The DIEM ETF is managed by a trusted issuer committed to providing investors with a unique investment strategy. Under normal market conditions, the Fund invests at least 80% of its assets in the component securities of the Underlying Index, which is a proprietary index maintained and calculated by Morningstar, Inc. This systematic and rules-based index is designed to deliver a higher dividend yield than the Parent Index, with a focus on emerging markets equities. The DIEM ETF seeks to replicate the performance of this index through passive indexing, either using a replication strategy or a representative sampling strategy, and may also employ equity futures, total return swaps, and currency contracts to optimize its exposure and manage risk effectively. With its innovative approach, DIEM offers investors access to emerging markets with a core dividend tilt, potentially enhancing income potential while maintaining exposure to a diversified basket of securities.
The DIEM Dividend ETF is designed to provide investors with a reliable stream of dividend income. To be eligible for dividends from DIEM, investors generally need to hold the ETF shares for a certain period, often referred to as the ex-dividend date. DIEM follows a quarterly distribution schedule, with dividends influenced by the performance and dividend policies of the underlying assets in its portfolio. This ETF primarily targets companies known for their dividend-paying history, making it an attractive choice for income-focused investors seeking consistent dividend returns.
DIEM ETF's primary objective is to track the performance of the Morningstar® Emerging Markets Dividend Tilt Index, a systematic, rules-based proprietary index maintained and calculated by Morningstar, Inc. This index is designed to provide a dividend tilt within emerging markets equity markets. DIEM achieves this by investing at least 80% of its assets in the component securities of the Underlying Index and in depositary receipts representing such securities. The Underlying Index selects and weights stocks to maximize the portfolio's dividend yield while limiting expected tracking error to the Parent Index. As of May 31, 2023, the Underlying Index comprised 543 securities from various emerging market countries, and DIEM aims to closely correspond to its performance using passive or indexing investment strategies, with the flexibility to use replication or representative sampling. Additionally, the fund may employ equity futures, total return swaps, and currency contracts to enhance performance and mitigate risks. Please note that as of May 31, 2023, the Underlying Index was concentrated in the financial services sector.
The correlation aspect of the DIEM Emerging Markets Equity ETF (DIEM) is essential for investors looking to understand its performance in relation to emerging markets. DIEM tracks a proprietary index designed to provide a higher dividend yield than the Parent Index, which is based on the Morningstar® Emerging Markets Target Market Exposure Index. Due to its focus on dividend yield optimization within emerging markets, DIEM's correlation with traditional equity indices may vary, making it an intriguing option for investors seeking both income and emerging market exposure. To gain deeper insights into DIEM's correlations with various assets and sectors, investors can utilize the ETF Insider web app, which offers comprehensive data visualization tools and helps uncover potential overlaps in their investment strategies.
The DIEM ETF (DIEM) is predominantly involved in the emerging markets equity sector. It tracks the performance of the DIEM Core Dividend Tilt Index, which focuses on providing investors with exposure to emerging market stocks with an emphasis on dividend yield. The index employs an optimization process to select and weight securities from the Parent Index, aiming to deliver higher dividends while managing tracking error and other constraints. DIEM includes companies from various emerging market countries, such as Brazil, China, India, South Korea, and more, offering investors an opportunity to tap into the growth potential of these regions. Please note that as of May 31, 2023, the Underlying Index was concentrated in the financial services sector.
The exposure characteristics of the Diem ETF, also known as the Nasdaq Victory US Small Cap 500 Enhanced Volatility Weighted Index ETF, focus on U.S. small-cap equities. This ETF seeks to achieve its investment objective by investing in securities included in the Nasdaq Victory US Small Cap 500 Long/Cash Volatility Weighted Index, which combines fundamental criteria with individual security risk control through volatility weighting. It aims to enhance risk-adjusted returns while managing downside market risk by tactically reducing exposure during significant market declines and reallocating to stocks during rebounded periods. For a comprehensive analysis of this ETF's exposure, ETF Insider offers a web app with deep and insightful data, including visualizations and correlations, to assist investors in understanding its market, sector, and regional exposures.
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