(UEDV) SPDR S&P U.S. Dividend - Ratings and Ratios

The SPDR® S&P® U.S. Dividend Aristocrats ESG UCITS ETF EUR (Ticker: UEDV) is an exchange-traded fund designed to track the performance of high-quality U.S. companies with a history of consistent dividend growth and strong ESG (Environmental, Social, and Governance) credentials. The fund is listed on AS (Amsterdam Stock Exchange) and is part of the SPDR® ETF family, managed by State Street Global Advisors. It provides exposure to U.S. equities with a focus on income generation and sustainability.

The ETFs underlying index, the Morningstar US High Dividend Yield NR USD, is designed to measure the performance of U.S. companies that have demonstrated the ability to sustain high dividend payouts. The fund incorporates ESG criteria, excluding companies involved in controversial activities such as tobacco, firearms, and fossil fuels. This makes it a suitable option for investors seeking to align their portfolios with ESG principles while maintaining exposure to the U.S. equity income market.

From a technical perspective, UEDV has shown moderate trading activity, with an average 20-day volume of 1,373 shares. The funds price of 19.89 EUR is slightly below its short-term moving averages (SMA 20: 20.36, SMA 50: 20.30), suggesting potential near-term upside. The SMA 200 of 19.96 indicates that the fund is currently trading near its long-term average, reflecting stability. The Average True Range (ATR) of 0.13 highlights relatively low volatility, making it an attractive option for risk-averse investors.

On the fundamental side, the fund has assets under management (AUM) of 27.99 million EUR, indicating a moderate scale of operations. This size allows for efficient tracking of the underlying index while maintaining liquidity. UEDVs focus on dividend-paying companies with strong financial health positions it as a core holding for investors seeking regular income and long-term capital appreciation in the U.S. equity market.

Looking ahead, UEDV is expected to maintain its defensive characteristics over the next three months. Based on the current technical setup, the fund is likely to experience a modest rebound, supported by its proximity to the SMA 200 and historically low ATR. Fundamentally, the continued demand for ESG-compliant income strategies and the resilience of dividend-paying companies in a low-yield environment should drive steady performance. Investors can expect UEDV to deliver returns in line with its historical average, with limited downside risk.