DIVNHorizon Dividend Income ETF
Seeks capital appreciation and current income.
By Horizon Investments · Launched 2025
Annual Cost
0.70%
#3,803 of 6,040 · average
Fund Size
$307M
#2,062 of 6,040 · mid-size
Return (1Y)
+21.3%
Track Record
1 year
#4,439 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,078+20.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 36.9% of funddiversified
Chevron Corp
5.2%
Exxon Mobil Corp
5.0%
Merck & Co Inc
4.9%
Johnson & Johnson
4.1%
Procter & Gamble Co/The
3.8%
Amgen Inc
3.1%
AbbVie Inc
2.8%
McDonald's Corp
2.8%
QUALCOMM Inc
2.6%
Accenture PLC
2.5%
Asset allocation
Stocks
99.9%
Cash
0.1%
Other
0.1%
By sector
Consumer Defensive
18.6%
Energy
16.6%
Healthcare
15.2%
Financial Services
12.7%
Technology
11.3%
Consumer Cyclical
11.0%
Industrials
10.4%
Communication
3.0%
Other
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.3%Moderate
Year-on-year price swings
Max drawdown
-5.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation and current income.
- Strategy
- Actively manages a portfolio primarily invested in dividend-paying equity securities of large-capitalization companies, while tactically utilizing options to enhance income and manage volatility. The Fund aims for capital appreciation and current income through a diversified approach to dividend-paying securities.
- Inception date
- June 25, 2025
- Fund family
- Horizon Investments
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Data updated on 2026-09-18