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ADPV

ETF
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Performance overview

ADPV Price
Price Chart

Forward-looking statistics

Beta
0.42
Risk
26.09%

Detailed forecast

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Individual forecast components (weighted-sum)

Fund Profile

To achieve its investment objective of long-term capital appreciation, the fund will invest substantially all of its net assets in a portfolio of publicly-listed equity securities of U.S. large capitalization companies during broad U.S. equity market uptrends. The fund will primarily own common stocks, but may also invest in equity securities of REITS to the extent such REITS are among the 1,000 largest capitalized U.S.-listed stocks. It is non-diversified.

Fund info

To achieve its investment objective of long-term capital appreciation, the fund will invest substantially all of its net assets in a portfolio of publicly-listed equity securities of U.S. large capitalization companies during broad U.S. equity market uptrends. The fund will primarily own common stocks, but may also invest in equity securities of REITS to the extent such REITS are among the 1,000 largest capitalized U.S.-listed stocks. It is non-diversified.

Investing methodActively Managed
DiversifiedYes
Expense ratio0.65%
Asset classUnknown

Company info

Sector—
Industry—
Website—
AUM—

Security info

ExchangeNyse American
Type of shareN/A
Earnings per share (EPS)—
Dividend per share$0.95
Revenue per share—
Avg trading volume (30 day)$715K
Avg trading volume (10 day)$679K
Put-call ratioN/A

Macro factor sensitivity

Growth+0.2
Credit+8.4
Liquidity-2.6
Inflation-2.5
Commodities+0.2
Interest Rates-0.4

Upcoming events

Next earnings day—
Next dividend day—
Ex. dividend dayDecember 27, 2024

News

Palantir vs. NVIDIA ETFs: Better AI Plays for 2025?

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Zacks Investment Research (December 27, 2024)

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