UPAR vs. CGDV ETF Comparison
Comparison of UPAR Ultra Risk Parity ETF (UPAR) to Capital Group Dividend Value ETF (CGDV)
UPAR
UPAR Ultra Risk Parity ETF
UPAR Description
UPAR Ultra Risk Parity ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund invests in public equity, fixed income and commodity markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests directly and through derivatives in U.S. treasury inflation protected securities and U.S. treasury securities of varying maturities. For its commodity portion, it invests directly and through other funds in gold. UPAR Ultra Risk Parity ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$13.38
Average Daily Volume
23,578
37
CGDV
Capital Group Dividend Value ETF
CGDV Description
Capital Group Dividend Value ETF is an exchange traded fund launched and managed by Capital Research and Management Company. 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 invests in dividend paying stocks of companies. The fund employs fundamental analysis to create its portfolio. Capital Group Dividend Value ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$35.96
Average Daily Volume
1,597,014
48
Performance
| Period | UPAR | CGDV |
|---|---|---|
| 30 Days | -5.82% | -1.49% |
| 60 Days | -6.99% | 2.36% |
| 90 Days | -4.33% | 4.56% |
| 12 Months | 13.28% | 32.56% |
UPAR Overweight 34 Positions Relative to CGDV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GLDM | C | 15.24% | |
| VXF | B | 3.66% | |
| DE | D | 1.76% | |
| BHP | F | 1.45% | |
| RIO | F | 1.14% | |
| CVX | A | 1.06% | |
| SCCO | F | 0.89% | |
| CTVA | C | 0.65% | |
| TTE | F | 0.54% | |
| VALE | F | 0.52% | |
| COP | C | 0.48% | |
| ECL | C | 0.37% | |
| FSLR | F | 0.32% | |
| BP | F | 0.3% | |
| CNH | D | 0.23% | |
| CF | B | 0.23% | |
| EQNR | D | 0.23% | |
| E | F | 0.17% | |
| ENPH | F | 0.17% | |
| OXY | F | 0.16% | |
| XYL | F | 0.16% | |
| SQM | F | 0.15% | |
| HES | B | 0.15% | |
| TTC | F | 0.14% | |
| MOS | D | 0.13% | |
| AWK | D | 0.13% | |
| FANG | C | 0.12% | |
| FMC | F | 0.12% | |
| IEX | B | 0.1% | |
| DVN | F | 0.09% | |
| EQT | B | 0.09% | |
| AGCO | F | 0.09% | |
| CTRA | B | 0.06% | |
| EC | D | 0.06% |
UPAR Underweight 45 Positions Relative to CGDV
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | C | -4.52% | |
| CARR | C | -4.17% | |
| RTX | D | -4.15% | |
| META | B | -3.96% | |
| AAPL | C | -3.91% | |
| AIG | B | -3.88% | |
| GE | D | -3.7% | |
| PM | B | -3.46% | |
| UNH | B | -2.78% | |
| RCL | A | -2.58% | |
| TXN | B | -2.46% | |
| COF | B | -2.43% | |
| AVGO | C | -2.42% | |
| URI | B | -2.38% | |
| LVS | C | -2.31% | |
| GEHC | D | -2.29% | |
| ABBV | F | -2.01% | |
| UNP | D | -1.89% | |
| JPM | A | -1.8% | |
| LIN | D | -1.74% | |
| GD | C | -1.73% | |
| MCD | C | -1.63% | |
| ABT | C | -1.6% | |
| DHI | D | -1.58% | |
| GOOGL | C | -1.56% | |
| GILD | B | -1.54% | |
| FCNCA | B | -1.53% | |
| AMGN | F | -1.52% | |
| PCG | A | -1.47% | |
| CE | F | -1.43% | |
| CRM | B | -1.39% | |
| IP | B | -1.17% | |
| ITW | B | -1.16% | |
| MDT | D | -1.04% | |
| HAS | D | -1.03% | |
| BLD | F | -0.93% | |
| BA | F | -0.92% | |
| DHR | F | -0.88% | |
| CVS | F | -0.86% | |
| EIX | C | -0.79% | |
| KO | F | -0.77% | |
| AMZN | A | -0.75% | |
| ORCL | A | -0.69% | |
| MDLZ | F | -0.69% | |
| UBER | F | -0.65% |
UPAR: Top Represented Industries & Keywords
CGDV: Top Represented Industries & Keywords
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