JPRE vs. DVDN ETF Comparison
Comparison of JPMorgan Realty Income ETF (JPRE) to Kingsbarn Dividend Opportunity ETF (DVDN)
JPRE
JPMorgan Realty Income ETF
JPRE Description
The investment seeks to provide high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$50.67
Average Daily Volume
29,059
26
DVDN
Kingsbarn Dividend Opportunity ETF
DVDN Description
The fund seeks to achieve its investment objective by investing, under normal market circumstances, at least 80% of its net assets in dividend-paying companies. The adviser intends to invest a substantial portion of its assets in publicly listed equity securities of U.S. mortgage REITs and business development companies that invest in residential and commercial loans and securities, business loans to private companies, and various types of derivatives for both investment and risk management purposes. The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.14
Average Daily Volume
238
10
Performance
| Period | JPRE | DVDN |
|---|---|---|
| 30 Days | 3.25% | 1.37% |
| 60 Days | 8.39% | -1.22% |
| 90 Days | 15.52% | 6.44% |
| 12 Months | 33.97% |
0 Overlapping Holdings
| Symbol | Grade | Weight in JPRE | Weight in DVDN | Overlap |
|---|
JPRE Overweight 26 Positions Relative to DVDN
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMT | C | 10.02% | |
| EQIX | B | 8.72% | |
| WELL | C | 7.26% | |
| PLD | C | 6.93% | |
| DLR | B | 6.31% | |
| VTR | C | 4.33% | |
| VICI | C | 4.27% | |
| AMH | D | 4.25% | |
| EXR | C | 4.04% | |
| UDR | C | 3.81% | |
| EGP | C | 3.4% | |
| ADC | C | 3.23% | |
| EQR | C | 3.08% | |
| BXP | C | 3.01% | |
| ELS | D | 2.98% | |
| SBAC | C | 2.97% | |
| HST | D | 2.28% | |
| COLD | D | 2.23% | |
| FRT | C | 2.09% | |
| KIM | C | 1.94% | |
| SBRA | C | 1.82% | |
| PSA | C | 1.67% | |
| CTRE | C | 1.63% | |
| WY | C | 1.33% | |
| CUZ | C | 1.29% | |
| OUT | B | 1.04% |
JPRE: Top Represented Industries & Keywords
DVDN: Top Represented Industries & Keywords
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