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Upturn AI SWOT - About
Madison ETFs Trust (DIVL)
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Upturn Advisory Summary
06/30/2025: DIVL (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 2.61% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Upturn AI SWOT
Madison ETFs Trust
ETF Overview
Overview
Madison ETFs Trust is a suite of actively managed ETFs focused on generating income and capital appreciation through various investment strategies, including options strategies and dividend-focused equity investments.
Reputation and Reliability
Madison Asset Management has a reasonable track record, known for its active management approach and income-oriented investment products.
Management Expertise
The management team possesses experience in active portfolio management, options trading, and dividend investing.
Investment Objective
Goal
To provide investors with income and potential capital appreciation through active investment strategies.
Investment Approach and Strategy
Strategy: The ETFs within the trust employ various active strategies, including covered call writing, dividend equity selection, and tactical asset allocation.
Composition The ETFs hold a mix of equities, options contracts, and potentially other asset classes depending on the specific fund's strategy.
Market Position
Market Share: Madison ETFs Trust's market share is relatively small compared to larger ETF providers.
Total Net Assets (AUM):
Competitors
Key Competitors
- Global X US ETF Symbol (XYLD)
- JPMorgan US ETF Symbol (JEPI)
- Amplify US ETF Symbol (RVX)
Competitive Landscape
The ETF market is highly competitive, with numerous established players offering similar income and options-based strategies. Madison ETFs Trust faces competition from larger issuers with greater brand recognition and lower expense ratios. A potential advantage may be Madison's specific investment approach or expertise within certain niche areas. Disadvantages include lower AUM (Assets under management) and brand visibility.
Financial Performance
Historical Performance: Historical performance varies depending on the specific ETF within the trust and the market conditions during the measurement period.
Benchmark Comparison: Performance should be compared to relevant benchmarks such as the S&P 500 or specific options strategy indices to assess relative performance.
Expense Ratio: The expense ratio can vary based on the specific ETF within the Madison ETFs Trust. It typically hovers around 0.60% to 0.85%.
Liquidity
Average Trading Volume
Average trading volume for Madison ETFs Trust can be moderate, and may be lower than larger, more established ETFs.
Bid-Ask Spread
The bid-ask spread depends on trading volume, but generally will be wider than highly liquid ETFs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and market volatility can impact the performance of Madison ETFs Trust. Low interest rates may increase demand for income-generating investments, while high volatility can affect options strategies.
Growth Trajectory
Growth depends on the ability of the management team to deliver consistent performance and attract new investors. Changes in investment strategy may occur to adapt to evolving market conditions.
Moat and Competitive Advantages
Competitive Edge
Madison ETFs Trust's competitive edge lies in their active management approach and expertise in options strategies and dividend investing. They differentiate themselves through their specific stock-selection process or option overlay. Active management allows them to potentially outperform passive benchmarks in specific market conditions. Success depends on the manageru2019s skill and strategy's implementation.
Risk Analysis
Volatility
Volatility depends on the underlying assets and options strategies employed. Strategies involving options can be subject to greater volatility.
Market Risk
Market risk is inherent in the underlying equity and option positions. Equity market downturns and changes in option pricing can negatively impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking income and potential capital appreciation through active management and is comfortable with the risks associated with options and equity investments.
Market Risk
Suitable for investors seeking income and willing to accept potentially higher risk than passive index funds. May be appropriate for long-term investors or those seeking to enhance portfolio yield.
Summary
Madison ETFs Trust is a suite of actively managed ETFs designed to generate income and capital appreciation. They employ various strategies like covered calls and dividend investing. It's suitable for investors seeking active management and income, but its relatively small market share and active nature bring both opportunities and risks. Performance is highly dependent on the management team's expertise and market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified 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 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.
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