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DIVL
Upturn stock rating

Madison ETFs Trust (DIVL)

Upturn stock rating
$22.89
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Time period over
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Upturn Advisory Summary

10/24/2025: DIVL (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 5.97%
Avg. Invested days 69
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 19.32 - 22.54
Updated Date 06/30/2025
52 Weeks Range 19.32 - 22.54
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

Madison ETFs Trust

stock logo

ETF Overview

overview logo Overview

Madison ETFs Trust is a US-based ETF provider focusing on creating innovative investment solutions. Their ETFs typically target specific sectors or investment strategies, often with a focus on active management or smart beta approaches.

reliability logo Reputation and Reliability

Information on Madison ETFs Trust's reputation and reliability as an issuer is limited. Further research is needed to assess their track record and overall credibility in the market.

reliability logo Management Expertise

Information regarding the specific expertise of the management team at Madison ETFs Trust is limited. More detailed research is needed to ascertain their experience and qualifications.

Investment Objective

overview logo Goal

The primary investment goal of each ETF within the Madison ETFs Trust varies depending on the specific fund. It generally involves maximizing returns within a defined risk profile, often targeting specific sectors or investment strategies.

Investment Approach and Strategy

Strategy: The investment strategies vary depending on the specific ETF. Some may track specific indices, while others employ active management or smart beta strategies.

Composition The assets held by the ETFs depend on the fund's investment strategy and objective. They can include stocks, bonds, commodities, or a combination thereof.

Market Position

Market Share: Data regarding the specific market share of individual Madison ETFs Trust funds is not readily available.

Total Net Assets (AUM): Data on Total Net Assets (AUM) for the ETFs is not readily available.

Competitors

overview logo Key Competitors

  • SPDR S&P 500 ETF Trust (SPY)
  • Invesco QQQ Trust (QQQ)
  • iShares Core U.S. Aggregate Bond ETF (AGG)

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar products. Madison ETFs Trust faces competition from established players with greater brand recognition and larger asset bases. The advantages and disadvantages of Madison ETFs Trust depend on the specific fund and its unique investment strategy. If the specific strategy has high alpha, they can compete.

Financial Performance

Historical Performance: Historical performance data for individual Madison ETFs needs to be collected from financial data providers.

Benchmark Comparison: Benchmark comparisons for Madison ETFs Trust funds depend on the specific fund's strategy and holdings. Performance against relevant benchmarks should be assessed to gauge effectiveness.

Expense Ratio: Expense ratios for Madison ETFs Trust funds vary depending on the specific fund. This information should be obtained from the fund's prospectus.

Liquidity

Average Trading Volume

The average trading volume for Madison ETFs varies based on the specific ETF and its popularity among investors.

Bid-Ask Spread

The bid-ask spread for Madison ETFs varies based on the specific ETF, trading volume, and market conditions.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions influence the performance of Madison ETFs. These factors need to be considered when evaluating the potential returns and risks of the fund.

Growth Trajectory

Growth trends and patterns of Madison ETFs depend on various factors including marketing, investment returns and changing economic environments.

Moat and Competitive Advantages

Competitive Edge

The competitive edge of Madison ETFs Trust depends on the unique investment strategies employed by their specific funds. They might specialize in niche market segments or implement innovative approaches to portfolio construction. Their expertise could lie in active management, factor-based investing, or thematic strategies. The extent to which their management's expertise is a real advantage to the client will have to be determined over time. This could lead to differentiated investment outcomes and competitive advantages.

Risk Analysis

Volatility

The volatility of Madison ETFs depends on the specific ETF's underlying assets and investment strategy. ETFs holding riskier assets tend to exhibit higher volatility.

Market Risk

Specific market risks are tied to the specific sectors that the Madison ETFs Trust invests in. For instance, a fund focusing on technology stocks will face different risks than a fund focused on bonds.

Investor Profile

Ideal Investor Profile

The ideal investor profile for a Madison ETF depends on the specific fund's investment objective and risk profile. Investors seeking exposure to specific sectors, thematic investments, or alternative strategies may find Madison ETFs suitable.

Market Risk

The suitability of Madison ETFs depends on the individual investor's goals, risk tolerance, and investment time horizon. They may be suitable for long-term investors seeking diversified exposure or active traders looking to capitalize on short-term market opportunities.

Summary

Madison ETFs Trust is a US-based ETF provider that offers various ETFs. Their success depends on their investment strategy and track record. Their market share and the financial performance of the company is not available. However, investors must thoroughly analyze them prior to investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Company Website (If Available)

Disclaimers:

The information provided is based on limited publicly available data. Accuracy and completeness cannot be guaranteed. Investors should conduct their own thorough research before making any investment decisions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Madison ETFs Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over $1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in dividend paying equity securities. The fund may also invest up to 50% of its common stock allocation in foreign securities, including ADRs and emerging market securities.