UDI vs. DVOL ETF Comparison
Comparison of USCF Dividend Income Fund (UDI) to First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL)
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
$26.43
Average Daily Volume
19
32
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Low Volatility Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ US Large Mid Index that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." The fund is non-diversified.Grade (RS Rating)
Last Trade
$29.20
Average Daily Volume
4,789
48
Performance
| Period | UDI | DVOL |
|---|---|---|
| 30 Days | -3.14% | -3.78% |
| 60 Days | -0.81% | -1.21% |
| 90 Days | 0.95% | 3.86% |
| 12 Months | 9.51% | 13.70% |
UDI Overweight 29 Positions Relative to DVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| PAYX | C | 4.41% | |
| KO | A | 4.22% | |
| ABBV | D | 3.9% | |
| JNJ | D | 3.82% | |
| TXN | A | 3.75% | |
| GS | A | 3.69% | |
| CSCO | D | 3.63% | |
| CMCSA | F | 3.62% | |
| GILD | F | 3.5% | |
| JEF | B | 3.49% | |
| BK | A | 3.48% | |
| HST | D | 3.47% | |
| MDT | C | 3.39% | |
| IPG | F | 3.26% | |
| AVGO | D | 2.75% | |
| MRK | A | 2.71% | |
| LAMR | B | 2.6% | |
| CME | C | 2.5% | |
| MSM | D | 2.35% | |
| ASB | A | 2.28% | |
| BAC | A | 2.23% | |
| STAG | D | 2.12% | |
| EWBC | A | 2.05% | |
| SON | C | 1.83% | |
| OMC | A | 1.8% | |
| PFE | C | 1.68% | |
| UPS | F | 1.38% | |
| CPT | A | 1.24% | |
| MAA | A | 1.19% |
UDI Underweight 45 Positions Relative to DVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| RSG | B | -3.47% | |
| V | C | -3.12% | |
| WMT | C | -3.1% | |
| MMC | C | -3.06% | |
| TJX | C | -2.95% | |
| AME | C | -2.87% | |
| MA | D | -2.8% | |
| APH | A | -2.79% | |
| MSI | B | -2.74% | |
| AJG | C | -2.64% | |
| OTIS | D | -2.63% | |
| WAB | A | -2.62% | |
| ITW | D | -2.56% | |
| CW | A | -2.56% | |
| TRV | C | -2.51% | |
| NDSN | C | -2.49% | |
| COST | C | -2.48% | |
| CTAS | A | -2.16% | |
| DRI | D | -2.09% | |
| IBM | D | -2.04% | |
| MCK | A | -2.01% | |
| FAST | C | -1.83% | |
| ORLY | D | -1.82% | |
| PTC | D | -1.75% | |
| HLT | C | -1.71% | |
| AFL | A | -1.71% | |
| PRI | D | -1.48% | |
| CHE | D | -1.46% | |
| RGA | A | -1.45% | |
| PCAR | D | -1.4% | |
| AIG | A | -1.38% | |
| TDG | A | -1.36% | |
| REGN | C | -1.28% | |
| KR | A | -1.25% | |
| GRMN | A | -1.23% | |
| CPRT | C | -1.14% | |
| GWW | D | -1.13% | |
| ENSG | C | -1.12% | |
| VMC | C | -1.08% | |
| WELL | A | -1.05% | |
| HCA | C | -1.03% | |
| OKE | B | -1.02% | |
| AOS | C | -1.01% | |
| HWM | B | -0.97% | |
| PKG | D | -0.87% |
UDI: Top Represented Industries & Keywords
DVOL: Top Represented Industries & Keywords
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