ADPV vs. UTES ETF Comparison
Comparison of Adaptiv Select ETF (ADPV) to Reaves Utilities ETF (UTES)
ADPV
Adaptiv Select ETF
ADPV Description
To achieve its investment objective of long-term capital appreciation, the fund will invest substantially all of its net assets in a portfolio of publicly-listed equity securities of U.S. large capitalization companies during broad U.S. equity market uptrends. The fund will primarily own common stocks, but may also invest in equity securities of REITS to the extent such REITS are among the 1,000 largest capitalized U.S.-listed stocks. It is non-diversified.
Grade (RS Rating)
Last Trade
$29.10
Average Daily Volume
4,322
10
UTES
Reaves Utilities ETF
UTES Description
ETFis Series Trust I - Reaves Utilities ETF is an exchange traded fund launched and managed by Virtus ETF Advisers LLC. The fund is co-managed by W. H. Reaves & Co., Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating in the utilities sector. It invests in dividend yielding stocks of companies across all market capitalization. The fund employs fundamental analysis with a bottom-up stock picking approach with a focus on factors such as conservative capital structures, solid balance sheets, history of and/or potential for growing earnings and raising dividends, lower-than-market levels of volatility, correlation or similar characteristics earnings and cash flow potential, dividend prospects and tax treatment of dividends, strength of business franchises and estimates of net asset value to create its portfolio. ETFis Series Trust I - Reaves Utilities ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$50.49
Average Daily Volume
11,308
18
Performance
Period | ADPV | UTES |
---|---|---|
30 Days | -1.67% | 4.25% |
60 Days | 3.51% | 12.99% |
90 Days | 13.44% | 16.11% |
12 Months | 27.89% | 13.55% |
1 Overlapping Holdings
Symbol | Grade | Weight in ADPV | Weight in UTES | Overlap | |
---|---|---|---|---|---|
VST | A | 5.79% | 9.98% | 5.79% |
ADPV: Top Represented Industries & Keywords
UTES: Top Represented Industries & Keywords