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DIVN - ETF AI Analysis

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DIVN

Horizon Dividend Income ETF (DIVN)

Rating:73Outperform
Price Target:
DIVN, the Horizon Dividend Income ETF, has an overall rating that suggests it is a solid but not flawless choice for income-focused investors, supported by strong, diversified holdings. High-quality companies like Merck and Johnson & Johnson, which show robust financial performance, attractive growth pipelines, and supportive earnings calls, are key drivers of the fund’s strength. However, holdings such as Philip Morris and McDonald’s, which face higher leverage, financial stability concerns, and some bearish or neutral technical signals, may weigh on the rating, and investors should also note the fund’s exposure to specific sectors like healthcare and consumer staples as a potential concentration risk.
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Solid Recent Performance
The ETF has shown steady gains so far this year and in recent months, suggesting its strategy has been working in the current market.
Defensive Blue-Chip Holdings
Many top positions are large, established companies in health care, consumer staples, and energy, which can provide more stable dividend income through different market conditions.
Negative Factors
High Expense Ratio
The fund’s management fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Several Weak Top Holdings
A number of the largest positions have shown weak performance this year, which could drag on the fund if those stocks do not recover.

DIVN vs. SPDR S&P 500 ETF (SPY)

DIVN Summary

The Horizon Dividend Income ETF (DIVN) is a U.S.-focused fund that invests in large, established companies that regularly pay dividends, aiming to provide both growth and steady income. It does not track a specific index, but instead holds a mix of sectors like technology, health care, and consumer goods. Well-known holdings include Merck, Procter & Gamble, Johnson & Johnson, and McDonald’s. Someone might invest in DIVN to get diversified exposure to big, stable companies while collecting dividend income. A key risk is that the share price and dividend payments can still go up and down with the overall stock market.
How much will it cost me?The Horizon Dividend Income ETF (DIVN) has an expense ratio of 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting large-cap companies with strong dividend payouts and stable financial performance.
What would affect this ETF?The Horizon Dividend Income ETF (DIVN) could benefit from stable economic growth in North America, as its focus on large-cap companies with strong dividend payouts provides reliable income and potential for capital appreciation. Positive trends in sectors like Health Care and Technology, which make up significant portions of the ETF, could drive growth, especially if innovation or demand increases. However, rising interest rates or economic slowdowns could negatively impact dividend-paying stocks, and sector-specific challenges, such as regulatory changes in Health Care or volatility in Energy markets, may also pose risks.

DIVN Top 10 Holdings

DIVN leans heavily on U.S. large caps, with a clear tilt toward tech and health care, and that’s where most of the action is. Applied Materials has been the star of the show, powering returns as chip-related names stay hot, while Qualcomm has been more of a mixed bag—strong over the longer stretch but recently losing a bit of altitude. On the defensive side, steady growers like AbbVie and Procter & Gamble help smooth the ride. Offsetting that, consumer giant McDonald’s and T-Mobile have been dragging their feet, keeping overall gains in check.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
AbbVie4.26%$8.09M$382.49B25.17%
66
Neutral
Qualcomm4.13%$7.84M$238.32B44.90%
80
Outperform
Merck & Company3.94%$7.47M$281.24B44.06%
80
Outperform
Philip Morris3.87%$7.33M$278.05B-6.37%
61
Neutral
Procter & Gamble3.67%$6.97M$350.17B-8.29%
69
Neutral
Johnson & Johnson3.20%$6.07M$549.78B52.85%
78
Outperform
Applied Materials2.68%$5.08M$489.96B272.28%
77
Outperform
Progressive2.67%$5.06M$119.71B-22.15%
78
Outperform
McDonald's2.42%$4.59M$197.95B-6.71%
65
Neutral
T Mobile US2.39%$4.53M$196.60B-20.67%
76
Outperform

DIVN Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.80
Positive
100DMA
28.49
Positive
200DMA
27.18
Positive
Market Momentum
MACD
0.16
Positive
RSI
59.84
Neutral
STOCH
80.37
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DIVN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.22, equal to the 50-day MA of 28.80, and equal to the 200-day MA of 27.18, indicating a bullish trend. The MACD of 0.16 indicates Positive momentum. The RSI at 59.84 is Neutral, neither overbought nor oversold. The STOCH value of 80.37 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DIVN.

DIVN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$189.71M0.70%
73
Outperform
$978.09M0.18%
72
Outperform
$926.99M0.75%
71
Outperform
$923.20M0.95%
69
Neutral
$834.13M0.29%
73
Outperform
$822.49M0.35%
75
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DIVN
Horizon Dividend Income ETF
29.48
4.67
18.82%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
FTQI
First Trust Hedged BuyWrite Income ETF
OMAH
VistaShares Target 15 Berkshire Select Income ETF
NBCR
Neuberger Berman Core Equity ETF
INFO
Harbor PanAgora Dynamic Large Cap Core 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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