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Upturn AI SWOT - About
Madison ETFs Trust (DIVL)

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Upturn Advisory Summary
10/24/2025: DIVL (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 5.97% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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-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.
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.
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
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
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.
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.
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