HDLB vs. MEDX ETF Comparison
Comparison of ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044 (HDLB) to Horizon Kinetics Medical ETF (MEDX)
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
$15.04
Average Daily Volume
2,793
37
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.11
Average Daily Volume
1,005
32
Performance
| Period | HDLB | MEDX |
|---|---|---|
| 30 Days | 4.12% | -10.62% |
| 60 Days | 8.71% | -12.86% |
| 90 Days | 16.51% | -13.89% |
| 12 Months | 59.75% | -3.94% |
HDLB Overweight 35 Positions Relative to MEDX
| Symbol | Grade | Weight | |
|---|---|---|---|
| VZ | C | 9.25% | |
| T | A | 8.79% | |
| GILD | B | 5.14% | |
| IBM | C | 5.12% | |
| PM | A | 3.83% | |
| DUK | C | 3.27% | |
| MO | A | 3.18% | |
| SO | C | 2.94% | |
| D | C | 2.76% | |
| AEP | C | 2.58% | |
| O | D | 2.51% | |
| VICI | C | 1.93% | |
| KHC | F | 1.93% | |
| ED | C | 1.85% | |
| ETR | A | 1.73% | |
| SRE | A | 1.71% | |
| PPL | A | 1.48% | |
| K | A | 1.47% | |
| NLY | D | 1.43% | |
| FE | C | 1.42% | |
| EIX | C | 1.34% | |
| IP | A | 1.22% | |
| MPW | F | 1.04% | |
| AGNC | C | 1.03% | |
| NI | A | 0.91% | |
| PNW | A | 0.78% | |
| WPC | C | 0.76% | |
| WU | F | 0.73% | |
| ARCC | A | 0.46% | |
| GLPI | C | 0.44% | |
| OGE | A | 0.43% | |
| STAG | D | 0.4% | |
| FSK | A | 0.25% | |
| KD | A | 0.14% | |
| ONL | D | 0.07% |
HDLB Underweight 30 Positions Relative to MEDX
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | F | -15.83% | |
| BMY | B | -6.23% | |
| AMGN | D | -5.96% | |
| NVS | D | -5.95% | |
| AZN | F | -4.86% | |
| JNJ | D | -4.65% | |
| ALNY | D | -4.45% | |
| MRK | F | -3.96% | |
| ALKS | C | -3.91% | |
| REGN | F | -3.38% | |
| BIIB | F | -3.08% | |
| CRSP | D | -2.97% | |
| IONS | F | -2.78% | |
| GSK | F | -2.32% | |
| BCYC | F | -1.95% | |
| BEAM | D | -1.51% | |
| NTLA | F | -1.3% | |
| REPL | C | -0.98% | |
| GALT | C | -0.89% | |
| HLN | C | -0.79% | |
| VNDA | C | -0.79% | |
| LTRN | F | -0.6% | |
| EDIT | F | -0.53% | |
| GEHC | C | -0.48% | |
| TSVT | F | -0.41% | |
| ALLO | F | -0.28% | |
| VTRS | A | -0.27% | |
| PACB | D | -0.13% | |
| BLUE | F | -0.08% | |
| MURA | D | -0.05% |
HDLB: Top Represented Industries & Keywords
MEDX: Top Represented Industries & Keywords
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