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Democratic Large Cap Core ETF (DEMZ)

Large Blend | Exchange Traded Fund | NasdaqGM
47.29 USD -0.36 (-0.760%) ⇩ (July 13, 2026, 4 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★★⯪☆Dividends:★★☆☆☆
Hot Take | July 11, 2026, 4:16 a.m. EDT

The Democratic Large Cap Core ETF presents a compelling medium-term opportunity driven by a robust multi-year uptrend, yet it lacks the immediate explosive momentum required for a high-conviction short-term trade. Over the last four years, the fund has delivered a cumulative gain of roughly 41%, with three out of four annual periods showing positive growth. This sustained appreciation suggests the market has consistently rewarded the underlying portfolio's exposure to Democratic-aligned companies, which have outperformed their Republican counterparts during this specific political cycle. However, the recent price action tells a different story for the immediate future. After hitting a fresh 52-week high earlier this month, the ETF has retreated to test its 50-day moving average, trading below its recent peak. While the long-term trajectory remains firmly upward, the short-term statistical forecast indicates a slight bearish lean over the next 45 days, suggesting potential volatility or a pullback before the next leg up. For investors, this setup offers a 'buy on weakness' scenario rather than a 'chase the high' play; the fundamentals are strong enough to support a recovery, but the timing favors patience over aggressive entry.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL_79_126 ✓0.028609
MSTL_1260.030302
AutoTheta0.038013
MSTL_790.038661
MSTL0.042435
AutoARIMA0.046166
AutoETS0.046168

Forecast horizon: 60 days | Selected: MSTL_79_126

Forecast Reliability
Score 55%
H-stat 7.57
Ljung-Box p 0.000
Jarque-Bera p 0.156
Excess Kurtosis 0.01
Attribute Value
Trailing P/E 27.56

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.97% 0.97% 0.80% 1.17%
Dividend History
Date Dividend Yield %
2025-12-30 0.416 0.966835
2024-12-30 0.192 0.530387
2023-12-28 0.265 0.899220
2022-12-28 0.233 0.993180
2021-12-29 0.731 2.445634
2020-12-29 0.062 0.272025
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 0.42

Info Dump

Attribute Value
All Time High 47.742
All Time Low 20.84
Ask 47.3
Ask Size 7
Average Daily Volume10 Day 2,800
Average Daily Volume3 Month 4,470
Average Volume 4,470
Average Volume10Days 2,800
Beta3 Year 1.03
Bid 47.24
Bid Size 7
Category Large Blend
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 47.2877
Day Low 47.27
Dividend Yield 0.42
Eps Trailing Twelve Months 1.7158582
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 45.614
Fifty Day Average Change 1.6737022
Fifty Day Average Change Percent 0.03669273
Fifty Two Week Change Percent 22.031248
Fifty Two Week High 47.742
Fifty Two Week High Change -0.45429993
Fifty Two Week High Change Percent -0.009515729
Fifty Two Week Low 38.82
Fifty Two Week Low Change 8.467701
Fifty Two Week Low Change Percent 0.21812728
Fifty Two Week Range 38.82 - 47.742
First Trade Date Milliseconds 1,604,500,200,000
Five Year Average Return 0.13042401
Full Exchange Name NasdaqGM
Fund Family DEMZ
Fund Inception Date 1,604,275,200
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of large capitalization companies. The fund may from time to time invest a significant portion of its assets in the securities of companies in one or more economic sectors.
Long Name Democratic Large Cap Core ETF
Market us_market
Market State PRE
Max Age 86,400
Message Board Id finmb_685168163
Nav Price 47.64
Net Assets 66,788,952.0
Net Expense Ratio 0.45
Open 47.27
Phone (800) 932-7781
Previous Close 47.65
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change -0.36230087
Regular Market Change Percent -0.7603376
Regular Market Day High 47.2877
Regular Market Day Low 47.27
Regular Market Day Range 47.27 - 47.2877
Regular Market Open 47.27
Regular Market Previous Close 47.65
Regular Market Price 47.2877
Regular Market Time 1,783,972,800
Regular Market Volume 973
Short Name Democratic Large Cap Core ETF
Source Interval 15
Symbol DEMZ
Three Year Average Return 0.2055669
Total Assets 66,788,952
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 27.559212
Trailing Peg Ratio None
Trailing Three Month Nav Returns 18.59309
Trailing Three Month Returns 18.59309
Triggerable 1
Two Hundred Day Average 43.29608
Two Hundred Day Average Change 3.991619
Two Hundred Day Average Change Percent 0.092193544
Type Disp ETF
Volume 973
Yield 0.0042
Ytd Return 11.86401