REIT vs. DIVP ETF Comparison
Comparison of ALPS Active REIT ETF (REIT) to Cullen Enhanced Equity Income ETF (DIVP)
REIT
ALPS Active REIT ETF
REIT Description
The investment seeks total return through dividends and capital appreciation. The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.
Grade (RS Rating)
Last Trade
$29.07
Average Daily Volume
11,259
28
DIVP
Cullen Enhanced Equity Income ETF
DIVP Description
DIVP invests in large- and mid-cap value stocks that generally have higher dividend yield than the average of the funds US benchmark. The fund identifies value stocks that have low price-to-earnings ratio with above-average earnings and dividend growth potential. Companies are screened using fundamental research. The fund may invest up to 30% in non-US companies in the form of ADRs. While the portfolio is not rebalanced systematically, weighting is roughly equal to avoid overweighting of individual securities. To generate additional income, the fund selectively writes covered call options with a target range of between 25-40%. However, the covered call overlay limits participation in potential gains if shares increase in value. The adviser may sell stocks that are no longer viewed as attractive based on growth potential, dividend yield, or price. As an actively managed ETF, the fund manager has full discretion to make buy, hold, or sell decisions at any time.Grade (RS Rating)
Last Trade
$27.05
Average Daily Volume
1,466
32
Performance
| Period | REIT | DIVP |
|---|---|---|
| 30 Days | 0.00% | 1.06% |
| 60 Days | -0.92% | 2.01% |
| 90 Days | 2.40% | 4.33% |
| 12 Months | 26.08% |
REIT Overweight 26 Positions Relative to DIVP
| Symbol | Grade | Weight | |
|---|---|---|---|
| EQIX | A | 9.08% | |
| PLD | D | 5.57% | |
| WELL | A | 5.01% | |
| PSA | D | 4.82% | |
| SPG | B | 4.49% | |
| FR | D | 4.0% | |
| INVH | D | 3.86% | |
| EXR | D | 3.82% | |
| O | D | 3.63% | |
| EQR | B | 3.45% | |
| DLR | B | 3.39% | |
| UDR | B | 3.12% | |
| AVB | B | 3.05% | |
| CUZ | B | 3.05% | |
| HST | C | 3.03% | |
| SBRA | C | 2.77% | |
| MAC | B | 2.65% | |
| EPRT | B | 2.65% | |
| ELS | C | 2.54% | |
| KRC | C | 2.33% | |
| IVT | B | 2.21% | |
| IRM | D | 2.01% | |
| LXP | D | 1.77% | |
| COLD | D | 1.69% | |
| ADC | B | 1.49% | |
| AMT | D | 0.99% |
REIT Underweight 30 Positions Relative to DIVP
| Symbol | Grade | Weight | |
|---|---|---|---|
| CSCO | B | -4.46% | |
| EOG | A | -4.39% | |
| BMY | B | -4.1% | |
| MDT | D | -3.88% | |
| DUK | C | -3.6% | |
| PPL | B | -3.6% | |
| CVX | A | -3.51% | |
| PM | B | -3.47% | |
| C | A | -3.35% | |
| TFC | A | -3.34% | |
| BAC | A | -3.33% | |
| KVUE | A | -3.28% | |
| CAG | D | -3.25% | |
| VZ | C | -3.24% | |
| CMCSA | B | -3.23% | |
| XOM | B | -3.22% | |
| MRK | F | -3.12% | |
| SYY | B | -2.92% | |
| RTX | C | -2.89% | |
| MO | A | -2.73% | |
| BAX | D | -2.67% | |
| IBM | C | -2.62% | |
| JCI | C | -2.55% | |
| JPM | A | -2.41% | |
| TRV | B | -2.21% | |
| DOW | F | -2.1% | |
| GD | F | -2.03% | |
| RIO | D | -1.81% | |
| GPC | D | -1.81% | |
| UPS | C | -1.75% |
REIT: Top Represented Industries & Keywords
DIVP: Top Represented Industries & Keywords
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