SDY vs. LVHD ETF Comparison
Comparison of SPDR S&P Dividend ETF (SDY) to Legg Mason Low Volatility High Dividend ETF (LVHD)
SDY
SPDR S&P Dividend ETF
SDY Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the S&P High Yield Dividend Aristocrats Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the highest dividend yielding S&P Composite 1500® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. It is non-diversified.
Grade (RS Rating)
Last Trade
$140.58
Average Daily Volume
229,625
132
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
$40.38
Average Daily Volume
66,928
115
Performance
Period | SDY | LVHD |
---|---|---|
30 Days | 3.09% | 3.80% |
60 Days | 6.82% | 8.75% |
90 Days | 9.53% | 13.82% |
12 Months | 20.03% | 17.79% |
25 Overlapping Holdings
Symbol | Grade | Weight in SDY | Weight in LVHD | Overlap | |
---|---|---|---|---|---|
AVA | B | 0.15% | 0.15% | 0.15% | |
BKH | B | 0.22% | 0.21% | 0.21% | |
CBU | C | 0.14% | 0.11% | 0.11% | |
CVX | D | 1.63% | 2.07% | 1.63% | |
ED | C | 1.75% | 1.4% | 1.4% | |
ESS | B | 1.05% | 0.85% | 0.85% | |
EVRG | A | 0.75% | 0.9% | 0.75% | |
IBM | B | 1.84% | 2.49% | 1.84% | |
JNJ | B | 1.56% | 2.45% | 1.56% | |
KMB | D | 1.62% | 2.16% | 1.62% | |
KO | B | 1.44% | 2.62% | 1.44% | |
LMT | C | 1.3% | 2.7% | 1.3% | |
LNT | A | 0.79% | 0.72% | 0.72% | |
MCD | C | 1.31% | 2.67% | 1.31% | |
NJR | B | 0.24% | 0.17% | 0.17% | |
NNN | B | 0.48% | 0.38% | 0.38% | |
OGS | B | 0.21% | 0.22% | 0.21% | |
PEP | C | 1.52% | 2.45% | 1.52% | |
SO | B | 1.74% | 2.47% | 1.74% | |
SON | C | 0.31% | 0.28% | 0.28% | |
SR | B | 0.2% | 0.18% | 0.18% | |
SYY | D | 1.38% | 1.79% | 1.38% | |
UBSI | B | 0.25% | 0.14% | 0.14% | |
WEC | B | 1.6% | 1.45% | 1.45% | |
XEL | A | 1.91% | 1.94% | 1.91% |
SDY Overweight 107 Positions Relative to LVHD
Symbol | Grade | Weight | |
---|---|---|---|
O | B | 2.85% | |
KVUE | B | 2.42% | |
EIX | C | 1.81% | |
MDT | C | 1.75% | |
ABBV | C | 1.74% | |
XOM | D | 1.42% | |
TGT | C | 1.37% | |
ADM | D | 1.37% | |
NEE | B | 1.35% | |
TROW | D | 1.32% | |
APD | B | 1.24% | |
ES | C | 1.23% | |
CLX | C | 1.21% | |
CINF | B | 1.2% | |
TXN | C | 1.17% | |
MKC | B | 1.15% | |
AFL | B | 1.13% | |
PG | C | 1.12% | |
ADP | B | 1.12% | |
GPC | D | 1.1% | |
FAST | C | 1.06% | |
BBY | B | 1.05% | |
ATO | B | 1.05% | |
ITW | B | 1.05% | |
CAH | C | 1.04% | |
CL | C | 1.01% | |
ABT | C | 0.98% | |
NKE | D | 0.97% | |
LOW | B | 0.96% | |
NOC | B | 0.96% | |
PPG | C | 0.9% | |
AMCR | C | 0.89% | |
GD | B | 0.88% | |
LHX | D | 0.87% | |
SWK | B | 0.8% | |
RPM | B | 0.78% | |
MCHP | D | 0.74% | |
CAT | C | 0.73% | |
EMR | D | 0.72% | |
BDX | F | 0.7% | |
SJM | C | 0.69% | |
ERIE | A | 0.69% | |
CB | B | 0.69% | |
ADI | D | 0.67% | |
CHRW | B | 0.66% | |
QCOM | D | 0.65% | |
JKHY | B | 0.59% | |
WM | D | 0.58% | |
WMT | B | 0.58% | |
LIN | B | 0.57% | |
GGG | C | 0.56% | |
ALB | F | 0.55% | |
LECO | F | 0.55% | |
NUE | F | 0.54% | |
ATR | B | 0.54% | |
AOS | C | 0.54% | |
HRL | C | 0.53% | |
NDSN | C | 0.53% | |
PNR | B | 0.53% | |
WTRG | D | 0.51% | |
EXPD | B | 0.5% | |
CHD | C | 0.5% | |
RSG | D | 0.49% | |
ORI | A | 0.49% | |
DOV | B | 0.49% | |
DCI | D | 0.48% | |
TTC | D | 0.48% | |
FRT | C | 0.47% | |
FDS | C | 0.47% | |
SHW | B | 0.46% | |
RGLD | B | 0.46% | |
ECL | B | 0.42% | |
GWW | B | 0.4% | |
SPGI | B | 0.38% | |
SEIC | B | 0.37% | |
CSL | C | 0.36% | |
CBSH | C | 0.36% | |
RLI | B | 0.35% | |
MSA | C | 0.35% | |
CTAS | C | 0.35% | |
RNR | B | 0.35% | |
CFR | C | 0.35% | |
PB | B | 0.34% | |
BEN | F | 0.32% | |
NFG | B | 0.3% | |
WRB | C | 0.3% | |
BRO | C | 0.27% | |
UGI | C | 0.27% | |
PII | D | 0.26% | |
FLO | C | 0.26% | |
ROP | C | 0.24% | |
BMI | B | 0.24% | |
CASY | D | 0.23% | |
FUL | D | 0.23% | |
OZK | D | 0.22% | |
UMBF | B | 0.22% | |
FELE | C | 0.21% | |
LANC | D | 0.21% | |
PRGO | D | 0.2% | |
CWT | C | 0.17% | |
ABM | D | 0.17% | |
BRC | B | 0.17% | |
AWR | B | 0.16% | |
CPK | B | 0.14% | |
WST | D | 0.1% | |
SJW | C | 0.09% | |
SCL | D | 0.08% |
SDY Underweight 90 Positions Relative to LVHD
Symbol | Grade | Weight | |
---|---|---|---|
KDP | A | -2.59% | |
MDLZ | B | -2.58% | |
DUK | C | -2.48% | |
HD | B | -2.46% | |
MO | C | -2.45% | |
CSCO | B | -2.44% | |
HSY | C | -2.4% | |
VZ | B | -2.38% | |
AEP | B | -2.25% | |
USB | B | -2.25% | |
GIS | B | -2.11% | |
KHC | C | -2.01% | |
EXC | B | -1.92% | |
PAYX | C | -1.9% | |
OKE | B | -1.83% | |
K | A | -1.76% | |
PNC | B | -1.72% | |
VICI | C | -1.59% | |
DRI | C | -1.55% | |
ETR | A | -1.38% | |
LYB | F | -1.25% | |
OMC | A | -1.1% | |
DTE | B | -1.06% | |
FANG | D | -1.06% | |
AEE | B | -1.04% | |
NI | B | -0.97% | |
FE | C | -0.95% | |
PKG | B | -0.95% | |
IPG | C | -0.93% | |
MAA | B | -0.91% | |
EQR | B | -0.85% | |
KIM | B | -0.82% | |
PNW | B | -0.69% | |
REG | C | -0.67% | |
WPC | B | -0.64% | |
CUBE | B | -0.56% | |
FNF | A | -0.56% | |
GLPI | B | -0.52% | |
ADC | C | -0.49% | |
BRX | B | -0.48% | |
OGE | B | -0.44% | |
STAG | C | -0.34% | |
POR | B | -0.33% | |
DTM | B | -0.32% | |
EPRT | A | -0.31% | |
ONB | C | -0.3% | |
NSA | B | -0.29% | |
DOC | C | -0.28% | |
MSM | D | -0.26% | |
IDA | B | -0.25% | |
EPR | B | -0.24% | |
VLY | C | -0.23% | |
APLE | D | -0.22% | |
HIW | B | -0.22% | |
ALE | A | -0.21% | |
FNB | D | -0.21% | |
CTRE | B | -0.18% | |
BNL | B | -0.16% | |
FULT | C | -0.15% | |
FIBK | B | -0.14% | |
BOH | C | -0.13% | |
LXP | B | -0.13% | |
NTST | D | -0.12% | |
NWE | A | -0.12% | |
ROIC | B | -0.12% | |
AUB | C | -0.11% | |
FHB | C | -0.11% | |
NHI | A | -0.1% | |
FCPT | A | -0.1% | |
UVV | D | -0.09% | |
CNA | C | -0.09% | |
CVBF | C | -0.09% | |
LTC | B | -0.08% | |
NWN | B | -0.08% | |
VGR | C | -0.08% | |
PFS | B | -0.08% | |
DEA | B | -0.08% | |
GTY | B | -0.07% | |
UNIT | C | -0.07% | |
LADR | B | -0.06% | |
NBTB | D | -0.06% | |
FFBC | C | -0.06% | |
HOPE | B | -0.06% | |
TOWN | B | -0.06% | |
AAT | B | -0.06% | |
NWBI | C | -0.06% | |
FRME | C | -0.06% | |
WABC | D | -0.05% | |
PFBC | C | -0.05% | |
FCF | C | -0.05% |
SDY: Top Represented Industries & Keywords
LVHD: Top Represented Industries & Keywords