity make it easy to trade. However, its expense ratio is relatively higher compared to other broad-market ETFs. It provides a focused investment approach.
Risk Analysis
Volatility
DIA's volatility is generally moderate, reflecting the stability of the large-cap, established companies within the DJIA.
Market Risk
DIA is subject to market risk, meaning its value can fluctuate due to broad market movements and economic conditions. Risks inherent in individual DJIA component companies also impact DIA's performance.
Investor Profile
Ideal Investor Profile
DIA is suitable for investors seeking exposure to a select group of large-cap, blue-chip companies and a simple, well-known market benchmark.
Market Risk
DIA is suitable for long-term investors, passive index followers, or those who want to add a blue-chip component to their portfolio.
Summary
The SPDR Dow Jones Industrial Average ETF Trust (DIA) is a popular ETF that seeks to track the performance of the Dow Jones Industrial Average (DJIA). DIA offers exposure to 30 of the largest and most influential U.S. companies. It benefits from high liquidity and a well-known benchmark, but its higher expense ratio compared to other broad-market ETFs and concentrated holdings should be considered. DIA suits investors seeking exposure to established blue-chip companies and passive index-tracking strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) official website
- MarketWatch
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR Dow Jones Industrial Average ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Trust"s Portfolio consists of substantially all of the component common stocks that comprise the DJIA, which are weighted in accordance with the terms of the Trust Agreement.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.