DIVY vs. DIVZ ETF Comparison
Comparison of Sound Equity Income ETF (DIVY) to TrueShares Low Volatility Equity Income ETF (DIVZ)
DIVY
Sound Equity Income ETF
DIVY Description
The investment seeks to produce long-term capital appreciation. The fund's principal investment strategy is designed to provide exposure to the aggregate value of ordinary dividends expected to be paid on a portfolio of large capitalization equity securities listed for trading in the U.S. (Large Cap Securities). The fund may use a variety of investment strategies to achieve this objective. Under normal circumstances, it generally invests in a combination of dividend swaps, dividend futures and forwards on indexes of Large Cap Securities (Large Cap Securities Indexes). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$25.29
Average Daily Volume
4,323
8
DIVZ
TrueShares Low Volatility Equity Income ETF
DIVZ Description
The investment seeks to provide capital appreciation with lower volatility and a higher dividend yield compared to the S&P 500 Index. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and American Depositary Receipts (ADRs). The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.88
Average Daily Volume
42,664
30
Performance
| Period | DIVY | DIVZ |
|---|---|---|
| 30 Days | 0.49% | 2.85% |
| 60 Days | -3.21% | 1.74% |
| 90 Days | -0.31% | 6.83% |
| 12 Months | 0.08% | 12.29% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DIVY | Weight in DIVZ | Overlap | |
|---|---|---|---|---|---|
| C | B | 3.56% | 4.82% | 3.56% |
DIVY Underweight 29 Positions Relative to DIVZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | C | -5.43% | |
| AVGO | B | -5.25% | |
| VZ | B | -4.68% | |
| BTI | A | -4.55% | |
| AEP | C | -4.52% | |
| PM | A | -4.05% | |
| XOM | D | -4.0% | |
| ORCL | B | -3.82% | |
| CVX | D | -3.53% | |
| HSY | D | -3.17% | |
| MS | A | -3.15% | |
| GS | A | -3.11% | |
| QCOM | C | -3.09% | |
| DVN | D | -3.06% | |
| KMI | A | -3.04% | |
| EOG | B | -3.02% | |
| PFE | C | -2.93% | |
| APD | D | -2.89% | |
| UNH | D | -2.79% | |
| TSM | B | -2.48% | |
| AES | D | -2.46% | |
| JNJ | D | -2.45% | |
| MDT | D | -2.36% | |
| OWL | D | -2.29% | |
| GPC | D | -2.28% | |
| PEP | D | -1.73% | |
| ACI | F | -1.56% | |
| LMT | D | -1.23% | |
| KVUE | F | -0.96% |
DIVY: Top Represented Industries & Keywords
DIVZ: Top Represented Industries & Keywords
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