OCEN vs. SCHD ETF Comparison
Comparison of IQ Clean Oceans ETF (OCEN) to Schwab US Dividend Equity ETF (SCHD)
OCEN
IQ Clean Oceans ETF
OCEN Description
The OCEN IQ Clean Oceans ETF tracks the IQ Clean Oceans Index, which seeks to track companies that help to protect and/or achieve cleaner oceans through reduced pollution and increased resource efficiency.
Grade (RS Rating)
Last Trade
$21.28
Average Daily Volume
157
Number of Holdings
*
22
* may have additional holdings in another (foreign) market
SCHD
Schwab US Dividend Equity ETF
SCHD Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The 100-component index is a subset of the Dow Jones U.S. Broad Market Index, excluding REITs, master limited partnerships, preferred stocks and convertibles. It is non-diversified.Grade (RS Rating)
Last Trade
$29.45
Average Daily Volume
10,695,943
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | OCEN | SCHD |
|---|---|---|
| 30 Days | -3.26% | 4.62% |
| 60 Days | -10.00% | 4.85% |
| 90 Days | -5.23% | 6.76% |
| 12 Months | 4.45% | 28.39% |
1 Overlapping Holdings
| Symbol | Grade | Weight in OCEN | Weight in SCHD | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 3.14% | 3.29% | 3.14% |
OCEN Overweight 21 Positions Relative to SCHD
OCEN Underweight 98 Positions Relative to SCHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| BMY | B | -4.48% | |
| CSCO | A | -4.47% | |
| BLK | C | -4.46% | |
| CVX | A | -4.39% | |
| HD | B | -4.24% | |
| VZ | B | -3.93% | |
| TXN | D | -3.75% | |
| UPS | C | -3.7% | |
| MO | A | -3.69% | |
| LMT | D | -3.59% | |
| PEP | F | -3.43% | |
| PFE | D | -3.39% | |
| AMGN | F | -3.36% | |
| KO | D | -3.35% | |
| USB | A | -3.04% | |
| EOG | C | -3.01% | |
| OKE | B | -2.54% | |
| FAST | A | -1.8% | |
| VLO | C | -1.77% | |
| KMB | C | -1.76% | |
| PAYX | B | -1.74% | |
| F | C | -1.62% | |
| MTB | B | -1.37% | |
| FITB | B | -1.22% | |
| TROW | A | -1.01% | |
| HSY | F | -0.99% | |
| HBAN | B | -0.97% | |
| RF | B | -0.92% | |
| CINF | A | -0.91% | |
| PKG | A | -0.84% | |
| LYB | F | -0.81% | |
| CTRA | B | -0.77% | |
| DRI | B | -0.75% | |
| SNA | A | -0.72% | |
| KEY | B | -0.69% | |
| WSO | B | -0.66% | |
| BBY | D | -0.64% | |
| CF | B | -0.63% | |
| FNF | B | -0.6% | |
| AMCR | D | -0.57% | |
| EWBC | B | -0.56% | |
| SWKS | D | -0.51% | |
| UNM | A | -0.5% | |
| TPR | A | -0.49% | |
| CHRW | C | -0.49% | |
| DKS | C | -0.43% | |
| IPG | C | -0.41% | |
| CMA | A | -0.35% | |
| ZION | B | -0.33% | |
| APA | F | -0.31% | |
| SNV | B | -0.31% | |
| HRB | D | -0.3% | |
| RHI | C | -0.29% | |
| MTN | C | -0.26% | |
| COLB | B | -0.24% | |
| DINO | F | -0.24% | |
| WHR | B | -0.23% | |
| JHG | A | -0.22% | |
| NXST | C | -0.2% | |
| OZK | B | -0.19% | |
| RDN | B | -0.19% | |
| WU | D | -0.14% | |
| CATY | B | -0.14% | |
| MSM | C | -0.14% | |
| IBOC | B | -0.14% | |
| APAM | A | -0.13% | |
| BOH | B | -0.12% | |
| HUN | F | -0.12% | |
| WEN | D | -0.11% | |
| CVBF | B | -0.11% | |
| BANR | B | -0.1% | |
| HTLF | B | -0.1% | |
| NSP | D | -0.1% | |
| CNS | B | -0.1% | |
| OFG | B | -0.08% | |
| LKFN | B | -0.07% | |
| NWBI | B | -0.07% | |
| CRI | F | -0.07% | |
| CHCO | B | -0.07% | |
| FCF | B | -0.07% | |
| LEG | F | -0.06% | |
| VRTS | B | -0.06% | |
| STBA | B | -0.06% | |
| GABC | B | -0.05% | |
| BKE | A | -0.05% | |
| FBMS | B | -0.04% | |
| PFC | C | -0.04% | |
| KFRC | C | -0.04% | |
| CBRL | C | -0.04% | |
| SRCE | B | -0.04% | |
| OXM | D | -0.04% | |
| AMSF | B | -0.04% | |
| PFBC | B | -0.04% | |
| ETD | C | -0.03% | |
| CPF | B | -0.03% | |
| HFWA | B | -0.03% | |
| CWEN | C | -0.03% | |
| GES | F | -0.02% |
OCEN: Top Represented Industries & Keywords
Industries:
Packaging & Containers
Semiconductors
Diversified Industrials
Solar
Drug Manufacturers - Major
Electronic Components
Footwear & Accessories
REIT - Residential
Scientific & Technical Instruments
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Retail
Utilities - Diversified
Utilities - Independent Power Producers
Utilities - Regulated Electric
Utilities - Regulated Water
Keywords:
S&P 500
Nasdaq 100
Electricity
Computing
Dow Jones Component
Natural Gas
Photovoltaic System
Photovoltaics
Alternative Energy
Beverage
Drink
Fabless Semiconductor Companies
Integrated Circuits
Inverter Systems
Inverters
Packaging
Pharmaceutical
Power Management
Power Systems
Renewable Energy
SCHD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Drug Manufacturers - Major
Home Furnishings & Fixtures
Oil & Gas E&P
Restaurants
Staffing & Outsourcing Services
Apparel Manufacturing
Apparel Stores
Beverages - Soft Drinks
Industrial Distribution
Insurance - Property & Casualty
Insurance - Specialty
Integrated Shipping & Logistics
Oil & Gas Refining & Marketing
Packaging & Containers
Savings & Cooperative Banks
Semiconductors
Specialty Retail
Advertising Agencies
Keywords:
S&P 500
Bank
Banking
Commercial Banking
Commercial Bank
Deposit Products
Investment Management
Cash Management
Cash Management Services
Real Estate Loans
Card Services
Individual Retirement Account
Nasdaq 100
Retail Banking
Trust Services
Clothing
Credit Card Services
Dow Jones Component
Insurance
Banking Services
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