DJD - ETF AI Analysis
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Invesco Dow Jones Industrial Average Dividend ETF (DJD)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings Performance
Most of the ETF’s largest positions have shown strong gains this year, helping support overall returns.
Sector Diversification Across the Economy
The fund spreads its investments across health care, financials, technology, consumer sectors, and more, which helps reduce reliance on any single industry.
Low Expense Ratio
The ETF charges a relatively low fee, so investors keep more of the fund’s returns over time.
Negative Factors
Heavy U.S. Market Concentration
Almost all of the ETF’s holdings are in U.S. companies, which limits diversification across global markets.
Meaningful Exposure to a Weak Top Holding
IBM, one of the larger positions, has shown weak performance this year, which can drag on the fund’s results if the trend continues.
Concentration in a Few Large Stocks
A small group of companies makes up a significant portion of the portfolio, increasing the impact that problems at any one of them could have on the ETF.
DJD vs. SPDR S&P 500 ETF (SPY)
AUM492.24M
RegionNorth America
Expense Ratio0.07%
Beta0.58
IssuerInvesco
Inception DateDec 16, 2015
Dividend Yield2.42%
Asset ClassEquity
Index TrackedDow Jones Industrial Average Yield Weighted Index (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume51,894
30 Day Avg. Volume44,696
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
74.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering28
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DJD Summary
DJD is an ETF that follows the Dow Jones Industrial Average Yield Weighted Index, focusing on well-known U.S. companies that pay higher dividends. It mainly holds large, established businesses like UnitedHealth, Chevron, Coca-Cola, and JPMorgan Chase, giving investors broad exposure to health care, financials, technology, and consumer brands. Someone might invest in DJD to seek a mix of potential long-term growth and regular dividend income from blue-chip stocks. However, the fund’s value can still go up and down with the overall stock market, and dividend-focused strategies may lag when fast-growing, non-dividend stocks lead.
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
DJD leans heavily on classic U.S. blue chips, with health care and consumer names setting the tone. Merck and Amgen have been rising, giving the fund a solid lift from the pharma side, while Coca-Cola has been a steady contributor as its defensive profile holds up. On the flip side, Nike has been losing steam, and Home Depot and McDonald’s are lagging, acting as mild brakes on performance. Overall, it’s a U.S.-centric, dividend-focused portfolio where stable cash generators outweigh the more troubled consumer giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nike | 8.55% | $42.57M | $53.04B | -47.68% | 61 Neutral | |
| Chevron | 6.97% | $34.69M | $403.95B | 32.20% | 71 Outperform | |
| Procter & Gamble | 6.55% | $32.62M | $339.64B | -2.93% | 69 Neutral | |
| International Business Machines | 5.56% | $27.67M | $212.46B | -21.13% | 79 Outperform | |
| Home Depot | 5.55% | $27.63M | $292.52B | -28.74% | 66 Neutral | |
| McDonald's | 5.44% | $27.08M | $167.36B | -22.90% | 65 Neutral | |
| Amgen | 5.24% | $26.08M | $224.15B | 52.62% | 77 Outperform | |
| Coca-Cola | 4.98% | $24.78M | $377.81B | 32.01% | 75 Outperform | |
| Merck & Company | 4.85% | $24.14M | $367.07B | 89.22% | 80 Outperform | |
| UnitedHealth | 4.79% | $23.84M | $338.03B | 9.46% | 72 Outperform |
DJD Technical Analysis
Negative
―
Price Trends
64.84
Negative
63.63
Negative
61.29
Positive
Market Momentum
-0.53
Positive
32.16
Neutral
9.17
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DJD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 64.22, equal to the 50-day MA of 64.84, and equal to the 200-day MA of 61.29, indicating a neutral trend. The MACD of -0.53 indicates Positive momentum. The RSI at 32.16 is Neutral, neither overbought nor oversold. The STOCH value of 9.17 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DJD.
DJD Peer Comparison
Comparison Results
Performance Comparison
DJD
Invesco Dow Jones Industrial Average Dividend ETF
62.69
8.46
15.60%
FTQI
First Trust Hedged BuyWrite Income ETF
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CVLC
Calvert US Large-Cap Core Responsible Index ETF
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IUS
Invesco RAFI Strategic US ETF
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―
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SPHB
Invesco S&P 500 High Beta ETF
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INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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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.
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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