SCHH vs. LVHD ETF Comparison
Comparison of Schwab U.S. REIT ETF (SCHH) to Legg Mason Low Volatility High Dividend ETF (LVHD)
SCHH
Schwab U.S. REIT ETF
SCHH Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Select REIT IndexSM. The fund invests at least 90% of its net assets in securities included in the index. It generally gives the same weight to a given security as the index does. The index is a float-adjusted market capitalization weighted index comprised of real estate investment trusts ("REITs"). The fund may sell securities that are represented in the index in anticipation of their removal from the index, or buy securities that are not yet represented in the index in anticipation of their addition to the index. It is non-diversified.
Grade (RS Rating)
Last Trade
$23.18
Average Daily Volume
3,751,058
108
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
$40.41
Average Daily Volume
66,254
115
Performance
Period | SCHH | LVHD |
---|---|---|
30 Days | 5.97% | 3.88% |
60 Days | 9.78% | 8.84% |
90 Days | 17.41% | 13.81% |
12 Months | 26.65% | 18.05% |
31 Overlapping Holdings
Symbol | Grade | Weight in SCHH | Weight in LVHD | Overlap | |
---|---|---|---|---|---|
AAT | B | 0.09% | 0.06% | 0.06% | |
ADC | C | 0.53% | 0.49% | 0.49% | |
APLE | D | 0.22% | 0.22% | 0.22% | |
BNL | B | 0.24% | 0.16% | 0.16% | |
BRX | B | 0.58% | 0.48% | 0.48% | |
CTRE | C | 0.31% | 0.18% | 0.18% | |
CUBE | C | 0.85% | 0.56% | 0.56% | |
DEA | B | 0.1% | 0.08% | 0.08% | |
DOC | C | 1.1% | 0.28% | 0.28% | |
EPR | B | 0.25% | 0.24% | 0.24% | |
EPRT | B | 0.4% | 0.31% | 0.31% | |
EQR | B | 1.87% | 0.85% | 0.85% | |
ESS | B | 1.39% | 0.85% | 0.85% | |
FCPT | C | 0.19% | 0.1% | 0.1% | |
GLPI | C | 0.99% | 0.52% | 0.52% | |
GTY | B | 0.11% | 0.07% | 0.07% | |
HIW | B | 0.24% | 0.22% | 0.22% | |
KIM | C | 1.11% | 0.82% | 0.82% | |
LTC | C | 0.11% | 0.08% | 0.08% | |
LXP | B | 0.21% | 0.13% | 0.13% | |
MAA | B | 1.35% | 0.91% | 0.91% | |
NHI | C | 0.26% | 0.1% | 0.1% | |
NNN | C | 0.62% | 0.38% | 0.38% | |
NSA | B | 0.23% | 0.29% | 0.23% | |
NTST | D | 0.09% | 0.12% | 0.09% | |
REG | C | 0.86% | 0.67% | 0.67% | |
ROIC | C | 0.14% | 0.12% | 0.12% | |
STAG | C | 0.5% | 0.34% | 0.34% | |
UNIT | C | 0.09% | 0.07% | 0.07% | |
VICI | C | 2.45% | 1.59% | 1.59% | |
WPC | C | 0.95% | 0.64% | 0.64% |
SCHH Overweight 77 Positions Relative to LVHD
Symbol | Grade | Weight | |
---|---|---|---|
PLD | C | 8.38% | |
AMT | C | 7.69% | |
EQIX | C | 5.73% | |
WELL | C | 4.73% | |
PSA | B | 3.98% | |
O | C | 3.81% | |
SPG | B | 3.74% | |
DLR | B | 3.65% | |
CCI | C | 3.62% | |
EXR | B | 2.63% | |
IRM | C | 2.39% | |
AVB | B | 2.3% | |
VTR | C | 1.84% | |
SBAC | C | 1.8% | |
WY | C | 1.6% | |
INVH | C | 1.46% | |
ARE | C | 1.34% | |
SUI | B | 1.26% | |
UDR | C | 0.99% | |
ELS | C | 0.98% | |
CPT | B | 0.92% | |
AMH | C | 0.91% | |
HST | C | 0.85% | |
BXP | B | 0.8% | |
LAMR | B | 0.78% | |
REXR | C | 0.75% | |
OHI | B | 0.7% | |
EGP | B | 0.62% | |
FRT | C | 0.61% | |
COLD | D | 0.54% | |
FR | B | 0.52% | |
TRNO | C | 0.46% | |
RHP | C | 0.43% | |
KRG | B | 0.41% | |
VNO | C | 0.4% | |
PECO | B | 0.33% | |
IRT | B | 0.32% | |
CUZ | B | 0.31% | |
SLG | C | 0.31% | |
SBRA | C | 0.3% | |
RYN | C | 0.3% | |
KRC | C | 0.26% | |
MAC | B | 0.25% | |
PCH | C | 0.25% | |
IIPR | B | 0.25% | |
MPW | C | 0.24% | |
SKT | B | 0.24% | |
PK | D | 0.2% | |
DEI | B | 0.19% | |
UE | B | 0.18% | |
AKR | B | 0.17% | |
OUT | C | 0.17% | |
EQC | C | 0.15% | |
IVT | B | 0.14% | |
SHO | C | 0.14% | |
GNL | C | 0.12% | |
DRH | C | 0.12% | |
PEB | D | 0.11% | |
XHR | B | 0.1% | |
ESRT | B | 0.1% | |
RLJ | D | 0.1% | |
ALEX | B | 0.1% | |
JBGS | C | 0.1% | |
UMH | C | 0.09% | |
CSR | B | 0.08% | |
PDM | B | 0.08% | |
AIV | B | 0.08% | |
NXRT | C | 0.07% | |
AHH | C | 0.06% | |
PGRE | C | 0.06% | |
PLYM | D | 0.06% | |
BDN | B | 0.06% | |
INN | B | 0.05% | |
SVC | D | 0.05% | |
GMRE | C | 0.04% | |
HPP | D | 0.04% | |
FPI | D | 0.03% |
SCHH Underweight 84 Positions Relative to LVHD
Symbol | Grade | Weight | |
---|---|---|---|
LMT | C | -2.7% | |
MCD | B | -2.67% | |
KO | C | -2.62% | |
KDP | B | -2.59% | |
MDLZ | B | -2.58% | |
IBM | B | -2.49% | |
DUK | C | -2.48% | |
SO | B | -2.47% | |
HD | B | -2.46% | |
PEP | C | -2.45% | |
JNJ | C | -2.45% | |
MO | C | -2.45% | |
CSCO | C | -2.44% | |
HSY | C | -2.4% | |
VZ | B | -2.38% | |
AEP | C | -2.25% | |
USB | B | -2.25% | |
KMB | D | -2.16% | |
GIS | B | -2.11% | |
CVX | D | -2.07% | |
KHC | C | -2.01% | |
XEL | B | -1.94% | |
EXC | C | -1.92% | |
PAYX | C | -1.9% | |
OKE | B | -1.83% | |
SYY | D | -1.79% | |
K | B | -1.76% | |
PNC | B | -1.72% | |
DRI | B | -1.55% | |
WEC | C | -1.45% | |
ED | C | -1.4% | |
ETR | B | -1.38% | |
LYB | D | -1.25% | |
OMC | B | -1.1% | |
DTE | C | -1.06% | |
FANG | D | -1.06% | |
AEE | C | -1.04% | |
NI | B | -0.97% | |
FE | C | -0.95% | |
PKG | B | -0.95% | |
IPG | C | -0.93% | |
EVRG | B | -0.9% | |
LNT | B | -0.72% | |
PNW | C | -0.69% | |
FNF | B | -0.56% | |
OGE | C | -0.44% | |
POR | C | -0.33% | |
DTM | B | -0.32% | |
ONB | C | -0.3% | |
SON | C | -0.28% | |
MSM | D | -0.26% | |
IDA | C | -0.25% | |
VLY | C | -0.23% | |
OGS | B | -0.22% | |
ALE | B | -0.21% | |
BKH | B | -0.21% | |
FNB | C | -0.21% | |
SR | B | -0.18% | |
NJR | B | -0.17% | |
AVA | C | -0.15% | |
FULT | D | -0.15% | |
UBSI | B | -0.14% | |
FIBK | B | -0.14% | |
BOH | D | -0.13% | |
NWE | B | -0.12% | |
CBU | C | -0.11% | |
AUB | D | -0.11% | |
FHB | D | -0.11% | |
UVV | D | -0.09% | |
CNA | C | -0.09% | |
CVBF | D | -0.09% | |
NWN | C | -0.08% | |
VGR | B | -0.08% | |
PFS | B | -0.08% | |
LADR | C | -0.06% | |
NBTB | D | -0.06% | |
FFBC | D | -0.06% | |
HOPE | B | -0.06% | |
TOWN | B | -0.06% | |
NWBI | C | -0.06% | |
FRME | D | -0.06% | |
WABC | D | -0.05% | |
PFBC | D | -0.05% | |
FCF | C | -0.05% |
SCHH: Top Represented Industries & Keywords
LVHD: Top Represented Industries & Keywords