HTD
Price
$23.14
Change
+$0.24 (+1.05%)
Updated
Jun 27 closing price
Net Assets
881.54M
UPAR
Price
$13.88
Change
-$0.27 (-1.91%)
Updated
Jun 27 closing price
Net Assets
58.56M
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HTD vs UPAR

Header iconHTD vs UPAR Comparison
Open Charts HTD vs UPARBanner chart's image
John Hancock Tax-Advantaged Dividend Income Fund
Price$23.14
Change+$0.24 (+1.05%)
Volume$110.49K
Net Assets881.54M
UPAR Ultra Risk Parity ETF
Price$13.88
Change-$0.27 (-1.91%)
Volume$3.75K
Net Assets58.56M
HTD vs UPAR Comparison Chart in %
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
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HTD vs. UPAR commentary
Jun 28, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HTD is a Buy and UPAR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 882M vs. UPAR (58.6M). UPAR has a higher annual dividend yield than HTD: UPAR (9.928) vs HTD (9.022). HTD was incepted earlier than UPAR: HTD (21 years) vs UPAR (3 years). UPAR (0.65) has a lower expense ratio than HTD (1.96). HTD has a higher turnover UPAR (12.00) vs UPAR (12.00).
HTDUPARHTD / UPAR
Gain YTD9.0229.92891%
Net Assets882M58.6M1,505%
Total Expense Ratio1.960.65302%
Turnover21.0012.00175%
Yield4.683.46135%
Fund Existence21 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
HTD
RSI
ODDS (%)
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
75%
Momentum
ODDS (%)
Bullish Trend 2 days ago
87%
MACD
ODDS (%)
Bullish Trend 2 days ago
89%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
88%
Advances
ODDS (%)
Bullish Trend 2 days ago
90%
Declines
ODDS (%)
Bearish Trend 11 days ago
82%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
75%
Aroon
ODDS (%)
Bullish Trend 2 days ago
85%
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
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HTD and

Correlation & Price change

A.I.dvisor tells us that HTD and KMI have been poorly correlated (+18% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HTD and KMI's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HTD
1D Price
Change %
HTD100%
+1.05%
KMI - HTD
18%
Poorly correlated
+0.31%
AEP - HTD
7%
Poorly correlated
+0.11%
DUK - HTD
6%
Poorly correlated
+0.58%
ETR - HTD
5%
Poorly correlated
+0.76%
T - HTD
3%
Poorly correlated
+0.29%
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UPAR and

Correlation & Price change

A.I.dvisor indicates that over the last year, UPAR has been loosely correlated with PNR. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if UPAR jumps, then PNR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPAR
1D Price
Change %
UPAR100%
-0.21%
PNR - UPAR
47%
Loosely correlated
+0.92%
WDS - UPAR
46%
Loosely correlated
-1.47%
SHEL - UPAR
45%
Loosely correlated
-0.01%
WTRG - UPAR
32%
Poorly correlated
-0.14%
EXE - UPAR
32%
Poorly correlated
+0.27%
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