LVHD vs. IQSM ETF Comparison
Comparison of Legg Mason Low Volatility High Dividend ETF (LVHD) to IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
LVHD
Legg Mason Low Volatility High Dividend ETF
LVHD Description
The investment seeks to track the investment results of the QS Low Volatility High Dividend Index (the "underlying index"). The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose the underlying index. The underlying index composed of equity securities of U.S. companies with relatively high yield and low price and earnings volatility.
Grade (RS Rating)
Last Trade
$40.14
Average Daily Volume
60,648
Number of Holdings
*
115
* may have additional holdings in another (foreign) market
IQSM
IQ Candriam ESG U.S. Mid Cap Equity ETF
IQSM Description
IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$32.47
Average Daily Volume
11,986
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | LVHD | IQSM |
---|---|---|
30 Days | 0.92% | 5.35% |
60 Days | 5.38% | 6.99% |
90 Days | 13.99% | 8.70% |
12 Months | 24.24% | 25.45% |
1 Overlapping Holdings
Symbol | Grade | Weight in LVHD | Weight in IQSM | Overlap | |
---|---|---|---|---|---|
PKG | B | 0.97% | 0.94% | 0.94% |
LVHD Overweight 114 Positions Relative to IQSM
Symbol | Grade | Weight | |
---|---|---|---|
LMT | A | 2.81% | |
MCD | B | 2.71% | |
HD | A | 2.64% | |
KO | D | 2.59% | |
KDP | C | 2.57% | |
CSCO | A | 2.55% | |
IBM | A | 2.54% | |
MDLZ | D | 2.5% | |
SO | C | 2.49% | |
VZ | C | 2.41% | |
DUK | D | 2.41% | |
MO | D | 2.38% | |
JNJ | D | 2.37% | |
PEP | F | 2.31% | |
USB | C | 2.27% | |
HSY | F | 2.26% | |
AEP | D | 2.2% | |
CVX | B | 2.18% | |
KMB | D | 2.12% | |
GIS | C | 2.12% | |
XEL | C | 1.96% | |
KHC | F | 1.95% | |
PAYX | B | 1.95% | |
EXC | C | 1.91% | |
OKE | A | 1.83% | |
SYY | D | 1.78% | |
K | A | 1.73% | |
PNC | B | 1.71% | |
DRI | C | 1.58% | |
VICI | C | 1.55% | |
ETR | B | 1.46% | |
WEC | C | 1.45% | |
ED | D | 1.38% | |
LYB | C | 1.25% | |
OMC | C | 1.13% | |
FANG | C | 1.09% | |
DTE | C | 1.09% | |
AEE | A | 1.06% | |
NI | C | 0.98% | |
FE | D | 0.94% | |
IPG | D | 0.92% | |
EVRG | D | 0.89% | |
MAA | D | 0.86% | |
ESS | D | 0.8% | |
EQR | D | 0.8% | |
KIM | C | 0.77% | |
LNT | C | 0.73% | |
PNW | D | 0.69% | |
REG | D | 0.64% | |
WPC | C | 0.62% | |
FNF | C | 0.57% | |
CUBE | C | 0.54% | |
GLPI | B | 0.5% | |
ADC | C | 0.48% | |
BRX | C | 0.48% | |
OGE | C | 0.45% | |
NNN | C | 0.37% | |
POR | D | 0.33% | |
STAG | D | 0.33% | |
DTM | A | 0.33% | |
EPRT | C | 0.32% | |
ONB | D | 0.29% | |
SON | D | 0.28% | |
NSA | D | 0.28% | |
MSM | D | 0.27% | |
DOC | D | 0.27% | |
EPR | C | 0.24% | |
IDA | D | 0.24% | |
VLY | B | 0.24% | |
HIW | C | 0.22% | |
OGS | C | 0.22% | |
APLE | B | 0.22% | |
FNB | D | 0.21% | |
ALE | A | 0.21% | |
BKH | C | 0.21% | |
CTRE | C | 0.18% | |
SR | D | 0.18% | |
NJR | D | 0.17% | |
BNL | C | 0.16% | |
AVA | D | 0.15% | |
FIBK | D | 0.14% | |
FULT | D | 0.14% | |
LXP | D | 0.13% | |
UBSI | D | 0.13% | |
ROIC | C | 0.12% | |
NWE | C | 0.12% | |
BOH | D | 0.12% | |
AUB | D | 0.11% | |
NTST | F | 0.11% | |
CBU | D | 0.11% | |
FHB | D | 0.11% | |
CVBF | B | 0.1% | |
NHI | C | 0.1% | |
FCPT | C | 0.1% | |
CNA | D | 0.09% | |
UVV | D | 0.09% | |
LTC | D | 0.08% | |
NWN | D | 0.08% | |
VGR | B | 0.08% | |
DEA | D | 0.08% | |
PFS | D | 0.08% | |
GTY | C | 0.07% | |
UNIT | B | 0.07% | |
LADR | D | 0.06% | |
NBTB | D | 0.06% | |
FFBC | D | 0.06% | |
TOWN | C | 0.06% | |
HOPE | C | 0.06% | |
AAT | C | 0.06% | |
NWBI | D | 0.06% | |
FRME | D | 0.06% | |
PFBC | C | 0.05% | |
FCF | D | 0.05% | |
WABC | F | 0.04% |
LVHD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Electric
REIT - Retail
REIT - Diversified
Utilities - Diversified
Utilities - Regulated Gas
REIT - Healthcare Facilities
REIT - Industrial
Beverages - Soft Drinks
Packaged Foods
REIT - Residential
Tobacco
Advertising Agencies
Confectioners
Oil & Gas Midstream
Packaging & Containers
REIT - Hotel & Motel
REIT - Office
Restaurants
Savings & Cooperative Banks
Keywords:
S&P 500
Real Estate Investment Trust
Bank
Natural Gas
Banking
Electricity
Deposit Products
Nasdaq 100
Real Estate Loans
Trust Services
Commercial Banking
Dow Jones Component
Electric Utility
Real Estate Market
Retail Properties
Asset Management Services
Cash Management Services
Demand Deposit
Gas Transmission
Investment Management
IQSM: Top Represented Industries & Keywords