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Upturn AI SWOT - About
First Trust Exchange-Traded Fund VI - First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ)
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Upturn Advisory Summary
08/14/2025: KNGZ (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 8.7% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 27.41 - 34.64 | Updated Date 06/30/2025 |
52 Weeks Range 27.41 - 34.64 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust Exchange-Traded Fund VI - First Trust S&P 500 Diversified Dividend Aristocrats ETF
ETF Overview
Overview
The First Trust S&P 500 Diversified Dividend Aristocrats ETF (NOBL) seeks to track the performance of the S&P 500 Dividend Aristocrats Index, which is comprised of companies in the S&P 500 that have increased dividend payouts for at least 20 consecutive years. It focuses on large-cap dividend-paying stocks and employs a full replication strategy.
Reputation and Reliability
First Trust is a well-established ETF provider known for its innovative and thematic ETFs.
Management Expertise
First Trust has a seasoned management team with extensive experience in the ETF and investment management industry.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield of the S&P 500 Dividend Aristocrats Index.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the S&P 500 Dividend Aristocrats Index, which screens for companies with a history of consistently increasing dividends.
Composition The ETF holds primarily large-cap US stocks that have demonstrated a long-term track record of increasing dividend payments.
Market Position
Market Share: NOBL holds a significant share within the dividend appreciation ETF market.
Total Net Assets (AUM): 9900000000
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- Schwab US Dividend Equity ETF (SCHD)
- ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
Competitive Landscape
The dividend ETF market is competitive, with several well-established funds. NOBL distinguishes itself by focusing exclusively on S&P 500 companies with 20+ years of dividend growth. VIG offers broader dividend exposure, while SCHD focuses on financial health and dividend consistency. NOBL's higher expense ratio can be a disadvantage compared to VIG and SCHD.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Long-term returns typically reflect the growth of dividend-paying companies.
Benchmark Comparison: The ETF's performance should closely track the S&P 500 Dividend Aristocrats Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
NOBL generally has sufficient liquidity for most investors, making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for NOBL is usually tight, reflecting its good liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards dividend-paying stocks significantly influence NOBL's performance.
Growth Trajectory
NOBL's growth is tied to the performance of its underlying dividend aristocrat companies and the overall market environment.
Moat and Competitive Advantages
Competitive Edge
NOBL's competitive edge lies in its focus on S&P 500 companies with a long history of increasing dividends. This provides a degree of safety and reliability in dividend payments. Its targeted approach ensures a portfolio of financially stable companies committed to returning value to shareholders. The stringent criteria for inclusion leads to a portfolio of high-quality, dividend-growing stocks, which appeals to income-seeking investors. This concentration on dividend aristocrats offers a unique value proposition in the broader dividend ETF market.
Risk Analysis
Volatility
NOBL's volatility tends to be lower than the broader market due to its focus on established, dividend-paying companies.
Market Risk
The ETF is exposed to market risk, particularly risks associated with the performance of large-cap US equities and the dividend-paying sector. Changes in dividend policies or financial difficulties of constituent companies can impact performance.
Investor Profile
Ideal Investor Profile
NOBL is suitable for investors seeking income, long-term capital appreciation, and exposure to stable, dividend-paying companies.
Market Risk
NOBL is well-suited for long-term investors and passive index followers focused on dividend income and capital preservation.
Summary
The First Trust S&P 500 Diversified Dividend Aristocrats ETF (NOBL) offers targeted exposure to companies with a long history of dividend growth within the S&P 500. It is ideal for income-seeking investors looking for stable dividend income and long-term capital appreciation. NOBL provides a relatively lower volatility compared to the broader market. Its competitive advantage lies in its rigorous screening process focusing on S&P 500 dividend aristocrats, but its expense ratio is something investors must keep in mind.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results.
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 First Trust Exchange-Traded Fund VI - First Trust S&P 500 Diversified Dividend Aristocrats ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the index. According to the index provider to the new index, the new index measures the performance of companies within the S&P 500 Index that have demonstrated stable or increasing dividend per share amounts.
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.