UTES vs. SPHD ETF Comparison
Comparison of Reaves Utilities ETF (UTES) to PowerShares S&P 500 High Dividend Portfolio (SPHD)
UTES
Reaves Utilities ETF
UTES Description
ETFis Series Trust I - Reaves Utilities ETF is an exchange traded fund launched and managed by Virtus ETF Advisers LLC. The fund is co-managed by W. H. Reaves & Co., Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating in the utilities sector. It invests in dividend yielding stocks of companies across all market capitalization. The fund employs fundamental analysis with a bottom-up stock picking approach with a focus on factors such as conservative capital structures, solid balance sheets, history of and/or potential for growing earnings and raising dividends, lower-than-market levels of volatility, correlation or similar characteristics earnings and cash flow potential, dividend prospects and tax treatment of dividends, strength of business franchises and estimates of net asset value to create its portfolio. ETFis Series Trust I - Reaves Utilities ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$51.36
Average Daily Volume
11,812
18
SPHD
PowerShares S&P 500 High Dividend Portfolio
SPHD Description
The PowerShares S&P 500® High Dividend Portfolio (the “Fund”) seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Low Volatility High Dividend Index (the “Underlying Index”). The Fund generally will invest at least 90% of its total assets in common stocks that comprise the Underlying Index. Standard & Poor’s® compiles, maintains and calculates the Underlying Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and JulyGrade (RS Rating)
Last Trade
$43.87
Average Daily Volume
639,761
50
Performance
Period | UTES | SPHD |
---|---|---|
30 Days | 5.57% | -0.11% |
60 Days | 12.41% | 3.52% |
90 Days | 17.52% | 5.39% |
12 Months | 14.02% | 12.61% |
UTES Underweight 47 Positions Relative to SPHD
Symbol | Grade | Weight | |
---|---|---|---|
MO | A | -3.16% | |
KMI | A | -2.89% | |
T | C | -2.78% | |
VZ | D | -2.78% | |
D | A | -2.71% | |
OKE | C | -2.65% | |
WMB | B | -2.44% | |
PM | A | -2.37% | |
LYB | D | -2.33% | |
DOW | C | -2.29% | |
MMM | A | -2.23% | |
SPG | D | -2.2% | |
O | B | -2.17% | |
PRU | C | -2.12% | |
PFE | D | -2.12% | |
EVRG | B | -2.09% | |
CAG | B | -2.06% | |
IP | D | -2.06% | |
ES | B | -2.05% | |
AMCR | A | -2.04% | |
CCI | D | -2.02% | |
VICI | D | -1.99% | |
BBY | D | -1.98% | |
EQR | A | -1.98% | |
AEP | A | -1.92% | |
CVX | B | -1.91% | |
FE | A | -1.91% | |
K | B | -1.88% | |
KHC | B | -1.87% | |
UDR | B | -1.84% | |
KMB | A | -1.84% | |
EXC | C | -1.83% | |
VTRS | D | -1.83% | |
XOM | B | -1.82% | |
DUK | A | -1.8% | |
FRT | B | -1.77% | |
HRL | B | -1.64% | |
BMY | F | -1.63% | |
IBM | D | -1.61% | |
UPS | F | -1.61% | |
GIS | B | -1.58% | |
GLW | B | -1.58% | |
ABBV | D | -1.55% | |
OMC | B | -1.43% | |
HPQ | D | -1.39% | |
MDT | C | -1.31% | |
GILD | F | -1.26% |
UTES: Top Represented Industries & Keywords
SPHD: Top Represented Industries & Keywords