- Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Global X S&P 500® Quality Dividend ETF(QDIV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for QDIV
10/28/2026: QDIV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
QDIV provides exposure to high-quality, dividend-paying companies within the S&P 500 by utilizing a rules-based index strategy. Its primary strength lies in the dual-screen methodology, which prioritizes financial health alongside yield, aiming to avoid low-quality dividend traps. It is best suited for long-term income-focused investors who prioritize business quality and capital preservation over maximum growth. Risks include systemic market exposure and potential underperformance relative to high-growth tech portfolios in bull markets. The fund serves as a reliable core income component but should be monitored for shifts in the underlying quality factors of its holdings.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The focus on dividends and quality may limit participation in high-growth, non-dividend-paying tech sectors. |
| Momentum investor | Weak fit | The strategy is valuation and quality-focused rather than price-momentum driven. |
| Value investor | Strong fit | The quality screens often favor companies with attractive valuation metrics and stable cash flows. |
| Dividend/Income investor | Strong fit | This fund is specifically designed to provide sustainable income streams from high-quality companies. |
| Low-risk investor | Strong fit | The quality mandate aims to mitigate downside risk by excluding companies with weaker balance sheets. |
Investor Profile
Ideal Investor Profile
Income-oriented investors, retirees, and those seeking to complement a growth portfolio with high-quality, dividend-paying equities.
Suitability
Best for long-term investors looking for a systematic, factor-based approach to dividend investing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Quality stocks historically experience lower volatility, but the fund remains subject to broad equity market fluctuations. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systemic market downturns. |
| Concentration | Medium | The fund holds a diverse set of S&P 500 stocks, preventing over-exposure to any single firm. |
| Tracking/expense | Low | The fund maintains a reasonable expense ratio and tracks its index with high fidelity. |
| Liquidity | Low | Large-cap holdings provide high underlying liquidity for the portfolio. |
| Business/sector quality | Low / none | The quality-based selection process specifically targets high-quality businesses to lower this risk. |
Risk Analysis
Volatility
QDIV exhibits moderate volatility, generally in line with the broader S&P 500, though quality screens often dampen extremes.
Market Risk
The fund is subject to systemic market risk; as an equity-based product, it will decline during market-wide sell-offs.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98.5 | The fund focuses on established, profitable S&P 500 companies that are likely to maintain dividend payments. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small residual cash position is maintained for daily liquidity and operational needs. |
Price Behavior

Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.

Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 12.08% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |

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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.

