HDLB vs. DIVY ETF Comparison
Comparison of ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044 (HDLB) to Sound Equity Income ETF (DIVY)
HDLB
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044
HDLB Description
The investment seeks to provide two times leveraged long exposure to the compounded monthly performance of the Solactive US High Dividend Low Volatility Index. The index is designed to measure the performance of 40 dividend yielding, relatively lower volatility Index Constituent Securities from the universe of the largest 1,000 U.S. listed stocks by market capitalization, as described herein. The Securities seek to approximate the monthly returns that might be available to investors through a leveraged “long” investment in the index constituent securities.
Grade (RS Rating)
Last Trade
$14.28
Average Daily Volume
2,040
37
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
$26.99
Average Daily Volume
4,268
8
Performance
| Period | HDLB | DIVY |
|---|---|---|
| 30 Days | 8.23% | 2.30% |
| 60 Days | 13.79% | 5.06% |
| 90 Days | 26.56% | 7.22% |
| 12 Months | 48.99% | 7.94% |
HDLB Overweight 34 Positions Relative to DIVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| ABBV | C | 9.8% | |
| VZ | B | 9.25% | |
| GILD | B | 5.14% | |
| PM | C | 3.83% | |
| DUK | C | 3.27% | |
| MO | C | 3.18% | |
| SO | B | 2.94% | |
| D | C | 2.76% | |
| AEP | B | 2.58% | |
| O | B | 2.51% | |
| VICI | C | 1.93% | |
| KHC | C | 1.93% | |
| ED | C | 1.85% | |
| ETR | A | 1.73% | |
| SRE | B | 1.71% | |
| PPL | C | 1.48% | |
| K | A | 1.47% | |
| NLY | A | 1.43% | |
| FE | C | 1.42% | |
| EIX | C | 1.34% | |
| IP | B | 1.22% | |
| MPW | C | 1.04% | |
| AGNC | A | 1.03% | |
| NI | B | 0.91% | |
| PNW | B | 0.78% | |
| WPC | B | 0.76% | |
| WU | D | 0.73% | |
| ARCC | C | 0.46% | |
| GLPI | B | 0.44% | |
| OGE | B | 0.43% | |
| STAG | C | 0.4% | |
| FSK | A | 0.25% | |
| KD | D | 0.14% | |
| ONL | C | 0.07% |
HDLB: Top Represented Industries & Keywords
DIVY: Top Represented Industries & Keywords
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