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DIVZ
+1.37 · +3.82%
$37.28 · NYSE ARCA

Elevation Series Trust (DIVZ) ETF Analysis | Large Value

TrueShares · USA
AUM:$235.3M
#– of – in Large 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 17.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is DIVZ?

The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and American Depositary Receipts (ADRs).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DIVZ delivered 17.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 48.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$235.3M
Expense Ratio0.65%
Dividend Yield2.48%
Holdings29
Inception DateJan 2021
Domicile–
Distribution–
Index–
ProviderTrueShares
Beta0.60
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.3%
1Y
+8.5%
3Y
+51.7%
5Y
+55.2%
OpenBook InsightIf you had invested £10,000 in DIVZ 5 years ago, it would have grown to £15,523 — a gain of £5,523.

Annual Returns

Calendar year performance

DIVZ delivered positive returns in 4 of the last 5 calendar years.
YearDIVZ
2026 YTD+5.8%
2025+16.4%
2024+17.4%
2023-0.1%
2022+2.5%
CAGR 4yr+8.7%
4/5 positive yearsAvg return: +8.4%Worst year: -0.1% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.4%
Low
Momentum
+0.3%
30-day change
Support Level
38.21
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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