CVRD vs. RENW ETF Comparison

Comparison of Madison Covered Call ETF (CVRD) to Harbor Energy Transition Strategy ETF (RENW)
CVRD

Madison Covered Call ETF

CVRD Description

The fund will seek to achieve its objectives by (1) investing in common stocks of equity securities that pay dividends and (2) writing (i.e., selling) covered call options on a substantial portion of its portfolio of securities. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies, including other investment companies.

Grade (RS Rating)

Last Trade

$19.51

Average Daily Volume

6,646

Number of Holdings *

42

* may have additional holdings in another (foreign) market
RENW

Harbor Energy Transition Strategy ETF

RENW Description The investment seeks to track the performance, before fees and expenses, of the MorningstarĀ® North America Renewable EnergySM Index (the index). Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index is a rules-based, modified equal-weighted, liquidity-adjusted index of U.S. and Canadian-listed common stocks of companies in North America that are leaders in the transition to a low-carbon economy. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$13.40

Average Daily Volume

433

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period CVRD RENW
30 Days -0.36% 3.39%
60 Days 0.92% 6.05%
90 Days 2.13% 4.48%
12 Months 9.00% -3.57%
1 Overlapping Holdings
Symbol Grade Weight in CVRD Weight in RENW Overlap
AES F 2.19% 2.17% 2.17%
CVRD Overweight 41 Positions Relative to RENW
Symbol Grade Weight
CSCO B 3.92%
LVS B 3.7%
CME A 3.69%
GOOG B 3.44%
ADBE D 3.24%
V A 3.17%
PYPL B 3.02%
STZ D 2.89%
MDT D 2.82%
CMCSA B 2.81%
TMUS B 2.59%
ABT B 2.55%
MSFT D 2.49%
APD A 2.37%
HON B 2.35%
ACN B 2.33%
A F 2.18%
UPS C 2.1%
AMZN B 2.08%
EMR A 2.04%
MCHP F 2.04%
ADM D 1.98%
AMD F 1.86%
TXN C 1.77%
LH B 1.72%
LOW C 1.7%
AMT D 1.67%
PEP F 1.67%
MTDR B 1.6%
APH B 1.57%
HPE B 1.54%
UNP D 1.52%
JNJ D 1.47%
GLW B 1.43%
DHR D 1.42%
COP B 1.32%
FAST B 1.26%
ROST D 1.03%
RIG D 0.83%
DLTR F 0.8%
APA F 0.66%
CVRD Underweight 7 Positions Relative to RENW
Symbol Grade Weight
TSLA B -2.42%
SEDG F -2.36%
ACA A -2.3%
TAC B -2.2%
EIX C -2.19%
WAB B -2.16%
RUN F -2.16%
Compare ETFs