DVDN vs. KBWD ETF Comparison
Comparison of Kingsbarn Dividend Opportunity ETF (DVDN) to PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD)
DVDN
Kingsbarn Dividend Opportunity ETF
DVDN Description
The fund seeks to achieve its investment objective by investing, under normal market circumstances, at least 80% of its net assets in dividend-paying companies. The adviser intends to invest a substantial portion of its assets in publicly listed equity securities of U.S. mortgage REITs and business development companies that invest in residential and commercial loans and securities, business loans to private companies, and various types of derivatives for both investment and risk management purposes. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.77
Average Daily Volume
629
15
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio ETF
KBWD Description
The PowerShares KBW High Dividend Yield Financial Portfolio (Fund) is based on the KBW Financial Sector Dividend Yield Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 publicly listed financial companies that are principally engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The Index may also include securities of BDCs and equity and mortgage REITs. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$15.05
Average Daily Volume
174,355
30
Performance
Period | DVDN | KBWD |
---|---|---|
30 Days | -3.14% | 0.62% |
60 Days | -7.09% | 0.55% |
90 Days | -3.02% | 3.48% |
12 Months | 11.59% | 16.48% |
DVDN Underweight 25 Positions Relative to KBWD
Symbol | Grade | Weight | |
---|---|---|---|
TRIN | A | -3.92% | |
FSK | A | -3.86% | |
PNNT | B | -3.22% | |
FDUS | A | -3.19% | |
GSBD | F | -3.08% | |
PSEC | D | -3.08% | |
ARI | C | -3.04% | |
EFC | C | -2.94% | |
EGBN | B | -2.91% | |
TRTX | B | -2.78% | |
BBDC | A | -2.72% | |
OMF | A | -2.5% | |
CSWC | D | -2.23% | |
TPVG | C | -2.23% | |
WASH | B | -2.18% | |
KREF | D | -2.15% | |
APAM | B | -2.1% | |
WU | F | -1.79% | |
FIBK | B | -1.74% | |
LNC | B | -1.63% | |
NWBI | B | -1.63% | |
KEY | B | -1.44% | |
JHG | B | -1.35% | |
PRU | B | -1.19% | |
JXN | C | -0.93% |
DVDN: Top Represented Industries & Keywords
KBWD: Top Represented Industries & Keywords