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DIVD
+2.97 · +7.96%
$40.24 · NASDAQ

Altrius Global Dividend ETF (DIVD) ETF Analysis | Global Large-Stock Value

Altrius Capital Management,Inc. · USA
AUM:$16.5M
#– of – in Global Large-Stock Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 27.8% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.49% — moderate cost. Consider how fees compound over long holding periods.

What is DIVD?

To pursue its objective, the fund will invest at least 90% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. The principal type of equity security in which the fund will invest is common stock.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DIVD delivered 27.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.49%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 22.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$16.5M
Expense Ratio0.49%
Dividend Yield2.69%
Holdings49
Inception DateSept 2022
Domicile–
Distribution–
Index–
ProviderAltrius Capital Management,Inc.
Beta0.85
CategoryGlobal Large-Stock Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.1%
1Y
+23.9%
3Y
+60.3%
5Y
+105.4%
OpenBook InsightIf you had invested £10,000 in DIVD 5 years ago, it would have grown to £20,540 — a gain of £10,540.

Annual Returns

Calendar year performance

DIVD delivered positive returns in 5 of the last 5 calendar years.
YearDIVD
2026 YTD+16.1%
2025+26.6%
2024+2.4%
2023+13.6%
2022+18.4%
CAGR 4yr+14.9%
5/5 positive yearsAvg return: +15.4%Worst year: +2.4% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
8.1%
Low
Momentum
+3.4%
30-day change
Support Level
44.63
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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