SCHV vs. WLDR ETF Comparison
Comparison of Schwab U.S. Large-Cap Value ETF (SCHV) to Affinity World Leaders Equity ETF (WLDR)
SCHV
Schwab U.S. Large-Cap Value ETF
SCHV Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors. The index is a float-adjusted market capitalization weighted index.
Grade (RS Rating)
Last Trade
$80.02
Average Daily Volume
303,749
Number of Holdings
*
509
* may have additional holdings in another (foreign) market
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.Grade (RS Rating)
Last Trade
$32.92
Average Daily Volume
2,931
Number of Holdings
*
70
* may have additional holdings in another (foreign) market
Performance
| Period | SCHV | WLDR |
|---|---|---|
| 30 Days | 1.24% | 2.55% |
| 60 Days | 7.13% | 5.53% |
| 90 Days | 8.72% | 6.31% |
| 12 Months | 29.64% | 35.99% |
54 Overlapping Holdings
| Symbol | Grade | Weight in SCHV | Weight in WLDR | Overlap | |
|---|---|---|---|---|---|
| ACI | F | 0.03% | 0.65% | 0.03% | |
| ALL | B | 0.21% | 0.57% | 0.21% | |
| AMAT | B | 0.7% | 3.19% | 0.7% | |
| BK | C | 0.22% | 1.13% | 0.22% | |
| BRK.A | C | 3.47% | 1.21% | 1.21% | |
| CAH | B | 0.11% | 0.89% | 0.11% | |
| CARR | A | 0.28% | 1.21% | 0.28% | |
| CAT | A | 0.78% | 1.11% | 0.78% | |
| CI | D | 0.4% | 0.83% | 0.4% | |
| CMCSA | B | 0.67% | 1.37% | 0.67% | |
| CNC | F | 0.16% | 0.77% | 0.16% | |
| CTSH | B | 0.16% | 1.88% | 0.16% | |
| DAL | C | 0.14% | 0.55% | 0.14% | |
| DOC | C | 0.07% | 0.4% | 0.07% | |
| EBAY | A | 0.13% | 2.15% | 0.13% | |
| EMN | C | 0.05% | 1.14% | 0.05% | |
| ETR | A | 0.12% | 0.58% | 0.12% | |
| EVRG | C | 0.06% | 0.53% | 0.06% | |
| F | D | 0.17% | 0.36% | 0.17% | |
| FANG | D | 0.13% | 0.57% | 0.13% | |
| HCA | B | 0.31% | 0.99% | 0.31% | |
| HPQ | C | 0.14% | 3.65% | 0.14% | |
| HST | D | 0.05% | 0.33% | 0.05% | |
| IBM | B | 0.84% | 2.3% | 0.84% | |
| JPM | D | 2.48% | 1.83% | 1.83% | |
| KR | C | 0.16% | 0.76% | 0.16% | |
| LEN | B | 0.19% | 0.47% | 0.19% | |
| MGM | D | 0.04% | 0.5% | 0.04% | |
| MO | D | 0.36% | 0.64% | 0.36% | |
| MPC | F | 0.23% | 0.55% | 0.23% | |
| MRK | F | 1.19% | 1.18% | 1.18% | |
| NTAP | D | 0.1% | 3.38% | 0.1% | |
| OMC | C | 0.08% | 1.27% | 0.08% | |
| PCAR | D | 0.21% | 0.73% | 0.21% | |
| PHM | A | 0.12% | 0.48% | 0.12% | |
| PSX | D | 0.23% | 0.56% | 0.23% | |
| RCL | C | 0.17% | 0.84% | 0.17% | |
| RGA | C | 0.06% | 0.53% | 0.06% | |
| RS | D | 0.07% | 0.22% | 0.07% | |
| SPG | A | 0.21% | 0.42% | 0.21% | |
| SSNC | C | 0.07% | 2.03% | 0.07% | |
| STLD | B | 0.07% | 0.24% | 0.07% | |
| SYF | B | 0.08% | 1.02% | 0.08% | |
| TAP | D | 0.04% | 0.35% | 0.04% | |
| TOL | A | 0.07% | 0.46% | 0.07% | |
| TROW | D | 0.1% | 0.82% | 0.1% | |
| TSN | D | 0.07% | 0.44% | 0.07% | |
| UAL | B | 0.08% | 0.63% | 0.08% | |
| VICI | C | 0.14% | 0.4% | 0.14% | |
| VLO | F | 0.18% | 0.53% | 0.18% | |
| VST | A | 0.17% | 0.71% | 0.17% | |
| VTRS | D | 0.06% | 0.86% | 0.06% | |
| VZ | A | 0.78% | 1.47% | 0.78% | |
| WSM | B | 0.08% | 2.29% | 0.08% |
SCHV Overweight 455 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | A | 2.13% | |
| PG | C | 1.69% | |
| HD | A | 1.64% | |
| JNJ | D | 1.61% | |
| WMT | A | 1.43% | |
| ABBV | A | 1.42% | |
| KO | C | 1.15% | |
| ORCL | B | 1.12% | |
| BAC | D | 1.1% | |
| CVX | B | 1.02% | |
| PEP | D | 0.97% | |
| MCD | A | 0.9% | |
| CSCO | A | 0.88% | |
| ABT | B | 0.81% | |
| WFC | D | 0.79% | |
| TXN | C | 0.79% | |
| PM | C | 0.78% | |
| QCOM | D | 0.78% | |
| AMGN | D | 0.72% | |
| NEE | A | 0.72% | |
| DIS | D | 0.72% | |
| PFE | D | 0.68% | |
| RTX | A | 0.66% | |
| T | A | 0.65% | |
| GS | C | 0.65% | |
| LOW | A | 0.63% | |
| AXP | A | 0.63% | |
| UNP | D | 0.62% | |
| HON | C | 0.56% | |
| TJX | C | 0.55% | |
| MS | B | 0.54% | |
| ETN | C | 0.54% | |
| BSX | A | 0.51% | |
| SYK | C | 0.51% | |
| LMT | A | 0.51% | |
| COP | D | 0.5% | |
| C | B | 0.49% | |
| MU | D | 0.49% | |
| ADI | C | 0.48% | |
| PLD | D | 0.48% | |
| MDT | B | 0.47% | |
| MMC | D | 0.46% | |
| SBUX | B | 0.46% | |
| ADP | A | 0.46% | |
| BX | C | 0.46% | |
| CB | A | 0.45% | |
| DE | A | 0.44% | |
| NKE | D | 0.44% | |
| AMT | C | 0.44% | |
| BMY | B | 0.43% | |
| GILD | A | 0.43% | |
| INTC | D | 0.42% | |
| UPS | D | 0.41% | |
| SO | A | 0.41% | |
| MDLZ | C | 0.41% | |
| SCHW | D | 0.4% | |
| ICE | A | 0.38% | |
| BA | F | 0.38% | |
| KKR | A | 0.37% | |
| DUK | A | 0.37% | |
| TT | A | 0.36% | |
| CL | D | 0.35% | |
| CME | A | 0.33% | |
| PYPL | C | 0.33% | |
| CVS | D | 0.32% | |
| GD | A | 0.32% | |
| APH | D | 0.32% | |
| FCX | B | 0.31% | |
| MSI | A | 0.31% | |
| WM | B | 0.31% | |
| MMM | C | 0.31% | |
| AON | A | 0.31% | |
| TGT | C | 0.3% | |
| NOC | B | 0.3% | |
| PNC | C | 0.3% | |
| WELL | C | 0.3% | |
| CTAS | B | 0.29% | |
| EOG | B | 0.29% | |
| BDX | B | 0.29% | |
| USB | C | 0.29% | |
| ITW | A | 0.29% | |
| APD | C | 0.28% | |
| CSX | D | 0.28% | |
| ECL | B | 0.27% | |
| NEM | C | 0.26% | |
| NXPI | F | 0.26% | |
| EMR | B | 0.26% | |
| SLB | D | 0.25% | |
| FDX | D | 0.25% | |
| AJG | D | 0.25% | |
| COF | C | 0.24% | |
| TFC | D | 0.24% | |
| O | A | 0.23% | |
| WMB | A | 0.23% | |
| NSC | C | 0.23% | |
| AFL | A | 0.23% | |
| DHI | C | 0.23% | |
| PSA | C | 0.23% | |
| GM | D | 0.22% | |
| OKE | B | 0.22% | |
| SRE | A | 0.22% | |
| TRV | C | 0.22% | |
| AEP | C | 0.22% | |
| DLR | C | 0.21% | |
| ROST | C | 0.21% | |
| CCI | C | 0.21% | |
| JCI | B | 0.21% | |
| AIG | F | 0.2% | |
| D | A | 0.2% | |
| KMB | B | 0.2% | |
| MET | A | 0.2% | |
| CMI | B | 0.19% | |
| FIS | C | 0.19% | |
| TEL | D | 0.19% | |
| AMP | A | 0.19% | |
| PCG | B | 0.18% | |
| ACGL | A | 0.18% | |
| PAYX | A | 0.18% | |
| PRU | C | 0.18% | |
| A | B | 0.18% | |
| MCHP | F | 0.18% | |
| PWR | B | 0.18% | |
| PEG | A | 0.18% | |
| KVUE | C | 0.18% | |
| LHX | A | 0.18% | |
| EXC | A | 0.17% | |
| HWM | A | 0.17% | |
| RSG | D | 0.17% | |
| FAST | B | 0.17% | |
| GIS | C | 0.17% | |
| OTIS | A | 0.17% | |
| KMI | A | 0.17% | |
| EXR | C | 0.16% | |
| VRSK | D | 0.16% | |
| SYY | B | 0.16% | |
| DOW | B | 0.16% | |
| GEHC | C | 0.16% | |
| YUM | A | 0.16% | |
| IR | A | 0.16% | |
| KDP | C | 0.16% | |
| AME | D | 0.16% | |
| NUE | D | 0.15% | |
| ED | A | 0.15% | |
| XEL | A | 0.15% | |
| MNST | D | 0.15% | |
| CBRE | A | 0.15% | |
| DD | B | 0.15% | |
| XYL | C | 0.14% | |
| EIX | A | 0.14% | |
| HIG | A | 0.14% | |
| IRM | A | 0.14% | |
| OXY | F | 0.14% | |
| GLW | B | 0.14% | |
| EA | D | 0.14% | |
| DFS | C | 0.14% | |
| CDW | D | 0.13% | |
| ROK | D | 0.13% | |
| TSCO | A | 0.13% | |
| KHC | D | 0.13% | |
| PPG | D | 0.13% | |
| ON | F | 0.13% | |
| WAB | A | 0.13% | |
| AVB | C | 0.13% | |
| AWK | B | 0.12% | |
| BIIB | F | 0.12% | |
| HSY | D | 0.12% | |
| ADM | D | 0.12% | |
| ARES | A | 0.12% | |
| FITB | C | 0.12% | |
| MTB | C | 0.12% | |
| WTW | B | 0.12% | |
| NDAQ | C | 0.12% | |
| WEC | A | 0.12% | |
| CHD | C | 0.11% | |
| GPN | F | 0.11% | |
| HPE | B | 0.11% | |
| STT | C | 0.11% | |
| DTE | A | 0.11% | |
| VTR | C | 0.11% | |
| DOV | C | 0.11% | |
| GRMN | D | 0.11% | |
| IFF | C | 0.11% | |
| VLTO | A | 0.11% | |
| KEYS | B | 0.11% | |
| FTV | B | 0.11% | |
| HUBB | A | 0.1% | |
| AEE | A | 0.1% | |
| EL | D | 0.1% | |
| STE | D | 0.1% | |
| ES | C | 0.1% | |
| PPL | A | 0.1% | |
| BRO | A | 0.1% | |
| DVN | F | 0.1% | |
| WY | B | 0.1% | |
| SW | C | 0.1% | |
| BR | B | 0.1% | |
| LYB | D | 0.1% | |
| EQR | C | 0.1% | |
| HAL | F | 0.1% | |
| BAH | A | 0.09% | |
| MKC | C | 0.09% | |
| CMS | A | 0.09% | |
| RF | C | 0.09% | |
| CINF | A | 0.09% | |
| CBOE | A | 0.09% | |
| HBAN | D | 0.09% | |
| ATO | A | 0.09% | |
| LDOS | A | 0.09% | |
| K | B | 0.09% | |
| EQT | B | 0.09% | |
| TER | C | 0.09% | |
| ZBH | F | 0.09% | |
| FE | B | 0.09% | |
| WDC | C | 0.09% | |
| RJF | B | 0.09% | |
| STX | B | 0.09% | |
| EXPD | C | 0.08% | |
| MAS | A | 0.08% | |
| CFG | D | 0.08% | |
| PFG | C | 0.08% | |
| MAA | C | 0.08% | |
| EXPE | B | 0.08% | |
| CCL | C | 0.08% | |
| HOLX | D | 0.08% | |
| NRG | A | 0.08% | |
| ARE | D | 0.08% | |
| ESS | C | 0.08% | |
| CNP | B | 0.08% | |
| ZBRA | A | 0.08% | |
| DG | F | 0.08% | |
| PKG | C | 0.08% | |
| J | D | 0.08% | |
| GPC | D | 0.08% | |
| APTV | D | 0.08% | |
| DRI | C | 0.08% | |
| BAX | D | 0.08% | |
| INVH | D | 0.08% | |
| BBY | B | 0.08% | |
| TRU | A | 0.08% | |
| CLX | B | 0.08% | |
| BALL | C | 0.08% | |
| SWKS | F | 0.07% | |
| RPM | A | 0.07% | |
| FNF | A | 0.07% | |
| SUI | D | 0.07% | |
| UTHR | C | 0.07% | |
| VRSN | B | 0.07% | |
| PNR | C | 0.07% | |
| IEX | D | 0.07% | |
| AMCR | B | 0.07% | |
| TXT | F | 0.07% | |
| BURL | D | 0.07% | |
| SWK | A | 0.07% | |
| WRB | B | 0.07% | |
| IP | C | 0.07% | |
| MANH | C | 0.07% | |
| DGX | B | 0.07% | |
| WSO | C | 0.07% | |
| ENTG | D | 0.07% | |
| CTRA | D | 0.07% | |
| LUV | B | 0.07% | |
| AVY | C | 0.07% | |
| LVS | B | 0.07% | |
| NTRS | C | 0.07% | |
| Z | C | 0.06% | |
| FLEX | C | 0.06% | |
| ERIE | A | 0.06% | |
| EQH | C | 0.06% | |
| UDR | C | 0.06% | |
| UHS | D | 0.06% | |
| WPC | C | 0.06% | |
| GLPI | A | 0.06% | |
| ACM | A | 0.06% | |
| BG | F | 0.06% | |
| JBL | D | 0.06% | |
| ROL | B | 0.06% | |
| NDSN | B | 0.06% | |
| L | D | 0.06% | |
| AES | B | 0.06% | |
| FOXA | A | 0.06% | |
| NTNX | C | 0.06% | |
| DLTR | F | 0.06% | |
| GGG | B | 0.06% | |
| RBA | D | 0.06% | |
| USFD | C | 0.06% | |
| GWRE | A | 0.06% | |
| MRO | D | 0.06% | |
| TRMB | B | 0.06% | |
| OC | C | 0.06% | |
| SNA | A | 0.06% | |
| CE | D | 0.06% | |
| AKAM | D | 0.06% | |
| KEY | C | 0.06% | |
| NI | A | 0.06% | |
| CF | A | 0.06% | |
| KIM | C | 0.06% | |
| CAG | D | 0.06% | |
| LNT | A | 0.06% | |
| THC | C | 0.06% | |
| AOS | B | 0.05% | |
| BJ | D | 0.05% | |
| RPRX | B | 0.05% | |
| LECO | D | 0.05% | |
| TPR | B | 0.05% | |
| REXR | D | 0.05% | |
| RRX | C | 0.05% | |
| EWBC | D | 0.05% | |
| ALB | D | 0.05% | |
| CCK | C | 0.05% | |
| SCI | C | 0.05% | |
| SNAP | D | 0.05% | |
| LAMR | C | 0.05% | |
| TFX | C | 0.05% | |
| REG | C | 0.05% | |
| BXP | C | 0.05% | |
| NVT | D | 0.05% | |
| IPG | C | 0.05% | |
| KMX | F | 0.05% | |
| CUBE | C | 0.05% | |
| DKS | D | 0.05% | |
| AMH | D | 0.05% | |
| ITT | B | 0.05% | |
| CW | A | 0.05% | |
| TECH | C | 0.05% | |
| TTEK | B | 0.05% | |
| ALLE | A | 0.05% | |
| JLL | B | 0.05% | |
| CHRW | A | 0.05% | |
| JKHY | A | 0.05% | |
| FFIV | B | 0.05% | |
| JNPR | B | 0.05% | |
| XPO | F | 0.05% | |
| SJM | C | 0.05% | |
| NWSA | D | 0.05% | |
| CPT | C | 0.05% | |
| ELS | D | 0.05% | |
| SOFI | C | 0.04% | |
| KBR | D | 0.04% | |
| LAD | C | 0.04% | |
| MORN | C | 0.04% | |
| PR | F | 0.04% | |
| WEX | C | 0.04% | |
| MOS | D | 0.04% | |
| FRT | D | 0.04% | |
| GME | F | 0.04% | |
| KNX | D | 0.04% | |
| NNN | A | 0.04% | |
| CIEN | A | 0.04% | |
| DCI | B | 0.04% | |
| APA | F | 0.04% | |
| CZR | B | 0.04% | |
| TTC | D | 0.04% | |
| SNX | C | 0.04% | |
| WYNN | B | 0.04% | |
| EGP | D | 0.04% | |
| CG | C | 0.04% | |
| HRL | F | 0.04% | |
| NCLH | C | 0.04% | |
| CHK | C | 0.04% | |
| HSIC | D | 0.04% | |
| SOLV | C | 0.04% | |
| WAL | C | 0.04% | |
| RGLD | C | 0.04% | |
| GL | C | 0.04% | |
| HAS | A | 0.04% | |
| TPX | B | 0.04% | |
| ALLY | F | 0.04% | |
| LW | D | 0.04% | |
| MKTX | C | 0.04% | |
| EHC | B | 0.04% | |
| WTRG | D | 0.04% | |
| CPB | D | 0.04% | |
| AFG | C | 0.04% | |
| MTCH | B | 0.04% | |
| JEF | A | 0.04% | |
| CNH | B | 0.04% | |
| PNW | A | 0.04% | |
| UNM | A | 0.04% | |
| AA | B | 0.04% | |
| ARMK | A | 0.04% | |
| OVV | F | 0.04% | |
| WWD | B | 0.04% | |
| OHI | C | 0.04% | |
| HII | F | 0.04% | |
| AIZ | A | 0.04% | |
| INCY | B | 0.04% | |
| ATR | A | 0.04% | |
| LKQ | F | 0.04% | |
| ONTO | B | 0.04% | |
| AGCO | D | 0.03% | |
| LEA | F | 0.03% | |
| G | A | 0.03% | |
| WH | C | 0.03% | |
| BEN | F | 0.03% | |
| VFC | B | 0.03% | |
| WBA | F | 0.03% | |
| STWD | C | 0.03% | |
| PARA | F | 0.03% | |
| MTN | D | 0.03% | |
| JAZZ | F | 0.03% | |
| SEIC | B | 0.03% | |
| ZION | D | 0.03% | |
| RHI | D | 0.03% | |
| CGNX | F | 0.03% | |
| ALV | F | 0.03% | |
| CRBG | C | 0.03% | |
| CBSH | D | 0.03% | |
| ELAN | D | 0.03% | |
| ARW | C | 0.03% | |
| CFR | D | 0.03% | |
| GNTX | D | 0.03% | |
| BBWI | F | 0.03% | |
| DINO | F | 0.03% | |
| LSCC | D | 0.03% | |
| COLD | D | 0.03% | |
| DVA | C | 0.03% | |
| AAL | D | 0.03% | |
| MIDD | D | 0.03% | |
| WCC | C | 0.03% | |
| VOYA | A | 0.03% | |
| BRKR | D | 0.03% | |
| BSY | D | 0.03% | |
| CMA | C | 0.03% | |
| BERY | C | 0.03% | |
| IVZ | A | 0.03% | |
| WBS | D | 0.03% | |
| UHAL | A | 0.03% | |
| CHRD | F | 0.03% | |
| APG | F | 0.03% | |
| AXTA | C | 0.03% | |
| LNW | F | 0.03% | |
| OGE | A | 0.03% | |
| AGNC | C | 0.03% | |
| FMC | B | 0.03% | |
| AYI | A | 0.03% | |
| FHN | D | 0.03% | |
| MHK | B | 0.03% | |
| BWA | B | 0.03% | |
| AR | B | 0.03% | |
| ORI | B | 0.03% | |
| WLK | C | 0.02% | |
| POST | C | 0.02% | |
| ST | F | 0.02% | |
| MASI | B | 0.02% | |
| DAR | F | 0.02% | |
| REYN | D | 0.01% | |
| PPC | B | 0.01% | |
| ADTN | B | 0.01% | |
| BOKF | D | 0.01% | |
| AGR | C | 0.01% | |
| PAG | D | 0.01% | |
| LCID | D | 0.01% | |
| COTY | F | 0.01% | |
| UI | A | 0.0% | |
| CNA | D | 0.0% |
SCHV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Banks - Regional - US
Business Services
Asset Management
Oil & Gas E&P
Packaged Foods
REIT - Residential
Packaging & Containers
Semiconductors
Aerospace & Defense
Communication Equipment
Drug Manufacturers - Major
Household & Personal Products
Insurance - Property & Casualty
Specialty Chemicals
Specialty Retail
Engineering & Construction
Insurance - Diversified
REIT - Industrial
WLDR: Top Represented Industries & Keywords
Industries:
Auto Manufacturers
Health Care Plans
Oil & Gas Refining & Marketing
Residential Construction
Specialty Retail
Airlines
Asset Management
Computer Systems
Drug Manufacturers - Specialty & Generic
Grocery Stores
Information Technology Services
Insurance - Reinsurance
Medical Distribution
Software - Application
Software - Infrastructure
Steel
Advertising Agencies
Airports & Air Services
Banks - Global
Beverages - Brewers
Compare ETFs
