DVND - ETF AI Analysis
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Touchstone Dividend Select ETF (DVND)
Rating:70Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains so far this year and over the past few months, indicating positive recent momentum.
Strong Dividend-Oriented Blue-Chip Holdings
Several top positions like Broadcom, Exxon Mobil, KLA, Alphabet, Cisco, Johnson & Johnson, and Chevron have delivered strong or improving performance, supporting the fund’s dividend and total return profile.
Broad Sector Diversification
Holdings spread across technology, financials, health care, industrials, consumer sectors, energy, and more help reduce the impact of weakness in any single industry.
Negative Factors
Higher-Than-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually reduce net returns for long-term investors.
Heavy U.S. Market Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market’s fortunes.
Mixed Performance Among Top Tech Holdings
Key technology names like Microsoft and Apple have shown weaker performance this year, which can drag on results given the fund’s sizable tech exposure.
DVND vs. SPDR S&P 500 ETF (SPY)
AUM52.73M
RegionNorth America
Expense Ratio0.50%
Beta0.74
IssuerTouchstone
Inception DateAug 02, 2022
Dividend Yield1.79%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume550
30 Day Avg. Volume5,034
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
44.34Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering56
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DVND Summary
The Touchstone Dividend Select ETF (DVND) is an exchange-traded fund that invests mainly in large U.S. companies that pay steady dividends, rather than tracking a specific index. It holds well-known names like Microsoft, Apple, Exxon Mobil, and Johnson & Johnson, and spreads your money across many sectors, including technology, health care, and financials. Someone might consider DVND to seek a mix of potential long-term growth and regular dividend income from established companies. A key risk is that the fund’s value can go up and down with the overall stock market, including its heavy exposure to large U.S. stocks.
How much will it cost me?The Touchstone Dividend Select ETF (DVND) has an expense ratio of 0.5%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, meaning professionals are selecting stocks rather than tracking an index. Active management often leads to higher costs due to the additional research and decision-making involved.
What would affect this ETF?The Touchstone Dividend Select ETF (DVND), with its focus on large-cap U.S. companies and strong dividend-paying stocks, could benefit from a stable economic environment and growth in sectors like technology and healthcare, which make up significant portions of its portfolio. However, rising interest rates or economic slowdowns may negatively impact dividend-paying companies, particularly in sectors like financials and consumer cyclical, which are sensitive to such conditions. Regulatory changes or shifts in market sentiment toward dividend-focused investments could also influence the ETF's performance.
DVND Top 10 Holdings
DVND’s story is all about U.S. blue chips, with a clear tilt toward big-tech dividend payers. Microsoft and Apple have recently been losing a bit of steam, so they’re not pulling the fund as hard as they used to, while Alphabet and Broadcom are still providing a solid, if sometimes choppy, tailwind from the tech and AI boom. KLA and Texas Instruments are rising standouts in the semiconductor lane, helping offset softer spots. Outside tech, Bank of America and Johnson & Johnson keep things steadier, giving the fund a more balanced, all‑U.S. backbone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 3.93% | $2.08M | $2.90T | -22.12% | 79 Outperform | |
| ― | 3.47% | $1.83M | ― | ― | ― | |
| Broadcom | 3.31% | $1.75M | $1.71T | 36.42% | 76 Outperform | |
| KLA | 2.74% | $1.45M | $307.69B | 135.49% | 77 Outperform | |
| Apple | 2.60% | $1.37M | $4.53T | 47.93% | 79 Outperform | |
| Alphabet Class C | 2.50% | $1.32M | $4.34T | 105.51% | 82 Outperform | |
| Johnson & Johnson | 2.36% | $1.25M | $633.19B | 71.54% | 78 Outperform | |
| Cisco Systems | 2.25% | $1.19M | $444.16B | 62.98% | 77 Outperform | |
| Bank of America | 2.19% | $1.16M | $416.78B | 26.96% | 72 Outperform | |
| Visa | 2.15% | $1.13M | $682.30B | -0.66% | 70 Outperform |
DVND Technical Analysis
Positive
―
Price Trends
37.92
Positive
37.07
Positive
36.00
Positive
Market Momentum
0.16
Positive
56.05
Neutral
60.08
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DVND, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.32, equal to the 50-day MA of 37.92, and equal to the 200-day MA of 36.00, indicating a bullish trend. The MACD of 0.16 indicates Positive momentum. The RSI at 56.05 is Neutral, neither overbought nor oversold. The STOCH value of 60.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DVND.
DVND Peer Comparison
Comparison Results
Performance Comparison
DVND
Touchstone Dividend Select ETF
38.47
5.15
15.46%
ACEP
ARS Core Equity Portfolio ETF
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FCUS
Pinnacle Focused Opportunities ETF
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JOYT
JPMorgan Equity and Options Total Return ETF
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―
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EGGQ
NestYield Visionary ETF
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JHDG
John Hancock Hedged Equity 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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