LGLV vs. YLD ETF Comparison

Comparison of SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) to Principal Exchange-Traded Funds Principal EDGE Active Income ETF (YLD)

LGLV

SPDR SSGA US Large Cap Low Volatility Index ETF

LGLV Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Large Cap Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$168.41

Average Daily Volume

31,499

Number of Holdings ^*

159

* may have additional holdings in another (foreign) market

YLD

Principal Exchange-Traded Funds Principal EDGE Active Income ETF

YLD Description

The investment seeks to provide current income. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities (commonly known as "junk bonds") and in equity securities. The fund&#39;s Sub-Advisors, actively and tactically allocates the fund&#39;s assets among fixed income securities and equity securities in an effort to take advantage of changing economic conditions that Edge believes favors one asset class over another.

Grade (RS Rating)

Last Trade

$19.58

Average Daily Volume

63,180

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LGLV	YLD
30 Days	3.06%	1.95%
60 Days	7.30%	3.24%
90 Days	9.51%	4.31%
12 Months	23.96%	14.17%

21 Overlapping Holdings

Symbol	Grade	Weight in LGLV	Weight in YLD	Overlap
ABT	C	0.66%	0.64%	0.64%
APD	B	1.04%	0.47%	0.47%
BR	D	0.53%	0.28%	0.28%
CB	B	0.75%	0.42%	0.42%
CMCSA	D	0.42%	0.86%	0.42%
COST	B	0.71%	0.65%	0.65%
CVX	D	0.3%	0.3%	0.3%
HD	B	0.49%	0.67%	0.49%
HON	D	0.56%	0.48%	0.48%
JNJ	C	1.09%	0.26%	0.26%
MDT	C	0.65%	0.71%	0.65%
MRK	D	0.63%	0.44%	0.44%
NDSN	C	0.47%	0.48%	0.47%
PCAR	D	0.48%	0.4%	0.4%
PKG	B	0.67%	0.47%	0.47%
PSA	B	1.13%	0.37%	0.37%
SBUX	C	0.46%	0.6%	0.46%
TSCO	C	0.53%	0.66%	0.53%
WEC	C	1.0%	0.39%	0.39%
XEL	B	1.15%	0.44%	0.44%
XOM	C	0.3%	0.09%	0.09%

LGLV Overweight 138 Positions Relative to YLD

Symbol	Grade	Weight
CL	D	1.48%
PEP	C	1.36%
WMT	C	1.26%
GIS	B	1.25%
LIN	B	1.21%
DUK	C	1.15%
AVB	B	1.11%
EQR	B	1.09%
PG	C	1.08%
SO	B	1.07%
PEG	B	1.07%
RSG	D	1.05%
ED	C	1.02%
PGR	B	0.99%
BRK.A	C	0.96%
AMT	C	0.96%
VZ	B	0.96%
DTE	C	0.95%
MMC	C	0.94%
EQIX	C	0.9%
AJG	D	0.87%
VMC	D	0.86%
MCD	B	0.85%
K	B	0.85%
WM	D	0.84%
LMT	C	0.84%
AEE	C	0.83%
CME	C	0.83%
NDAQ	A	0.82%
INVH	C	0.82%
UNH	C	0.8%
ALL	B	0.79%
TRV	C	0.79%
BRO	C	0.79%
BDX	D	0.77%
MMM	B	0.76%
GD	B	0.75%
CMS	C	0.75%
NOC	B	0.74%
MSI	B	0.74%
ICE	C	0.73%
MAA	B	0.73%
MKL	C	0.72%
BAH	C	0.72%
AFL	C	0.71%
ADP	B	0.71%
T	C	0.69%
MSFT	C	0.69%
WTW	C	0.68%
BMY	C	0.68%
CHKP	B	0.68%
MCK	F	0.67%
J	C	0.66%
TJX	B	0.66%
AON	B	0.66%
PAYX	C	0.65%
SUI	B	0.65%
GRMN	D	0.65%
KMI	B	0.64%
WRB	C	0.64%
OTIS	C	0.64%
TYL	C	0.64%
AVY	C	0.64%
EA	D	0.63%
IBM	B	0.63%
FDS	C	0.62%
V	C	0.61%
ORCL	C	0.6%
ROP	C	0.59%
TXN	C	0.58%
AMCR	B	0.58%
VRSK	D	0.57%
NI	B	0.56%
UDR	C	0.56%
IEX	D	0.55%
ETN	C	0.54%
L	C	0.53%
ELS	C	0.52%
UNP	C	0.52%
FOXA	B	0.52%
GGG	C	0.51%
AZO	D	0.51%
VRSN	D	0.51%
FAST	C	0.51%
CASY	D	0.51%
CNA	C	0.5%
AMH	C	0.5%
ORLY	C	0.5%
ROL	C	0.49%
ITW	C	0.49%
RYAN	D	0.49%
CPT	B	0.48%
AME	C	0.48%
JKHY	B	0.47%
GOOGL	D	0.47%
WMB	B	0.46%
CSCO	C	0.46%
NVR	B	0.45%
ACN	C	0.44%
CHRW	B	0.43%
SCI	B	0.42%
YUM	D	0.42%
AKAM	D	0.41%
FTV	C	0.4%
CACI	B	0.39%
HLI	B	0.39%
CSGP	D	0.39%
LNG	C	0.37%
DOX	C	0.37%
ATR	B	0.37%
LOW	B	0.37%
AIZ	B	0.36%
GL	C	0.35%
GPK	B	0.33%
ORI	B	0.33%
TTC	D	0.32%
EGP	B	0.32%
DCI	C	0.31%
CHE	C	0.31%
ADC	C	0.29%
CHK	D	0.29%
FR	B	0.28%
CBSH	C	0.28%
SEIC	C	0.27%
DTM	B	0.27%
SAIC	C	0.26%
GNTX	F	0.25%
LSTR	D	0.24%
DLB	D	0.24%
MSA	D	0.23%
DG	F	0.22%
CWST	D	0.22%
RLI	B	0.22%
MMS	C	0.19%
SIGI	D	0.19%
SON	C	0.19%
NEU	D	0.14%
SOLV	C	0.1%

LGLV Underweight 35 Positions Relative to YLD

Symbol	Grade	Weight
AAPL	C	-0.88%
IPG	C	-0.81%
AMAT	D	-0.78%
KKR	B	-0.77%
BLK	B	-0.75%
JPM	D	-0.72%
MCHP	F	-0.71%
EWBC	D	-0.56%
DLR	B	-0.54%
ARE	C	-0.53%
MPW	C	-0.5%
TFX	C	-0.49%
DE	B	-0.45%
ALE	B	-0.43%
BCE	C	-0.41%
MPC	F	-0.4%
FNF	B	-0.4%
LECO	F	-0.37%
HRL	C	-0.37%
EOG	D	-0.36%
ES	C	-0.35%
BOH	D	-0.32%
SAP	B	-0.31%
PFE	C	-0.3%
MGA	D	-0.3%
GOLF	D	-0.3%
HAS	B	-0.28%
LCII	C	-0.25%
SNA	C	-0.25%
TSN	C	-0.23%
CFR	C	-0.19%
USB	B	-0.09%
COLB	B	-0.09%
VFC	C	-0.06%
WASH	A	-0.02%