DIVSSmartETFs Dividend Builder ETF
DIVS Fund Description
DIVS is an actively-managed portfolio of dividend-paying companies from both developed and emerging markets. The fund seeks income and consistent dividend growth.
DIVS Factset Analytics Insight
DIVS is an active take on the dividend-paying market. The fund targets firms that maintain consistent, real (after inflation) dividend growth over a medium term of three to five years. The fund adviser uses fundamental analysis to screen for factors such as consistent return on capital, persistent cash flow, sound balance sheet, value, dividend history and real dividend growth. DIVS typically holds a concentrated portfolio of around 35 globally-listed firms of any market-cap. Holdings are approximately equal-weighted. Note: DIVS converted from a mutual fund structure. On March 29, 2021, Guinness Atkinson was the first provider to formally convert a mutual fund to an ETF, with the conversion of DIVS and sibling fund ADIV.
DIVS MSCI ESG Analytics Insight
SmartETFs Dividend Builder ETF has an MSCI ESG Fund Rating of AA based on a score of 7.62 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SmartETFs Dividend Builder ETF ranks in the 85th percentile within its peer group and in the 63th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DIVS Summary Data
DIVS Portfolio Data
DIVS Index Data
DIVS Portfolio Management
DIVS Tax Exposures
DIVS Fund Structure
DIVS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DIVS. DIVS is rated a 4 out of 5.
DIVS Sector/Industry Breakdown
DIVS Economic Development
DIVS Performance Statistics
DIVS MSCI ESG Ratings
DIVS Benchmark Comparison Summary
DIVS Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.