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Harbor Dividend Growth Leaders ETF (GDIV)

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Upturn Advisory Summary
10/24/2025: GDIV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 10.96% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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 (ticker: GDIV) seeks to provide investment results that, before fees and expenses, correspond to the performance of the Dorsey Wright Dividend Growth Leaders Index. It focuses on dividend-paying US companies exhibiting dividend growth characteristics.
Reputation and Reliability
Harbor Capital Advisors has a solid reputation, managing investments for various clients. They are known for their active management approach.
Management Expertise
The management team consists of experienced professionals dedicated to providing consistent dividend growth strategies.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Dorsey Wright Dividend Growth Leaders Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Dorsey Wright Dividend Growth Leaders Index, which identifies and weights companies demonstrating a history of dividend growth.
Composition The ETF primarily holds common stocks of dividend-paying U.S. companies.
Market Position
Market Share: GDIV's market share in its dividend ETF sector is relatively small compared to larger established funds.
Total Net Assets (AUM): 56979540
Competitors
Key Competitors
- VIG
- SCHD
- DVY
Competitive Landscape
The dividend ETF market is competitive with several established players. GDIV differentiates itself through its specific index tracking methodology and smaller size allowing for more agile portfolio adjustments, although it faces a challenge in gaining significant market share against larger competitors such as VIG, SCHD and DVY that have much larger AUM and lower expense ratios.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers. This will provide insight into the ETF's returns over different time periods.
Benchmark Comparison: Compare GDIV's performance to the Dorsey Wright Dividend Growth Leaders Index to assess tracking accuracy.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume of GDIV indicates moderate liquidity levels; check current volume for latest information.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading GDIV; tighter spreads indicate better liquidity; check recent spreads for accurate data.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector performance of dividend-paying stocks influence GDIV.
Growth Trajectory
GDIV's growth trajectory depends on the performance of its underlying index and its ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
GDIV's competitive edge lies in its specific dividend growth selection process, which aims to identify companies with sustainable dividend growth potential. Its smaller size may offer increased flexibility in portfolio adjustments compared to larger ETFs. However, this also comes with the trade-off of a higher expense ratio. The fund focuses on a specific dividend growth strategy, differentiating it from broad dividend ETFs.
Risk Analysis
Volatility
GDIV's volatility should be assessed based on historical data, compared to its benchmark and similar dividend ETFs.
Market Risk
The ETF is subject to market risk associated with fluctuations in the stock market and specific sector risks related to its holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking dividend income and potential capital appreciation through dividend growth stocks.
Market Risk
GDIV is suitable for long-term investors seeking dividend income and capital appreciation, as well as diversification in the dividend stock market.
Summary
The Harbor Dividend Growth Leaders ETF seeks to track dividend growth using a unique index. It provides exposure to dividend-paying U.S. companies and could benefit from the potential to generate dividend income. However, its AUM and market share are significantly smaller compared to the leading dividend ETFs, resulting in a relatively lower trading volume. Potential investors should consider GDIV's expense ratio, liquidity, and the track record of dividend growth stocks relative to broad market indexes when assessing the suitability of GDIV in relation to their own financial goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Harbor Capital Advisors
- FactSet
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data is approximate and may vary. Expense ratios and AUM are subject to change.
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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