HDLB vs. XLC ETF Comparison
Comparison of ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B due September 30, 2044 (HDLB) to The Communication Services Select Sector SPDR Fund (XLC)
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
$11.48
Average Daily Volume
1,650
37
XLC
The Communication Services Select Sector SPDR Fund
XLC Description
The investment seeks to correspond generally to the price and yield performance of publicly traded equity securities of companies in the Communication Services Select Sector Index. Normally, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Communication Services companies by the GICS®, including securities of companies from the following industries: diversified telecommunication services; wireless telecommunication services; media; entertainment; and interactive media & services. The fund is non-diversified.Grade (RS Rating)
Last Trade
$80.22
Average Daily Volume
6,266,726
22
Performance
| Period | HDLB | XLC |
|---|---|---|
| 30 Days | -4.75% | -3.40% |
| 60 Days | 3.57% | -0.54% |
| 90 Days | 4.05% | -0.19% |
| 12 Months | 13.28% | 36.82% |
HDLB Overweight 35 Positions Relative to XLC
| Symbol | Grade | Weight | |
|---|---|---|---|
| PFE | C | 13.4% | |
| ABBV | D | 9.8% | |
| GILD | F | 5.14% | |
| IBM | D | 5.12% | |
| PM | A | 3.83% | |
| DUK | A | 3.27% | |
| MO | A | 3.18% | |
| SO | A | 2.94% | |
| D | A | 2.76% | |
| AEP | A | 2.58% | |
| O | A | 2.51% | |
| VICI | C | 1.93% | |
| KHC | B | 1.93% | |
| ED | A | 1.85% | |
| ETR | A | 1.73% | |
| SRE | A | 1.71% | |
| PPL | A | 1.48% | |
| K | A | 1.47% | |
| NLY | B | 1.43% | |
| FE | A | 1.42% | |
| EIX | A | 1.34% | |
| IP | C | 1.22% | |
| MPW | B | 1.04% | |
| AGNC | C | 1.03% | |
| NI | A | 0.91% | |
| PNW | A | 0.78% | |
| WPC | B | 0.76% | |
| WU | D | 0.73% | |
| ARCC | B | 0.46% | |
| GLPI | F | 0.44% | |
| OGE | A | 0.43% | |
| STAG | D | 0.4% | |
| FSK | B | 0.25% | |
| KD | D | 0.14% | |
| ONL | D | 0.07% |
HDLB Underweight 20 Positions Relative to XLC
HDLB: Top Represented Industries & Keywords
XLC: Top Represented Industries & Keywords
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