Invesco Dow Jones Industrial Average Dividend ETF (DJD)

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Is Invesco Dow Jones Industrial Average Dividend ETF (DJD) a Strong ETF Right Now?
ZACKSยท 2025-07-24 11:21
Core Insights - The Invesco Dow Jones Industrial Average Dividend ETF (DJD) is designed to provide broad exposure to the large-cap blend category and was launched on December 16, 2015 [1] - DJD aims to match the performance of the Dow Jones Industrial Average Yield Weighted index, focusing on high-yielding equity securities [5][6] Fund Overview - DJD is managed by Invesco and has accumulated over $366.38 million in assets, categorizing it as an average-sized ETF in its segment [5] - The ETF has an annual operating expense ratio of 0.07%, making it one of the least expensive options in the market [7] - The 12-month trailing dividend yield for DJD is 2.67% [7] Sector Exposure and Holdings - The fund has a significant allocation to the Healthcare sector at 17.6%, followed by Financials and Information Technology [8] - Verizon Communications Inc (VZ) constitutes approximately 10.79% of total assets, with Chevron Corp (CVX) and International Business Machines Corp (IBM) also among the top holdings [9] - The top 10 holdings represent about 57.01% of DJD's total assets under management [9] Performance Metrics - DJD has experienced an 8.7% gain year-to-date and a 15.55% increase over the past year as of July 24, 2025 [11] - The ETF has traded between $47.46 and $54.48 in the past 52 weeks [11] - DJD has a beta of 0.77 and a standard deviation of 13.65% over the trailing three-year period, indicating more concentrated exposure compared to peers [11] Alternatives - Other ETFs in the large-cap blend space include SPDR S&P 500 ETF (SPY) and Vanguard S&P 500 ETF (VOO), with assets of $655.39 billion and $699.11 billion respectively [12] - SPY has an expense ratio of 0.09%, while VOO charges 0.03% [12]