PEY vs. SCHD ETF Comparison
Comparison of PowerShares High Yield Dividend Achievers (PEY) to Schwab US Dividend Equity ETF (SCHD)
PEY
PowerShares High Yield Dividend Achievers
PEY Description
The PowerShares High Yield Equity Dividend Achievers Portfolio (Fund) is based on the NASDAQ US Dividend AchieversTM 50 Index (Index). The Fund will normally invest at least 90% of its total assets in dividend paying common stocks that comprise the Index. The Index is comprised of 50 stocks selected principally on the basis of dividend yield and consistent growth in dividends. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc., replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Mergent Dividend Achievers 50 Index to NASDAQ Dividend Achievers 50 Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.
Grade (RS Rating)
Last Trade
$21.24
Average Daily Volume
196,852
49
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
$82.00
Average Daily Volume
2,929,635
99
Performance
| Period | PEY | SCHD |
|---|---|---|
| 30 Days | 3.78% | 3.94% |
| 60 Days | 10.04% | 6.37% |
| 90 Days | 8.27% | 6.39% |
| 12 Months | 11.59% | 16.01% |
14 Overlapping Holdings
| Symbol | Grade | Weight in PEY | Weight in SCHD | Overlap | |
|---|---|---|---|---|---|
| BBY | A | 1.76% | 0.76% | 0.76% | |
| BMY | B | 2.66% | 4.04% | 2.66% | |
| CVX | F | 1.36% | 3.47% | 1.36% | |
| IPG | B | 1.62% | 0.48% | 0.48% | |
| KEY | B | 2.6% | 0.62% | 0.62% | |
| KMB | A | 1.5% | 1.95% | 1.5% | |
| LYB | D | 1.93% | 0.96% | 0.96% | |
| MO | A | 3.77% | 3.75% | 3.75% | |
| PFE | D | 2.27% | 3.56% | 2.27% | |
| RF | B | 2.2% | 0.84% | 0.84% | |
| TROW | D | 1.48% | 0.92% | 0.92% | |
| UPS | F | 1.67% | 3.44% | 1.67% | |
| USB | B | 2.12% | 2.84% | 2.12% | |
| VZ | B | 2.54% | 3.86% | 2.54% |
PEY Overweight 35 Positions Relative to SCHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIBK | B | 3.25% | |
| CCOI | A | 3.05% | |
| UVV | B | 2.96% | |
| TFC | B | 2.51% | |
| PM | A | 2.41% | |
| WSBC | B | 2.33% | |
| MMM | B | 2.29% | |
| UGI | C | 2.23% | |
| NWN | B | 2.18% | |
| INDB | B | 2.11% | |
| UBSI | B | 2.09% | |
| ES | A | 2.07% | |
| AVA | B | 2.05% | |
| WBA | F | 2.04% | |
| NWE | A | 2.0% | |
| SR | B | 2.0% | |
| EVRG | A | 1.95% | |
| OGE | B | 1.94% | |
| K | A | 1.93% | |
| PNW | A | 1.91% | |
| BKH | A | 1.83% | |
| PNC | B | 1.78% | |
| POR | B | 1.78% | |
| WEC | A | 1.74% | |
| IBM | A | 1.74% | |
| BEN | F | 1.68% | |
| SWK | B | 1.66% | |
| PRGO | C | 1.65% | |
| PRU | C | 1.63% | |
| FLO | A | 1.53% | |
| MAN | D | 1.5% | |
| TRN | C | 1.39% | |
| EMN | C | 1.22% | |
| SON | A | 1.15% | |
| HPQ | D | 1.1% |
PEY Underweight 85 Positions Relative to SCHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| LMT | A | -4.53% | |
| ABBV | B | -4.44% | |
| KO | B | -4.24% | |
| BLK | B | -4.17% | |
| HD | B | -4.1% | |
| CSCO | B | -4.04% | |
| AMGN | C | -3.99% | |
| TXN | C | -3.82% | |
| PEP | A | -3.8% | |
| EOG | D | -2.83% | |
| OKE | A | -2.11% | |
| VLO | D | -1.89% | |
| F | D | -1.69% | |
| PAYX | B | -1.66% | |
| FAST | D | -1.51% | |
| HSY | A | -1.16% | |
| FITB | B | -1.14% | |
| MTB | B | -1.12% | |
| CINF | B | -0.85% | |
| HBAN | B | -0.84% | |
| DRI | A | -0.74% | |
| PKG | B | -0.72% | |
| CTRA | F | -0.71% | |
| SWKS | D | -0.64% | |
| AMCR | B | -0.64% | |
| FNF | B | -0.6% | |
| CF | B | -0.59% | |
| SNA | D | -0.58% | |
| WSO | D | -0.56% | |
| DKS | C | -0.53% | |
| CHRW | B | -0.48% | |
| EWBC | C | -0.46% | |
| UNM | B | -0.39% | |
| APA | F | -0.38% | |
| TPR | B | -0.37% | |
| HRB | B | -0.35% | |
| CMA | B | -0.29% | |
| DINO | F | -0.29% | |
| ZION | C | -0.28% | |
| MTN | C | -0.27% | |
| SNV | C | -0.26% | |
| RHI | D | -0.25% | |
| NXST | D | -0.21% | |
| WHR | D | -0.21% | |
| RDN | B | -0.21% | |
| COLB | B | -0.2% | |
| JHG | B | -0.19% | |
| OZK | D | -0.18% | |
| WU | C | -0.17% | |
| HUN | D | -0.14% | |
| MSM | D | -0.14% | |
| NSP | F | -0.13% | |
| IBOC | C | -0.13% | |
| CATY | B | -0.12% | |
| WEN | C | -0.11% | |
| APAM | D | -0.11% | |
| CRI | C | -0.1% | |
| BOH | B | -0.1% | |
| HTLF | B | -0.09% | |
| CNS | B | -0.09% | |
| CVBF | D | -0.09% | |
| BANR | B | -0.08% | |
| OFG | B | -0.08% | |
| LEG | D | -0.07% | |
| LKFN | B | -0.07% | |
| NWBI | B | -0.07% | |
| FCF | B | -0.07% | |
| CHCO | B | -0.07% | |
| STBA | B | -0.06% | |
| KFRC | D | -0.05% | |
| GABC | B | -0.05% | |
| BKE | B | -0.05% | |
| OXM | F | -0.05% | |
| VRTS | D | -0.05% | |
| PFC | B | -0.04% | |
| CWEN | B | -0.04% | |
| FBMS | B | -0.04% | |
| AMSF | B | -0.04% | |
| PFBC | C | -0.04% | |
| SRCE | C | -0.04% | |
| ETH | F | -0.03% | |
| CPF | B | -0.03% | |
| HFWA | B | -0.03% | |
| CBRL | F | -0.03% | |
| GES | F | -0.02% |
PEY: Top Represented Industries & Keywords
SCHD: Top Represented Industries & Keywords
Compare ETFs
