MEDX vs. UDI ETF Comparison
Comparison of Horizon Kinetics Medical ETF (MEDX) to USCF Dividend Income Fund (UDI)
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.37
Average Daily Volume
1,018
32
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
$30.68
Average Daily Volume
4,786
31
Performance
| Period | MEDX | UDI |
|---|---|---|
| 30 Days | -10.09% | 2.01% |
| 60 Days | -12.50% | 3.41% |
| 90 Days | -13.78% | 5.15% |
| 12 Months | -4.11% | 28.37% |
MEDX Overweight 28 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | F | 15.83% | |
| BMY | B | 6.23% | |
| AMGN | F | 5.96% | |
| NVS | F | 5.95% | |
| AZN | F | 4.86% | |
| ALNY | D | 4.45% | |
| PFE | F | 4.04% | |
| ALKS | C | 3.91% | |
| REGN | F | 3.38% | |
| BIIB | F | 3.08% | |
| CRSP | D | 2.97% | |
| IONS | F | 2.78% | |
| BCYC | F | 1.95% | |
| BEAM | D | 1.51% | |
| NTLA | F | 1.3% | |
| REPL | D | 0.98% | |
| GALT | C | 0.89% | |
| HLN | C | 0.79% | |
| VNDA | C | 0.79% | |
| LTRN | F | 0.6% | |
| EDIT | F | 0.53% | |
| GEHC | D | 0.48% | |
| TSVT | F | 0.41% | |
| ALLO | F | 0.28% | |
| VTRS | A | 0.27% | |
| PACB | F | 0.13% | |
| BLUE | F | 0.08% | |
| MURA | D | 0.05% |
MEDX Underweight 27 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | A | -5.31% | |
| GS | A | -4.9% | |
| GILD | C | -4.57% | |
| ORI | A | -4.43% | |
| PAYX | B | -4.4% | |
| JPM | A | -4.33% | |
| BK | A | -4.28% | |
| KO | D | -3.86% | |
| CSCO | B | -3.7% | |
| MDT | D | -3.65% | |
| CMCSA | B | -3.41% | |
| EWBC | A | -3.31% | |
| HST | C | -2.6% | |
| LAMR | C | -2.58% | |
| ASB | B | -2.57% | |
| IPG | D | -2.54% | |
| BAC | A | -2.51% | |
| CME | B | -2.35% | |
| TXN | C | -2.26% | |
| USB | A | -2.23% | |
| RHI | C | -2.02% | |
| STAG | D | -1.8% | |
| OMC | C | -1.69% | |
| TGT | F | -1.56% | |
| CAG | F | -1.56% | |
| RDN | D | -1.43% | |
| SON | F | -1.4% |
MEDX: Top Represented Industries & Keywords
UDI: Top Represented Industries & Keywords
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