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Upturn AI SWOT - About
Harbor Dividend Growth Leaders ETF (GDIV)
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Upturn Advisory Summary
08/14/2025: GDIV (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.
Analysis of Past Performance
Type ETF | Historic Profit 8.66% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.88 | 52 Weeks Range 12.65 - 15.89 | Updated Date 06/29/2025 |
52 Weeks Range 12.65 - 15.89 | Updated Date 06/29/2025 |
Upturn AI SWOT
Harbor Dividend Growth Leaders ETF
ETF Overview
Overview
The Harbor Dividend Growth Leaders ETF (GDIV) seeks to provide investment results that, before fees and expenses, correspond to the performance of the Dorsey Wright Dividend Leaders Index. It invests in US-listed securities with a history of dividend payments and the potential for future dividend growth.
Reputation and Reliability
Harbor Capital Advisors is a reputable investment manager with a long history of providing investment solutions. Their reliability is reflected in the consistent application of their investment strategies.
Management Expertise
The management team has expertise in quantitative investing and dividend growth strategies, bringing experience in portfolio construction and risk management.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the Dorsey Wright Dividend Leaders Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Dorsey Wright Dividend Leaders Index, a rules-based index that selects companies with a history of dividend payments and strong relative strength.
Composition The ETF primarily holds dividend-paying stocks of large- and mid-cap U.S. companies. The portfolio is diversified across various sectors.
Market Position
Market Share: GDIV has a relatively small market share compared to other dividend ETFs.
Total Net Assets (AUM): 103195360
Competitors
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 several well-established funds holding significant assets. GDIV faces competition from larger, more liquid ETFs with lower expense ratios. However, its Dorsey Wright methodology offers a differentiated approach focused on relative strength, which may appeal to certain investors.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers. Performance varies based on market conditions and the effectiveness of the index methodology.
Benchmark Comparison: The ETF's performance should be compared against the Dorsey Wright Dividend Leaders Index to assess its tracking accuracy.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which can impact the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread is generally tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates and inflation, sector growth prospects, and overall market sentiment all influence GDIV's performance.
Growth Trajectory
GDIV's growth trajectory depends on its ability to attract assets and maintain consistent performance relative to its benchmark. Changes in strategy or holdings are updated according to the fund's prospectus.
Moat and Competitive Advantages
Competitive Edge
GDIV's competitive advantage lies in its use of the Dorsey Wright Dividend Leaders Index, which incorporates a relative strength component in addition to dividend yield. This focuses on companies that not only pay dividends but also demonstrate price momentum, differentiating it from yield-focused dividend ETFs. The fundu2019s index methodology also aims for sector diversification.
Risk Analysis
Volatility
The ETF's volatility is moderate, generally aligned with the volatility of dividend-paying stocks.
Market Risk
Market risk includes the potential for declines in the value of underlying assets due to economic downturns, sector-specific issues, or broad market corrections.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking dividend income with potential capital appreciation, who is comfortable with a rules-based, relatively strength-focused approach to dividend investing.
Market Risk
GDIV is suitable for long-term investors seeking a combination of dividend income and potential growth, who are not solely focused on maximizing yield.
Summary
The Harbor Dividend Growth Leaders ETF (GDIV) offers exposure to dividend-paying stocks with a relative strength overlay, managed by Harbor Capital. It aims to track the Dorsey Wright Dividend Leaders Index. GDIV is differentiated by its use of relative strength as a factor, seeking to identify dividend-paying companies that are also exhibiting positive price momentum. Potential investors should consider its performance, expense ratio, and liquidity in comparison to other dividend ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Harbor Capital Advisors
- ETF.com
- Morningstar
- FactSet
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a 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 Harbor Dividend Growth Leaders ETF
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying equity securities. The fund invests primarily in equity securities, principally common and preferred stocks of large capitalization companies with a history of paying dividends or as determined by the Subadvisor"s analysis, the ability to increase dividends in the future.
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