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Upturn AI SWOT - About
Hoya Capital High Dividend Yield ETF (RIET)
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Upturn Advisory Summary
08/14/2025: RIET (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 13.55% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.28 | 52 Weeks Range 8.27 - 10.65 | Updated Date 06/29/2025 |
52 Weeks Range 8.27 - 10.65 | Updated Date 06/29/2025 |
Upturn AI SWOT
Hoya Capital High Dividend Yield ETF
ETF Overview
Overview
The Hoya Capital High Dividend Yield ETF (RIET) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Hoya Capital High Dividend Yield Index. It focuses on high dividend-yielding companies, primarily REITs and other real estate related companies, aiming for income generation.
Reputation and Reliability
Hoya Capital is a boutique real estate investment manager known for its research and focus on the real estate sector.
Management Expertise
Hoya Capital has specialized expertise in real estate investing and managing related investment products.
Investment Objective
Goal
Seeks high current income and, secondarily, capital appreciation.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, attempting to replicate the performance of the Hoya Capital High Dividend Yield Index.
Composition The ETF primarily holds common stocks of REITs and real estate-related companies with high dividend yields.
Market Position
Market Share: RIET's market share is relatively small compared to broader dividend and REIT ETFs.
Total Net Assets (AUM): 25.3
Competitors
Key Competitors
- VYM
- SCHD
- SDIV
- REM
Competitive Landscape
The high-dividend ETF space is competitive, with many broad-based and sector-specific funds. RIET differentiates itself with its specific focus on high-yielding real estate securities, potentially offering higher yields but also increased sector concentration risk. Competitors like VYM and SCHD offer broader diversification. RIET is more niche compared to competitors.
Financial Performance
Historical Performance: Historical performance data not available due to RIET's short operating history. As of November 1st, 2024, the YTD return is 12.34%.
Benchmark Comparison: Benchmark data unavailable.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
Average trading volume for RIET is moderate, which can affect ease of entry and exit.
Bid-Ask Spread
The bid-ask spread for RIET can fluctuate, especially during periods of market volatility, influencing trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation, and overall economic growth significantly impact REITs and the real estate sector, affecting RIET's performance.
Growth Trajectory
RIET's growth is tied to the performance and popularity of real estate securities, with the potential for expansion in a favorable interest rate environment.
Moat and Competitive Advantages
Competitive Edge
RIET offers a specialized focus on high-yielding real estate securities, a segment often overlooked by broad dividend ETFs. Hoya Capital's real estate expertise could provide an informational advantage in security selection. The ETF is designed for investors seeking high current income from the real estate sector, potentially resulting in higher yields than competitor ETFs. However, its concentration in a single sector increases risk.
Risk Analysis
Volatility
RIET's volatility may be higher than broad market ETFs due to its concentration in the real estate sector.
Market Risk
The ETF is subject to risks inherent in the real estate market, including interest rate risk, property value fluctuations, and economic downturns.
Investor Profile
Ideal Investor Profile
RIET is suited for income-seeking investors comfortable with sector-specific exposure to real estate and willing to accept higher risk for potentially higher yields.
Market Risk
The ETF is suitable for long-term investors seeking income, but not for investors with a low-risk tolerance.
Summary
The Hoya Capital High Dividend Yield ETF (RIET) provides focused exposure to high-yielding real estate securities, targeting income-seeking investors. Its concentrated sector focus potentially offers higher yields but also increased risk. Hoya Capital's expertise in real estate management gives it a competitive edge. This ETF is most suitable for investors comfortable with real estate market volatility and those seeking a niche income-generating investment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hoya Capital
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data is approximate and may vary depending on the source and date of calculation. Performance data is historical and 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 Hoya Capital High Dividend Yield ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a rules-based index that is designed to provide diversified exposure to 100 U.S.-listed real estate-related securities that collectively provide income through high dividend yields. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in dividend-paying securities, which includes equity securities that have paid a dividend in the prior 12 calendar months.
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