UVDV

$9.35 ()
AUM $17.4MER 0.80%NAV $9.39Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

N/A

Avg Volume

49.8K

Dividend Yield

Expense Ratio

0.80%

AUM

$17.4M

Shares Outstanding

1.9M

Sector Breakdown

SectorWeight %
Industrials19.91%
Consumer Defensive19.76%
Technology14.78%
Energy13.50%
Healthcare12.39%
Consumer Cyclical5.90%
Basic Materials4.56%
Communication Services4.46%
Financial Services3.19%
Real Estate1.55%

Fund Information

Category
Industrials
Inception Date
Nov 18, 2021
Description
The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing principally in dividend-paying securities and, under normal circumstances, the sub-adviser intends to invest at least 80% of its net assets (plus the amount of borrowings for investment purposes) in such securities. The sub-adviser selects equity securities consisting of common stocks and securities having the characteristics of common stocks, such as preferred stocks, and convertible securities (including contingent convertible securities).

Similar ETFs

SymbolNameAUM
VOVanguard Mid-Cap ETF$198.30B
VBVanguard Small-Cap ETF$164.60B
IJHiShares Core S&P Mid-Cap ETF$115.60B
VXFVanguard Extended Market ETF$81.60B
IWRiShares Russell Mid-Cap ETF$52.10B

The UVA Dividend Value ETF (UVDV) is an exchange-traded fund that launched on Nov 18, 2021. It currently manages $17.4M in assets under management. The fund charges an expense ratio of 0.80%. It falls under the Industrials category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
3Y
+0.27%
5Y
-6.55%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

Current Price

$9.35

52-Week Low

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricUVDVIndustrials(380 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.80%0.64%0.80%
AUM$17.4M$3.14B$325.7M
Dividend Yield2.03%6.78%
Avg Volume49.8K220.7K144.4K
Holdings26583
Performance
1-Month Return+6.01%+3.51%
6-Month Return+11.21%-0.34%
YTD Return+10.60%+2.47%
1-Year Return+41.06%+13.40%

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