VS

Correlation: 93.3%

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 SDY?

SDY was created on 2005-11-08 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 17983.17m in AUM and 151 holdings. SDY tracks a yield-weighted index of dividend-paying companies from the S&P 1500 Composite Index that have increased dividends for at least 20 consecutive years.

Key Details

LVHD
SDY
Website
www.franklintempleton.com
us.spdrs.com
Inception Date

Dec 28, 2015

Nov 08, 2005

Asset Class

Equity

Equity

Investment Segment

Total Market

High Dividend Yield

AUM
$521.60M
$18.97B
Dividend Yield
4.05%
2.78%
Expense Ratio
0.27%
0.35%
Return 1Y
13.11%
2.93%

Holdings

Franklin U.S. Low Volatility High Dividend Index ETF - LVHD is made up of 111 holdings. SPDR Dividend ETF - SDY is made up of 149 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
V
VZVerizon Communications, Inc.

3.21%

O
ORealty Income Corp.

2.58%

E
EDConsolidated Edison, Inc.

1.94%

W
WECWEC Energy Group, Inc.

1.78%

K
KVUEKenvue, Inc.

1.76%

K
KMBKimberly-Clark Corp.

1.74%

C
CVXChevron Corp.

1.7%

E
EIXEdison International

1.7%

A
ABBVAbbVie, Inc.

1.65%

S
SOThe Southern Co.

1.62%

K
KOThe Coca-Cola Co.

1.55%

J
JNJJohnson & Johnson

1.51%

P
PEPPepsiCo, Inc.

1.5%

X
XOMExxon Mobil Corp.

1.48%

X
XELXcel Energy, Inc.

1.45%

M
MDTMedtronic Plc

1.4%

I
IBMInternational Business Machines Corp.

1.35%

A
ADMArcher-Daniels-Midland Co.

1.25%

E
ESEversource Energy

1.22%

A
ATOAtmos Energy Corp.

1.17%

N
NEENextEra Energy, Inc.

1.15%

M
MCDMcDonald's Corp.

1.14%

T
TROWT. Rowe Price Group, Inc.

1.11%

L
LMTLockheed Martin Corp.

1.1%

S
SYYSysco Corp.

1.08%

T
TXNTexas Instruments Incorporated

1.07%

C
CLXThe Clorox Co.

1.05%

P
PGProcter & Gamble Co.

1.04%

M
MKCMcCormick & Co., Inc.

1.04%

E
ESSEssex Property Trust, Inc.

1.02%

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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 SDY - SPDR Dividend ETF are ITW, L, UDR, PFG, GGG

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITWIllinois Tool Works Inc.
84.15%$66.54B-11.98%2.61%
L
LLoews Corp.
75.41%$17.75B+14.31%0.30%
U
UDRUDR, Inc.
74.51%$13.05B+6.03%4.37%
P
PFGPrincipal Financial Group, Inc.
74.16%$16.19B-10.33%4.06%
G
GGGGraco, Inc.
73.77%$13.10B-14.64%1.32%
K
KIMKimco Realty Corp.
73.67%$13.43B+10.20%4.97%
B
BRK.BBerkshire Hathaway, Inc.
73.58%$1.11T+26.55%0.00%
N
NDSNNordson Corp.
73.48%$10.30B-32.67%1.67%
A
AVBAvalonBay Communities, Inc.
73.36%$27.56B+4.11%3.57%
D
DCIDonaldson Co., Inc.
73.27%$7.43B-16.35%1.74%
E
EPREPR Properties
73.07%$3.52B+12.81%7.42%
E
EQREquity Residential
72.95%$24.40B+2.36%4.25%
S
STAGSTAG Industrial, Inc.
72.88%$5.77B-17.36%4.77%
O
ORIOld Republic International Corp.
72.73%$9.04B+30.93%2.97%
T
TXTTextron, Inc.
72.60%$11.72B-31.81%0.12%
M
METMetLife, Inc.
72.49%$48.44B+0.18%3.08%
F
FRTFederal Realty Investment Trust
72.24%$7.63B-10.82%4.90%
E
EEFTEuronet Worldwide, Inc.
72.17%$4.00B-12.75%0.00%
I
IRTIndependence Realty Trust, Inc.
71.91%$4.23B+12.42%3.52%
L
LXPLXP Industrial Trust
71.91%$2.20B-18.35%7.23%

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 SDY - SPDR Dividend ETF are NOBL, KNG, FVD, LGLV, SPYD

Name
Correlation
AUM
Expense Ratio
N
NOBLProShares S&P 500 Dividend Aristocrats ETF
98.61%$11.16B0.35%
K
KNGTraded Fund IV FT Vest S&P 500 Dividend Aristocrats Target Income ETF
98.39%$3.53B0.75%
F
FVDTraded Fund III First Trust Value Line Dividend Index Fund
98.11%$8.73B0.6%
L
LGLVSPDR SSGA US Large Cap Low Volatility Index ETF
95.43%$917.87M0.12%
S
SPYDSPDR Portfolio S&P 500 High Dividend ETF
94.73%$6.45B0.07%
S
SDOGALPS Sector Dividend Dogs ETF
93.77%$1.14B0.36%
C
CDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF
93.77%$717.22M0.42%
S
SPLVInvesco S&P 500 Low Volatility ETF
93.76%$7.35B0.25%
S
SCHDSchwab US Dividend Equity ETF
93.74%$66.68B0.06%
S
SPHDInvesco S&P 500 High Dividend Low Volatility ETF
93.70%$3.30B0.3%
F
FTCSTraded Fund III First Trust Capital Strength ETF
93.63%$8.25B0.54%
N
NULVNuveen ESG Large Cap Value ETF
93.42%$1.57B0.26%
L
LVHDFranklin U.S. Low Volatility High Dividend Index ETF
93.34%$521.60M0.27%
D
DVYiShares Select Dividend ETF
93.15%$18.67B0.38%
V
VOEVanguard Mid Cap Value ETF
93.03%$16.45B0.07%
D
DGROiShares Core Dividend Growth ETF
92.13%$29.00B0.08%
I
IUSViShares Core S&P U.S.Value ETF
91.97%$19.28B0.04%
D
DHSWisdomTree U.S. High Dividend Fund
91.92%$1.17B0.38%
S
SPYVSPDR Portfolio S&P 500 Value ETF
91.89%$23.92B0.04%
V
VOOVVanguard S&P 500 Value ETF
91.84%$5.03B0.1%

Holding Overlap

LVHD - Franklin U.S. Low Volatility High Dividend Index ETF and SDY - SPDR Dividend ETF have a 26 holding overlap. Which accounts for a 24.7% overlap.

Number of overlapping holdings

26

% of overlapping holdings

24.69%

Name
Weight in LVHD
Weight in SDY
I
IBMInternational Business Machines Corp.
2.85%1.35%
M
MCDMcDonald`s Corp
2.85%1.14%
K
KOCoca-Cola Co
2.80%1.55%
S
SOSouthern Company
2.59%1.62%
J
JNJJohnson & Johnson
2.57%1.51%
C
CVXChevron Corp.
2.51%1.70%
P
PEPPepsiCo Inc
2.43%1.50%
L
LMTLockheed Martin Corp.
2.25%1.10%
K
KMBKimberly-Clark Corp.
2.23%1.74%
X
XELXcel Energy, Inc.
1.90%1.45%

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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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