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HQDG - ETF AI Analysis

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HQDG

Raub Brock Dividend Growth ETF (HQDG)

Rating:74Outperform
Price Target:
HQDG, the Raub Brock Dividend Growth ETF, earns a solid overall rating thanks to several high-quality core holdings like TSM and Parker Hannifin, which show strong financial performance, positive earnings outlooks, and strategic positioning in advanced technologies and aerospace. These strengths are partly offset by weaker names such as McKesson, where leverage and profitability concerns, along with bearish technical signals, weigh on the fund. The main risk factor is valuation and technical caution across multiple holdings, meaning investors should be aware that some stocks in the portfolio may be priced aggressively or show bearish momentum.
Positive Factors
Strong Core Holdings
Several of the largest positions, including major health care and technology names, have shown strong year-to-date performance, helping support the fund’s returns.
Sector Diversification Across Growth Industries
The ETF spreads its investments across technology, industrials, health care, and financials, reducing reliance on any single sector while focusing on areas with long-term growth potential.
Focused Dividend Growth Strategy
The fund targets companies known for dividend growth, which can provide a more stable income stream and potential for steady long-term total returns.
Negative Factors
Mixed Recent Performance
The ETF’s overall year-to-date performance has been weak, indicating that the portfolio has not kept pace with stronger parts of the market recently.
High Concentration in Top Holdings
A relatively small number of stocks make up a large share of the portfolio, increasing the impact that any one company’s performance can have on the fund.
Above-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are eaten up by fees over time.

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

HQDG Summary

HQDG, the Raub Brock Dividend Growth ETF, is a U.S.-focused fund that picks large, established companies aiming to grow their dividends over time rather than tracking a fixed index. It leans toward sectors like technology, health care, and industrials, and holds well-known names such as AbbVie and Eli Lilly. Investors might consider HQDG for a mix of potential long-term growth and rising income from dividends, all in one diversified basket of stocks. A key risk is that share prices and dividend payments can still go up and down with the overall stock market.
How much will it cost me?This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 invested. That cost is higher than the average index ETF because HQDG is actively managed, with professionals selecting dividend growth stocks rather than simply tracking a market index.
What would affect this ETF?HQDG could benefit if the U.S. economy stays healthy, supporting earnings and dividend growth for its large holdings in technology, industrials, and health care companies like AbbVie, Eli Lilly, and Mastercard, and if investors continue to favor dividend-focused strategies. On the downside, rising interest rates, slower economic growth, or tighter regulations on drug makers, financial firms, or tech companies could pressure profits and reduce investor demand for growth and dividend stocks in this U.S.-focused ETF.

HQDG Top 10 Holdings

HQDG leans heavily into U.S. dividend growers, with a clear tilt toward technology and industrial leaders. TSMC and Eaton have been rising, acting as key engines for the fund, while Amphenol and Motorola Solutions add steady, tech-flavored support. On the health care side, AbbVie and Eli Lilly have shown more mixed, sometimes lagging moves lately, which can take a bit of shine off overall returns. With its focus on North American blue chips and a blend of growth and income, the ETF is concentrated but not dominated by any single name.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
AbbVie6.98%$5.07M$466.45B18.82%
66
Neutral
TSMC6.85%$4.98M$2.01T63.28%
81
Outperform
Eli Lilly & Co6.80%$4.94M$1.09T54.30%
72
Outperform
Mastercard6.55%$4.76M$495.16B-2.88%
75
Outperform
Parker Hannifin6.54%$4.75M$118.93B26.08%
79
Outperform
Sherwin-Williams Company5.54%$4.02M$77.86B-7.24%
66
Neutral
Eaton4.40%$3.20M$164.98B15.10%
75
Outperform
McKesson4.31%$3.13M$101.98B27.18%
62
Neutral
Motorola Solutions4.25%$3.08M$75.91B-2.14%
70
Neutral
Amphenol4.23%$3.07M$191.24B30.52%
78
Outperform

HQDG Technical Analysis

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

HQDG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$73.02M0.50%
74
Outperform
$74.42M0.40%
65
Neutral
$55.27M0.35%
69
Neutral
$28.73M0.45%
69
Neutral
$17.22M0.25%
72
Outperform
$11.14M0.34%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HQDG
Raub Brock Dividend Growth ETF
24.66
-0.12
-0.48%
PAYR
Federated Hermes Enhanced Income ETF
FDIV
MarketDesk Focused U.S. Dividend ETF
DIVY
Sound Equity Income ETF
VUS
Virtus US Dividend ETF
JHDV
John Hancock U.S. High Dividend 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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