Dia stock etf9/10/2023 ![]() ![]() SPDR® Dow Jones Industrial Avrg ETF Tr RiskĪ basic investment concept is that risk should be rewarded. Otherwise, for more information about SPDR® Dow Jones Industrial Avrg ETF Tr, including its riskiness, submit your email to unlock the rest of the article. The fund has returned 14.0% over the past year (grade of B), 12.1% over the past three years (grade of F) and 9.4% per year over the past five years (grade of B) and 11.1% per year over the past 10 years (grade of A).įor more ETF grades, analysis and screening tools to help your investment discovery, join AAII for a $2, full-access trial. Year to date, the ETF has returned 4.9%, 0.7 percentage points better than the category, which translates into a grade of C. SPDR® Dow Jones Industrial Avrg ETF Tr Grades A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. Recently, in the month of June 2023, SPDR® Dow Jones Industrial Avrg ETF Tr returned 4.7%, which earned it a grade of F, as the Large Value category had an average return of 6.6%. By way of comparison, the average portfolio turnover is 69% for the Large Value category. SPDR® Dow Jones Industrial Avrg ETF Tr has a portfolio turnover rate of 0%, which indicates that it holds its assets around 0.0 years. High portfolio turnover can translate to higher expenses and lower aftertax returns. It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns. The fund normally distributes its dividend income monthly and its capital gains annually. SPDR® Dow Jones Industrial Avrg ETF Tr has a trailing dividend yield of 1.9%, which is below the 2.5% category average. SPDR® Dow Jones Industrial Avrg ETF Tr has 0.2% of the portfolio in cash. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). The overall assets allocated to domestic stock is 99.8% There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. SPDR® Dow Jones Industrial Avrg ETF Tr has 0.0% of its portfolio invested in foreign issues. SPDR® Dow Jones Industrial Avrg ETF Tr is part of the Equity global asset class and is within the U.S. The ETF is not considered to have an ESG focus with its investment selection and management. The ETF meets the SEC requirement of being classified as a diversified fund. The top 10 holdings constitute 55.1% of the ETF’s assets. SPDR® Dow Jones Industrial Avrg ETF Tr has 31 securities in its portfolio. The ETF has 1 primary benchmark: DJ Industrial Average TR USD index with a weighting of 100%. Management tenure is more important for actively managed ETFs than passive index ETFs. There are 1 members of the management team with an average tenure of 25.48 years: Management Team (1998). The Trust’s Portfolio consists of substantially all of the component common stocks that comprise the DJIA, which are weighted in accordance with the terms of the Trust Agreement.Ībout SPDR® Dow Jones Industrial Avrg ETF Tr (DIA) The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Dow Jones Industrial Average (the “DJIA”). SPDR State Street Global Advisors launched the ETF in 1998. Equity Large Value exchange-traded fund (ETF). ![]() SPDR® Dow Jones Industrial Avrg ETF Tr (DIA) is a passively managed U.S. SPDR® Dow Jones Industrial Avrg ETF Tr Overview ![]()
0 Comments
Leave a Reply.AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |