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Upturn AI SWOT - About
Altrius Global Dividend ETF (DIVD)
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Upturn Advisory Summary
08/14/2025: DIVD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.41% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 30.09 - 35.73 | Updated Date 06/29/2025 |
52 Weeks Range 30.09 - 35.73 | Updated Date 06/29/2025 |
Upturn AI SWOT
Altrius Global Dividend ETF
ETF Overview
Overview
The Altrius Global Dividend ETF aims to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Altrius Global Dividend Index. It focuses on dividend-paying stocks from around the world, providing exposure to a diversified portfolio of global equities with attractive dividend yields. Asset allocation is primarily in equities, with a strategy centered around selecting companies based on dividend sustainability and growth.
Reputation and Reliability
Information regarding Altrius's reputation and reliability is not publicly available. Further investigation is needed.
Management Expertise
Information regarding Altrius's management expertise is not publicly available. Further investigation is needed.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the Altrius Global Dividend Index.
Investment Approach and Strategy
Strategy: Tracks the Altrius Global Dividend Index, which selects dividend-paying stocks globally based on dividend sustainability and growth.
Composition Primarily holds global equities (stocks) focused on companies with consistent or growing dividend payouts.
Market Position
Market Share: Information is not publicly available to ascertain Altrius Global Dividend ETFu2019s market share.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- VYMI
- SCHY
- IDV
- DWX
Competitive Landscape
The global dividend ETF market is dominated by larger players like Vanguard (VYMI) and Schwab (SCHY). Altrius faces the challenge of differentiating itself in a crowded field. Advantages would be a unique indexing methodology or lower fees, while disadvantages include smaller AUM and less brand recognition.
Financial Performance
Historical Performance: Data unavailable due to limited historical data.
Benchmark Comparison: Data unavailable due to limited historical data.
Expense Ratio: Data unavailable.
Liquidity
Average Trading Volume
Data unavailable; the ETF's liquidity is currently not possible to assess based on available information.
Bid-Ask Spread
Data unavailable, therefore the cost of trading this ETF cannot be easily determined.
Market Dynamics
Market Environment Factors
Global economic conditions, interest rate policies, dividend payout trends, and sector-specific growth all influence the ETF's performance.
Growth Trajectory
Data unavailable to determine growth trajectory.
Moat and Competitive Advantages
Competitive Edge
Without detailed knowledge of Altrius' specific index methodology, it's challenging to define its competitive edge. Potential advantages may lie in a unique dividend screening process, superior sector allocation, or lower fees. However, it must compete with well-established ETFs with larger AUM and greater liquidity. The ETF needs to offer a compelling reason for investors to choose it over established competitors to gain market share.
Risk Analysis
Volatility
Data unavailable; volatility cannot be determined.
Market Risk
The ETF is subject to market risk associated with global equities, currency fluctuations, and geopolitical events affecting dividend-paying companies.
Investor Profile
Ideal Investor Profile
Investors seeking global dividend income and long-term capital appreciation may find this ETF suitable.
Market Risk
Suitable for long-term investors focused on dividend income and global equity exposure.
Summary
The Altrius Global Dividend ETF aims to provide exposure to global dividend-paying stocks by tracking the Altrius Global Dividend Index. It competes in a space dominated by larger, established ETFs. Limited publicly available information makes assessing its performance, liquidity, and competitive advantages difficult. Investors should carefully consider its index methodology and compare it to alternatives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Seeking Alpha
- Company Filings (where available)
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is based on the most recent available information and may not be precise.
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 Altrius Global Dividend ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its objective, the fund will invest at least 90% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. The principal type of equity security in which the fund will invest is common stock. Under normal market conditions, at least 30% of the fund"s assets will be invested outside the United States.
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.