DIA - ETF AI Analysis
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SPDR Dow Jones Industrial Average ETF Trust (DIA)
Rating:74Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a very large pool of assets, which suggests strong investor confidence and good trading liquidity.
Low Expense Ratio
The fund charges relatively low annual fees, so more of any gains can stay in investors’ pockets.
Strong Recent Performance Boost
The ETF has seen solid recent gains, helped by strong performance from major holdings like Caterpillar and several financial and health care names.
Negative Factors
Heavy U.S.-Only Exposure
Almost all of the fund’s investments are in U.S. companies, offering little diversification across global markets.
Sector Concentration in Financials
A large share of the portfolio is in financial stocks, which can make the fund more sensitive to problems in that sector.
Mixed Results Among Top Holdings
Some of the largest positions, including Microsoft, American Express, Visa, and JPMorgan, have shown weaker recent performance, which can drag on overall returns.
DIA vs. SPDR S&P 500 ETF (SPY)
AUM46.02B
RegionNorth America
Expense Ratio0.16%
Beta0.82
IssuerSPDR
Inception DateJan 14, 1998
Dividend Yield1.37%
Asset ClassEquity
Index TrackedDJ Industrial Average
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,096,214
30 Day Avg. Volume4,619,805
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
606.30Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DIA Summary
DIA is an ETF that follows the Dow Jones Industrial Average, a famous index of 30 large, well-known U.S. companies. It gives you a simple way to own a slice of many big names at once, including Microsoft and Goldman Sachs. The fund holds leaders from several sectors like finance, technology, health care, and industrials, so it can help diversify a beginner’s portfolio while aiming for steady, long-term growth. However, because it tracks the stock market, its value can go up and down with overall market conditions, and it is heavily tied to large U.S. companies.
How much will it cost me?The SPDR Dow Jones Industrial Average ETF Trust (DIA) has an expense ratio of 0.16%, which means you’ll pay $1.60 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, aiming to track the Dow Jones Industrial Average rather than actively picking stocks.
What would affect this ETF?The DIA ETF, which tracks 30 major U.S. companies across sectors like financials, technology, and healthcare, could benefit from economic growth, technological innovation, and strong consumer spending, as these factors often boost large-cap companies. However, it may face challenges from rising interest rates, which can impact financial stocks, or economic slowdowns that affect industrial and consumer cyclical sectors. Regulatory changes or geopolitical tensions could also influence the performance of its top holdings, such as Goldman Sachs and Microsoft.
DIA Top 10 Holdings
DIA’s story right now is being written by old-school American powerhouses. Financial heavyweights like Goldman Sachs and JPMorgan are rising and doing much of the heavy lifting, while industrial bellwether Caterpillar has been a real engine for the fund. On the flip side, Microsoft has been losing a bit of steam, and consumer names like Home Depot and Sherwin-Williams have been more of a drag than a driver. With all holdings rooted in U.S. blue chips and a tilt toward financials and industrials, this ETF is tightly tied to the health of corporate America.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Goldman Sachs Group | 12.89% | $5.90B | $336.31B | 62.53% | 73 Outperform | |
| Caterpillar | 10.56% | $4.83B | $429.93B | 121.44% | 76 Outperform | |
| UnitedHealth | 4.81% | $2.20B | $386.13B | 43.09% | 72 Outperform | |
| Microsoft | 4.35% | $1.99B | $2.86T | -21.75% | 79 Outperform | |
| Alphabet Class A | 4.07% | $1.86B | $4.36T | 102.72% | 85 Outperform | |
| Visa | 4.03% | $1.84B | $670.79B | 1.50% | 70 Outperform | |
| Amgen | 4.02% | $1.84B | $191.73B | 19.83% | 77 Outperform | |
| American Express | 4.02% | $1.84B | $242.27B | 14.92% | 80 Outperform | |
| JPMorgan Chase | 3.88% | $1.78B | $918.78B | 21.37% | 72 Outperform | |
| Home Depot | 3.82% | $1.75B | $336.77B | -4.46% | 66 Neutral |
DIA Technical Analysis
Positive
―
Price Trends
510.91
Positive
493.70
Positive
484.55
Positive
Market Momentum
4.42
Positive
59.27
Neutral
41.64
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DIA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 522.26, equal to the 50-day MA of 510.91, and equal to the 200-day MA of 484.55, indicating a bullish trend. The MACD of 4.42 indicates Positive momentum. The RSI at 59.27 is Neutral, neither overbought nor oversold. The STOCH value of 41.64 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DIA.
DIA Peer Comparison
Comparison Results
Performance Comparison
DIA
SPDR Dow Jones Industrial Average ETF Trust
524.83
88.03
20.15%
VOO
Vanguard S&P 500 ETF
―
―
―
IVV
iShares Core S&P 500 ETF
―
―
―
SPY
SPDR S&P 500 ETF Trust
―
―
―
QQQ
Invesco QQQ Trust
―
―
―
SPYM
State Street SPDR Portfolio S&P 500 ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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