UDI vs. SMOT ETF Comparison
Comparison of USCF Dividend Income Fund (UDI) to VanEck MorVanEck Morningstar SMID Moat ETFningstar SMID Moat ETF (SMOT)
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
$29.71
Average Daily Volume
2,040
33
SMOT
VanEck MorVanEck Morningstar SMID Moat ETFningstar SMID Moat ETF
SMOT Description
VanEck Morningstar SMID Moat ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Morningstar US Small-Mid Cap Moat Focus Index, by using full replication technique. VanEck Morningstar SMID Moat ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$34.09
Average Daily Volume
83,187
10
Performance
| Period | UDI | SMOT |
|---|---|---|
| 30 Days | 3.25% | 2.71% |
| 60 Days | 6.02% | 3.93% |
| 90 Days | 11.61% | 7.07% |
| 12 Months | 22.84% | 17.94% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UDI | Weight in SMOT | Overlap | |
|---|---|---|---|---|---|
| OMC | A | 1.76% | 1.45% | 1.45% |
UDI Overweight 32 Positions Relative to SMOT
| 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% | |
| HST | D | 2.68% | |
| 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% | |
| PFE | C | 1.69% | |
| SON | C | 1.57% | |
| TGT | C | 1.5% | |
| RDN | B | 1.49% | |
| CPT | B | 1.4% | |
| MAA | B | 1.36% |
UDI: Top Represented Industries & Keywords
SMOT: Top Represented Industries & Keywords
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