XDIV
Roundhill S&P 500 No Dividend Target ETF
📎 Investment Objective
The Roundhill S&P 500 No Dividend Target ETF (XDIV) seeks to track the performance of the S&P 500 Index, excluding companies that pay dividends.
Overview
ETF tracking Roundhill S&P 500 No Dividend Target ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Roundhill S&P 500 No Dividend Target ETF (XDIV) seeks to track the performance of the S&P 500 Index, excluding companies that pay dividends.
🎯 Investment Strategy
The ETF uses a passive, index-based approach to invest in the largest 500 U.S. companies, while excluding those that distribute dividends to shareholders. This strategy aims to provide exposure to the growth potential of the broader U.S. stock market, without the income component from dividends.
✨ Key Features
- Tracks the S&P 500 Index, excluding dividend-paying companies
- Provides exposure to large-cap U.S. equities focused on capital appreciation
- Employs a low-cost, passive investment approach
- Suitable for investors seeking growth-oriented exposure to the U.S. stock market
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Concentration risk: By excluding dividend-paying companies, the ETF may have higher exposure to certain sectors or industries
- Tracking error risk: The ETF may not perfectly track the performance of the underlying index
- Liquidity risk: The ETF may experience lower trading volume or be less liquid compared to other ETFs
👤 Best For
XDIV may be suitable for investors seeking long-term capital appreciation and growth-oriented exposure to the U.S. large-cap equity market. It may be particularly appealing to investors who prefer a focus on non-dividend-paying companies or who are in a higher tax bracket and want to minimize dividend income. However, investors should be comfortable with the higher volatility and risk profile associated with a growth-oriented equity strategy.