IAT vs. UDI ETF Comparison
Comparison of iShares U.S. Regional Banks ETF (IAT) to USCF Dividend Income Fund (UDI)
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$42.73
Average Daily Volume
200,565
35
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
$26.88
Average Daily Volume
18
31
Performance
| Period | IAT | UDI |
|---|---|---|
| 30 Days | 1.72% | -0.05% |
| 60 Days | 2.34% | 0.30% |
| 90 Days | 8.93% | 3.43% |
| 12 Months | 41.92% | 12.02% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IAT | Weight in UDI | Overlap | |
|---|---|---|---|---|---|
| EWBC | A | 2.41% | 2.76% | 2.41% |
IAT Overweight 34 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| USB | D | 14.32% | |
| PNC | B | 13.81% | |
| TFC | B | 11.34% | |
| FITB | A | 5.62% | |
| MTB | A | 4.65% | |
| FCNCA | B | 4.61% | |
| HBAN | A | 4.48% | |
| RF | B | 4.09% | |
| CFG | A | 3.66% | |
| KEY | C | 3.12% | |
| FHN | B | 1.92% | |
| WBS | D | 1.73% | |
| CFR | D | 1.54% | |
| CMA | B | 1.52% | |
| CBSH | A | 1.49% | |
| WAL | B | 1.42% | |
| BPOP | A | 1.41% | |
| ZION | B | 1.39% | |
| WTFC | B | 1.36% | |
| PNFP | C | 1.34% | |
| PB | B | 1.33% | |
| SSB | D | 1.32% | |
| SNV | C | 1.2% | |
| FNB | B | 1.1% | |
| OZK | B | 1.08% | |
| HOMB | B | 1.02% | |
| UBSI | D | 1.0% | |
| GBCI | C | 0.92% | |
| FFIN | C | 0.87% | |
| UMBF | B | 0.8% | |
| VLY | F | 0.69% | |
| BOKF | A | 0.56% | |
| NYCB | D | 0.44% | |
| TFSL | B | 0.14% |
IAT Underweight 30 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | B | -5.32% | |
| JNJ | F | -4.58% | |
| KO | A | -4.44% | |
| PAYX | C | -4.24% | |
| ORI | A | -4.09% | |
| GS | A | -4.0% | |
| TXN | A | -3.91% | |
| ABBV | D | -3.85% | |
| JEF | B | -3.57% | |
| BK | A | -3.53% | |
| CMCSA | F | -3.48% | |
| CSCO | F | -3.47% | |
| MDT | D | -3.38% | |
| GILD | F | -3.33% | |
| HST | D | -3.24% | |
| IPG | D | -3.24% | |
| MRK | B | -2.75% | |
| LAMR | B | -2.7% | |
| AVGO | D | -2.52% | |
| CME | D | -2.46% | |
| ASB | A | -2.4% | |
| MSM | F | -2.28% | |
| BAC | A | -2.27% | |
| STAG | D | -1.97% | |
| OMC | B | -1.85% | |
| SON | C | -1.82% | |
| PFE | D | -1.74% | |
| CAH | D | -1.46% | |
| CPT | B | -1.23% | |
| MAA | B | -1.2% |
IAT: Top Represented Industries & Keywords
UDI: Top Represented Industries & Keywords
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