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AB US High Dividend ETF (HIDV)
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Upturn Advisory Summary
11/05/2025: HIDV (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 29.41% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 59.46 - 74.02 | Updated Date 06/30/2025 |
52 Weeks Range 59.46 - 74.02 | Updated Date 06/30/2025 |
Upturn AI SWOT
AB US High Dividend ETF
ETF Overview
Overview
The AB US High Dividend ETF (ABHD) seeks to provide income and capital appreciation by investing in a portfolio of dividend-paying U.S. companies. It focuses on companies with sustainable dividend yields and strong financial characteristics.
Reputation and Reliability
AllianceBernstein (AB) is a well-established global investment management firm with a long history and strong reputation. They are known for their research capabilities and diverse product offerings.
Management Expertise
AB has a team of experienced portfolio managers and analysts dedicated to dividend investing. Their expertise spans across equity research, portfolio construction, and risk management.
Investment Objective
Goal
To provide income and capital appreciation by investing in U.S. companies that pay high dividends.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative approach to select and weight stocks based on dividend yield, dividend sustainability, and fundamental factors.
Composition The ETF primarily holds U.S. equity securities. It invests in companies across various sectors that have a history of paying high dividends.
Market Position
Market Share: Limited data available on ABHDu2019s specific market share as this is not directly reported.
Total Net Assets (AUM): 127000000
Competitors
Key Competitors
- SCHD
- VIG
- DVY
Competitive Landscape
The high dividend ETF market is highly competitive, with many well-established players. ABHD attempts to differentiate through its particular security selection model. However, larger, lower-cost ETFs such as SCHD and VIG have a considerable advantage and dominate market share. ABHD is at a slight disadvantage due to its expense ratio, trading volume, and AUM compared to competitors.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from reliable sources to fill this section accurately.
Benchmark Comparison: Benchmark comparison data needs to be obtained from reliable sources to fill this section accurately.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
ABHD's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
ABHD's bid-ask spread is generally tight, which shows that the cost of trading is relatively low.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector performance all influence ABHD. Higher interest rates can make dividend yields relatively less attractive, while sector-specific downturns can impact the dividend-paying capacity of companies within those sectors.
Growth Trajectory
The growth trajectory of ABHD depends on its ability to attract assets and generate competitive returns compared to its peers. Changes in the investment strategy and holdings can also impact its future growth.
Moat and Competitive Advantages
Competitive Edge
AB US High Dividend ETF (ABHD) strives to offer a distinct approach to high-dividend investing through a blend of quantitative screening and fundamental research. The ETF uses a proprietary model that focuses on dividend yield, dividend sustainability, and financial health. The unique strategy aims to deliver both income and capital appreciation. However, ABHD's competitive edge is relatively subtle given similar ETFs in the market.
Risk Analysis
Volatility
ABHD's volatility is generally moderate, which is typical for high-dividend equity ETFs. It might be less volatile than broader market indices, but it can still experience fluctuations during market downturns.
Market Risk
ABHD is exposed to market risk, particularly equity market risk. Changes in interest rates, economic conditions, or company-specific factors can affect the prices of the underlying stocks and the ETF's overall performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks income and some capital appreciation and is tolerant of moderate volatility.
Market Risk
The ETF is suitable for long-term investors who are looking for a consistent income stream and are comfortable with equity market risks.
Summary
The AB US High Dividend ETF (ABHD) offers a diversified exposure to dividend-paying U.S. companies, aiming for both income and potential capital appreciation. ABHD may not be the best option for very risk-averse investors. It faces stiff competition from larger, lower-cost ETFs, but its unique approach to security selection could appeal to investors seeking a slightly different investment strategy. The ETF offers a moderate level of diversification and could be a solid addition to a dividend-focused portfolio.
Similar ETFs
Sources and Disclaimers
Data Sources:
- AllianceBernstein website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated. Investment decisions should be based on thorough research and consultation with a financial advisor.
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 AB US High Dividend ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF"). The adviser seeks to achieve the fund"s investment objective by investing, under normal circumstances, at least 80% of its net assets in the equity securities of U.S. companies. The fund invests in companies that are determined to be attractive by the adviser with an emphasis on income generation. The fund is non-diversified.
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.