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- Upturn Summary
- Fund Details
Upturn AI Summary
AAM S&P 500 High Dividend Value ETF(SPDV)
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)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SPDV
10/28/2026: SPDV (2-star) is currently NOT-A-BUY. Pass it for now.
SPDV provides exposure to the S&P 500, filtering for high-dividend yield and attractive valuation metrics to build a diversified portfolio. Its primary strength lies in its systematic approach that avoids 'yield traps' while focusing on well-established, large-cap companies. The fund is best used as a core income-generating component of a long-term portfolio. Investors should monitor sector concentration risks and expense ratios, as it carries a higher fee than passive broad-market alternatives. It is generally well-suited for value-oriented and income-focused investors looking for a disciplined, rules-based strategy.
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 | Weak fit | This fund prioritizes income and valuation over the aggressive capital appreciation typical of growth strategies. |
| Momentum investor | Mixed fit | Momentum investors may find the value-oriented rebalancing cycle too slow for their tactical trading needs. |
| Value investor | Strong fit | The fund's core methodology centers on identifying undervalued companies within the S&P 500. |
| Dividend/Income investor | Strong fit | Providing high dividend yields is a primary objective of the fund's investment strategy. |
| Low-risk investor | Mixed fit | While dividend stocks can be defensive, the fund remains fully invested in equities which carry inherent market risk. |
Investor Profile
Ideal Investor Profile
Income-focused investors who value long-term stability and are looking for a valuation-aware approach to the S&P 500.
Suitability
Best suited for long-term investors seeking income and dividend growth rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets fluctuate, and value-oriented stocks can underperform during growth-led bull markets. |
| Market risk | Medium / high | The fund is subject to general market downturns as it remains 100% invested in equities. |
| Concentration | Medium | The index methodology may lead to overweighting in specific sectors like financials or utilities. |
| Tracking/expense | Low | The fund generally tracks its index effectively, though the expense ratio is higher than plain-vanilla index funds. |
| Liquidity | Medium | Lower trading volume compared to massive peers could lead to wider spreads during extreme market stress. |
| Business/sector quality | Low | The fund limits itself to the S&P 500, ensuring exposure to large, well-established companies. |
Risk Analysis
Volatility
SPDV historically exhibits volatility consistent with value-tilted equity portfolios, often lower than pure growth funds but higher than fixed income.
Market Risk
The primary risk is systemic market decline; as a 100% equity fund, it lacks the protection of non-equity assets during broad market sell-offs.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Financials | 25 | Financial stocks often provide the high dividend yields targeted by the index's selection methodology. |
| Sector | Consumer Staples | 20 | Defensive consumer staples are included to provide stability and consistent income streams. |
| Sector | Utilities | 20 | Utilities are a traditional source of stable, high-dividend yield within the S&P 500. |
| Sector | Industrials | 20 | Industrial companies are selected when they meet specific valuation and yield criteria. |
| Sector | Other Sectors (Health Care, Real Estate, Energy) | 15 | Remaining weight provides broad diversification across the rest of the market. |
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 35.98% | Avg. Invested days 84 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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