HDLB vs. IYZ ETF Comparison
Comparison of ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044 (HDLB) to iShares U.S. Telecommunications ETF (IYZ)
HDLB
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044
HDLB Description
The investment seeks to provide two times leveraged long exposure to the compounded monthly performance of the Solactive US High Dividend Low Volatility Index. The index is designed to measure the performance of 40 dividend yielding, relatively lower volatility Index Constituent Securities from the universe of the largest 1,000 U.S. listed stocks by market capitalization, as described herein. The Securities seek to approximate the monthly returns that might be available to investors through a leveraged “long” investment in the index constituent securities.
Grade (RS Rating)
Last Trade
$15.47
Average Daily Volume
2,747
37
IYZ
iShares U.S. Telecommunications ETF
IYZ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.63
Average Daily Volume
822,272
20
Performance
| Period | HDLB | IYZ |
|---|---|---|
| 30 Days | 7.94% | 7.38% |
| 60 Days | 10.30% | 10.06% |
| 90 Days | 16.56% | 17.68% |
| 12 Months | 62.41% | 31.68% |
HDLB Overweight 35 Positions Relative to IYZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| PFE | D | 13.4% | |
| ABBV | D | 9.8% | |
| GILD | B | 5.14% | |
| IBM | C | 5.12% | |
| PM | B | 3.83% | |
| DUK | C | 3.27% | |
| MO | A | 3.18% | |
| SO | D | 2.94% | |
| D | C | 2.76% | |
| AEP | D | 2.58% | |
| O | D | 2.51% | |
| VICI | C | 1.93% | |
| KHC | D | 1.93% | |
| ED | D | 1.85% | |
| ETR | B | 1.73% | |
| SRE | A | 1.71% | |
| PPL | B | 1.48% | |
| K | A | 1.47% | |
| NLY | B | 1.43% | |
| FE | D | 1.42% | |
| EIX | A | 1.34% | |
| IP | B | 1.22% | |
| MPW | F | 1.04% | |
| AGNC | D | 1.03% | |
| NI | A | 0.91% | |
| PNW | B | 0.78% | |
| WPC | D | 0.76% | |
| WU | D | 0.73% | |
| ARCC | A | 0.46% | |
| GLPI | B | 0.44% | |
| OGE | A | 0.43% | |
| STAG | D | 0.4% | |
| FSK | A | 0.25% | |
| KD | B | 0.14% | |
| ONL | C | 0.07% |
HDLB Underweight 18 Positions Relative to IYZ
HDLB: Top Represented Industries & Keywords
IYZ: Top Represented Industries & Keywords
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