UDI vs. MBOX ETF Comparison
Comparison of USCF Dividend Income Fund (UDI) to Freedom Day Dividend ETF (MBOX)
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
$30.24
Average Daily Volume
4,790
31
MBOX
Freedom Day Dividend ETF
MBOX Description
The investment seeks dividend growth. The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing in equity securities that the Sub-Adviser (Freedom Day Solutions, LLC) believes have the potential to provide rising dividend income streams to the fund over time. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying securities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.78
Average Daily Volume
7,524
46
Performance
| Period | UDI | MBOX |
|---|---|---|
| 30 Days | 0.78% | 1.18% |
| 60 Days | 1.93% | 0.79% |
| 90 Days | 5.30% | 2.37% |
| 12 Months | 27.17% | 29.12% |
UDI Overweight 27 Positions Relative to MBOX
| Symbol | Grade | Weight | |
|---|---|---|---|
| GS | B | 4.9% | |
| GILD | B | 4.57% | |
| ORI | A | 4.43% | |
| PAYX | B | 4.4% | |
| BK | B | 4.28% | |
| JNJ | D | 4.09% | |
| KO | D | 3.86% | |
| CSCO | B | 3.7% | |
| MDT | D | 3.65% | |
| EWBC | A | 3.31% | |
| HST | D | 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 | C | 2.02% | |
| STAG | D | 1.8% | |
| MRK | F | 1.8% | |
| GSK | F | 1.71% | |
| OMC | D | 1.69% | |
| TGT | F | 1.56% | |
| CAG | D | 1.56% | |
| RDN | D | 1.43% | |
| SON | D | 1.4% |
UDI Underweight 42 Positions Relative to MBOX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MLI | B | -2.43% | |
| EOG | A | -2.41% | |
| UNH | B | -2.38% | |
| MS | B | -2.37% | |
| AVGO | D | -2.36% | |
| CARR | D | -2.33% | |
| PGR | B | -2.3% | |
| ET | A | -2.26% | |
| ACN | B | -2.24% | |
| LLY | F | -2.22% | |
| CINF | A | -2.21% | |
| DELL | C | -2.21% | |
| FNF | D | -2.15% | |
| GRMN | B | -2.14% | |
| KR | B | -2.14% | |
| MATX | B | -2.14% | |
| INGR | B | -2.13% | |
| WSO | A | -2.13% | |
| HD | C | -2.13% | |
| TSCO | D | -2.1% | |
| EPD | A | -2.09% | |
| KBH | D | -2.08% | |
| AMGN | D | -2.07% | |
| OZK | B | -2.04% | |
| RSG | A | -2.04% | |
| TRV | B | -2.03% | |
| OC | A | -2.0% | |
| NSA | C | -2.0% | |
| DKS | D | -1.98% | |
| CI | D | -1.95% | |
| MSFT | D | -1.89% | |
| NXST | D | -1.81% | |
| DE | C | -1.79% | |
| PEP | F | -1.76% | |
| KLAC | F | -1.73% | |
| PLD | D | -1.72% | |
| MDLZ | F | -1.68% | |
| HSY | F | -1.65% | |
| MPC | C | -1.59% | |
| WSM | C | -1.46% | |
| MCHP | F | -1.44% | |
| CQP | B | -1.37% |
UDI: Top Represented Industries & Keywords
MBOX: Top Represented Industries & Keywords
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