UDI vs. XSHD ETF Comparison
Comparison of USCF Dividend Income Fund (UDI) to PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD)
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
2,102
33
XSHD
PowerShares S&P SmallCap High Dividend Low Volatility Portfolio
XSHD Description
The PowerShares S&P SmallCap High Dividend Low Volatility Portfolio is based on the S&P SmallCap 600 Low Volatility High Dividend Index. The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 60 securities in the S&P SmallCap 600 Index that have historically provided high dividend yields with lower volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted semi-annually on the last business day in January and July.Grade (RS Rating)
Last Trade
$15.11
Average Daily Volume
44,631
51
Performance
| Period | UDI | XSHD |
|---|---|---|
| 30 Days | 0.02% | -3.27% |
| 60 Days | 3.23% | -1.56% |
| 90 Days | 10.35% | 6.18% |
| 12 Months | 29.46% | 10.30% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UDI | Weight in XSHD | Overlap | |
|---|---|---|---|---|---|
| RHI | D | 1.88% | 1.16% | 1.16% |
UDI Overweight 32 Positions Relative to XSHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| KO | C | 4.53% | |
| JEF | A | 4.52% | |
| GILD | A | 4.38% | |
| JNJ | D | 4.36% | |
| ORI | B | 4.24% | |
| PAYX | A | 4.19% | |
| GS | C | 4.07% | |
| ABBV | A | 4.05% | |
| BK | C | 3.98% | |
| MDT | B | 3.77% | |
| JPM | D | 3.72% | |
| CSCO | A | 3.4% | |
| CMCSA | B | 3.27% | |
| IPG | C | 2.93% | |
| HST | D | 2.82% | |
| LAMR | C | 2.73% | |
| EWBC | D | 2.65% | |
| TXN | C | 2.25% | |
| CME | A | 2.24% | |
| MRK | F | 2.17% | |
| BAC | D | 2.16% | |
| ASB | F | 2.11% | |
| STAG | D | 1.97% | |
| CAG | D | 1.92% | |
| MSM | D | 1.88% | |
| OMC | C | 1.78% | |
| PFE | D | 1.66% | |
| TGT | C | 1.53% | |
| SON | D | 1.53% | |
| RDN | D | 1.49% | |
| CPT | C | 1.4% | |
| MAA | C | 1.32% |
UDI Underweight 50 Positions Relative to XSHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| BXMT | C | -3.58% | |
| KREF | C | -3.51% | |
| VGR | B | -3.28% | |
| KW | B | -3.25% | |
| EFC | D | -3.23% | |
| GNL | D | -3.13% | |
| HIW | C | -3.03% | |
| DEA | D | -2.98% | |
| ARI | F | -2.82% | |
| CCOI | B | -2.76% | |
| RC | F | -2.75% | |
| CWEN | C | -2.62% | |
| CVI | F | -2.38% | |
| UVV | D | -2.36% | |
| ETD | C | -2.02% | |
| NWN | C | -1.9% | |
| AVA | D | -1.87% | |
| FDP | C | -1.81% | |
| SPTN | B | -1.8% | |
| BLMN | F | -1.58% | |
| PINC | F | -1.56% | |
| DLX | F | -1.51% | |
| MOV | F | -1.48% | |
| ENR | B | -1.42% | |
| MYE | F | -1.37% | |
| NOG | F | -1.35% | |
| TRN | C | -1.34% | |
| PDCO | F | -1.3% | |
| KMT | C | -1.28% | |
| CABO | F | -1.18% | |
| CALM | B | -1.18% | |
| ASIX | A | -1.15% | |
| SXC | F | -1.13% | |
| MATW | F | -1.12% | |
| UTL | C | -1.11% | |
| HNI | B | -1.08% | |
| CSGS | C | -1.06% | |
| AROC | B | -1.04% | |
| SJW | D | -0.98% | |
| MSEX | C | -0.86% | |
| MGEE | C | -0.85% | |
| AWR | A | -0.84% | |
| CPK | C | -0.83% | |
| SEE | C | -0.83% | |
| CRC | B | -0.8% | |
| IPAR | D | -0.79% | |
| CWT | D | -0.79% | |
| SCHL | F | -0.78% | |
| SXT | C | -0.77% | |
| NHC | D | -0.75% |
UDI: Top Represented Industries & Keywords
XSHD: Top Represented Industries & Keywords
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