DVDN vs. KBWY ETF Comparison
Comparison of Kingsbarn Dividend Opportunity ETF (DVDN) to PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY)
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
$27.76
Average Daily Volume
668
15
KBWY
PowerShares KBW Premium Yield Equity REIT Portfolio ETF
KBWY Description
The PowerShares KBW Premium Yield Equity REIT Portfolio (Fund) is based on the KBW Premium Yield Equity REIT Index (Index). The Fund will normally invest at least 90% of its total assets in the 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 small- and mid-cap equity REITs in the United States. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$19.63
Average Daily Volume
109,037
27
Performance
Period | DVDN | KBWY |
---|---|---|
30 Days | -1.18% | -4.04% |
60 Days | -7.12% | -6.32% |
90 Days | -3.68% | -1.23% |
12 Months | 10.23% | 20.01% |
0 Overlapping Holdings
Symbol | Grade | Weight in DVDN | Weight in KBWY | Overlap |
---|
DVDN Underweight 27 Positions Relative to KBWY
Symbol | Grade | Weight | |
---|---|---|---|
GNL | F | -6.33% | |
GOOD | B | -5.09% | |
SVC | F | -4.94% | |
GMRE | F | -4.91% | |
SBRA | C | -4.41% | |
DEA | D | -4.36% | |
OUT | A | -4.34% | |
APLE | B | -4.19% | |
OHI | C | -4.03% | |
EPR | C | -3.95% | |
LTC | B | -3.79% | |
HIW | C | -3.58% | |
BNL | D | -3.5% | |
AHH | D | -3.49% | |
GTY | A | -3.3% | |
GLPI | C | -3.25% | |
WPC | C | -3.17% | |
SLG | B | -3.0% | |
IIPR | D | -2.96% | |
PDM | D | -2.91% | |
AAT | B | -2.86% | |
FCPT | C | -2.85% | |
LXP | D | -2.61% | |
KIM | A | -2.6% | |
NSA | C | -2.6% | |
NXRT | B | -2.21% | |
OPI | F | -0.59% |
DVDN: Top Represented Industries & Keywords
KBWY: Top Represented Industries & Keywords