HTD
Price
$23.88
Change
+$0.13 (+0.55%)
Updated
Jul 3 closing price
Net Assets
896.43M
UPAR
Price
$14.13
Change
+$0.10 (+0.71%)
Updated
Jul 2 closing price
Net Assets
58.08M
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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$23.88
Change+$0.13 (+0.55%)
Volume$41.64K
Net Assets896.43M
UPAR Ultra Risk Parity ETF
Price$14.13
Change+$0.10 (+0.71%)
Volume$8.67K
Net Assets58.08M
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
Jul 07, 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: 896M vs. UPAR (58.1M). HTD (12.509) and UPAR (11.908) have matching annual dividend yield . 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 YTD12.50911.908105%
Net Assets896M58.1M1,542%
Total Expense Ratio1.960.65302%
Turnover21.0012.00175%
Yield4.733.70128%
Fund Existence21 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDUPAR
RSI
ODDS (%)
Bearish Trend 5 days ago
82%
Bearish Trend 5 days ago
84%
Stochastic
ODDS (%)
Bearish Trend 5 days ago
74%
Bearish Trend 5 days ago
79%
Momentum
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
76%
MACD
ODDS (%)
Bullish Trend 5 days ago
87%
Bullish Trend 5 days ago
77%
TrendWeek
ODDS (%)
Bullish Trend 5 days ago
89%
Bullish Trend 5 days ago
79%
TrendMonth
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
76%
Advances
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 6 days ago
79%
Declines
ODDS (%)
Bearish Trend 20 days ago
81%
N/A
BollingerBands
ODDS (%)
Bearish Trend 5 days ago
84%
Bearish Trend 5 days ago
87%
Aroon
ODDS (%)
Bullish Trend 5 days ago
86%
Bullish Trend 5 days ago
77%
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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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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 49% 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%
N/A
PNR - UPAR
49%
Loosely correlated
+0.95%
WDS - UPAR
46%
Loosely correlated
-0.32%
SHEL - UPAR
45%
Loosely correlated
-0.50%
EXE - UPAR
30%
Poorly correlated
-1.45%
FMC - UPAR
21%
Poorly correlated
-0.49%
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