Opal Dividend Income ETF Named One of Q1 2025’s Top-Performing Stock ETFs
- Opal Capital
- Apr 30
- 2 min read
Updated: Jun 23
We’re proud to share that the Opal Dividend Income ETF (DIVZ) has been recognized as one of the top-performing equity ETFs in the first quarter of 2025, according to Morningstar data featured in a recent article by Morningstar.
In a competitive field of large-value equity funds, DIVZ stood out with a 6.71% return for the
quarter, outperforming the category average of 1.5%. Over the past 12 months, DIVZ has
delivered an impressive 17.28% return, earning it a spot in the 1st percentile of its category. The fund maintains a total annual operating expense ratio of 0.65%, offering investors strong performance with cost-conscious management.
As Morningstar noted:
“The second-best-performing ETF in the quarter was the $157 million Opal Dividend Income ETF... outperforming the average large-value fund.”
“Actively managed and focused on delivering consistent dividend income, DIVZ has proven to be a resilient option for long-term investors seeking performance and stability.”
Recent market volatility has underscored the enduring value of dividend investing. At Opal, our disciplined focus on quality dividends has once again demonstrated its strength—delivering consistent, class-leading returns precisely when investors need stability the most.
This reaffirmation of our approach not only validates our investment philosophy, but also
highlights the resilience and reliability that quality dividends bring to long-term portfolios,
especially during periods of uncertainty.
We’re honored to see DIVZ included alongside other standout funds and remain committed to delivering value-driven investment strategies.
Read the full article: Top-Performing Stock ETFs of the Quarter via Morningstar
The article has since been updated to include the latest quarterly data.
Performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
Dividends are not guaranteed.
Before investing, investors should consider the Fund’s investment objectives, risks, charges,and expenses. The prospectus, or summary prospectus, containing this and other information may be obtained by visiting www.true-shares.com and should be read carefully prior to investing.
The Fund may not achieve its objective and/or you could lose money on your investment in the Fund. The Fund is recently organized with no operating history for prospective investors to base their investment decision which may increase risks. Some of the Fund’s key risks, include but are not limited to the following risks. Please see the Fund’s prospectus for further information on these and other risk considerations.
Visit www.true-shares.com/divz or call 877-774-TRUE (8783) for performance data current to the most recent month end.
Foreside Fund Services LLC, distributor
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