UDI vs. NEWZ ETF Comparison
Comparison of USCF Dividend Income Fund (UDI) to StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ)
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
NEWZ
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ Description
NEWZ navigates market complexities through a proprietary news media sentiment signal which combines AI and NLP technologies. This signal is generated from textual sources, such as news articles, blogs, and SEC filings, processed using advanced machine learning algorithms. These algorithms sift through vast amounts of data to assess investor sentiment and identify stocks with the most positive news coverage. The process begins by screening US-listed equity securities based on capitalization, volatility, ROE, news coverage volume, and inclusion in Zacks sector and industry classifications. Selections are made based on the sentiment signal, which also integrates a sentiment momentum signal indicating shifts in investor sentiment over time. After the screening, the portfolio typically comprises the top 30 to 50 stocks, all equally weighted. Throughout this process, the fund prioritizes reliability, gathering information from reputable news outlets such as Zacks, Motley Fool, and CNBC. The fund is rebalanced and reconstituted monthly.Grade (RS Rating)
Last Trade
$29.44
Average Daily Volume
6,139
30
Performance
| Period | UDI | NEWZ |
|---|---|---|
| 30 Days | 2.01% | 3.35% |
| 60 Days | 3.41% | 6.06% |
| 90 Days | 5.15% | 6.72% |
| 12 Months | 28.37% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UDI | Weight in NEWZ | Overlap | |
|---|---|---|---|---|---|
| PAYX | B | 4.4% | 3.35% | 3.35% |
UDI Overweight 30 Positions Relative to NEWZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | A | 5.31% | |
| GS | A | 4.9% | |
| GILD | C | 4.57% | |
| ORI | A | 4.43% | |
| JPM | A | 4.33% | |
| BK | A | 4.28% | |
| JNJ | C | 4.09% | |
| KO | D | 3.86% | |
| CSCO | B | 3.7% | |
| MDT | D | 3.65% | |
| ABBV | F | 3.47% | |
| 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% | |
| MRK | 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 29 Positions Relative to NEWZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| TT | A | -4.23% | |
| MSI | B | -3.81% | |
| FTNT | C | -3.73% | |
| SHOP | B | -3.7% | |
| KKR | A | -3.59% | |
| ANET | C | -3.5% | |
| NTAP | C | -3.48% | |
| BR | A | -3.44% | |
| APH | A | -3.44% | |
| TXRH | B | -3.39% | |
| GRMN | B | -3.37% | |
| ISRG | A | -3.36% | |
| CORT | B | -3.35% | |
| BOOT | C | -3.33% | |
| COR | B | -3.33% | |
| PCTY | C | -3.29% | |
| ACN | B | -3.29% | |
| CHKP | C | -3.28% | |
| ERIE | D | -3.26% | |
| CLH | C | -3.26% | |
| UTHR | C | -3.19% | |
| TSM | B | -3.15% | |
| DGX | A | -3.14% | |
| RMD | C | -3.14% | |
| ORCL | A | -3.02% | |
| JKHY | D | -3.01% | |
| BRO | B | -2.88% | |
| BMI | B | -2.69% | |
| BAH | F | -2.48% |
UDI: Top Represented Industries & Keywords
NEWZ: Top Represented Industries & Keywords
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