SPHB vs. SCHD ETF Comparison
Comparison of PowerShares S&P 500 High Beta Portfolio (SPHB) to Schwab US Dividend Equity ETF (SCHD)
SPHB
PowerShares S&P 500 High Beta Portfolio
SPHB Description
The PowerShares S&P 500 High Beta Portfolio (Fund) is based on the S&P 500 High Beta Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's and consists of the 100 stocks from the S&P 500 Index with the highest sensitivity to market movements, or beta, over the past 12 months. Beta is a measure of relative risk and is the rate of change of a security's price. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$89.78
Average Daily Volume
226,466
Number of Holdings
*
97
* may have additional holdings in another (foreign) market
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
$28.63
Average Daily Volume
10,259,476
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | SPHB | SCHD |
|---|---|---|
| 30 Days | -2.04% | -0.07% |
| 60 Days | 1.22% | 2.68% |
| 90 Days | 4.75% | 5.99% |
| 12 Months | 25.04% | 26.04% |
SPHB Overweight 93 Positions Relative to SCHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | 2.08% | |
| TSLA | A | 1.93% | |
| NCLH | B | 1.63% | |
| CCL | A | 1.63% | |
| CRWD | B | 1.6% | |
| UAL | A | 1.57% | |
| AVGO | C | 1.56% | |
| AMD | F | 1.52% | |
| ALB | C | 1.51% | |
| VST | A | 1.4% | |
| BLDR | D | 1.39% | |
| GNRC | B | 1.37% | |
| ANET | C | 1.36% | |
| RCL | A | 1.25% | |
| CZR | F | 1.25% | |
| URI | B | 1.25% | |
| AMAT | F | 1.22% | |
| BX | A | 1.22% | |
| META | C | 1.21% | |
| LRCX | F | 1.21% | |
| MU | D | 1.2% | |
| TER | F | 1.18% | |
| CDNS | B | 1.18% | |
| ORCL | A | 1.17% | |
| KKR | A | 1.17% | |
| PWR | A | 1.16% | |
| DAY | B | 1.16% | |
| ON | F | 1.15% | |
| NOW | B | 1.12% | |
| SNPS | C | 1.11% | |
| MPWR | F | 1.1% | |
| CRM | B | 1.1% | |
| KLAC | F | 1.09% | |
| AMZN | B | 1.09% | |
| JBL | C | 1.09% | |
| QCOM | F | 1.07% | |
| ETN | B | 1.07% | |
| PYPL | A | 1.07% | |
| ADSK | B | 1.06% | |
| PANW | B | 1.04% | |
| ALGN | C | 1.03% | |
| WDC | F | 1.03% | |
| BKNG | A | 1.02% | |
| ABNB | C | 1.02% | |
| PODD | A | 1.02% | |
| CEG | D | 1.01% | |
| FICO | A | 1.0% | |
| BXP | D | 1.0% | |
| PH | B | 0.99% | |
| LW | C | 0.99% | |
| INTC | C | 0.99% | |
| NXPI | F | 0.98% | |
| ZBRA | B | 0.97% | |
| HUBB | B | 0.97% | |
| LULU | C | 0.96% | |
| UBER | F | 0.95% | |
| CARR | D | 0.95% | |
| MCHP | F | 0.93% | |
| KEYS | C | 0.92% | |
| DECK | A | 0.92% | |
| INTU | B | 0.92% | |
| ISRG | A | 0.89% | |
| WBD | B | 0.88% | |
| ROK | B | 0.86% | |
| PHM | D | 0.85% | |
| APH | B | 0.85% | |
| ADI | D | 0.85% | |
| ANSS | B | 0.84% | |
| GOOG | B | 0.84% | |
| FSLR | D | 0.83% | |
| FCX | F | 0.81% | |
| SMCI | F | 0.81% | |
| EPAM | B | 0.8% | |
| ADBE | F | 0.8% | |
| IVZ | B | 0.8% | |
| CPRT | A | 0.79% | |
| KMX | B | 0.79% | |
| GE | D | 0.78% | |
| CRL | D | 0.77% | |
| RMD | C | 0.76% | |
| MHK | D | 0.76% | |
| ARE | F | 0.75% | |
| MGM | D | 0.75% | |
| LEN | D | 0.75% | |
| EFX | F | 0.73% | |
| MLM | B | 0.73% | |
| DHI | F | 0.71% | |
| IDXX | F | 0.69% | |
| ENPH | F | 0.69% | |
| IQV | F | 0.62% | |
| AES | F | 0.61% | |
| APTV | F | 0.58% | |
| QRVO | F | 0.56% |
SPHB Underweight 95 Positions Relative to SCHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| BLK | A | -4.53% | |
| BMY | B | -4.49% | |
| CSCO | B | -4.47% | |
| CVX | A | -4.37% | |
| HD | A | -4.27% | |
| VZ | C | -3.78% | |
| UPS | C | -3.69% | |
| MO | A | -3.63% | |
| LMT | D | -3.6% | |
| PEP | F | -3.55% | |
| PFE | F | -3.51% | |
| AMGN | F | -3.43% | |
| KO | D | -3.31% | |
| ABBV | F | -3.3% | |
| USB | A | -2.99% | |
| EOG | A | -2.96% | |
| OKE | A | -2.4% | |
| FAST | B | -1.79% | |
| PAYX | B | -1.78% | |
| VLO | C | -1.75% | |
| KMB | C | -1.69% | |
| F | C | -1.65% | |
| MTB | A | -1.36% | |
| FITB | A | -1.23% | |
| HSY | F | -1.01% | |
| HBAN | A | -0.97% | |
| RF | A | -0.92% | |
| CINF | A | -0.89% | |
| LYB | F | -0.81% | |
| PKG | B | -0.8% | |
| DRI | B | -0.77% | |
| SNA | A | -0.72% | |
| CTRA | A | -0.72% | |
| BBY | D | -0.67% | |
| WSO | A | -0.64% | |
| CF | A | -0.6% | |
| FNF | C | -0.6% | |
| AMCR | D | -0.56% | |
| EWBC | A | -0.55% | |
| TPR | A | -0.51% | |
| CHRW | A | -0.5% | |
| UNM | A | -0.49% | |
| DKS | D | -0.44% | |
| IPG | F | -0.42% | |
| CMA | B | -0.35% | |
| ZION | A | -0.34% | |
| APA | F | -0.31% | |
| SNV | B | -0.31% | |
| HRB | D | -0.31% | |
| RHI | C | -0.3% | |
| MTN | C | -0.26% | |
| COLB | B | -0.25% | |
| WHR | A | -0.24% | |
| DINO | D | -0.24% | |
| JHG | A | -0.22% | |
| RDN | D | -0.2% | |
| NXST | D | -0.2% | |
| OZK | A | -0.19% | |
| IBOC | A | -0.15% | |
| MSM | D | -0.15% | |
| WU | F | -0.14% | |
| CATY | A | -0.14% | |
| APAM | A | -0.13% | |
| BOH | B | -0.12% | |
| WEN | C | -0.12% | |
| HUN | F | -0.12% | |
| CVBF | A | -0.11% | |
| BANR | A | -0.1% | |
| HTLF | B | -0.1% | |
| CNS | B | -0.1% | |
| NSP | F | -0.1% | |
| OFG | B | -0.08% | |
| NWBI | A | -0.07% | |
| LKFN | A | -0.07% | |
| FCF | A | -0.07% | |
| CHCO | B | -0.07% | |
| CRI | F | -0.07% | |
| BKE | A | -0.06% | |
| LEG | F | -0.06% | |
| VRTS | B | -0.06% | |
| STBA | B | -0.06% | |
| GABC | A | -0.05% | |
| FBMS | B | -0.04% | |
| PFC | A | -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 | D | -0.03% | |
| CPF | A | -0.03% | |
| CWEN | C | -0.03% | |
| HFWA | B | -0.03% | |
| GES | F | -0.02% |
SPHB: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Semiconductor Equipment & Materials
Asset Management
Diversified Industrials
Diagnostics & Research
Leisure
Residential Construction
Software - Infrastructure
Auto & Truck Dealerships
Building Materials
Electronic Components
Internet Content & Information
Medical Devices
Medical Instruments & Supplies
REIT - Office
Resorts & Casinos
Specialty Industrial Machinery
Airlines
Apparel Stores
Keywords:
S&P 500
Nasdaq 100
Computing
Semiconductor
Integrated Circuits
Electronics
Aerospace
Mobile Devices
Power Management
Smartphones
Work From Home
Electronic Design
Fabless Semiconductor Companies
Software
Design Manufacturers
Electrical Engineering
Electronic Engineering
Ethernet
IBD 50
Semiconductor Devices
SCHD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Drug Manufacturers - Major
Home Furnishings & Fixtures
Oil & Gas E&P
Restaurants
Staffing & Outsourcing Services
Apparel Manufacturing
Apparel Stores
Beverages - Soft Drinks
Industrial Distribution
Insurance - Property & Casualty
Insurance - Specialty
Integrated Shipping & Logistics
Oil & Gas Refining & Marketing
Packaging & Containers
Savings & Cooperative Banks
Semiconductors
Specialty Retail
Advertising Agencies
Keywords:
S&P 500
Bank
Banking
Commercial Banking
Commercial Bank
Deposit Products
Investment Management
Cash Management
Cash Management Services
Real Estate Loans
Card Services
Individual Retirement Account
Nasdaq 100
Retail Banking
Trust Services
Clothing
Credit Card Services
Dow Jones Component
Insurance
Banking Services
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