DIVG - ETF AI Analysis
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Invesco S&P 500 High Dividend Growers ETF (DIVG)
DIVG, the Invesco S&P 500 High Dividend Growers ETF, earns a solid overall rating thanks to several strong core holdings like Verizon, Prudential Financial, and Paychex, which combine healthy cash flows, reasonable valuations, and positive earnings momentum with attractive dividends. These strengths are partly offset by holdings such as HP and AES, where operational and balance sheet concerns, along with cautious or neutral technical signals, temper the fund’s appeal. The main risk factor is that many holdings share issues around leverage, profitability, or bearish/neutral technical trends, which could weigh on future performance despite the fund’s focus on dividend growth.
DIVG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 12.23M
- Region
- North America
- Expense Ratio
- 0.39%
- Beta
- 0.49
- Issuer
- Invesco
- Inception Date
- Dec 06, 2023
- Dividend Yield
- 2.95%
- Asset Class
- Equity
- Index Tracked
- S&P 500 High Dividend Growth Index - Benchmark TR Gross
DIVG Summary
DIVG is an ETF that follows the S&P 500 High Dividend Growth Index, focusing on large U.S. companies that have a history of steadily increasing their dividend payments. It holds well-known names like PepsiCo and General Mills, along with firms in financials, utilities, real estate, and other sectors, giving investors broad diversification while aiming for both income and long-term growth. Someone might invest in DIVG if they want regular dividend income from established companies plus the potential for those payouts to grow over time. A key risk is that the fund’s value and dividends can still go up and down with the overall stock market.
How much will it cost me?
DIVG has an expense ratio of 0.39%, which means you’ll pay about $3.90 per year for every $1,000 invested. This cost is a bit higher than the average index ETF because it follows a more specialized, rules-based strategy focusing on high dividend growth companies rather than a plain broad-market index.
What would affect this ETF?
DIVG could benefit if the U.S. economy stays stable, interest rates eventually ease, and steady demand for defensive sectors like financials, utilities, and consumer staples supports the dividend growth of its large-cap holdings such as General Mills, PepsiCo, and Verizon. On the other hand, higher-for-longer interest rates, pressure on real estate and utilities, or regulatory changes affecting tobacco, telecom, and energy companies could weigh on the fund’s future performance.
DIVG Top 10 Holdings
DIVG leans heavily into U.S. financials, utilities, and real estate, so income-focused names are really steering the ship. Oneok and Altria are the fund’s current workhorses, with rising share prices and sturdy dividends helping overall performance. Verizon and Eversource, while steady income plays, have been more mixed lately and can feel like they’re idling in neutral. Real estate names like VICI Properties and Kimco Realty are still finding their footing after recent weakness, which has slightly weighed on returns, but they keep the fund anchored in high-yield, domestically focused assets.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 VICI | VICI Properties | 2.60% | $318.47K | $26.93B | -17.14% | 73Outperform |
 GIS | General Mills | 2.49% | $304.56K | $18.33B | -27.12% | 66Neutral |
 MO | Altria Group | 2.21% | $270.92K | $129.80B | 36.58% | 64Neutral |
 VZ | Verizon | 1.82% | $222.71K | $185.39B | 14.81% | 81Outperform |
 KIM | Kimco Realty | 1.68% | $205.97K | $16.45B | 16.82% | 69Neutral |
 OKE | Oneok | 1.68% | $205.89K | $61.20B | 45.49% | 82Outperform |
 ARES | Ares Management | 1.65% | $201.84K | $42.33B | -12.99% | 70Outperform |
 PAYX | Paychex | 1.65% | $202.60K | $39.91B | -4.36% | 77Outperform |
 ES | Eversource Energy | 1.61% | $196.81K | $25.82B | -7.11% | 66Neutral |
 PRU | Prudential Financial | 1.55% | $190.28K | $40.18B | 12.96% | 77Outperform |
DIVG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DIVG, the sentiment is Positive. The current price of 38.32 is above the 20-day moving average (MA) of 37.14, above the 50-day MA of 37.16, and above the 200-day MA of 35.73, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 67.36 is Neutral, neither overbought nor oversold. The STOCH value of 85.43 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DIVG.
DIVG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DIVG | $38.32 | $40.00(4.37% Upside) | $12.23M | 0.39% | 71Outperform |
 PRMR | $28.30 | $34.26(21.03% Upside) | $93.63M | 1.00% | 73Outperform |
 SPXE | $80.85 | $100.26(24.00% Upside) | $86.64M | 0.09% | 74Outperform |
 FCUS | $36.61 | $47.35(29.34% Upside) | $86.02M | 0.80% | 67Neutral |
 NULC | $54.91 | $68.30(24.38% Upside) | $81.33M | 0.21% | 74Outperform |
 QARP | $68.79 | $79.92(16.18% Upside) | $79.50M | 0.19% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DIVG | Invesco S&P 500 High Dividend Growers ETF | 38.32 | 7.55 | 24.52% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 80.85 | 7.60 | 10.37% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| NULC | Nuveen ESG Large-Cap ETF | 54.91 | 7.00 | 14.61% | |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 68.79 | 11.60 | 20.27% |
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