Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Altrius Global Dividend ETF(DIVD)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DIVD
10/28/2026: DIVD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Altrius Global Dividend ETF (DIVD) is an actively managed fund that provides exposure to a portfolio of global dividend-paying equities. Its main strengths include a selective, fundamental approach that aims to identify high-quality companies, providing a potential edge over rigid, passive index ETFs. The primary use case is for income-oriented investors seeking global diversification. Key risks include its smaller AUM, higher expense ratio compared to passive peers, and inherent market risks associated with international equity exposure. It is best suited for long-term income investors willing to pay for active management; investors should monitor the fund’s performance relative to low-cost passive benchmarks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund prioritizes dividend income over aggressive capital appreciation. |
| Momentum investor | Weak fit | The strategy is value-oriented and fundamental rather than momentum-driven. |
| Value investor | Strong fit | The fund aligns well with value investing principles by targeting high-quality, stable companies. |
| Dividend/Income investor | Strong fit | This is the primary target demographic for the fund's income-focused strategy. |
| Low-risk investor | Mixed fit | While it seeks quality, it remains an equity-based fund subject to standard market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused, long-term investor who values active, fundamental research over passive index tracking and is comfortable with higher expense ratios for potentially superior selection.
Suitability
The fund is best suited for long-term investors holding it as part of a diversified income portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets fluctuate, and international stocks can add incremental volatility. |
| Market risk | Medium / high | The fund is exposed to systemic risks affecting global equity markets. |
| Concentration | Medium | Active selection may lead to sector or geographic concentration compared to a broad index. |
| Tracking/expense | Medium | Higher expense ratios and active management can create a performance drag versus benchmarks. |
| Liquidity | Medium | Lower average trading volume may increase costs during volatile market conditions. |
| Business/sector quality | Low | The fund focuses on high-quality companies, which helps mitigate business-specific risk. |
Risk Analysis
Volatility
DIVD exhibits moderate volatility, generally in line with its underlying global equity constituents.
Market Risk
The fund is inherently exposed to global economic cycles, currency risk, and geopolitical instability affecting the companies in its portfolio.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Global Equities (Developed Markets) | 95 | The fund provides diversified exposure to international and domestic dividend-paying stocks. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained for liquidity needs and tactical rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 30.65% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.