DALT vs. KBWD ETF Comparison
Comparison of Anfield Capital Diversified Alternatives ETF (DALT) to PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD)
DALT
Anfield Capital Diversified Alternatives ETF
DALT Description
The investment seeks to provide capital growth and income. The fund is an actively managed exchange traded fund (ETF) that is a fund of funds. It seeks to achieve its investment objective by investing primarily in alternative asset classes and securities that represent sectors, market segments or asset classes that do not represent the general investment universe. The fund will implement this strategy primarily through investments in unaffiliated ETFs, closed-end funds (CEFs), business development companies (BDCs) and real estate investment trusts (REITs).
Grade (RS Rating)
Last Trade
$8.90
Average Daily Volume
27,821
10
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio ETF
KBWD Description
The PowerShares KBW High Dividend Yield Financial Portfolio (Fund) is based on the KBW Financial Sector Dividend Yield Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 publicly listed financial companies that are principally engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The Index may also include securities of BDCs and equity and mortgage REITs. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$15.34
Average Daily Volume
133,007
32
Performance
| Period | DALT | KBWD |
|---|---|---|
| 30 Days | -0.39% | 1.48% |
| 60 Days | 2.68% | 4.18% |
| 90 Days | 4.27% | 3.53% |
| 12 Months | 10.53% | 26.83% |
0 Overlapping Holdings
| Symbol | Grade | Weight in DALT | Weight in KBWD | Overlap |
|---|
DALT Underweight 32 Positions Relative to KBWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| RILY | C | -5.54% | |
| EFC | C | -3.91% | |
| FSK | B | -3.64% | |
| AGNC | B | -3.51% | |
| TRIN | B | -3.48% | |
| FDUS | B | -3.32% | |
| RC | C | -3.27% | |
| TRTX | A | -3.15% | |
| PNNT | B | -3.13% | |
| GSBD | A | -3.04% | |
| PSEC | F | -2.99% | |
| ACRE | D | -2.97% | |
| DX | C | -2.92% | |
| TCPC | D | -2.9% | |
| ARI | F | -2.87% | |
| TPVG | F | -2.66% | |
| KREF | F | -2.44% | |
| BBDC | A | -2.44% | |
| OMF | A | -2.2% | |
| WASH | C | -2.09% | |
| FIBK | B | -1.77% | |
| WU | C | -1.7% | |
| LNC | D | -1.6% | |
| NWBI | C | -1.58% | |
| JXN | A | -1.56% | |
| APAM | D | -1.48% | |
| EGBN | F | -1.45% | |
| KEY | C | -1.43% | |
| JHG | B | -1.22% | |
| PRU | C | -1.18% | |
| NYCB | D | -0.59% | |
| CSWC | A | -0.06% |
DALT: Top Represented Industries & Keywords
KBWD: Top Represented Industries & Keywords
Compare ETFs
