HTD
Price
$24.26
Change
-$0.01 (-0.04%)
Updated
Aug 1 closing price
Net Assets
913.79M
UPAR
Price
$13.97
Change
+$0.06 (+0.43%)
Updated
Aug 1 closing price
Net Assets
55.87M
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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$24.26
Change-$0.01 (-0.04%)
Volume$55.8K
Net Assets913.79M
UPAR Ultra Risk Parity ETF
Price$13.97
Change+$0.06 (+0.43%)
Volume$2.02K
Net Assets55.87M
HTD vs UPAR Comparison Chart in %
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
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UPAR
Daily Signalchanged days ago
Gain/Loss if bought
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HTD vs. UPAR commentary
Aug 02, 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 Hold and UPAR is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 914M vs. UPAR (55.9M). HTD has a higher annual dividend yield than UPAR: HTD (15.050) vs UPAR (10.634). HTD was incepted earlier than UPAR: HTD (21 years) vs UPAR (4 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 YTD15.05010.634142%
Net Assets914M55.9M1,635%
Total Expense Ratio1.960.65302%
Turnover21.0012.00175%
Yield4.473.72120%
Fund Existence21 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDUPAR
RSI
ODDS (%)
Bearish Trend 2 days ago
85%
Bearish Trend 2 days ago
89%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
73%
Momentum
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
82%
MACD
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
81%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bearish Trend 2 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
89%
Bearish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 11 days ago
79%
Declines
ODDS (%)
Bearish Trend 9 days ago
81%
Bearish Trend 2 days ago
86%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
82%
Bearish Trend 2 days ago
87%
Aroon
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
76%
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HTD
Daily Signalchanged days ago
Gain/Loss if bought
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UPAR
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%
-0.04%
KMI - HTD
18%
Poorly correlated
+0.14%
AEP - HTD
7%
Poorly correlated
+0.39%
DUK - HTD
6%
Poorly correlated
+1.04%
ETR - HTD
5%
Poorly correlated
-0.84%
T - HTD
3%
Poorly correlated
+1.24%
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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 51% 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%
+0.43%
PNR - UPAR
51%
Loosely correlated
-1.55%
SHEL - UPAR
47%
Loosely correlated
-0.29%
WDS - UPAR
47%
Loosely correlated
-0.47%
WTRG - UPAR
32%
Poorly correlated
+3.75%
MP - UPAR
29%
Poorly correlated
+3.56%
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