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Madison ETFs Trust (DIVL)



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Upturn Advisory Summary
08/14/2025: DIVL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 5.34% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 US ETF provider offering various actively managed and index-based ETFs across different sectors and asset classes. Their investment strategies aim to provide investors with diversified exposure and potential for long-term growth.
Reputation and Reliability
The reputation and reliability of Madison ETFs Trust depends on the specific fund and its performance history. Further research into individual fund performance and issuer stability is recommended.
Management Expertise
Management expertise varies depending on the specific ETF within the Madison ETFs Trust family. Further research is recommended into each management team.
Investment Objective
Goal
The primary investment goal of ETFs within the Madison ETFs Trust varies depending on the specific fund and is to achieve either income or capital appreciation or track a specific index.
Investment Approach and Strategy
Strategy: The ETFs may track a specific index, focus on a sector, or employ an active management strategy.
Composition The ETFs holds assets that include stocks, bonds, and other securities, depending on the specific fund.
Market Position
Market Share: Data on ETF Madison ETFs Trust's market share varies depending on the individual ETF within the trust.
Total Net Assets (AUM): Data on ETF Madison ETFs Trust's total assets under management (AUM) varies depending on the individual ETF within the trust.
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The ETF market is highly competitive, with numerous issuers offering similar products. Madison ETFs Trust competes with established players and niche providers. Advantages could include unique investment strategies or lower expense ratios, while disadvantages might include lower AUM and brand recognition.
Financial Performance
Historical Performance: Historical performance varies depending on the specific ETF within Madison ETFs Trust. Historical performance data for individual funds is recommended.
Benchmark Comparison: Benchmark comparison varies depending on the specific ETF within Madison ETFs Trust. Benchmark comparison is recommended for individual funds.
Expense Ratio: Expense ratio varies depending on the specific ETF within Madison ETFs Trust.
Liquidity
Average Trading Volume
Average trading volume varies depending on the specific ETF within Madison ETFs Trust, and should be considered before investing.
Bid-Ask Spread
The bid-ask spread will vary depending on the specific ETF within the Madison ETFs Trust and may indicate liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions all impact Madison ETFs Trust funds. Specific factors affecting each fund's sector or investment strategy are crucial.
Growth Trajectory
Growth trends depend on the specific fund's strategy, market conditions, and investor demand. Changes to the ETF's strategy and holdings should be monitored for insights into its future performance.
Moat and Competitive Advantages
Competitive Edge
Madison ETFs Trust's competitive advantages stem from its actively managed approach and sector-specific focus, potentially providing superior returns through skillful security selection. The Trust also distinguishes itself through its comprehensive suite of thematic investment solutions which allows investors to target innovative and disruptive technologies. By harnessing expert insights, and unique strategies, the funds offers a competitive edge by potentially outperforming passive indexes. These aspects, however, must be continually evaluated against the ETF's actual performance and expense ratios.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF within Madison ETFs Trust and its underlying assets. Volatility of individual funds should be evaluated before investing.
Market Risk
Market risk varies depending on the specific ETF within Madison ETFs Trust's underlying assets and the sectors they operate within. Investors should be aware of sector concentration, interest rate sensitivity, and overall market fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF within Madison ETFs Trust. Investors seeking specific sector exposure, actively managed strategies, or diversified portfolios may find suitable options.
Market Risk
Suitability depends on the specific ETF within Madison ETFs Trust and the investor's risk tolerance, investment goals, and time horizon. Some funds may be suitable for long-term investors, while others may be more appropriate for active traders.
Summary
Madison ETFs Trust offers a range of ETFs with varying investment objectives and strategies. The suitability of any fund depends on individual investor needs and risk tolerance, and requires careful consideration of expense ratios, historical performance, and underlying assets. Investors should carefully review the fund's prospectus and consult with a financial advisor before investing. Further research into individual fund performance and the issuer's reliability is essential before investing in any Madison ETFs Trust fund. Before investing it is recommended you review the ETF Fact Sheet to understand the risks and potential rewards.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change and may not be completely accurate.
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.

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.