HTD
Price
$24.19
Change
+$0.24 (+1.00%)
Updated
Jul 25 closing price
Net Assets
910.24M
UPAR
Price
$14.11
Change
+$0.02 (+0.14%)
Updated
Jul 25 closing price
Net Assets
57.55M
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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$24.19
Change+$0.24 (+1.00%)
Volume$62.34K
Net Assets910.24M
UPAR Ultra Risk Parity ETF
Price$14.11
Change+$0.02 (+0.14%)
Volume$3.91K
Net Assets57.55M
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 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 Hold and UPAR is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HTD has more net assets: 910M vs. UPAR (57.6M). HTD has a higher annual dividend yield than UPAR: HTD (14.718) vs UPAR (11.714). 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 YTD14.71811.714126%
Net Assets910M57.6M1,580%
Total Expense Ratio1.960.65302%
Turnover21.0012.00175%
Yield4.733.70128%
Fund Existence21 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
HTDUPAR
RSI
ODDS (%)
Bearish Trend 3 days ago
79%
Bearish Trend 3 days ago
89%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
78%
Momentum
ODDS (%)
Bullish Trend 3 days ago
87%
Bullish Trend 3 days ago
87%
MACD
ODDS (%)
Bearish Trend 3 days ago
83%
Bullish Trend 3 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
80%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
77%
Advances
ODDS (%)
Bullish Trend 6 days ago
90%
Bullish Trend 6 days ago
79%
Declines
ODDS (%)
Bearish Trend 4 days ago
81%
Bearish Trend 4 days ago
86%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
83%
Bearish Trend 3 days ago
78%
Aroon
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 3 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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HTD and

Correlation & Price change

A.I.dvisor tells us that HTD and FIG have been poorly correlated (+14% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HTD and FIG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HTD
1D Price
Change %
HTD100%
+1.00%
FIG - HTD
14%
Poorly correlated
N/A

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%
+0.10%
PNR - UPAR
49%
Loosely correlated
+0.22%
SHEL - UPAR
47%
Loosely correlated
-0.54%
WDS - UPAR
46%
Loosely correlated
+2.08%
EXE - UPAR
26%
Poorly correlated
-1.44%
FMC - UPAR
21%
Poorly correlated
+2.18%
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