HDEF vs. RVER ETF Comparison
Comparison of Deutsche X-trackers MSCI EAFE High Dividend Yield Hedged Equity ETF (HDEF) to Advisor Managed Portfolios Trenchless Fund ETF (RVER)
HDEF
Deutsche X-trackers MSCI EAFE High Dividend Yield Hedged Equity ETF
HDEF Description
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE High Dividend Yield US Dollar Hedged Index. The fund will invest at least 80% of its total assets (but typically far more) in component securities of the underlying index. The underlying index is designed to reflect the performance of equities in its parent index, the MSCI EAFE Index, with higher dividend income and quality characteristics than average dividend yields of equities in the parent index, where such higher dividend income and quality characteristics are both sustainable and persistent. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$24.86
Average Daily Volume
208,638
4
RVER
Advisor Managed Portfolios Trenchless Fund ETF
RVER Description
RVER seeks to outperform the S&P 500 Index over all time horizons through a narrow exposure to the US equity market. The fund typically invests in approximately 12 to 30 US-listed stocks of any market capitalization. The portfolio construction starts by screening companies based on valuation metrics such as free cash flow, net income, EBITDA, and revenue. Securities are then assessed using growth factors, including top and bottom-line revenue and net income growth. This analysis seeks to exclude firms with negative outliers and those the sub-adviser believes are likely to miss earnings expectations. The remaining companies are screened based on a review of the number and size of institutional holders. After these three initial screens, the sub-adviser ranks and selects from the remaining companies based on its view of positive price change potential. As an actively managed fund, the sub-adviser has full discretion to make buy, sell, and hold decisions at any time.Grade (RS Rating)
Last Trade
$29.30
Average Daily Volume
7,443
16
Performance
Period | HDEF | RVER |
---|---|---|
30 Days | -3.83% | 7.79% |
60 Days | -6.19% | 12.17% |
90 Days | -5.44% | 16.22% |
12 Months | 11.22% |
0 Overlapping Holdings
Symbol | Grade | Weight in HDEF | Weight in RVER | Overlap |
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HDEF: Top Represented Industries & Keywords
RVER: Top Represented Industries & Keywords