SMCO vs. REIT ETF Comparison
Comparison of Hilton Small-MidCap Opportunity ETF (SMCO) to ALPS Active REIT ETF (REIT)
SMCO
Hilton Small-MidCap Opportunity ETF
SMCO Description
The Sub-Adviser uses its proprietary Small & Mid Cap Opportunities investment process ("SMCO Process") to seek risk-adjusted returns by investing in U.S. equity securities within the small- and mid-cap asset classes. The fund"s portfolio will typically consist of between 50-75 stocks. The fund"s portfolio will consistently consist of stocks that the Sub-Adviser deems fundamentally attractive and reasonably valued. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in equity securities of small- and mid-capitalization companies.
Grade (RS Rating)
Last Trade
$27.03
Average Daily Volume
15,032
61
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
$29.07
Average Daily Volume
11,261
28
Performance
| Period | SMCO | REIT |
|---|---|---|
| 30 Days | 8.24% | 0.00% |
| 60 Days | 8.92% | -0.92% |
| 90 Days | 10.79% | 2.40% |
| 12 Months | 26.08% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SMCO | Weight in REIT | Overlap | |
|---|---|---|---|---|---|
| COLD | D | 1.42% | 1.69% | 1.42% |
SMCO Overweight 60 Positions Relative to REIT
| Symbol | Grade | Weight | |
|---|---|---|---|
| KD | B | 2.92% | |
| CLH | B | 2.78% | |
| HLI | B | 2.67% | |
| PRIM | A | 2.6% | |
| DY | D | 2.48% | |
| EME | C | 2.47% | |
| LYV | A | 2.47% | |
| CFR | B | 2.17% | |
| MGNI | A | 2.17% | |
| CBU | B | 2.14% | |
| EQT | B | 2.08% | |
| RL | B | 2.06% | |
| NVT | B | 1.97% | |
| TDY | B | 1.94% | |
| MC | C | 1.91% | |
| SAIA | B | 1.91% | |
| BWXT | B | 1.78% | |
| MTSI | B | 1.75% | |
| CBSH | A | 1.75% | |
| BURL | A | 1.72% | |
| CYBR | B | 1.68% | |
| CIEN | B | 1.66% | |
| PLNT | A | 1.64% | |
| CMC | B | 1.59% | |
| J | F | 1.58% | |
| BJ | A | 1.57% | |
| IDA | A | 1.56% | |
| BAH | F | 1.54% | |
| VVV | F | 1.52% | |
| RNR | C | 1.51% | |
| MKSI | C | 1.5% | |
| SFM | A | 1.45% | |
| RS | B | 1.43% | |
| BR | A | 1.43% | |
| ENTG | D | 1.42% | |
| TECH | D | 1.34% | |
| IRT | A | 1.3% | |
| DBRG | F | 1.28% | |
| SNX | C | 1.27% | |
| POOL | C | 1.21% | |
| ATR | B | 1.18% | |
| STE | F | 1.17% | |
| CRL | C | 1.17% | |
| SMPL | B | 1.16% | |
| DOX | D | 1.15% | |
| LSTR | D | 1.13% | |
| CWEN | C | 1.12% | |
| TENB | C | 1.11% | |
| CTRA | B | 1.1% | |
| CMS | C | 1.04% | |
| WST | C | 1.02% | |
| ARES | A | 1.0% | |
| TFX | F | 0.92% | |
| HP | B | 0.91% | |
| ASH | D | 0.91% | |
| MGY | A | 0.9% | |
| ICFI | F | 0.77% | |
| REXR | F | 0.76% | |
| ARE | D | 0.75% | |
| ELF | C | 0.74% |
SMCO Underweight 27 Positions Relative to REIT
| Symbol | Grade | Weight | |
|---|---|---|---|
| EQIX | A | -9.08% | |
| PLD | D | -5.57% | |
| WELL | A | -5.01% | |
| PSA | D | -4.82% | |
| VICI | C | -4.76% | |
| SPG | B | -4.49% | |
| FR | C | -4.0% | |
| DOC | D | -3.99% | |
| INVH | D | -3.86% | |
| EXR | D | -3.82% | |
| O | D | -3.63% | |
| EQR | B | -3.45% | |
| DLR | B | -3.39% | |
| UDR | B | -3.12% | |
| AVB | B | -3.05% | |
| CUZ | B | -3.05% | |
| HST | C | -3.03% | |
| SBRA | C | -2.77% | |
| MAC | B | -2.65% | |
| EPRT | B | -2.65% | |
| ELS | C | -2.54% | |
| KRC | C | -2.33% | |
| IVT | B | -2.21% | |
| IRM | D | -2.01% | |
| LXP | D | -1.77% | |
| ADC | B | -1.49% | |
| AMT | D | -0.99% |
SMCO: Top Represented Industries & Keywords
REIT: Top Represented Industries & Keywords
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