SCHD was created on 2011-10-20 by Schwab. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 68086.49m in AUM and 101 holdings. SCHD tracks a market-cap-weighted index of 100 dividend-paying US equities.
SPMO was created on 2015-10-09 by Invesco. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 7912.02m in AUM and 100 holdings. SPMO tracks an index of 100 S&P 500 components with the strongest volatility-adjusted momentum.
Key Details
Oct 20, 2011
Oct 09, 2015
Equity
Equity
High Dividend Yield
Large Cap
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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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITW | 84.06% | $71.62B | +2.30% | 2.42% |
TXT | 78.75% | $13.94B | -10.10% | 0.10% |
GGG | 78.55% | $14.21B | +6.13% | 1.26% |
PFG | 78.44% | $17.20B | -1.46% | 3.88% |
LYB | 78.29% | $19.68B | -34.84% | 8.84% |
NDSN | 78.24% | $12.34B | -5.89% | 1.07% |
PNC | 77.92% | $69.28B | +14.64% | 3.67% |
MET | 77.52% | $52.63B | +13.00% | 2.81% |
FITB | 77.33% | $25.58B | +7.49% | 3.81% |
USB | 77.23% | $67.23B | +10.39% | 4.61% |
PRU | 76.68% | $37.15B | -8.36% | 5.08% |
DD | 76.23% | $28.45B | -15.47% | 2.33% |
RF | 75.89% | $19.49B | +14.71% | 4.62% |
STT | 75.78% | $27.78B | +35.82% | 3.06% |
APAM | 75.73% | $3.03B | +7.95% | 7.17% |
DCI | 75.46% | $8.04B | -4.80% | 2.01% |
EMN | 75.34% | $8.90B | -22.39% | 5.38% |
AVNT | 75.32% | $3.20B | -19.59% | 3.03% |
DOW | 75.14% | $21.61B | -44.65% | 9.19% |
UNP | 74.96% | $134.22B | +1.48% | 2.41% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TYA | -0.08% | $148.61M | 0.15% | |
TPMN | -0.21% | $30.75M | 0.65% | |
FTSM | 0.39% | $6.43B | 0.45% | |
TFLO | 0.40% | $6.90B | 0.15% | |
IBTM | -0.41% | $320.83M | 0.07% | |
JPLD | 0.48% | $1.20B | 0.24% | |
CTA | -0.62% | $1.09B | 0.76% | |
BSV | -0.63% | $38.05B | 0.03% | |
LDUR | 0.65% | $917.46M | 0.5% | |
GSST | -0.67% | $898.56M | 0.16% | |
SCHR | -0.67% | $10.71B | 0.03% | |
SGOV | 0.81% | $48.84B | 0.09% | |
AGZ | -0.94% | $610.44M | 0.2% | |
SHV | 1.01% | $20.36B | 0.15% | |
AGZD | 1.11% | $110.83M | 0.23% | |
CMBS | 1.40% | $440.96M | 0.25% | |
SMB | 1.43% | $273.00M | 0.07% | |
BIL | -1.48% | $43.95B | 0.1356% | |
IBTF | 1.65% | $2.08B | 0.07% | |
IBND | 1.65% | $338.13M | 0.5% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -68.50% | $104.89M | 0.59% | |
VIXY | -63.16% | $181.73M | 0.85% | |
IVOL | -38.48% | $358.40M | 1.02% | |
BTAL | -34.70% | $291.96M | 1.43% | |
FTSD | -27.59% | $228.58M | 0.25% | |
XONE | -22.69% | $639.82M | 0.03% | |
SPTS | -20.56% | $5.79B | 0.03% | |
FXY | -19.37% | $862.15M | 0.4% | |
CLIP | -18.57% | $1.50B | 0.07% | |
UTWO | -16.76% | $375.31M | 0.15% | |
SCHO | -15.95% | $10.95B | 0.03% | |
VGSH | -15.35% | $22.51B | 0.03% | |
XHLF | -14.47% | $1.66B | 0.03% | |
SHYM | -14.18% | $324.56M | 0.35% | |
IBTH | -13.47% | $1.58B | 0.07% | |
BILS | -13.10% | $3.91B | 0.1356% | |
KCCA | -12.94% | $98.43M | 0.87% | |
TBLL | -12.36% | $2.24B | 0.08% | |
FXE | -11.07% | $566.52M | 0.4% | |
IBTI | -11.01% | $1.04B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AGL | 0.32% | $902.42M | -67.22% | 0.00% |
VHC | 0.51% | $34.17M | +95.18% | 0.00% |
RLX | 0.68% | $2.00B | +20.22% | 0.46% |
CARV | 0.75% | $9.20M | -3.23% | 0.00% |
CPSH | 0.78% | $37.62M | +51.46% | 0.00% |
VRCA | -0.84% | $60.95M | -91.92% | 0.00% |
SYPR | 0.93% | $46.42M | +8.89% | 0.00% |
VSTA | -1.11% | $350.48M | +43.28% | 0.00% |
HUSA | 1.47% | $16.63M | -12.40% | 0.00% |
LITB | -1.66% | $22.99M | -76.62% | 0.00% |
VSA | -2.08% | $8.71M | -15.98% | 0.00% |
GALT | 2.27% | $94.30M | -40.40% | 0.00% |
AIFU | 2.34% | $3.57B | +6.33% | 0.00% |
BTCT | 2.45% | $20.40M | +43.99% | 0.00% |
RLMD | 2.72% | $23.50M | -76.40% | 0.00% |
KROS | 3.04% | $554.81M | -69.36% | 0.00% |
CYCN | -3.25% | $9.90M | +10.66% | 0.00% |
K | -3.46% | $27.86B | +38.16% | 2.84% |
LTM | 3.47% | $11.57B | -96.36% | 2.69% |
ZCMD | 3.68% | $30.81M | +6.09% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ALHC | 0.05% | $2.87B | +83.54% | 0.00% |
WEC | -0.09% | $33.24B | +32.90% | 3.32% |
T | -0.10% | $201.26B | +58.29% | 4.00% |
FTS | 0.17% | $23.92B | +22.95% | 3.66% |
COR | 0.26% | $56.69B | +24.63% | 0.74% |
MDLZ | -0.28% | $87.02B | +1.71% | 2.77% |
IMNN | -0.29% | $20.00M | +4.59% | 0.00% |
PPC | -0.36% | $10.90B | +49.39% | 0.00% |
VRCA | -0.37% | $60.95M | -91.92% | 0.00% |
BTI | 0.47% | $107.34B | +58.37% | 6.25% |
STG | -0.52% | $28.60M | -17.29% | 0.00% |
VSTA | -0.75% | $350.48M | +43.28% | 0.00% |
MOH | -0.82% | $15.73B | -5.79% | 0.00% |
HUSA | 0.84% | $16.63M | -12.40% | 0.00% |
HAIN | 1.05% | $154.33M | -75.74% | 0.00% |
LITB | 1.35% | $22.99M | -76.62% | 0.00% |
CNC | 1.42% | $27.21B | -19.82% | 0.00% |
CYCN | 1.43% | $9.90M | +10.66% | 0.00% |
ADC | 1.54% | $8.11B | +20.08% | 4.10% |
CPB | -1.59% | $9.62B | -28.17% | 4.73% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
MMIN | 0.02% | $481.89M | 0.3% | |
IBMP | -0.20% | $542.72M | 0.18% | |
TAXF | -0.21% | $489.92M | 0.29% | |
SHYD | 0.31% | $325.69M | 0.35% | |
TIPX | -0.36% | $1.65B | 0.15% | |
AGG | -0.45% | $126.64B | 0.03% | |
HTRB | -0.46% | $2.02B | 0.29% | |
SCHZ | -0.48% | $8.53B | 0.03% | |
EDV | -0.51% | $3.43B | 0.05% | |
SCHP | 0.56% | $12.77B | 0.03% | |
HYMB | 0.61% | $2.55B | 0.35% | |
JMUB | 0.69% | $2.95B | 0.18% | |
ZROZ | -0.75% | $1.51B | 0.15% | |
CMF | 0.77% | $3.58B | 0.08% | |
GTIP | 0.79% | $159.02M | 0.12% | |
BBAG | 0.82% | $1.30B | 0.03% | |
BND | -0.83% | $129.69B | 0.03% | |
SGOV | -0.83% | $48.84B | 0.09% | |
EAGG | 0.84% | $3.90B | 0.1% | |
GCOR | 0.87% | $569.34M | 0.08% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -85.08% | $104.89M | 0.59% | |
VIXY | -77.00% | $181.73M | 0.85% | |
BTAL | -68.58% | $291.96M | 1.43% | |
IVOL | -43.94% | $358.40M | 1.02% | |
SPTS | -38.73% | $5.79B | 0.03% | |
XONE | -35.14% | $639.82M | 0.03% | |
FXY | -34.76% | $862.15M | 0.4% | |
FTSD | -34.65% | $228.58M | 0.25% | |
UTWO | -33.86% | $375.31M | 0.15% | |
VGSH | -31.41% | $22.51B | 0.03% | |
SCHO | -31.33% | $10.95B | 0.03% | |
IBTI | -28.49% | $1.04B | 0.07% | |
IBTG | -28.03% | $1.95B | 0.07% | |
IBTH | -26.75% | $1.58B | 0.07% | |
IBTJ | -25.49% | $678.03M | 0.07% | |
XHLF | -24.60% | $1.66B | 0.03% | |
IEI | -24.11% | $15.30B | 0.15% | |
BILS | -24.04% | $3.91B | 0.1356% | |
IBTK | -22.59% | $434.62M | 0.07% | |
SHYM | -21.77% | $324.56M | 0.35% |
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SFY | 97.55% | $492.97M | 0.05% | |
JGRO | 97.46% | $6.06B | 0.44% | |
VOOG | 97.35% | $17.15B | 0.07% | |
SPYG | 97.35% | $36.20B | 0.04% | |
IVW | 97.34% | $57.62B | 0.18% | |
IUSG | 97.29% | $22.55B | 0.04% | |
MTUM | 97.19% | $16.94B | 0.15% | |
ILCG | 97.07% | $2.63B | 0.04% | |
THRO | 97.01% | $4.62B | 0.6% | |
FDMO | 96.78% | $473.10M | 0.16% | |
DYNF | 96.63% | $18.23B | 0.27% | |
FFLC | 96.62% | $740.62M | 0.38% | |
IWL | 96.56% | $1.67B | 0.15% | |
FLQL | 96.56% | $1.49B | 0.29% | |
MGC | 96.51% | $7.07B | 0.07% | |
SCHG | 96.49% | $42.54B | 0.04% | |
TSPA | 96.48% | $1.73B | 0.34% | |
TMFC | 96.44% | $1.42B | 0.5% | |
VONG | 96.44% | $28.30B | 0.07% | |
IWF | 96.43% | $107.92B | 0.19% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SDOG | 96.88% | $1.20B | 0.36% | |
DIVB | 95.76% | $924.62M | 0.05% | |
FTA | 95.50% | $1.09B | 0.6% | |
FDL | 94.52% | $5.53B | 0.43% | |
IUSV | 94.22% | $20.47B | 0.04% | |
DHS | 94.19% | $1.23B | 0.38% | |
SPYV | 94.19% | $26.30B | 0.04% | |
DGRO | 94.15% | $31.72B | 0.08% | |
VOOV | 94.12% | $5.42B | 0.1% | |
SPYD | 94.07% | $6.91B | 0.07% | |
IVE | 94.07% | $38.69B | 0.18% | |
SCHV | 93.97% | $12.38B | 0.04% | |
DVY | 93.97% | $19.54B | 0.38% | |
SDY | 93.88% | $20.05B | 0.35% | |
VTV | 93.61% | $136.04B | 0.04% | |
CDC | 93.57% | $735.63M | 0.42% | |
NULV | 93.56% | $1.70B | 0.26% | |
PEY | 93.55% | $1.12B | 0.53% | |
DVAL | 93.51% | $113.16M | 0.49% | |
DFLV | 93.41% | $3.54B | 0.22% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FMTO | -16.40% | $4.80K | -99.92% | 0.00% |
DFDV | -9.25% | $457.58M | +2,932.86% | 0.00% |
STG | -6.50% | $28.60M | -17.29% | 0.00% |
K | -3.46% | $27.86B | +38.16% | 2.84% |
CYCN | -3.25% | $9.90M | +10.66% | 0.00% |
VSA | -2.08% | $8.71M | -15.98% | 0.00% |
LITB | -1.66% | $22.99M | -76.62% | 0.00% |
VSTA | -1.11% | $350.48M | +43.28% | 0.00% |
VRCA | -0.84% | $60.95M | -91.92% | 0.00% |
AGL | 0.32% | $902.42M | -67.22% | 0.00% |
VHC | 0.51% | $34.17M | +95.18% | 0.00% |
RLX | 0.68% | $2.00B | +20.22% | 0.46% |
CARV | 0.75% | $9.20M | -3.23% | 0.00% |
CPSH | 0.78% | $37.62M | +51.46% | 0.00% |
SYPR | 0.93% | $46.42M | +8.89% | 0.00% |
HUSA | 1.47% | $16.63M | -12.40% | 0.00% |
GALT | 2.27% | $94.30M | -40.40% | 0.00% |
AIFU | 2.34% | $3.57B | +6.33% | 0.00% |
BTCT | 2.45% | $20.40M | +43.99% | 0.00% |
RLMD | 2.72% | $23.50M | -76.40% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -25.75% | $23.51B | +31.84% | 1.12% |
ED | -23.81% | $36.62B | +12.11% | 3.32% |
AWK | -22.32% | $27.39B | +9.13% | 2.24% |
MKTX | -15.29% | $8.43B | +12.80% | 1.34% |
BCE | -13.90% | $20.64B | -31.40% | 11.06% |
WTRG | -13.58% | $10.48B | +0.84% | 3.51% |
AMT | -13.08% | $100.64B | +11.81% | 3.11% |
JNJ | -12.85% | $373.47B | +6.35% | 3.26% |
TU | -11.33% | $24.60B | +3.20% | 7.21% |
K | -11.03% | $27.86B | +38.16% | 2.84% |
AEP | -10.09% | $54.44B | +16.14% | 3.61% |
MSEX | -9.76% | $997.62M | +9.48% | 2.43% |
GIS | -9.23% | $29.31B | -19.25% | 4.48% |
DG | -9.21% | $25.01B | -10.45% | 2.09% |
MO | -9.06% | $99.05B | +31.54% | 6.93% |
AWR | -9.00% | $2.97B | +9.83% | 2.42% |
EXC | -8.83% | $43.09B | +21.35% | 3.67% |
DUK | -8.82% | $89.70B | +14.48% | 3.65% |
SO | -8.21% | $97.75B | +14.50% | 3.28% |
FMTO | -8.07% | $4.80K | -99.92% | 0.00% |
SCHD - Schwab US Dividend Equity ETF and SPMO - Invesco S&P 500 Momentum ETF have a 3 holding overlap. Which accounts for a 1.1% overlap.
Number of overlapping holdings
3
% of overlapping holdings
1.06%
Name | Weight in SCHD | Weight in SPMO |
---|---|---|
4.17% | 0.66% | |
2.11% | 0.32% | |
0.69% | 0.08% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ETN | 81.77% | $132.26B | +3.90% | 1.18% |
KKR | 80.66% | $109.91B | +12.01% | 0.58% |
NVDA | 80.57% | $3.53T | +10.47% | 0.03% |
MKSI | 80.23% | $6.28B | -31.27% | 0.93% |
ARES | 79.96% | $36.49B | +24.62% | 2.48% |
PH | 79.89% | $84.57B | +30.79% | 1.01% |
BN | 79.47% | $96.46B | +42.55% | 0.58% |
AMZN | 79.36% | $2.29T | +17.41% | 0.00% |
APH | 78.96% | $112.95B | +35.02% | 0.65% |
AXP | 78.86% | $206.13B | +28.89% | 1.00% |
BNT | 78.76% | $11.74B | +42.73% | 0.00% |
JHG | 78.70% | $5.82B | +11.56% | 4.25% |
KLAC | 78.35% | $118.01B | +5.12% | 0.74% |
APO | 78.35% | $76.64B | +15.32% | 1.43% |
COHR | 78.23% | $12.55B | +9.16% | 0.00% |
ITT | 78.08% | $11.96B | +18.30% | 0.88% |
META | 77.88% | $1.77T | +38.59% | 0.29% |
LRCX | 77.87% | $119.48B | -12.84% | 5.05% |
JCI | 77.69% | $68.76B | +50.76% | 1.42% |
FLS | 77.40% | $6.19B | +0.47% | 1.77% |
Schwab US Dividend Equity ETF - SCHD is made up of 99 holdings. Invesco S&P 500 Momentum ETF - SPMO is made up of 100 holdings.
Name | Weight |
---|---|
4.48% | |
4.28% | |
4.24% | |
4.17% | |
4.15% | |
4.10% | |
4.09% | |
4.07% | |
![]() | 3.85% |
3.79% | |
![]() | 3.68% |
3.58% | |
3.54% | |
3.33% | |
3.02% | |
2.88% | |
2.11% | |
![]() | 2.11% |
![]() | 2.00% |
![]() | 1.98% |
1.83% | |
![]() | 1.82% |
1.78% | |
1.70% | |
1.22% | |
1.09% | |
1.06% | |
1.06% | |
1.03% | |
0.93% |
Name | Weight |
---|---|
![]() | 9.76% |
8.78% | |
![]() | 8.58% |
![]() | 5.54% |
5.02% | |
![]() | 4.86% |
4.55% | |
![]() | 3.65% |
3.13% | |
2.75% | |
2.09% | |
1.98% | |
1.51% | |
1.44% | |
1.44% | |
1.43% | |
![]() | 1.35% |
1.34% | |
1.21% | |
1.14% | |
1.09% | |
1.03% | |
0.98% | |
0.91% | |
0.89% | |
![]() | 0.82% |
0.79% | |
0.79% | |
0.76% | |
0.74% |