TWIO vs. UDI ETF Comparison
Comparison of Trajan Wealth Income Opportunities ETF (TWIO) to USCF Dividend Income Fund (UDI)
TWIO
Trajan Wealth Income Opportunities ETF
TWIO Description
Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is an exchange traded fund launched and managed by OBP Capital, LLC. The fund is co-managed by Trajan Wealth, LLC. It invests in the public equity and fixed income markets of the United States. For it equity portion, the fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies operating across diversified market capitalization. For its fixed income, the fund primarily invests in preferred securities and income producing fixed income securities with varying maturities. The fund employs fundamental analysis with bottom-up and top-down securities picking approach to create its portfolio. Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$8.91
Average Daily Volume
7,256
19
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
$27.23
Average Daily Volume
20
31
Performance
| Period | TWIO | UDI |
|---|---|---|
| 30 Days | 0.34% | 1.23% |
| 60 Days | 0.16% | 0.86% |
| 90 Days | 1.63% | 4.75% |
| 12 Months | 8.28% | 14.63% |
TWIO Underweight 29 Positions Relative to UDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | B | -5.33% | |
| JNJ | F | -4.44% | |
| PAYX | D | -4.23% | |
| ORI | A | -4.13% | |
| GS | A | -4.11% | |
| TXN | A | -4.03% | |
| ABBV | D | -3.75% | |
| JEF | B | -3.72% | |
| BK | A | -3.53% | |
| CMCSA | D | -3.49% | |
| CSCO | D | -3.49% | |
| MDT | D | -3.35% | |
| GILD | F | -3.24% | |
| IPG | D | -3.23% | |
| HST | D | -3.07% | |
| EWBC | A | -2.78% | |
| MRK | B | -2.71% | |
| AVGO | C | -2.64% | |
| LAMR | B | -2.64% | |
| CME | C | -2.46% | |
| ASB | A | -2.44% | |
| BAC | B | -2.28% | |
| MSM | F | -2.26% | |
| STAG | D | -1.95% | |
| OMC | B | -1.84% | |
| PFE | D | -1.78% | |
| CAH | F | -1.37% | |
| CPT | B | -1.28% | |
| MAA | B | -1.2% |
TWIO: Top Represented Industries & Keywords
UDI: Top Represented Industries & Keywords
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