UDI vs. BYRE ETF Comparison
Comparison of USCF Dividend Income Fund (UDI) to Principal Real Estate Active Opportunities ETF (BYRE)
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
$31.04
Average Daily Volume
4,405
31
BYRE
Principal Real Estate Active Opportunities ETF
BYRE Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies principally engaged in the real estate industry at the time of purchase. It invests primarily in equity securities of U.S. companies, including those of small companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.16
Average Daily Volume
1,035
22
Performance
| Period | UDI | BYRE |
|---|---|---|
| 30 Days | 3.03% | -1.13% |
| 60 Days | 4.26% | -3.51% |
| 90 Days | 6.36% | 0.81% |
| 12 Months | 29.85% | 19.29% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UDI | Weight in BYRE | Overlap |
|---|
UDI Overweight 31 Positions Relative to BYRE
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | A | 5.31% | |
| GS | A | 4.9% | |
| GILD | C | 4.57% | |
| ORI | A | 4.43% | |
| PAYX | C | 4.4% | |
| JPM | A | 4.33% | |
| BK | A | 4.28% | |
| JNJ | D | 4.09% | |
| KO | D | 3.86% | |
| CSCO | B | 3.7% | |
| MDT | D | 3.65% | |
| ABBV | D | 3.47% | |
| CMCSA | B | 3.41% | |
| EWBC | A | 3.31% | |
| HST | C | 2.6% | |
| LAMR | D | 2.58% | |
| ASB | B | 2.57% | |
| IPG | D | 2.54% | |
| BAC | A | 2.51% | |
| CME | A | 2.35% | |
| TXN | C | 2.26% | |
| USB | A | 2.23% | |
| RHI | B | 2.02% | |
| STAG | F | 1.8% | |
| MRK | F | 1.8% | |
| GSK | F | 1.71% | |
| OMC | C | 1.69% | |
| TGT | F | 1.56% | |
| CAG | D | 1.56% | |
| RDN | C | 1.43% | |
| SON | D | 1.4% |
UDI Underweight 22 Positions Relative to BYRE
| Symbol | Grade | Weight | |
|---|---|---|---|
| VTR | C | -8.53% | |
| AMT | D | -7.12% | |
| EQIX | A | -6.66% | |
| INVH | D | -6.12% | |
| EXR | D | -5.61% | |
| SBAC | D | -5.11% | |
| WELL | A | -4.95% | |
| COLD | D | -4.69% | |
| SUI | D | -4.47% | |
| REXR | F | -4.26% | |
| SBRA | C | -4.26% | |
| GLPI | C | -4.19% | |
| VICI | C | -4.18% | |
| TRNO | F | -4.14% | |
| AMH | D | -3.98% | |
| DLR | B | -3.08% | |
| ARE | D | -2.8% | |
| NHI | D | -2.22% | |
| RHP | B | -1.97% | |
| CCI | D | -1.79% | |
| DRH | B | -1.55% | |
| VAC | B | -1.09% |
UDI: Top Represented Industries & Keywords
BYRE: Top Represented Industries & Keywords
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