REIT vs. UDI ETF Comparison
Comparison of ALPS Active REIT ETF (REIT) to USCF Dividend Income Fund (UDI)
REIT
ALPS Active REIT ETF
REIT Description
The investment seeks total return through dividends and capital appreciation. The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.
Grade (RS Rating)
Last Trade
$29.00
Average Daily Volume
10,456
30
UDI
USCF Dividend Income Fund
UDI Description
USCF ESG Dividend Income Fund is an exchange traded fund launched and managed by USCF Advisers LLC. It is co-managed by Miller/Howard Investments, Inc. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. The fund does not invest in stocks of companies operating across tobacco, firearms, controversial weapons, human rights violations or environmental abuses sectors. USCF ESG Dividend Income Fund is domiciled in the United States.Grade (RS Rating)
Last Trade
$29.98
Average Daily Volume
2,040
33
Performance
| Period | REIT | UDI |
|---|---|---|
| 30 Days | 5.67% | 3.25% |
| 60 Days | 8.98% | 6.02% |
| 90 Days | 16.74% | 11.61% |
| 12 Months | 24.29% | 22.84% |
1 Overlapping Holdings
| Symbol | Grade | Weight in REIT | Weight in UDI | Overlap | |
|---|---|---|---|---|---|
| HST | D | 2.91% | 2.68% | 2.68% |
REIT Overweight 29 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| EQIX | B | 8.59% | |
| PLD | C | 6.17% | |
| PSA | B | 5.08% | |
| VICI | C | 4.98% | |
| WELL | B | 4.69% | |
| FR | C | 4.14% | |
| DOC | C | 4.11% | |
| INVH | C | 4.08% | |
| EXR | B | 4.05% | |
| SPG | B | 4.02% | |
| O | B | 3.94% | |
| EQR | B | 3.56% | |
| UDR | B | 3.18% | |
| AVB | B | 3.02% | |
| DLR | B | 2.98% | |
| BRX | B | 2.82% | |
| SBRA | B | 2.72% | |
| ELS | C | 2.61% | |
| EPRT | A | 2.57% | |
| CUZ | B | 2.24% | |
| COLD | D | 2.2% | |
| MAC | B | 2.18% | |
| KRC | B | 2.03% | |
| IRM | B | 2.02% | |
| LXP | B | 1.85% | |
| IVT | B | 1.7% | |
| ADC | C | 1.46% | |
| ESRT | B | 1.36% | |
| AMT | C | 1.19% |
REIT Underweight 32 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| KO | B | -4.63% | |
| JNJ | B | -4.52% | |
| GILD | B | -4.46% | |
| PAYX | C | -4.31% | |
| JEF | B | -4.31% | |
| ORI | A | -4.23% | |
| ABBV | C | -4.17% | |
| GS | D | -3.99% | |
| BK | A | -3.91% | |
| MDT | C | -3.88% | |
| JPM | D | -3.73% | |
| CSCO | B | -3.33% | |
| CMCSA | D | -3.24% | |
| IPG | C | -2.94% | |
| LAMR | A | -2.65% | |
| EWBC | C | -2.58% | |
| CME | C | -2.32% | |
| TXN | C | -2.22% | |
| MRK | D | -2.22% | |
| BAC | D | -2.16% | |
| ASB | D | -2.06% | |
| STAG | C | -2.02% | |
| CAG | B | -1.94% | |
| MSM | D | -1.79% | |
| RHI | D | -1.76% | |
| OMC | A | -1.76% | |
| PFE | C | -1.69% | |
| SON | C | -1.57% | |
| TGT | C | -1.5% | |
| RDN | B | -1.49% | |
| CPT | B | -1.4% | |
| MAA | B | -1.36% |
REIT: Top Represented Industries & Keywords
UDI: Top Represented Industries & Keywords
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