HDLB vs. EWL ETF Comparison
Comparison of ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044 (HDLB) to iShares MSCI Switzerland Capped Index Fund (EWL)
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
$11.63
Average Daily Volume
1,059
37
EWL
iShares MSCI Switzerland Capped Index Fund
EWL Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Switzerland 25/50 Index. The fund will at all times invest at least 80% of its assets in the securities of its underlying index and in depositary receipts ("DRs") representing securities in its underlying index. The MSCI Switzerland 25/50 Index consists of stocks traded primarily on the Zurich Stock Exchange. A capping methodology is applied that limits the weight of any single component to a maximum of 25% of the MSCI Switzerland 25/50 Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$48.64
Average Daily Volume
338,213
3
Performance
| Period | HDLB | EWL |
|---|---|---|
| 30 Days | -2.29% | -1.09% |
| 60 Days | 1.28% | 7.08% |
| 90 Days | -0.18% | 6.55% |
| 12 Months | 15.39% | 10.36% |
1 Overlapping Holdings
| Symbol | Grade | Weight in HDLB | Weight in EWL | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 9.8% | 4.57% | 4.57% |
HDLB Overweight 36 Positions Relative to EWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| PFE | C | 13.4% | |
| VZ | B | 9.25% | |
| T | B | 8.79% | |
| GILD | C | 5.14% | |
| IBM | B | 5.12% | |
| PM | B | 3.83% | |
| DUK | C | 3.27% | |
| MO | A | 3.18% | |
| SO | B | 2.94% | |
| D | C | 2.76% | |
| AEP | C | 2.58% | |
| O | C | 2.51% | |
| VICI | D | 1.93% | |
| KHC | D | 1.93% | |
| ED | D | 1.85% | |
| ETR | D | 1.73% | |
| SRE | B | 1.71% | |
| PPL | D | 1.48% | |
| K | D | 1.47% | |
| NLY | C | 1.43% | |
| FE | C | 1.42% | |
| EIX | C | 1.34% | |
| IP | C | 1.22% | |
| MPW | F | 1.04% | |
| AGNC | A | 1.03% | |
| NI | B | 0.91% | |
| PNW | C | 0.78% | |
| WPC | D | 0.76% | |
| WU | D | 0.73% | |
| ARCC | A | 0.46% | |
| GLPI | B | 0.44% | |
| OGE | C | 0.43% | |
| STAG | B | 0.4% | |
| FSK | A | 0.25% | |
| KD | C | 0.14% | |
| ONL | F | 0.07% |
HDLB: Top Represented Industries & Keywords
EWL: Top Represented Industries & Keywords
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