SPYD vs. LVHD ETF Comparison
Comparison of SPDR S&P 500 High Dividend ETF (SPYD) to Legg Mason Low Volatility High Dividend ETF (LVHD)
SPYD
SPDR S&P 500 High Dividend ETF
SPYD Description
The investment seeks to track the performance of the S&P 500 High Dividend Index. Under normal market conditions, the fund 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 top 80 dividend-paying securities listed on the S&P 500® Index, based on dividend yield. The S&P 500 Index focuses on the large capitalization U.S. equity market, including common stock and real estate investment trusts ("REITs"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$46.73
Average Daily Volume
872,814
Number of Holdings
*
80
* may have additional holdings in another (foreign) market
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
$40.82
Average Daily Volume
43,099
Number of Holdings
*
118
* may have additional holdings in another (foreign) market
Performance
| Period | SPYD | LVHD |
|---|---|---|
| 30 Days | 2.04% | 1.05% |
| 60 Days | 2.97% | 1.24% |
| 90 Days | 5.83% | 4.51% |
| 12 Months | 36.63% | 21.71% |
29 Overlapping Holdings
| Symbol | Grade | Weight in SPYD | Weight in LVHD | Overlap | |
|---|---|---|---|---|---|
| AEP | D | 1.16% | 2.07% | 1.16% | |
| CVX | A | 1.19% | 2.69% | 1.19% | |
| DOC | D | 1.15% | 0.26% | 0.26% | |
| DUK | C | 1.18% | 2.33% | 1.18% | |
| EQR | B | 1.2% | 0.8% | 0.8% | |
| ESS | B | 1.21% | 0.83% | 0.83% | |
| ETR | B | 1.52% | 1.65% | 1.52% | |
| EVRG | A | 1.3% | 0.93% | 0.93% | |
| EXC | C | 1.23% | 1.83% | 1.23% | |
| FRT | B | 1.21% | 0.51% | 0.51% | |
| GIS | D | 1.1% | 1.87% | 1.1% | |
| HST | C | 1.15% | 1.01% | 1.01% | |
| IBM | C | 1.27% | 2.47% | 1.27% | |
| IPG | D | 1.05% | 0.9% | 0.9% | |
| K | A | 1.61% | 1.76% | 1.61% | |
| KIM | A | 1.36% | 0.84% | 0.84% | |
| LYB | F | 0.99% | 1.16% | 0.99% | |
| MAA | B | 1.26% | 0.87% | 0.87% | |
| MO | A | 1.29% | 2.78% | 1.29% | |
| OKE | A | 1.53% | 2.18% | 1.53% | |
| PM | B | 1.32% | 2.44% | 1.32% | |
| PNC | B | 1.34% | 2.01% | 1.34% | |
| PNW | B | 1.26% | 0.71% | 0.71% | |
| REG | B | 1.3% | 0.63% | 0.63% | |
| SO | D | 1.22% | 2.41% | 1.22% | |
| USB | A | 1.28% | 2.58% | 1.28% | |
| VICI | C | 1.2% | 1.4% | 1.2% | |
| WEC | A | 1.34% | 1.48% | 1.34% | |
| XEL | A | 1.41% | 1.84% | 1.41% |
SPYD Overweight 51 Positions Relative to LVHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | A | 1.52% | |
| KVUE | A | 1.5% | |
| MS | A | 1.5% | |
| KMI | A | 1.48% | |
| BMY | B | 1.44% | |
| MTB | A | 1.43% | |
| IP | B | 1.42% | |
| KEY | B | 1.39% | |
| SPG | B | 1.38% | |
| GILD | C | 1.38% | |
| HBAN | A | 1.36% | |
| VTR | C | 1.36% | |
| RF | A | 1.36% | |
| T | A | 1.35% | |
| BXP | D | 1.34% | |
| FITB | A | 1.31% | |
| PSA | D | 1.3% | |
| CFG | B | 1.27% | |
| EIX | B | 1.26% | |
| D | C | 1.26% | |
| VTRS | A | 1.25% | |
| TFC | A | 1.22% | |
| IVZ | B | 1.22% | |
| UDR | B | 1.22% | |
| BBY | D | 1.21% | |
| CPT | B | 1.21% | |
| HAS | D | 1.2% | |
| VZ | C | 1.2% | |
| TROW | B | 1.19% | |
| UPS | C | 1.19% | |
| PRU | A | 1.18% | |
| FE | C | 1.17% | |
| AMCR | D | 1.16% | |
| EXR | D | 1.16% | |
| CCI | D | 1.13% | |
| O | D | 1.13% | |
| SWK | D | 1.13% | |
| ES | D | 1.12% | |
| FMC | D | 1.09% | |
| KHC | F | 1.08% | |
| BEN | C | 1.08% | |
| ABBV | D | 1.07% | |
| ARE | D | 1.05% | |
| SJM | D | 1.05% | |
| CVS | D | 1.04% | |
| CAG | D | 1.02% | |
| DOW | F | 0.94% | |
| PFE | D | 0.94% | |
| F | C | 0.92% | |
| AES | F | 0.92% | |
| WBA | F | 0.87% |
SPYD Underweight 89 Positions Relative to LVHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MCD | D | -2.71% | |
| HD | A | -2.66% | |
| CSCO | B | -2.57% | |
| LMT | D | -2.54% | |
| PEP | F | -2.39% | |
| MDLZ | F | -2.32% | |
| KO | D | -2.3% | |
| JNJ | D | -2.29% | |
| KDP | D | -2.26% | |
| HSY | F | -2.14% | |
| KMB | D | -2.1% | |
| PAYX | C | -2.07% | |
| SYY | B | -1.81% | |
| DRI | B | -1.65% | |
| ED | D | -1.28% | |
| OMC | C | -1.17% | |
| FANG | D | -1.14% | |
| PKG | A | -1.06% | |
| AEE | A | -1.04% | |
| NI | A | -1.04% | |
| DTE | C | -1.02% | |
| LNT | A | -0.67% | |
| FNF | B | -0.54% | |
| WPC | D | -0.53% | |
| ADC | B | -0.5% | |
| BRX | A | -0.5% | |
| CUBE | D | -0.49% | |
| GLPI | C | -0.48% | |
| DTM | B | -0.42% | |
| OGE | B | -0.37% | |
| ONB | B | -0.35% | |
| WTRG | B | -0.34% | |
| NNN | D | -0.33% | |
| CTRE | D | -0.31% | |
| EPRT | B | -0.31% | |
| AFG | A | -0.31% | |
| STAG | F | -0.31% | |
| POR | C | -0.31% | |
| VLY | B | -0.29% | |
| MSM | C | -0.28% | |
| IDA | A | -0.28% | |
| SON | D | -0.27% | |
| FNB | A | -0.25% | |
| NSA | D | -0.25% | |
| APLE | B | -0.24% | |
| OGS | A | -0.23% | |
| EPR | D | -0.22% | |
| BKH | A | -0.22% | |
| INSW | F | -0.22% | |
| HIW | D | -0.2% | |
| SR | A | -0.19% | |
| ALE | A | -0.19% | |
| FHI | A | -0.17% | |
| FIBK | A | -0.17% | |
| NJR | A | -0.17% | |
| FULT | A | -0.17% | |
| BOH | B | -0.16% | |
| UBSI | B | -0.16% | |
| BNL | D | -0.15% | |
| CBU | B | -0.14% | |
| FHB | A | -0.14% | |
| AVA | A | -0.14% | |
| AUB | B | -0.13% | |
| NWE | B | -0.13% | |
| ROIC | A | -0.13% | |
| NHI | D | -0.13% | |
| CNA | B | -0.12% | |
| LXP | D | -0.12% | |
| CVBF | A | -0.12% | |
| NTST | D | -0.11% | |
| FCPT | C | -0.11% | |
| PFS | B | -0.1% | |
| FRME | B | -0.08% | |
| DEA | D | -0.08% | |
| LTC | B | -0.08% | |
| NWN | A | -0.08% | |
| TOWN | B | -0.07% | |
| NBTB | B | -0.07% | |
| HOPE | B | -0.07% | |
| UVV | B | -0.07% | |
| FFBC | A | -0.07% | |
| UNIT | B | -0.07% | |
| GTY | B | -0.07% | |
| NWBI | B | -0.07% | |
| PINC | B | -0.06% | |
| AAT | B | -0.06% | |
| PFBC | B | -0.06% | |
| LADR | B | -0.06% | |
| FCF | A | -0.06% |
SPYD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Electric
Packaged Foods
REIT - Residential
REIT - Retail
Utilities - Diversified
Drug Manufacturers - Major
Asset Management
Oil & Gas Midstream
Packaging & Containers
REIT - Diversified
REIT - Healthcare Facilities
REIT - Industrial
REIT - Office
Telecom Services
Tobacco
Advertising Agencies
Agricultural Inputs
Auto Manufacturers
Capital Markets
Keywords:
S&P 500
Real Estate Investment Trust
Electricity
Bank
Natural Gas
Banking
Real Estate Market
Commercial Banking
Cash Management
Investment Bank
Nasdaq 100
Gas Transmission
Asset Management
Cash Management Services
Dow Jones Component
Electric Utility
Financial Products
Food Products
Investment Management
Natural Gas Distribution
LVHD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Electric
REIT - Retail
REIT - Diversified
Utilities - Diversified
Utilities - Regulated Gas
REIT - Healthcare Facilities
REIT - Industrial
Beverages - Soft Drinks
REIT - Hotel & Motel
REIT - Residential
Tobacco
Advertising Agencies
Confectioners
Insurance - Property & Casualty
Oil & Gas Midstream
Packaged Foods
Packaging & Containers
REIT - Office
Restaurants
Keywords:
S&P 500
Real Estate Investment Trust
Bank
Natural Gas
Banking
Electricity
Deposit Products
Real Estate Loans
Nasdaq 100
Trust Services
Commercial Banking
Real Estate Market
Dow Jones Component
Electric Utility
Investment Management
Retail Properties
Asset Management Services
Cash Management Services
Gas Transmission
Insurance
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