DIV vs. AREA ETF Comparison

Comparison of Global X Super Dividend ETF (DIV) to Harbor AlphaEdge Next Generation REITs ETF (AREA)
DIV

Global X Super Dividend ETF

DIV Description

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the INDXX SuperDividendTM U.S. Low Volatility Index. The fund invests at least 80% of its total assets in the securities of the underlying index. It also invests at least 80% of its total assets in dividend yielding U.S. securities. The underlying index tracks the performance of 50 equally weighted common stocks, MLPs and REITs that rank among the highest dividend yielding equity securities in the United States, as defined by INDXX, LLC. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$19.19

Average Daily Volume

144,414

Number of Holdings *

48

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

Harbor AlphaEdge Next Generation REITs ETF

AREA Description AREA targetsNext Generation REITs through a proprietary rules-based methodology. Instead of traditional office, multi-family, retail, and industrial REITs, the fund favors non-traditional REITs (e.g., data center, gaming, healthcare & life sciences, hotel & motel, manufactured homes, and self-storage). From an index universe of 3,000 US-listed securities, the fund relies on FactSets RBICS sub-industry classification in filtering Next-Gen REITs. Each qualified company is scored across five factor composites (capital deployment, momentum, quality, risk, and valuation) for a combined stock selection score based on prevailing business cycle regimes. The index provider then selects and weights securities using an optimizer that measures the risk-adjusted returns of the portfolio against a benchmark with similar holdings. The fund holds between 35 and 70 REITs, subject to certain capping limits. The index is reconstituted and rebalanced monthly.

Grade (RS Rating)

Last Trade

$20.14

Average Daily Volume

178

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period DIV AREA
30 Days 3.57% -1.86%
60 Days 4.12% -4.63%
90 Days 6.14%
12 Months 24.75%
4 Overlapping Holdings
Symbol Grade Weight in DIV Weight in AREA Overlap
GLPI C 2.02% 0.48% 0.48%
LTC B 2.29% 1.13% 1.13%
NHI D 2.75% 2.8% 2.75%
OHI C 2.41% 2.55% 2.41%
DIV Overweight 44 Positions Relative to AREA
Symbol Grade Weight
VIRT B 3.96%
IP B 3.01%
KMI A 2.95%
SR A 2.88%
PM B 2.68%
MO A 2.59%
T A 2.47%
OGE B 2.38%
D C 2.32%
DUK C 2.28%
MPLX A 2.23%
CBL A 2.21%
AGR B 2.14%
NWE B 2.11%
NWN A 2.1%
IBM C 2.09%
AVA A 2.09%
DEA D 2.04%
TFSL A 2.03%
UVV B 2.01%
EBF F 1.99%
GLP A 1.98%
CTRA B 1.95%
CCOI B 1.92%
UHT D 1.92%
WEN D 1.9%
WLKP A 1.89%
VZ C 1.89%
ALX D 1.82%
ABBV D 1.79%
PFE D 1.78%
USAC B 1.78%
KHC F 1.73%
CAPL D 1.73%
SPH B 1.63%
LYB F 1.59%
WU D 1.55%
SFL D 1.54%
CHRD D 1.52%
DOW F 1.52%
CHCT C 1.29%
BRY F 1.24%
ARLP A 1.16%
FRO F 0.7%
DIV Underweight 29 Positions Relative to AREA
Symbol Grade Weight
WY D -7.01%
LAMR D -6.89%
AMT D -6.24%
SBAC D -6.1%
EXR D -6.05%
HST C -5.76%
CUBE D -5.4%
ELS C -3.81%
IRM D -3.75%
EPR D -3.65%
SBRA C -3.64%
DRH B -3.58%
RYN D -3.56%
VICI C -3.24%
SHO C -2.87%
PSA D -2.59%
DOC D -2.5%
LAND F -2.21%
PK B -1.74%
OUT A -1.5%
SILA C -1.26%
NSA D -1.21%
INN D -1.06%
VTR C -1.0%
CCI D -0.71%
INVH D -0.42%
XHR B -0.26%
PEB D -0.25%
DHC F -0.19%
Compare ETFs