SCHD vs. DIVL ETF Comparison
Comparison of Schwab US Dividend Equity ETF (SCHD) to Madison Dividend Value ETF (DIVL)
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
$28.98
Average Daily Volume
10,442,733
99
DIVL
Madison Dividend Value ETF
DIVL Description
The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over $1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in dividend paying equity securities. The fund may also invest up to 50% of its common stock allocation in foreign securities, including ADRs and emerging market securities.Grade (RS Rating)
Last Trade
$22.53
Average Daily Volume
2,676
36
Performance
| Period | SCHD | DIVL |
|---|---|---|
| 30 Days | 2.29% | 1.65% |
| 60 Days | 3.83% | 4.77% |
| 90 Days | 5.03% | 5.98% |
| 12 Months | 26.18% | 21.78% |
10 Overlapping Holdings
SCHD Overweight 89 Positions Relative to DIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| BMY | B | 4.49% | |
| CSCO | B | 4.47% | |
| VZ | C | 3.78% | |
| UPS | C | 3.69% | |
| MO | A | 3.63% | |
| LMT | D | 3.6% | |
| PFE | F | 3.51% | |
| AMGN | F | 3.43% | |
| KO | D | 3.31% | |
| OKE | A | 2.4% | |
| VLO | C | 1.75% | |
| KMB | C | 1.69% | |
| F | C | 1.65% | |
| MTB | A | 1.36% | |
| FITB | B | 1.23% | |
| TROW | B | 1.02% | |
| HSY | F | 1.01% | |
| HBAN | A | 0.97% | |
| RF | A | 0.92% | |
| CINF | A | 0.89% | |
| LYB | F | 0.81% | |
| PKG | A | 0.8% | |
| DRI | B | 0.77% | |
| SNA | A | 0.72% | |
| CTRA | B | 0.72% | |
| KEY | B | 0.69% | |
| BBY | D | 0.67% | |
| WSO | A | 0.64% | |
| CF | A | 0.6% | |
| FNF | B | 0.6% | |
| AMCR | C | 0.56% | |
| EWBC | A | 0.55% | |
| TPR | B | 0.51% | |
| SWKS | F | 0.51% | |
| CHRW | B | 0.5% | |
| UNM | A | 0.49% | |
| DKS | D | 0.44% | |
| IPG | D | 0.42% | |
| CMA | B | 0.35% | |
| ZION | B | 0.34% | |
| APA | D | 0.31% | |
| SNV | C | 0.31% | |
| HRB | D | 0.31% | |
| RHI | C | 0.3% | |
| MTN | C | 0.26% | |
| COLB | B | 0.25% | |
| WHR | B | 0.24% | |
| DINO | D | 0.24% | |
| JHG | B | 0.22% | |
| RDN | D | 0.2% | |
| NXST | C | 0.2% | |
| OZK | B | 0.19% | |
| IBOC | B | 0.15% | |
| MSM | C | 0.15% | |
| WU | F | 0.14% | |
| CATY | B | 0.14% | |
| APAM | B | 0.13% | |
| BOH | B | 0.12% | |
| WEN | D | 0.12% | |
| HUN | F | 0.12% | |
| CVBF | A | 0.11% | |
| BANR | B | 0.1% | |
| HTLF | B | 0.1% | |
| CNS | B | 0.1% | |
| NSP | F | 0.1% | |
| OFG | B | 0.08% | |
| NWBI | B | 0.07% | |
| LKFN | C | 0.07% | |
| FCF | B | 0.07% | |
| CHCO | B | 0.07% | |
| CRI | F | 0.07% | |
| BKE | B | 0.06% | |
| LEG | F | 0.06% | |
| VRTS | B | 0.06% | |
| STBA | B | 0.06% | |
| GABC | B | 0.05% | |
| FBMS | B | 0.04% | |
| PFC | B | 0.04% | |
| KFRC | D | 0.04% | |
| CBRL | C | 0.04% | |
| SRCE | B | 0.04% | |
| AMSF | B | 0.04% | |
| OXM | F | 0.04% | |
| PFBC | B | 0.04% | |
| ETD | C | 0.03% | |
| CPF | B | 0.03% | |
| CWEN | C | 0.03% | |
| HFWA | C | 0.03% | |
| GES | F | 0.02% |
SCHD Underweight 26 Positions Relative to DIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| MS | A | -4.78% | |
| ADP | A | -4.51% | |
| HON | C | -3.92% | |
| JPM | A | -3.52% | |
| LOW | C | -3.29% | |
| CMCSA | B | -2.82% | |
| JNJ | C | -2.77% | |
| UNP | C | -2.74% | |
| NEE | C | -2.69% | |
| HPE | B | -2.65% | |
| MDT | D | -2.64% | |
| CME | B | -2.63% | |
| BAC | A | -2.61% | |
| AMT | C | -2.58% | |
| COP | C | -2.57% | |
| MKC | C | -2.35% | |
| APD | A | -2.29% | |
| D | C | -2.28% | |
| CMI | A | -2.16% | |
| DGX | A | -2.02% | |
| XOM | B | -1.91% | |
| PG | C | -1.41% | |
| NKE | F | -1.36% | |
| ABT | B | -1.25% | |
| DE | B | -1.14% | |
| CL | D | -0.99% |
SCHD: Top Represented Industries & Keywords
DIVL: Top Represented Industries & Keywords
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