Key stats
About Opal Dividend Income ETF
Expense ratio
0.65%
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Inception date
Jan 27, 2021
DIVZ aims to curate a portfolio that is less volatile and has higher dividend yield than the S&P 500. The fund adviser initially screens US-listed securities for sustainable dividend growth using various quantitative and qualitative indicators. Then high-quality companies are identified based on high cash flow, stable revenue streams and capital reinvestment programs. This process is expected to deliver lower volatility than the overall US equity market. Finally, the fund adviser selects securities trading at attractive valuations. The actively-managed funds methodology results in a narrow selection of 25-35 stocks. Prior to February 20, 2024, the fund traded under the name TrueShares Low Volatility Equity Income ETF.
Classification
What's in the fund
Exposure type
Energy Minerals
Electronic Technology
Consumer Non-Durables
Finance
Stock breakdown by region