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DJD - ETF AI Analysis
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Invesco Dow Jones Industrial Average Dividend ETF (DJD)
Rating:73Outperform
Price Target:
$62.00
Positive Factors
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective for investors compared to many other funds.
Strong Top Holdings Performance
Several top holdings, such as Johnson & Johnson, Cisco Systems, and Amgen, have shown strong year-to-date performance, supporting the fund's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Health Care, Technology, and Consumer Defensive, reducing the risk of reliance on a single industry.
Negative Factors
Over-Concentration in U.S. Market
The ETF is almost entirely focused on U.S. companies, leaving investors exposed to risks tied to the domestic economy.
Underperforming Holdings
Some major holdings, like UnitedHealth and Merck, have lagged in year-to-date performance, which could drag on overall returns.
High Weight in Health Care Sector
With nearly 24% of the portfolio allocated to Health Care, the fund is heavily reliant on the performance of this single sector.
DJD vs. SPDR S&P 500 ETF (SPY)
AUM355.79M
RegionNorth America
Expense Ratio0.07%
Beta0.63
IssuerInvesco
Inception DateDec 16, 2015
Dividend Yield2.65%
Asset ClassEquity
Index TrackedDow Jones Industrial Average Yield Weighted Index (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,857
30 Day Avg. Volume26,332
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
62.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DJD Summary
The Invesco Dow Jones Industrial Average Dividend ETF (DJD) is an investment fund that focuses on large, well-established U.S. companies from the Dow Jones Industrial Average, but prioritizes those with higher dividend payouts. This means it includes reliable, blue-chip companies like Verizon and Chevron, which are known for paying steady dividends. Investors might consider DJD for its combination of potential growth and regular income, making it a good option for balancing stability and returns. However, since it is heavily tied to large-cap U.S. stocks, its performance can fluctuate with the overall market, especially during economic downturns.
How much will it cost me?The Invesco Dow Jones Industrial Average Dividend ETF (Ticker: DJD) has an expense ratio of 0.07%, meaning you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because the fund is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The DJD ETF, focused on U.S. large-cap companies with strong dividend yields, could benefit from stable economic growth and increased investor demand for income-focused investments, especially in sectors like healthcare and consumer defensive, which are less sensitive to economic downturns. However, rising interest rates or economic uncertainty could negatively impact dividend-paying stocks, and sector-specific challenges, such as regulatory changes in healthcare or volatility in energy prices, may also pose risks.
DJD Top 10 Holdings
The DJD ETF leans heavily into dividend-paying blue-chip stocks, with a notable focus on healthcare and consumer staples. Johnson & Johnson is a standout performer, rising steadily thanks to strong financials and growth prospects, while Coca-Cola adds fizz with its resilience and strategic positioning. On the flip side, UnitedHealth is lagging, weighed down by rising medical costs, and Procter & Gamble is struggling to find momentum amid macroeconomic pressures. With its U.S.-centric portfolio and sector diversity, the fund balances stability and income, though some holdings are dragging on overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Verizon | 9.94% | $35.15M | $166.42B | -3.87% | 72 Outperform | |
| Chevron | 7.09% | $25.05M | $315.38B | 0.04% | 74 Outperform | |
| Merck & Company | 6.76% | $23.90M | $206.04B | -19.02% | 79 Outperform | |
| Amgen | 6.30% | $22.25M | $159.52B | -6.50% | 70 Outperform | |
| International Business Machines | 5.82% | $20.57M | $284.84B | 47.70% | 77 Outperform | |
| Johnson & Johnson | 5.30% | $18.75M | $448.76B | 17.71% | 78 Outperform | |
| Coca-Cola | 5.04% | $17.82M | $292.38B | 4.39% | 78 Outperform | |
| UnitedHealth | 4.67% | $16.49M | $302.36B | -40.16% | 76 Outperform | |
| Cisco Systems | 4.53% | $16.00M | $294.32B | 33.35% | 79 Outperform | |
| Procter & Gamble | 4.31% | $15.25M | $345.88B | -10.33% | 74 Outperform |
DJD Technical Analysis
Positive
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Price Trends
54.94
Positive
53.97
Positive
52.55
Positive
Market Momentum
0.22
Positive
47.01
Neutral
32.27
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DJD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.27, equal to the 50-day MA of 54.94, and equal to the 200-day MA of 52.55, indicating a neutral trend. The MACD of 0.22 indicates Positive momentum. The RSI at 47.01 is Neutral, neither overbought nor oversold. The STOCH value of 32.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DJD.
DJD Peer Comparison
Comparison Results
Performance Comparison
DJD
Invesco Dow Jones Industrial Average Dividend ETF
55.06
5.46
11.01%
SEIM
SEI Enhanced U.S. Large Cap Momentum Factor ETF
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VOTE
Engine No. 1 Transform 500 ETF
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AVLC
Avantis U.S. Large Cap Equity ETF
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ONEY
SPDR Russell 1000 Yield Focus ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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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.
Disclaimer
This 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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