AREA vs. UDI ETF Comparison
Comparison of Harbor AlphaEdge Next Generation REITs ETF (AREA) to USCF Dividend Income Fund (UDI)
AREA
Harbor AlphaEdge Next Generation REITs ETF
AREA Description
AREA targetsNext Generation REITs through a proprietary rules-based methodology. Instead of traditional office, multi-family, retail, and industrial REITs, the fund favors non-traditional REITs (e.g., data center, gaming, healthcare & life sciences, hotel & motel, manufactured homes, and self-storage). From an index universe of 3,000 US-listed securities, the fund relies on FactSets RBICS sub-industry classification in filtering Next-Gen REITs. Each qualified company is scored across five factor composites (capital deployment, momentum, quality, risk, and valuation) for a combined stock selection score based on prevailing business cycle regimes. The index provider then selects and weights securities using an optimizer that measures the risk-adjusted returns of the portfolio against a benchmark with similar holdings. The fund holds between 35 and 70 REITs, subject to certain capping limits. The index is reconstituted and rebalanced monthly.
Grade (RS Rating)
Last Trade
$20.02
Average Daily Volume
226
34
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
$29.81
Average Daily Volume
5,921
33
Performance
| Period | AREA | UDI |
|---|---|---|
| 30 Days | -2.35% | 0.22% |
| 60 Days | 0.30% | 2.12% |
| 90 Days | 7.97% | |
| 12 Months | 28.30% |
AREA Overweight 32 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| WY | C | 6.92% | |
| AMT | D | 6.47% | |
| SBAC | D | 6.22% | |
| CUBE | D | 5.19% | |
| IRM | B | 4.04% | |
| EPR | D | 3.74% | |
| SBRA | B | 3.68% | |
| RYN | B | 3.62% | |
| ELS | D | 3.57% | |
| DRH | D | 3.42% | |
| VICI | D | 3.23% | |
| EXR | D | 2.94% | |
| SHO | F | 2.86% | |
| NHI | D | 2.73% | |
| OHI | B | 2.57% | |
| DOC | C | 2.52% | |
| PSA | D | 2.51% | |
| LAND | D | 2.34% | |
| CCI | D | 2.15% | |
| LTC | A | 1.74% | |
| PK | D | 1.61% | |
| OUT | B | 1.4% | |
| NSA | D | 1.17% | |
| INN | F | 1.03% | |
| VTR | B | 0.99% | |
| INVH | F | 0.93% | |
| DHC | C | 0.49% | |
| GLPI | C | 0.48% | |
| SILA | B | 0.34% | |
| BHR | D | 0.3% | |
| WELL | A | 0.27% | |
| XHR | C | 0.25% |
AREA Underweight 31 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | B | -4.65% | |
| GILD | A | -4.58% | |
| PAYX | B | -4.37% | |
| JNJ | D | -4.33% | |
| GS | B | -4.24% | |
| KO | D | -4.2% | |
| BK | B | -4.17% | |
| ORI | D | -4.11% | |
| ABBV | A | -3.92% | |
| JPM | B | -3.91% | |
| MDT | C | -3.77% | |
| CSCO | A | -3.61% | |
| CMCSA | A | -3.3% | |
| EWBC | A | -3.09% | |
| IPG | F | -2.76% | |
| CME | B | -2.36% | |
| BAC | B | -2.29% | |
| TXN | B | -2.25% | |
| ASB | A | -2.2% | |
| MRK | F | -1.97% | |
| GSK | F | -1.91% | |
| STAG | F | -1.87% | |
| RHI | C | -1.87% | |
| OMC | A | -1.73% | |
| CAG | F | -1.73% | |
| PFE | F | -1.6% | |
| SON | F | -1.48% | |
| TGT | D | -1.46% | |
| RDN | D | -1.43% | |
| CPT | D | -1.31% | |
| MAA | D | -1.24% |
AREA: Top Represented Industries & Keywords
UDI: Top Represented Industries & Keywords
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