Invesco Dow Jones Industrial Average Dividend ETF chart

Last update: 2022-12-02
Key statistics and financials
Three year average return 15.24%
YTD return 2.34%
Beta 3Y 0.90
Total Assets 176.06M
Annual report expense ratio 0.07%

Company description

The fund will generally invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to provide exposure to dividend-paying equity securities of companies included in the Dow Jones Industrial Average™, which is a price-weighted index of 30 U.S. companies that meet certain size, listing and liquidity requirements. The fund is non-diversified.

Sector: N/A - Industry: N/A


Insider Transactions

Here are the insider transactions of stock shares related to Invesco Dow Jones Industrial Average Dividend ETF:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Invesco Dow Jones Industrial Average Dividend ETF. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Invesco Dow Jones Industrial Average Dividend ETF

Here is the result of two systematic investment strategies applied to Invesco Dow Jones Industrial Average Dividend ETF. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Invesco Dow Jones Industrial Average Dividend ETF

The following chart shows the equity curve of the two systematic investment strategies applied to Invesco Dow Jones Industrial Average Dividend ETF:

Invesco Dow Jones Industrial Average Dividend ETF automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 21.98% on the backtest period.

Performance at glance

Performance

21.98 %

Latent gain

443.21 $

Invested capital

2016.87 $

Annualized return

5.31 %
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Automated Trading using Prorealtime ebook

Momentum strategy results on Invesco Dow Jones Industrial Average Dividend ETF

This is the result of two momentum investment strategies applied to Invesco Dow Jones Industrial Average Dividend ETF. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Invesco Dow Jones Industrial Average Dividend ETF

The following chart shows all the entries opened by the momentum investment system on Invesco Dow Jones Industrial Average Dividend ETF:

Invesco Dow Jones Industrial Average Dividend ETF momentum entries
  • The first momentum investment strategy would give 21.2% of return on Invesco Dow Jones Industrial Average Dividend ETF. That represents 1213.94$ of latent gain with 5727.0$ of employed capital.
  • The second momentum investment strategy would give 25.87% of return on Invesco Dow Jones Industrial Average Dividend ETF. That represents 893.92$ of latent gain with 3455.15$ of employed capital.
Performance at glance (1Q Momentum)

Performance

21.2 %

Latent gain

1213.94 $

Invested capital

5727.0 $

Annualized return

0.0 %
Performance at glance (2Q Momentum)

Performance

25.87 %

Latent gain

893.92 $

Invested capital

3455.15 $

Annualized return

7.07 %

Momentum equity curve on Invesco Dow Jones Industrial Average Dividend ETF

The following chart shows the equity curve of the two momentum strategies applied to Invesco Dow Jones Industrial Average Dividend ETF:

Invesco Dow Jones Industrial Average Dividend ETF momentum equity

Note: the dividends potentially given by Invesco Dow Jones Industrial Average Dividend ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Invesco Dow Jones Industrial Average Dividend ETF

The following chart shows the employed capital evolution of the two momentum strategies on Invesco Dow Jones Industrial Average Dividend ETF since the beginning:

Invesco Dow Jones Industrial Average Dividend ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Invesco Dow Jones Industrial Average Dividend ETF

Buy the dip entry openings on Invesco Dow Jones Industrial Average Dividend ETF

Invesco Dow Jones Industrial Average Dividend ETF

The performance achieved by the robo-advisor on Invesco Dow Jones Industrial Average Dividend ETF is 0%. That represents 0.0$ of latent gain with 0.0$ of employed capital. The following chart shows Invesco Dow Jones Industrial Average Dividend ETF stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Invesco Dow Jones Industrial Average Dividend ETF, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 $

Invested capital

0.0 $

Annualized return

0.0 %

Equity curve of the strategy applied to Invesco Dow Jones Industrial Average Dividend ETF

The following chart shows the result of the investment strategy applied to Invesco Dow Jones Industrial Average Dividend ETF:

Invesco Dow Jones Industrial Average Dividend ETF

Note: the dividends potentially given by Invesco Dow Jones Industrial Average Dividend ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Invesco Dow Jones Industrial Average Dividend ETF

The following chart shows the employed capital evolution since the beginning of the investment strategy on Invesco Dow Jones Industrial Average Dividend ETF:

Invesco Dow Jones Industrial Average Dividend ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Invesco Dow Jones Industrial Average Dividend ETF

In this section, I will compare the three previous investment strategies applied to Invesco Dow Jones Industrial Average Dividend ETF.

Equity curve comparison on Invesco Dow Jones Industrial Average Dividend ETF

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Invesco Dow Jones Industrial Average Dividend ETF investment strategy comparison

Employed capital comparison on Invesco Dow Jones Industrial Average Dividend ETF

Invesco Dow Jones Industrial Average Dividend ETF investment comparison

Performance comparison on Invesco Dow Jones Industrial Average Dividend ETF

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 21.98% 443.21$ 2016.87$ 5.31%
Momentum 1 quarter 21.2% 1213.94$ 5727.0$ 5.44%
Momentum 2 quarters 25.87% 893.92$ 3455.15$ 7.07%
Non-directional 0% 0.0$ 0.0$ 0.0%
Annualized return comparison

Automatic investment

5.31 %

Momentum 1Q

7.07 %

Momentum 2Q

7.07 %

Non-directional

0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Invesco Dow Jones Industrial Average Dividend ETF:

Positive correlations

Most correlated stocks this year

  • Invesco Dow Jones Industrial Average Dividend ETF

  • Most correlated stocks last 3 months

  • Kelly Services Inc - Class B
  • First Financial Corp - Indiana
  • Unifirst Corp
  • HarborOne Bancorp Inc
  • Orthofix Medical Inc
  • Invesco KBW Premium Yield Equity REIT ETF
  • Cardiovascular Systems Inc
  • Ituran Location And Control Ltd
  • Vail Resorts Inc
  • First Trust Energy AlphaDEX Fund
  • PBF Energy Inc - Class A
  • Luna Innovations Inc
  • LKQ Corp
  • Cheesecake Factory Inc
  • Bloomin Brands Inc
  • Affiliated Managers Group Inc
  • Banc of California Inc
  • Lakeland Bancorp Inc
  • Umpqua Holdings Corp
  • Lannett Co. Inc
  • Townebank Portsmouth VA
  • ServisFirst Bancshares Inc
  • Tidewater Inc - New
  • Casey`s General Stores Inc
  • AZZ Inc
  • Huntington Bancshares Inc
  • Charles Schwab Corp
  • Farmers National Banc Corp
  • Community Bank System Inc
  • International Bancshares Corp
  • National Bank Holdings Corp - Class A
  • Bank Of America Corp
  • Keycorp
  • Pinnacle Financial Partners Inc
  • Regions Financial Corp
  • HomeStreet Inc
  • AAR Corp
  • World Acceptance Corp
  • Kelly Services Inc - Class A
  • Harsco Corp
  • Dine Brands Global Inc
  • Cracker Barrel Old Country Store Inc
  • Diamondback Energy Inc
  • Everi Holdings Inc
  • Precision Drilling Corp
  • Kayne Anderson Energy Infrastructure Fund Inc
  • MagnaChip Semiconductor Corp
  • Enerplus Corporation
  • Red Robin Gourmet Burgers Inc
  • Methanex Corp
  • Mastec Inc
  • Equitable Holdings Inc
  • Reinsurance Group Of America Inc
  • Capital One Financial Corp
  • WPP PLC ORD 10P
  • Kimball International Inc - Class B
  • Vermilion Energy Inc
  • Federal Signal Corp
  • Tapestry Inc
  • iShares Global Timber & Forestry ETF
  • First Trust S&P International Dividend Aristocrats
  • Aramark
  • Hovnanian Enterprises Inc - Class A
  • U.S. Bancorp.
  • Bank Of South Carolina Corp
  • Kennametal Inc
  • Goldman Sachs BDC Inc
  • J&J Snack Foods Corp
  • Global X MSCI SuperDividend EAFE ETF
  • VanEck Gaming ETF
  • Alerus Financial Corp
  • WPP Plc.
  • Spectrum Brands Holdings Inc
  • KAR Auction Services Inc
  • PowerFleet Inc
  • Landec Corp
  • Cullen Frost Bankers Inc
  • Pacwest Bancorp
  • Ross Stores Inc
  • AAM S&P 500 High Dividend Value ETF
  • VictoryShares US EQ Income Enhanced Volatility Wtd
  • VictoryShares US Large Cap High Div Volatility Wtd
  • WisdomTree U.S. SmallCap Dividend Fund
  • Invesco High Yield Equity Dividend Achievers ETF
  • Independent Bank Corp
  • GATX Corp
  • First Trust RBA American Industrial Renaissance ET
  • ALPS Sector Dividend Dogs ETF
  • Dana Inc
  • Invesco S&P MidCap 400 Pure Value ETF
  • Univest Financial Corp
  • Invesco S&P Spin-Off ETF
  • Invesco Zacks Multi-Asset Income ETF
  • First Trust Indxx Global Natural Resources Income
  • nVent Electric plc
  • ON Semiconductor Corp
  • Modine Manufacturing Company
  • Colliers International Group Inc
  • Macatawa Bank Corp
  • Pacific Premier Bancorp Inc
  • Builders Firstsource Inc
  • Raymond James Financial Inc
  • Lincoln National Corp
  • Axos Financial Inc
  • Bank OZK
  • Truist Financial Corporation
  • First Trust Nasdaq Bank ETF
  • Western Alliance Bancorp
  • JPMorgan Chase & Company
  • United Community Banks Inc
  • ePlus Inc
  • Canadian Imperial Bank Of Commerce
  • Sensata Technologies Holding Plc
  • Invesco S&P SmallCap Financials ETF
  • First Trust Small Cap Core AlphaDEX Fund
  • Vanguard Russell 2000 Value Index ETF
  • WisdomTree U.S. SmallCap Fund
  • Invesco S&P SmallCap 600 Equal Weight ETF
  • First Trust Dow Jones Select Microcap Index Fund
  • Principal U.S. Small-Cap Multi-Factor ETF
  • Invesco Raymond James SB-1 Equity ETF
  • United Rentals Inc
  • Cigna Corp
  • Gladstone Capital Corp
  • Viper Energy Partners LP
  • AECOM
  • Hyatt Hotels Corporation - Class A
  • First Interstate BancSystem Inc - Class A
  • Invesco S&P 500 Pure Value ETF
  • Principal Value ETF
  • DAVIS SELECT FINANCIAL ETF
  • First Trust Multi Cap Value AlphaDEX Fund
  • First Trust Mid Cap Value AlphaDEX Fund
  • Home Bancshares Inc
  • Invesco KBW Bank ETF
  • Preferred Bank
  • Direxion Daily Regional Banks Bull 3X Shares
  • Invesco S&P MidCap 400 Equal Weight ETF
  • Schwab Fundamental U.S. Small Company Index ETF
  • SPDR SSGA US Small Cap Low Volatility Index ETF
  • Cambria Shareholder Yield ETF
  • Citigroup Inc
  • First Trust Mid Cap Core AlphaDEX Fund
  • First Trust Large Capital Value AlphaDEX Fund
  • Invesco KBW High Dividend Yield Financial ETF
  • Invesco S&P MidCap 400 Revenue ETF
  • Toronto Dominion Bank
  • First Trust Dorsey Wright Momentum & Value ETF
  • Fidelity MSCI Financials Index ETF
  • Vanguard Russell 1000 Value Index ETF
  • Invesco S&P 500 Equal Weight Financials ETF
  • CSG Systems International Inc
  • Primerica Inc
  • SPDR S&P KENSHO FINAL FRONTIERS ETF
  • Dycom Industries Inc
  • RBC Bearings Inc
  • Mohawk Industries Inc
  • Beacon Roofing Supply Inc - Class A
  • Howard Hughes Corporation
  • Zimmer Biomet Holdings Inc
  • ProShares Ultra Oil & Gas 2X Shares
  • Direxion Daily Energy Bull 2X Shares
  • Fidelity MSCI Energy Index ETF
  • Alcoa Corp
  • Blackrock Energy & Resources Trust
  • Invesco S&P 500 Equal Weight Energy ETF
  • Halliburton Company
  • Plexus Corp
  • Suncor Energy Inc
  • Orchid Island Capital Inc
  • Knowles Corp
  • Schwab Fundamental International Large Company Ind
  • WisdomTree International MidCap Dividend Fund
  • Teledyne Technologies Inc
  • Hess Corporation
  • Barclays ETN Select MLP ETN
  • First Trust Nasdaq Oil & Gas ETF
  • Biglari Holdings Inc - Class B
  • BLACKROCK THROGMORTON TRUST PLC ORD 5P
  • Global X Alternative Income ETF
  • VanEck Environmental Services ETF
  • Columbia U.S. ESG Equity Income ETF
  • Ladder Capital Corp - Class A
  • Quanta Services Inc
  • Jacobs Solutions Inc
  • Leidos Holdings Inc
  • Assurant Inc
  • Aptiv PLC
  • Methode Electronics Inc
  • PNC Financial Services Group Inc
  • KBR Inc
  • Fidus Investment Corp
  • Energy Recovery Inc
  • Clarus Corp
  • Williams Cos Inc
  • Franklin FTSE United Kingdom ETF
  • Fidelity International Value Factor ETF
  • WisdomTree International SmallCap Dividend Fund
  • First Trust United Kingdom AlphaDEX Fund
  • SCHRODER INCOME GROWTH FUND PLC ORD 10P
  • TROY INCOME & GROWTH TRUST PLC ORD 25P
  • WEX Inc
  • Clean Harbors Inc
  • SPDR ICE Preferred Securities ETF
  • DENTSPLY Sirona Inc
  • Georgia Power Company
  • Metlife Inc
  • VESUVIUS PLC ORD 10P
  • SeaSpine Holdings Corp
  • EquityCompass Risk Manager ETF
  • Comtech Telecommunications Corp
  • Sirius XM Holdings Inc
  • NRG Energy Inc
  • Hostess Brands Inc - Class A
  • Guess Inc
  • Park Aerospace Corp
  • Bunge Ltd
  • QuinStreet Inc
  • Erytech Pharma
  • CANADIAN PACIFIC RAILWAY LIMITED
  • NovoCure Ltd
  • Orion Engineered Carbons S.A.
  • WisdomTree U.S. MidCap Dividend Fund
  • Global X SuperDividend U.S. ETF
  • ShotSpotter Inc
  • First Republic Bank
  • Bank Of Nova Scotia
  • iShares Select Dividend ETF
  • WisdomTree U.S. MidCap Fund
  • First Trust SMID Cap Rising Dividend Achievers ETF
  • First Trust Industrials/Producer Durables AlphaDEX
  • Fidelity High Dividend ETF
  • First Trust Financials AlphaDEX Fund
  • Schwab US Dividend Equity ETF
  • Saratoga Investment Corp
  • Rafael Holdings Inc - Class B
  • Multi-Asset Diversified Income Index Fund
  • IQ CBRE NextGen Real Estate ETF
  • Atkore Inc
  • NortonLifeLock Inc
  • WisdomTree Global High Dividend Fund
  • WisdomTree U.S. High Dividend Fund
  • ProShares DJ Brookfield Global Infrastructure ETF
  • First Trust Value Line Dividend Index Fund
  • Invesco Dow Jones Industrial Average Dividend ETF
  • First Trust Dow 30 Equal Weight ETF
  • IQ Chaikin U.S. Large Cap ETF
  • Invesco Russell 1000 Equal Weight ETF
  • Schwab Fundamental U.S. Broad Market Index ETF
  • Schwab Fundamental U.S. Large Company Index ETF
  • Travelzoo
  • Kirby Corp
  • Gabelli Multimedia Trust Inc
  • Altice USA Inc - Class A
  • First Trust Morningstar Dividend Leaders Index Fun
  • Tortoise North American Pipeline Fund ETF
  • First Trust North American Energy Infrastructure F
  • Fluent Inc
  • TJX Companies Inc
  • VanEck Durable High Dividend ETF
  • Korea Electric Power

  • Note: The algorithm computes the probability of correlation between Invesco Dow Jones Industrial Average Dividend ETF and the other stocks. There may be false positives or some missing correlated stocks. If the price of Invesco Dow Jones Industrial Average Dividend ETF does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Invesco Dow Jones Industrial Average Dividend ETF
    Country
    City
    Address
    Phone
    Website
    FullTime employees
    Industry
    Sector
    Exchange ARCX
    Ticker DJD
    Market

    Invesco Dow Jones Industrial Average Dividend ETF ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown