GK vs. UDI ETF Comparison
Comparison of AdvisorShares Gerber Kawasaki ETF (GK) to USCF Dividend Income Fund (UDI)
GK
AdvisorShares Gerber Kawasaki ETF
GK Description
GK seeks to provide a broad thematic exposure by actively investing in a growth-focused portfolio of US companies across a variety of long-term macro trends. It uses a multi-thematic approach to concentrate on disruptive investment themes while ensuring diversification across holdings. In selecting stocks, the fund adviser uses a three-part system which involves fundamental, technical, and qualitative analysis on firms that could benefit from long-term changes in the market. The funds investments may be of any market capitalization and may focus on innovative companies related to renewable energy and sustainable transportation, technology frontiers, video gaming and Esports, cannabis, online gambling, top consumer brands, pet and animal wellness, real estate disruption, healthcare and biotechnology, and the media industry. The fund seeks long-term capital appreciation.
Grade (RS Rating)
Last Trade
$19.91
Average Daily Volume
3,739
29
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
$26.63
Average Daily Volume
19
32
Performance
| Period | GK | UDI |
|---|---|---|
| 30 Days | -3.46% | -1.73% |
| 60 Days | -1.66% | -0.42% |
| 90 Days | 3.89% | 1.82% |
| 12 Months | 24.65% | 12.72% |
1 Overlapping Holdings
| Symbol | Grade | Weight in GK | Weight in UDI | Overlap | |
|---|---|---|---|---|---|
| AVGO | D | 1.33% | 2.75% | 1.33% |
GK Overweight 28 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 9.81% | |
| MGM | F | 7.73% | |
| MSFT | C | 7.71% | |
| GOOG | A | 6.9% | |
| NVO | D | 6.49% | |
| LEN | C | 5.89% | |
| DIS | C | 5.42% | |
| AAPL | C | 4.87% | |
| LPLA | A | 4.58% | |
| NFLX | D | 4.37% | |
| TT | A | 3.96% | |
| ASML | D | 3.5% | |
| BX | D | 2.79% | |
| MSOS | B | 2.51% | |
| LULU | F | 2.43% | |
| VICI | D | 2.39% | |
| ORCL | D | 2.26% | |
| AMD | D | 2.02% | |
| LVS | D | 1.6% | |
| UBER | D | 1.47% | |
| DELL | B | 1.23% | |
| STLD | D | 1.18% | |
| REGN | B | 1.17% | |
| ZTS | D | 1.09% | |
| HD | D | 1.04% | |
| TSLA | D | 0.83% | |
| AMZN | A | 0.44% | |
| SMCI | D | 0.21% |
GK Underweight 31 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | B | -5.12% | |
| PAYX | D | -4.41% | |
| KO | A | -4.22% | |
| ORI | A | -4.0% | |
| ABBV | D | -3.9% | |
| JNJ | F | -3.82% | |
| TXN | A | -3.75% | |
| GS | A | -3.69% | |
| CSCO | F | -3.63% | |
| CMCSA | F | -3.62% | |
| GILD | F | -3.5% | |
| JEF | B | -3.49% | |
| BK | A | -3.48% | |
| HST | D | -3.47% | |
| MDT | C | -3.39% | |
| IPG | F | -3.26% | |
| MRK | B | -2.71% | |
| LAMR | B | -2.6% | |
| CME | D | -2.5% | |
| MSM | F | -2.35% | |
| ASB | A | -2.28% | |
| BAC | B | -2.23% | |
| STAG | D | -2.12% | |
| EWBC | A | -2.05% | |
| SON | D | -1.83% | |
| OMC | B | -1.8% | |
| PFE | D | -1.68% | |
| CAH | F | -1.52% | |
| UPS | F | -1.38% | |
| CPT | A | -1.24% | |
| MAA | B | -1.19% |
GK: Top Represented Industries & Keywords
UDI: Top Represented Industries & Keywords
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