VS

Correlation: 90.5%

What is LVHD?

LVHD was created on 2015-12-28 by Franklin. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 501.81m in AUM and 113 holdings. LVHD tracks an index of roughly 50-100 US stocks selected from across the market cap spectrum. Stocks are selected and weighted to emphasize profitability", high dividends", low price volatility and low earnings volatility.

What is DHS?

DHS was created on 2006-06-16 by WisdomTree. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 1113.84m in AUM and 377 holdings. DHS tracks a dividend-weighted index of high-dividend-paying US companies. The index excludes companies with a market cap of less than $200 million.

Key Details

LVHD
DHS
Website
www.franklintempleton.com
www.wisdomtree.com
Inception Date

Dec 28, 2015

Jun 16, 2006

Asset Class

Equity

Equity

Investment Segment

Total Market

High Dividend Yield

AUM
$521.60M
$1.17B
Dividend Yield
4.05%
3.84%
Expense Ratio
0.27%
0.38%
Return 1Y
13.11%
11.52%

Holdings

Franklin U.S. Low Volatility High Dividend Index ETF - LVHD is made up of 111 holdings. WisdomTree U.S. High Dividend Fund - DHS is made up of 376 holdings.

Name
Weight
P
PMPhilip Morris International, Inc.

3.01%

M
MOAltria Group, Inc.

2.97%

I
IBMInternational Business Machines Corp.

2.85%

M
MCDMcDonald's Corp.

2.85%

K
KOThe Coca-Cola Co.

2.8%

S
SOThe Southern Co.

2.59%

J
JNJJohnson & Johnson

2.57%

D
DUKDuke Energy Corp.

2.53%

C
CVXChevron Corp.

2.51%

K
KDPKeurig Dr Pepper, Inc.

2.44%

M
MDLZMondelez International, Inc.

2.44%

P
PEPPepsiCo, Inc.

2.43%

C
CSCOCisco Systems, Inc.

2.35%

A
AEPAmerican Electric Power Co., Inc.

2.31%

L
LMTLockheed Martin Corp.

2.25%

K
KMBKimberly-Clark Corp.

2.23%

E
EXCExelon Corp.

2.17%

H
HDThe Home Depot, Inc.

2.14%

P
PAYXPaychex, Inc.

2.13%

U
USBU.S. Bancorp

2.11%

H
HSYThe Hershey Co.

2.03%

X
XELXcel Energy, Inc.

1.9%

D
DRIDarden Restaurants, Inc.

1.87%

E
ETREntergy Corp.

1.85%

S
SYYSysco Corp.

1.78%

O
OKEONEOK, Inc.

1.77%

G
GISGeneral Mills, Inc.

1.73%

W
WECWEC Energy Group, Inc.

1.6%

P
PNCThe PNC Financial Services Group, Inc.

1.59%

E
EDConsolidated Edison, Inc.

1.46%

Name
Weight
P
PMPhilip Morris International, Inc.

5.83%

J
JNJJohnson & Johnson

5.5%

X
XOMExxon Mobil Corp.

4.84%

A
ABBVAbbVie, Inc.

4.59%

M
MOAltria Group, Inc.

4.22%

P
PEPPepsiCo, Inc.

4.05%

C
CVXChevron Corp.

3.87%

T
TAT&T, Inc.

3.66%

G
GILDGilead Sciences, Inc.

2.64%

M
MRKMerck & Co., Inc.

2.58%

I
IBMInternational Business Machines Corp.

2.5%

C
CMECME Group, Inc.

2.38%

A
AMGNAmgen, Inc.

2.07%

D
DUKDuke Energy Corp.

1.85%

S
SOThe Southern Co.

1.8%

B
BMYBristol Myers Squibb Co.

1.78%

C
CCitigroup, Inc.

1.57%

A
AEPAmerican Electric Power Co., Inc.

1.14%

K
KMBKimberly-Clark Corp.

1.14%

U
USBU.S. Bancorp

0.99%

T
TFCTruist Financial Corp.

0.97%

P
PNCThe PNC Financial Services Group, Inc.

0.86%

K
KMIKinder Morgan, Inc.

0.83%

W
WMBThe Williams Cos., Inc.

0.78%

K
KVUEKenvue, Inc.

0.74%

D
DDominion Energy, Inc.

0.72%

T
TGTTarget Corp.

0.7%

P
PRUPrudential Financial, Inc.

0.7%

S
SPGSimon Property Group, Inc.

0.7%

E
EDConsolidated Edison, Inc.

0.65%

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Stock Correlation

The stocks that are correlated to LVHD - Franklin U.S. Low Volatility High Dividend Index ETF are LNT, DTE, BKH, ATO, PPL

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
L
LNTAlliant Energy Corp.
77.51%$15.47B+24.20%3.24%
D
DTEDTE Energy Co.
76.64%$26.72B+21.31%3.29%
B
BKHBlack Hills Corp.
76.42%$4.20B+11.04%4.54%
A
ATOAtmos Energy Corp.
76.28%$23.70B+30.52%2.25%
P
PPLPPL Corp.
75.24%$25.28B+27.90%3.05%
O
OGEOGE Energy Corp.
75.16%$8.72B+30.86%3.85%
P
PNWPinnacle West Capital Corp.
74.97%$10.77B+25.02%3.92%
L
LLoews Corp.
74.65%$17.75B+14.31%0.30%
U
UDRUDR, Inc.
74.60%$13.05B+6.03%4.37%
E
EVRGEvergy, Inc.
74.05%$15.06B+27.24%3.99%
A
AEEAmeren Corp.
74.01%$26.13B+34.24%2.83%
P
PORPortland General Electric Co.
73.92%$4.56B+2.21%4.78%
V
VICIVICI Properties, Inc.
73.11%$31.79B+6.67%5.68%
I
ITWIllinois Tool Works Inc.
72.96%$66.54B-11.98%2.61%
W
WECWEC Energy Group, Inc.
72.56%$33.32B+32.90%3.23%
D
DDominion Energy, Inc.
72.47%$44.26B+5.94%5.17%
A
AVBAvalonBay Communities, Inc.
72.36%$27.56B+4.11%3.57%
K
KIMKimco Realty Corp.
72.30%$13.43B+10.20%4.97%
M
MAAMid-America Apartment Communities, Inc.
72.27%$18.10B+17.33%3.87%
O
ORIOld Republic International Corp.
71.95%$9.04B+30.93%2.97%

The stocks that are correlated to DHS - WisdomTree U.S. High Dividend Fund are ITW, PNC, L, FITB, PFG

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITWIllinois Tool Works Inc.
78.03%$66.54B-11.98%2.61%
P
PNCThe PNC Financial Services Group, Inc.
77.66%$60.22B-1.25%4.21%
L
LLoews Corp.
76.62%$17.75B+14.31%0.30%
F
FITBFifth Third Bancorp
76.02%$22.60B-2.95%4.32%
P
PFGPrincipal Financial Group, Inc.
75.76%$16.19B-10.33%4.06%
B
BRK.BBerkshire Hathaway, Inc.
75.70%$1.11T+26.55%0.00%
M
METMetLife, Inc.
74.57%$48.44B+0.18%3.08%
P
PRUPrudential Financial, Inc.
74.38%$34.86B-11.54%5.36%
R
RFRegions Financial Corp.
74.34%$17.20B-2.11%5.24%
T
TFCTruist Financial Corp.
73.83%$46.52B-4.45%5.86%
U
USBU.S. Bancorp
73.53%$58.04B-11.14%5.38%
O
ORIOld Republic International Corp.
72.98%$9.04B+30.93%2.97%
A
AUBAtlantic Union Bankshares Corp.
72.87%$3.16B-26.15%5.57%
H
HBANHuntington Bancshares, Inc.
72.79%$18.83B-4.45%4.86%
S
STTState Street Corp.
72.79%$22.80B+6.89%3.81%
M
MTGMGIC Investment Corp.
72.63%$5.63B+16.63%2.17%
F
FHBFirst Hawaiian, Inc.
72.39%$2.67B+0.24%4.95%
U
UCBUnited Community Banks, Inc.
72.03%$2.83B-4.90%4.03%
C
CFRCullen/Frost Bankers, Inc.
71.98%$6.87B-2.41%3.56%
A
APAMArtisan Partners Asset Management, Inc.
71.89%$2.45B-19.63%8.58%

ETF Correlation

The ETFs that are correlated to LVHD - Franklin U.S. Low Volatility High Dividend Index ETF are SPHD, SPLV, SDY, FVD, SPYD

Name
Correlation
AUM
Expense Ratio
S
SPHDInvesco S&P 500 High Dividend Low Volatility ETF
95.03%$3.30B0.3%
S
SPLVInvesco S&P 500 Low Volatility ETF
93.78%$7.35B0.25%
S
SDYSPDR Dividend ETF
93.34%$18.97B0.35%
F
FVDTraded Fund III First Trust Value Line Dividend Index Fund
92.67%$8.73B0.6%
S
SPYDSPDR Portfolio S&P 500 High Dividend ETF
92.55%$6.45B0.07%
C
CDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF
92.44%$717.22M0.42%
H
HDViShares Core High Dividend ETF
91.87%$10.81B0.08%
L
LGLVSPDR SSGA US Large Cap Low Volatility Index ETF
91.84%$917.87M0.12%
N
NOBLProShares S&P 500 Dividend Aristocrats ETF
90.88%$11.16B0.35%
K
KNGTraded Fund IV FT Vest S&P 500 Dividend Aristocrats Target Income ETF
90.84%$3.53B0.75%
F
FDLTraded Fund III First Trust Morningstar Dividend Leaders Index Fund
90.54%$5.05B0.45%
D
DHSWisdomTree U.S. High Dividend Fund
90.53%$1.17B0.38%
D
DVYiShares Select Dividend ETF
89.22%$18.67B0.38%
S
SCHDSchwab US Dividend Equity ETF
87.17%$66.68B0.06%
S
SDOGALPS Sector Dividend Dogs ETF
87.08%$1.14B0.36%
D
DIVGlobal X SuperDividend U.S. ETF
86.53%$603.44M0.45%
F
FTCSTraded Fund III First Trust Capital Strength ETF
85.95%$8.25B0.54%
U
USMViShares MSCI USA Min Vol Factor ETF
85.26%$22.94B0.15%
P
PEYInvesco High Yield Equity Dividend Achievers ETF
84.76%$1.09B0.53%
X
XMLVInvesco S&P MidCap Low Volatility ETF
84.42%$762.39M0.25%

The ETFs that are correlated to DHS - WisdomTree U.S. High Dividend Fund are FDL, CDC, DVY, SPYD, SCHD

Name
Correlation
AUM
Expense Ratio
F
FDLTraded Fund III First Trust Morningstar Dividend Leaders Index Fund
96.57%$5.05B0.45%
C
CDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF
95.41%$717.22M0.42%
D
DVYiShares Select Dividend ETF
94.48%$18.67B0.38%
S
SPYDSPDR Portfolio S&P 500 High Dividend ETF
94.26%$6.45B0.07%
S
SCHDSchwab US Dividend Equity ETF
94.23%$66.68B0.06%
S
SDOGALPS Sector Dividend Dogs ETF
93.76%$1.14B0.36%
H
HDViShares Core High Dividend ETF
93.07%$10.81B0.08%
P
PEYInvesco High Yield Equity Dividend Achievers ETF
92.43%$1.09B0.53%
F
FVDTraded Fund III First Trust Value Line Dividend Index Fund
92.38%$8.73B0.6%
F
FTATraded Fund III First Trust Large Capital Value AlphaDEX Fund
92.11%$1.05B0.6%
S
SDYSPDR Dividend ETF
91.92%$18.97B0.35%
R
RDIVTraded Fund Trust II Invesco S&P Ultra Dividend Revenue ETF
91.73%$739.63M0.39%
S
SPHDInvesco S&P 500 High Dividend Low Volatility ETF
91.72%$3.30B0.3%
D
DIVBiShares Core Dividend ETF
91.24%$682.58M0.05%
P
PWVInvesco Large Cap Value ETF
90.87%$972.91M0.53%
N
NULVNuveen ESG Large Cap Value ETF
90.73%$1.57B0.26%
D
DIVGlobal X SuperDividend U.S. ETF
90.67%$603.44M0.45%
L
LVHDFranklin U.S. Low Volatility High Dividend Index ETF
90.53%$521.60M0.27%
R
RPVInvesco S&P 500 Pure Value ETF
90.34%$1.27B0.35%
T
TPHDTimothy Plan High Dividend Stock ETF
89.97%$249.71M0.52%

Holding Overlap

LVHD - Franklin U.S. Low Volatility High Dividend Index ETF and DHS - WisdomTree U.S. High Dividend Fund have a 78 holding overlap. Which accounts for a 33.2% overlap.

Number of overlapping holdings

78

% of overlapping holdings

33.24%

Name
Weight in LVHD
Weight in DHS
P
PMPhilip Morris International Inc
3.01%5.83%
M
MOAltria Group Inc.
2.97%4.22%
I
IBMInternational Business Machines Corp.
2.85%2.50%
S
SOSouthern Company
2.59%1.80%
J
JNJJohnson & Johnson
2.57%5.50%
D
DUKDuke Energy Corp.
2.53%1.85%
C
CVXChevron Corp.
2.51%3.87%
P
PEPPepsiCo Inc
2.43%4.05%
A
AEPAmerican Electric Power Company Inc.
2.31%1.14%
K
KMBKimberly-Clark Corp.
2.23%1.14%

News

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SeekingAlpha

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SeekingAlpha

US President Donald Trump unveiled sweeping new tariffs in his “Liberation Day” announcement on April 2. Click to read.

SeekingAlpha

Generating income is often in front of mind for many investors, but the market conditions today are very different from those that we’ve had over the past decade or so.

SeekingAlpha

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Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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