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Upturn AI SWOT - About
Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF (QDPL)
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Upturn Advisory Summary
08/29/2025: QDPL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 38.03% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.88 | 52 Weeks Range 31.79 - 39.86 | Updated Date 06/29/2025 |
52 Weeks Range 31.79 - 39.86 | Updated Date 06/29/2025 |
Upturn AI SWOT
Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF
ETF Overview
Overview
The Pacer Metaurus US Large Cap Target Dividend 400 ETF (DIVD) seeks to provide investment results that, before fees and expenses, generally correspond to the price performance of the Metaurus US Large Cap Dividend Yield Index. The index focuses on large-cap US stocks with a history of dividend payments and uses option strategies to enhance income.
Reputation and Reliability
Pacer ETFs is a recognized provider of strategy-driven ETFs, known for its innovative approaches to income and capital appreciation.
Management Expertise
Pacer's management team has experience in developing and managing rules-based investment strategies.
Investment Objective
Goal
To provide investment results that generally correspond to the price performance of the Metaurus US Large Cap Dividend Yield Index.
Investment Approach and Strategy
Strategy: The ETF tracks an index that selects large-cap US stocks with a history of dividend payments and utilizes option strategies to boost yield.
Composition The ETF primarily holds dividend-paying large-cap US equities. It may also hold cash or derivative instruments related to the index methodology.
Market Position
Market Share: DIVD's market share within the dividend-focused ETF space is moderate and can vary based on performance and investor demand.
Total Net Assets (AUM): 310000000
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- Schwab US Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
- SPDR S&P Dividend ETF (SDY)
Competitive Landscape
The dividend ETF market is highly competitive, with numerous established players. DIVD's competitive edge lies in its unique option strategy for dividend yield enhancement. However, this strategy may also introduce complexities and potential drawbacks compared to simpler dividend ETFs. The fund's AUM is smaller compared to the biggest competitors, which may affect liquidity and trading costs slightly.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data providers for different time periods to evaluate track record.
Benchmark Comparison: The ETF's performance should be compared to its benchmark index (Metaurus US Large Cap Dividend Yield Index) and other relevant dividend ETFs.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
DIVD's average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally reasonable, reflecting adequate market depth.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and dividend policies of constituent companies influence DIVD's performance. Equity market trends affect large cap stock and any changes to the options market can affect DIVD.
Growth Trajectory
DIVD's growth is dependent on investor interest in dividend income and the performance of its underlying index and option strategy. Future strategy changes or change in holdings will affect DIVD's returns.
Moat and Competitive Advantages
Competitive Edge
DIVD's competitive advantage stems from its unique option overlay strategy designed to enhance dividend yield compared to traditional dividend ETFs. This approach aims to provide investors with a higher income stream while maintaining exposure to large-cap US equities. The fund's distinct methodology differentiates it in a crowded market, appealing to income-seeking investors looking for potentially higher yields, however, investors should assess if the dividend payout is sustainable with risk management considered.
Risk Analysis
Volatility
DIVD's volatility depends on the market conditions and the volatility of the underlying stocks and options. Investment in options adds additional risk.
Market Risk
DIVD is subject to market risk inherent in equity investing, as well as specific risks related to its option strategy. Changes to options contracts can impact DIVD's yield.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-conscious, income-seeking investor looking for exposure to dividend-paying large-cap stocks with enhanced yield potential.
Market Risk
DIVD is suitable for long-term investors seeking income, but active traders should be aware of potential bid-ask spread considerations.
Summary
The Pacer Metaurus US Large Cap Target Dividend 400 ETF (DIVD) offers exposure to dividend-paying large-cap US stocks while employing an option strategy to enhance dividend yield. It appeals to income-seeking investors comfortable with the complexities of options. However, it's important to compare DIVD to similar funds and consider its smaller AUM. The ETF's performance will depend on the success of the underlying stocks and option overlay.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Pacer ETFs website
- ETF.com
- Morningstar
- FactSet
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual risk tolerance and financial circumstances. 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 Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index, as designed, has two components: an S&P 500 Index component and a dividend component consisting of long positions in annual futures contracts that provide exposure to ordinary dividends paid on the common stocks of companies included in the S&P 500. Under normal circumstances, at least 80% of the fund's net assets will be invested in large cap equity securities that are principally traded in the U.S. and derivatives based on those securities.
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.