SmartETFs Dividend Builder ETF (DIVS)

Overview

The SmartETFs Dividend Builder ETF seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dynamic Income Builder Index. It focuses on dividend-paying U.S. equities with a potential for dividend growth.

Reputation and Reliability

SmartETFs is a relatively newer player in the ETF market, focusing on innovative and strategic investment solutions. Their reliability is building as they manage and launch more funds.

Management Expertise

While a newer entity, SmartETFs' management team comprises experienced professionals in asset management and ETF development.

Goal

To track the performance of the Dynamic Income Builder Index by investing in dividend-paying U.S. companies with growth potential.

Investment Approach and Strategy

Strategy: The ETF aims to track a specific index, the Dynamic Income Builder Index, by investing in its constituent stocks.

Composition The ETF primarily holds U.S. dividend-paying stocks that meet certain criteria for financial health, dividend growth potential, and yield.

Market Share: The SmartETFs Dividend Builder ETF's market share is relatively small compared to more established dividend ETFs.

Total Net Assets (AUM): 15000000

Key Competitors

• Vanguard Dividend Appreciation ETF (VIG)
• Schwab US Dividend Equity ETF (SCHD)
• iShares Select Dividend ETF (DVY)

Competitive Landscape

The dividend ETF market is highly competitive, with established players like Vanguard and Schwab holding significant market share. SmartETFs Dividend Builder ETF competes by focusing on a dynamic index and potential dividend growth. A disadvantage is its smaller AUM and limited track record compared to established ETFs. Its targeted approach can also be an advantage.

Historical Performance: Past performance is not indicative of future results. Need historical data for specific figures.

Benchmark Comparison: Need to compare the ETF to the Dynamic Income Builder Index. Requires specific data.

Expense Ratio: 0.29

Average Trading Volume

The average trading volume can vary, but the ETF is designed to maintain adequate liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is generally competitive for ETFs in this category but fluctuates based on market conditions.

Market Environment Factors

Economic growth, interest rate policies, and sector performance influence the ETF's performance. Dividend yields and investor sentiment also play a role.

Growth Trajectory

The ETF's growth depends on its ability to attract assets and maintain strong performance relative to its benchmark and competitors.

Competitive Edge

The SmartETFs Dividend Builder ETF's competitive edge lies in its Dynamic Income Builder Index and its focus on companies with the potential for dividend growth. This unique index seeks to identify companies with both high current yields and the potential to increase their dividends. Additionally, SmartETFs provides a focused approach to dividend investing, which may appeal to investors looking for specific characteristics. This approach sets it apart from broader dividend ETFs.

Volatility

The ETF's volatility depends on the volatility of its underlying holdings, which are generally less volatile than the broader market.

Market Risk

The ETF is subject to market risk, including the risk of declines in the value of its underlying holdings due to economic conditions or company-specific factors.

Ideal Investor Profile

The ideal investor is a long-term investor seeking income and potential dividend growth from U.S. equities.

Market Risk

This ETF is suitable for long-term investors and passive index followers.

The SmartETFs Dividend Builder ETF offers exposure to a portfolio of U.S. dividend-paying stocks with potential for dividend growth, tracked by the Dynamic Income Builder Index. While facing competition from larger, more established ETFs, its focused approach presents a unique investment opportunity. This ETF is best for long-term investors who seek stable dividend income and the potential for growth in their dividend payouts. Like any equity investment, it carries market risks and should be considered as part of a diversified portfolio. The ETF is relatively small in terms of AUM, presenting a potentially lower liquidity profile.

Data Sources:

• SmartETFs website
• ETF.com
• Morningstar

Disclaimers:

All data is based on available information and is subject to change. Investment involves risk, including the risk of loss. Past performance is not indicative of future results.