UDI vs. BDVG ETF Comparison
Comparison of USCF Dividend Income Fund (UDI) to IMGP Berkshire Dividend Growth ETF (BDVG)
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
BDVG
IMGP Berkshire Dividend Growth ETF
BDVG Description
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.Grade (RS Rating)
Last Trade
$11.99
Average Daily Volume
5,688
36
Performance
| Period | UDI | BDVG |
|---|---|---|
| 30 Days | 2.01% | 1.18% |
| 60 Days | 3.41% | 3.64% |
| 90 Days | 5.15% | 4.71% |
| 12 Months | 28.37% | 22.00% |
UDI Overweight 25 Positions Relative to BDVG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | A | 5.31% | |
| GS | A | 4.9% | |
| GILD | C | 4.57% | |
| ORI | A | 4.43% | |
| PAYX | B | 4.4% | |
| BK | A | 4.28% | |
| KO | D | 3.86% | |
| 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% | |
| CME | B | 2.35% | |
| TXN | C | 2.26% | |
| USB | A | 2.23% | |
| RHI | C | 2.02% | |
| STAG | D | 1.8% | |
| GSK | F | 1.71% | |
| OMC | C | 1.69% | |
| TGT | F | 1.56% | |
| CAG | F | 1.56% | |
| RDN | D | 1.43% | |
| SON | F | 1.4% |
UDI Underweight 30 Positions Relative to BDVG
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -4.24% | |
| MSFT | D | -4.17% | |
| CVX | A | -4.14% | |
| NUE | C | -3.87% | |
| LMT | D | -3.81% | |
| WMT | A | -3.57% | |
| QCOM | F | -3.38% | |
| NSC | B | -3.07% | |
| WM | B | -3.06% | |
| PPL | A | -2.98% | |
| MCD | D | -2.82% | |
| LOW | C | -2.79% | |
| CB | C | -2.47% | |
| EMR | B | -2.44% | |
| MDLZ | F | -2.4% | |
| PNC | B | -2.28% | |
| KMI | A | -2.06% | |
| HON | C | -1.99% | |
| PG | C | -1.96% | |
| ABT | B | -1.88% | |
| BMY | B | -1.88% | |
| PEP | F | -1.87% | |
| DE | B | -1.86% | |
| SCHW | B | -1.74% | |
| MTB | A | -1.71% | |
| EOG | A | -1.43% | |
| GIS | D | -1.39% | |
| WPC | C | -1.37% | |
| PFE | F | -1.06% | |
| HSY | F | -0.84% |
UDI: Top Represented Industries & Keywords
BDVG: Top Represented Industries & Keywords
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