DFNL vs. DVDN ETF Comparison
Comparison of Davis Select Financial ETF (DFNL) to Kingsbarn Dividend Opportunity ETF (DVDN)
DFNL
Davis Select Financial ETF
DFNL Description
The investment seeks long-term growth of capital. The fund's investment adviser, uses the Davis Investment Discipline to invest, under normal market conditions, at least 80% of its net assets plus any borrowings for investment purposes in securities issued by companies principally engaged in the financial services sector. The fund's portfolio, generally, contains between 15 and 35 companies. It invests, principally, in common stocks. The fund may invest in large, medium or small companies without regard to market capitalization and may invest in issuers in foreign countries, including countries with developed or emerging markets. It is non-diversified.
Grade (RS Rating)
Last Trade
$40.34
Average Daily Volume
8,801
21
DVDN
Kingsbarn Dividend Opportunity ETF
DVDN Description
The fund seeks to achieve its investment objective by investing, under normal market circumstances, at least 80% of its net assets in dividend-paying companies. The adviser intends to invest a substantial portion of its assets in publicly listed equity securities of U.S. mortgage REITs and business development companies that invest in residential and commercial loans and securities, business loans to private companies, and various types of derivatives for both investment and risk management purposes. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.81
Average Daily Volume
630
15
Performance
Period | DFNL | DVDN |
---|---|---|
30 Days | 4.94% | -2.35% |
60 Days | 7.99% | -7.79% |
90 Days | 11.76% | -3.75% |
12 Months | 41.86% | 9.68% |
0 Overlapping Holdings
Symbol | Grade | Weight in DFNL | Weight in DVDN | Overlap |
---|
DFNL Overweight 21 Positions Relative to DVDN
DFNL: Top Represented Industries & Keywords
DVDN: Top Represented Industries & Keywords