SDY vs. QUVU ETF Comparison
Comparison of SPDR S&P Dividend ETF (SDY) to Hartford Quality Value ETF (QUVU)
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
$143.52
Average Daily Volume
184,246
Number of Holdings
*
132
* may have additional holdings in another (foreign) market
QUVU
Hartford Quality Value ETF
QUVU Description
Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Value Index.Grade (RS Rating)
Last Trade
$27.01
Average Daily Volume
5,527
Number of Holdings
*
64
* may have additional holdings in another (foreign) market
Performance
| Period | SDY | QUVU |
|---|---|---|
| 30 Days | 2.75% | 3.45% |
| 60 Days | 1.73% | 3.83% |
| 90 Days | 4.26% | 4.98% |
| 12 Months | 23.66% | 24.23% |
13 Overlapping Holdings
| Symbol | Grade | Weight in SDY | Weight in QUVU | Overlap | |
|---|---|---|---|---|---|
| AMCR | D | 0.85% | 0.97% | 0.85% | |
| ATO | A | 1.18% | 1.83% | 1.18% | |
| BDX | F | 0.73% | 1.28% | 0.73% | |
| CB | D | 0.61% | 1.25% | 0.61% | |
| CVX | B | 2.34% | 1.8% | 1.8% | |
| KVUE | A | 1.81% | 0.66% | 0.66% | |
| LMT | D | 1.0% | 1.63% | 1.0% | |
| LOW | C | 0.84% | 0.57% | 0.57% | |
| MDT | D | 1.48% | 1.91% | 1.48% | |
| QCOM | F | 0.97% | 1.42% | 0.97% | |
| ROP | B | 0.27% | 0.74% | 0.27% | |
| SYY | C | 1.32% | 0.89% | 0.89% | |
| TXN | D | 1.31% | 1.33% | 1.31% |
SDY Overweight 119 Positions Relative to QUVU
| Symbol | Grade | Weight | |
|---|---|---|---|
| O | D | 2.21% | |
| XEL | A | 1.78% | |
| EIX | A | 1.74% | |
| WEC | A | 1.72% | |
| KMB | C | 1.68% | |
| XOM | C | 1.61% | |
| ADM | F | 1.51% | |
| TGT | F | 1.48% | |
| SO | D | 1.48% | |
| TROW | A | 1.46% | |
| PEP | F | 1.45% | |
| JNJ | D | 1.43% | |
| ED | D | 1.42% | |
| IBM | C | 1.42% | |
| ABBV | D | 1.36% | |
| CINF | A | 1.29% | |
| ES | D | 1.28% | |
| KO | D | 1.23% | |
| CLX | C | 1.22% | |
| GPC | D | 1.21% | |
| ITW | A | 1.2% | |
| APD | A | 1.2% | |
| FAST | B | 1.17% | |
| PG | A | 1.16% | |
| EMR | A | 1.13% | |
| MCD | D | 1.11% | |
| NEE | D | 1.11% | |
| BBY | D | 1.09% | |
| ESS | B | 1.08% | |
| ADP | B | 1.03% | |
| PPG | D | 0.98% | |
| CAH | B | 0.97% | |
| MKC | D | 0.96% | |
| ABT | B | 0.96% | |
| MCHP | F | 0.96% | |
| LHX | C | 0.96% | |
| CL | D | 0.9% | |
| LNT | A | 0.88% | |
| GD | F | 0.88% | |
| AFL | B | 0.88% | |
| EVRG | A | 0.84% | |
| SWK | D | 0.81% | |
| RPM | A | 0.79% | |
| NKE | F | 0.78% | |
| CHRW | C | 0.76% | |
| WM | A | 0.75% | |
| NUE | D | 0.74% | |
| NOC | D | 0.72% | |
| ADI | D | 0.72% | |
| CAT | B | 0.71% | |
| SJM | D | 0.69% | |
| ALB | C | 0.69% | |
| LECO | C | 0.66% | |
| GGG | B | 0.63% | |
| NDSN | B | 0.6% | |
| RSG | A | 0.59% | |
| CHD | B | 0.58% | |
| DOV | A | 0.58% | |
| AOS | D | 0.57% | |
| JKHY | D | 0.57% | |
| ATR | B | 0.56% | |
| EXPD | C | 0.55% | |
| WTRG | B | 0.54% | |
| LIN | D | 0.54% | |
| ORI | A | 0.52% | |
| DCI | A | 0.52% | |
| RGLD | D | 0.51% | |
| TTC | D | 0.51% | |
| WMT | B | 0.51% | |
| PNR | B | 0.5% | |
| HRL | D | 0.49% | |
| FDS | B | 0.48% | |
| FRT | A | 0.48% | |
| CBSH | B | 0.46% | |
| NNN | D | 0.45% | |
| PB | B | 0.44% | |
| CFR | B | 0.44% | |
| SEIC | A | 0.42% | |
| ERIE | D | 0.42% | |
| CSL | B | 0.42% | |
| GWW | A | 0.42% | |
| ECL | D | 0.42% | |
| MSA | C | 0.4% | |
| RLI | A | 0.4% | |
| CTAS | B | 0.39% | |
| BEN | C | 0.38% | |
| SHW | A | 0.38% | |
| SPGI | C | 0.36% | |
| BMI | B | 0.33% | |
| UBSI | B | 0.32% | |
| NFG | B | 0.31% | |
| UGI | A | 0.3% | |
| UMBF | B | 0.3% | |
| WRB | A | 0.29% | |
| SON | D | 0.29% | |
| CASY | B | 0.28% | |
| NJR | A | 0.28% | |
| OZK | B | 0.28% | |
| RNR | C | 0.27% | |
| BRO | B | 0.26% | |
| OGS | A | 0.25% | |
| BKH | B | 0.25% | |
| FLO | C | 0.25% | |
| FELE | B | 0.24% | |
| FUL | D | 0.24% | |
| SR | A | 0.23% | |
| PII | F | 0.23% | |
| PRGO | C | 0.22% | |
| LANC | C | 0.2% | |
| CBU | B | 0.2% | |
| ABM | B | 0.19% | |
| CWT | D | 0.18% | |
| AWR | B | 0.18% | |
| BRC | C | 0.18% | |
| CPK | A | 0.17% | |
| AVA | B | 0.17% | |
| WST | C | 0.12% | |
| SJW | D | 0.1% | |
| SCL | C | 0.1% |
SDY Underweight 51 Positions Relative to QUVU
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | B | -3.89% | |
| WFC | A | -3.48% | |
| UNH | B | -3.46% | |
| MS | B | -2.98% | |
| PM | B | -2.86% | |
| AXP | A | -2.69% | |
| WMB | B | -2.32% | |
| EOG | C | -2.27% | |
| BAC | A | -2.19% | |
| KNX | B | -2.11% | |
| CSCO | A | -2.04% | |
| OMC | C | -1.98% | |
| HON | B | -1.82% | |
| CTSH | B | -1.81% | |
| UL | D | -1.81% | |
| AEP | D | -1.73% | |
| PFE | D | -1.71% | |
| DUK | C | -1.66% | |
| MMC | A | -1.63% | |
| SRE | A | -1.63% | |
| PFG | C | -1.58% | |
| TTE | F | -1.58% | |
| ACN | B | -1.55% | |
| AZN | F | -1.55% | |
| DIS | B | -1.44% | |
| ELV | F | -1.42% | |
| AMT | D | -1.36% | |
| NVS | F | -1.3% | |
| CMCSA | C | -1.3% | |
| FMC | D | -1.3% | |
| WAB | B | -1.27% | |
| LKQ | D | -1.25% | |
| AIG | B | -1.22% | |
| ARMK | A | -1.21% | |
| KDP | D | -1.21% | |
| NXPI | D | -1.17% | |
| SPG | C | -1.16% | |
| MRK | F | -1.12% | |
| DAL | B | -1.08% | |
| TSN | B | -1.05% | |
| OTIS | C | -0.98% | |
| GOOGL | C | -0.98% | |
| CTRA | B | -0.96% | |
| PSA | C | -0.92% | |
| TJX | A | -0.9% | |
| BHP | F | -0.88% | |
| HST | C | -0.83% | |
| MDLZ | F | -0.8% | |
| MET | A | -0.67% | |
| CE | F | -0.4% | |
| GILD | B | -0.29% |
SDY: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Specialty Chemicals
Banks - Regional - US
Household & Personal Products
Utilities - Regulated Gas
Packaged Foods
Business Services
Insurance - Property & Casualty
Semiconductors
Utilities - Regulated Water
Aerospace & Defense
Asset Management
Packaging & Containers
REIT - Retail
Tools & Accessories
Beverages - Soft Drinks
Capital Markets
Discount Stores
Drug Manufacturers - Major
QUVU: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Banks - Global
Semiconductors
Diversified Industrials
Health Care Plans
Household & Personal Products
Information Technology Services
Insurance - Life
Oil & Gas E&P
Oil & Gas Integrated
Utilities - Regulated Electric
Advertising Agencies
Aerospace & Defense
Agricultural Inputs
Airlines
Apparel Stores
Auto Parts
Beverages - Soft Drinks
Capital Markets
Chemicals
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