SCHG vs. UDIV ETF Comparison
Comparison of Schwab U.S. Large-Cap Growth ETF (SCHG) to Franklin U.S. Core Dividend Tilt Index ETF (UDIV)
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors. The index is a float-adjusted market capitalization weighted index.
Grade (RS Rating)
Last Trade
$27.49
Average Daily Volume
4,492,339
Number of Holdings
*
223
* may have additional holdings in another (foreign) market
UDIV
Franklin U.S. Core Dividend Tilt Index ETF
UDIV Description
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Dividend Index. The fund invests at least 80% of its assets in the component securities of the index and in depositary receipts representing such securities. The index includes stocks from developed and emerging market countries with high and persistent dividend income that have favorable exposure to a quality investment style factor.Grade (RS Rating)
Last Trade
$46.42
Average Daily Volume
4,741
Number of Holdings
*
277
* may have additional holdings in another (foreign) market
Performance
| Period | SCHG | UDIV |
|---|---|---|
| 30 Days | 4.60% | 2.89% |
| 60 Days | 6.32% | 4.78% |
| 90 Days | 7.65% | 6.71% |
| 12 Months | 38.45% | 35.02% |
57 Overlapping Holdings
| Symbol | Grade | Weight in SCHG | Weight in UDIV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 10.4% | 6.17% | 6.17% | |
| ACN | C | 0.87% | 0.45% | 0.45% | |
| ADBE | C | 0.87% | 0.35% | 0.35% | |
| AMD | F | 0.88% | 0.43% | 0.43% | |
| AMZN | C | 5.65% | 3.48% | 3.48% | |
| ANET | C | 0.37% | 0.28% | 0.28% | |
| APO | B | 0.29% | 0.4% | 0.29% | |
| AVGO | D | 3.03% | 1.72% | 1.72% | |
| AXON | A | 0.17% | 0.08% | 0.08% | |
| BKR | B | 0.17% | 0.18% | 0.17% | |
| BLK | C | 0.57% | 0.87% | 0.57% | |
| CDNS | B | 0.32% | 0.14% | 0.14% | |
| CMG | B | 0.32% | 0.12% | 0.12% | |
| COIN | C | 0.26% | 0.13% | 0.13% | |
| COST | B | 1.6% | 0.26% | 0.26% | |
| CRM | B | 1.23% | 0.51% | 0.51% | |
| CRWD | B | 0.31% | 0.3% | 0.3% | |
| DASH | A | 0.22% | 0.11% | 0.11% | |
| DDOG | A | 0.15% | 0.09% | 0.09% | |
| DELL | C | 0.15% | 0.1% | 0.1% | |
| DT | C | 0.06% | 0.02% | 0.02% | |
| EQIX | A | 0.34% | 0.21% | 0.21% | |
| GOOG | C | 2.54% | 1.73% | 1.73% | |
| GOOGL | C | 3.08% | 1.92% | 1.92% | |
| HUBS | A | 0.13% | 0.06% | 0.06% | |
| INTU | C | 0.74% | 0.47% | 0.47% | |
| ISRG | A | 0.74% | 0.14% | 0.14% | |
| KLAC | D | 0.33% | 0.3% | 0.3% | |
| LIN | D | 0.85% | 0.14% | 0.14% | |
| LLY | F | 2.25% | 1.21% | 1.21% | |
| LRCX | F | 0.36% | 0.34% | 0.34% | |
| MA | C | 1.69% | 0.23% | 0.23% | |
| MDB | C | 0.08% | 0.05% | 0.05% | |
| META | D | 3.64% | 2.13% | 2.13% | |
| MPWR | F | 0.11% | 0.12% | 0.11% | |
| MRVL | B | 0.3% | 0.12% | 0.12% | |
| MSCI | C | 0.18% | 0.23% | 0.18% | |
| MSFT | F | 9.27% | 6.07% | 6.07% | |
| NET | B | 0.11% | 0.06% | 0.06% | |
| NFLX | A | 1.43% | 0.64% | 0.64% | |
| NOW | A | 0.81% | 0.47% | 0.47% | |
| NVDA | C | 10.35% | 6.83% | 6.83% | |
| OKTA | C | 0.05% | 0.02% | 0.02% | |
| PANW | C | 0.49% | 0.27% | 0.27% | |
| PLTR | B | 0.48% | 0.31% | 0.31% | |
| SMCI | F | 0.04% | 0.03% | 0.03% | |
| SNOW | C | 0.17% | 0.06% | 0.06% | |
| SNPS | B | 0.31% | 0.11% | 0.11% | |
| SQ | B | 0.2% | 0.04% | 0.04% | |
| TSLA | B | 3.69% | 1.48% | 1.48% | |
| TTD | B | 0.21% | 0.06% | 0.06% | |
| UBER | D | 0.57% | 0.28% | 0.28% | |
| UNH | C | 2.14% | 0.87% | 0.87% | |
| V | A | 2.05% | 0.34% | 0.34% | |
| VRT | B | 0.18% | 0.18% | 0.18% | |
| WDAY | B | 0.22% | 0.06% | 0.06% | |
| ZS | C | 0.08% | 0.11% | 0.08% |
SCHG Overweight 166 Positions Relative to UDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GE | D | 0.76% | |
| TMO | F | 0.75% | |
| BKNG | A | 0.66% | |
| SPGI | C | 0.63% | |
| PGR | A | 0.59% | |
| DHR | F | 0.58% | |
| FI | A | 0.48% | |
| VRTX | F | 0.47% | |
| TMUS | B | 0.46% | |
| ELV | F | 0.36% | |
| PH | A | 0.35% | |
| GEV | B | 0.35% | |
| SHW | A | 0.34% | |
| REGN | F | 0.32% | |
| MCK | B | 0.31% | |
| ZTS | D | 0.31% | |
| MCO | B | 0.29% | |
| TDG | D | 0.28% | |
| ORLY | B | 0.28% | |
| CEG | D | 0.28% | |
| ADSK | A | 0.26% | |
| MAR | B | 0.26% | |
| MSTR | C | 0.26% | |
| APP | B | 0.25% | |
| HLT | A | 0.24% | |
| ABNB | C | 0.23% | |
| FTNT | C | 0.23% | |
| ROP | B | 0.23% | |
| URI | B | 0.22% | |
| FICO | B | 0.22% | |
| AZO | C | 0.21% | |
| CPRT | A | 0.2% | |
| GWW | B | 0.2% | |
| FLUT | A | 0.19% | |
| LNG | B | 0.19% | |
| EW | C | 0.17% | |
| TRGP | B | 0.17% | |
| IT | C | 0.16% | |
| ODFL | B | 0.16% | |
| HES | B | 0.16% | |
| STZ | D | 0.15% | |
| CHTR | C | 0.15% | |
| TEAM | A | 0.15% | |
| CTVA | C | 0.15% | |
| IDXX | F | 0.14% | |
| RMD | C | 0.14% | |
| LULU | C | 0.14% | |
| MLM | B | 0.14% | |
| VMC | B | 0.14% | |
| HUM | C | 0.13% | |
| IQV | D | 0.13% | |
| ANSS | B | 0.12% | |
| ALNY | D | 0.12% | |
| TTWO | A | 0.12% | |
| CSGP | D | 0.12% | |
| EFX | F | 0.12% | |
| DXCM | D | 0.12% | |
| VEEV | C | 0.12% | |
| DECK | A | 0.11% | |
| RBLX | C | 0.11% | |
| NVR | D | 0.11% | |
| CVNA | B | 0.11% | |
| CPAY | A | 0.1% | |
| HOOD | B | 0.1% | |
| MTD | D | 0.1% | |
| TYL | B | 0.1% | |
| FCNCA | A | 0.1% | |
| GDDY | A | 0.1% | |
| TPL | A | 0.1% | |
| HEI | B | 0.1% | |
| MKL | A | 0.09% | |
| TDY | B | 0.09% | |
| WST | C | 0.09% | |
| PTC | A | 0.09% | |
| EME | C | 0.09% | |
| LPLA | A | 0.09% | |
| SBAC | D | 0.09% | |
| LII | A | 0.08% | |
| IBKR | A | 0.08% | |
| CSL | C | 0.08% | |
| DKNG | B | 0.08% | |
| BLDR | D | 0.08% | |
| LYV | A | 0.08% | |
| ILMN | D | 0.08% | |
| ZM | B | 0.08% | |
| FSLR | F | 0.08% | |
| WAT | B | 0.08% | |
| WBD | C | 0.08% | |
| ULTA | F | 0.07% | |
| MOH | F | 0.07% | |
| PINS | D | 0.07% | |
| PODD | C | 0.07% | |
| FDS | B | 0.07% | |
| NTRA | B | 0.07% | |
| SFM | A | 0.06% | |
| COHR | B | 0.06% | |
| CASY | A | 0.06% | |
| JBHT | C | 0.06% | |
| TW | A | 0.06% | |
| PSTG | D | 0.06% | |
| DPZ | C | 0.06% | |
| TWLO | A | 0.06% | |
| FIX | A | 0.06% | |
| EG | C | 0.06% | |
| DOCU | A | 0.06% | |
| ALGN | D | 0.06% | |
| TOST | B | 0.06% | |
| BMRN | D | 0.05% | |
| DAY | B | 0.05% | |
| NBIX | C | 0.05% | |
| OWL | A | 0.05% | |
| FTI | A | 0.05% | |
| CLH | B | 0.05% | |
| PFGC | B | 0.05% | |
| TXRH | C | 0.05% | |
| EPAM | C | 0.05% | |
| MRNA | F | 0.05% | |
| RVTY | F | 0.05% | |
| RNR | C | 0.05% | |
| AVTR | F | 0.05% | |
| SAIA | B | 0.05% | |
| POOL | C | 0.05% | |
| EXAS | D | 0.04% | |
| PEN | B | 0.04% | |
| WMS | D | 0.04% | |
| ROKU | D | 0.04% | |
| WING | D | 0.04% | |
| MUSA | A | 0.04% | |
| CRL | C | 0.04% | |
| SRPT | D | 0.04% | |
| CACI | D | 0.04% | |
| CHDN | B | 0.04% | |
| KNSL | B | 0.04% | |
| BLD | D | 0.04% | |
| CTLT | B | 0.04% | |
| PAYC | B | 0.04% | |
| GNRC | B | 0.04% | |
| FND | C | 0.04% | |
| LBRDK | C | 0.04% | |
| INSM | C | 0.04% | |
| RGEN | D | 0.03% | |
| WSC | D | 0.03% | |
| COKE | C | 0.03% | |
| RIVN | F | 0.03% | |
| PCOR | B | 0.03% | |
| OLED | D | 0.03% | |
| ESTC | C | 0.03% | |
| TREX | C | 0.03% | |
| MEDP | D | 0.03% | |
| CHE | D | 0.03% | |
| RRC | B | 0.03% | |
| TKO | B | 0.03% | |
| CNM | D | 0.03% | |
| ENPH | F | 0.03% | |
| PCTY | B | 0.03% | |
| CELH | F | 0.02% | |
| PSN | D | 0.02% | |
| ROIV | C | 0.02% | |
| U | C | 0.02% | |
| CLF | F | 0.02% | |
| PATH | C | 0.02% | |
| ETSY | D | 0.02% | |
| BIO | D | 0.02% | |
| NOV | C | 0.02% | |
| QRVO | F | 0.02% | |
| RCM | F | 0.01% |
SCHG Underweight 220 Positions Relative to UDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | -1.35% | |
| JPM | A | -1.35% | |
| JNJ | D | -1.16% | |
| CVX | A | -1.12% | |
| HD | A | -1.06% | |
| ABBV | D | -0.97% | |
| MS | A | -0.94% | |
| CSCO | B | -0.86% | |
| PM | B | -0.86% | |
| TXN | C | -0.85% | |
| C | A | -0.82% | |
| IBM | C | -0.81% | |
| T | A | -0.79% | |
| PG | A | -0.78% | |
| VZ | C | -0.77% | |
| BX | A | -0.76% | |
| KO | D | -0.74% | |
| QCOM | F | -0.74% | |
| MRK | F | -0.71% | |
| BMY | B | -0.69% | |
| PFE | D | -0.66% | |
| BAC | A | -0.65% | |
| GILD | C | -0.63% | |
| AMGN | D | -0.62% | |
| UPS | C | -0.57% | |
| PEP | F | -0.57% | |
| MDT | D | -0.56% | |
| MO | A | -0.56% | |
| SO | D | -0.53% | |
| ADI | D | -0.52% | |
| ORCL | B | -0.5% | |
| PNC | B | -0.5% | |
| DUK | C | -0.49% | |
| ABT | B | -0.48% | |
| USB | A | -0.47% | |
| CME | A | -0.46% | |
| GS | A | -0.44% | |
| ITW | B | -0.43% | |
| PLD | D | -0.43% | |
| WFC | A | -0.42% | |
| WMB | A | -0.41% | |
| ETN | A | -0.41% | |
| INTC | D | -0.41% | |
| CVS | D | -0.39% | |
| AMAT | F | -0.38% | |
| OKE | A | -0.38% | |
| TFC | A | -0.38% | |
| CMCSA | B | -0.36% | |
| MMM | D | -0.36% | |
| AMT | D | -0.35% | |
| NXPI | D | -0.35% | |
| SPG | B | -0.33% | |
| BK | A | -0.33% | |
| KMI | A | -0.32% | |
| DLR | B | -0.32% | |
| UNP | C | -0.3% | |
| CMI | A | -0.3% | |
| SBUX | A | -0.3% | |
| AEP | D | -0.29% | |
| PSA | D | -0.29% | |
| PRU | A | -0.28% | |
| TGT | F | -0.28% | |
| MELI | D | -0.28% | |
| O | D | -0.28% | |
| FAST | B | -0.27% | |
| F | C | -0.27% | |
| LOW | D | -0.27% | |
| D | C | -0.27% | |
| PAYX | C | -0.26% | |
| KMB | D | -0.26% | |
| COP | C | -0.25% | |
| CCI | D | -0.24% | |
| KVUE | A | -0.23% | |
| HPQ | B | -0.23% | |
| MCD | D | -0.23% | |
| JCI | C | -0.23% | |
| MTB | A | -0.22% | |
| EMR | A | -0.22% | |
| EXC | C | -0.22% | |
| PSX | C | -0.22% | |
| FANG | D | -0.21% | |
| GLW | B | -0.21% | |
| XEL | A | -0.21% | |
| EXR | D | -0.2% | |
| MU | D | -0.2% | |
| ROK | B | -0.2% | |
| GIS | D | -0.2% | |
| MCHP | D | -0.2% | |
| VICI | C | -0.19% | |
| DOW | F | -0.19% | |
| ED | D | -0.19% | |
| EIX | B | -0.19% | |
| FITB | A | -0.19% | |
| STT | A | -0.18% | |
| WEC | A | -0.18% | |
| HON | B | -0.18% | |
| APD | A | -0.18% | |
| AVB | B | -0.18% | |
| RTX | C | -0.18% | |
| GRMN | B | -0.18% | |
| ETR | B | -0.18% | |
| ARES | A | -0.18% | |
| IRM | D | -0.17% | |
| SYY | B | -0.17% | |
| HBAN | A | -0.16% | |
| PEG | A | -0.16% | |
| TROW | B | -0.16% | |
| DVN | F | -0.16% | |
| KKR | A | -0.16% | |
| KHC | F | -0.16% | |
| SW | A | -0.16% | |
| RF | A | -0.15% | |
| DFS | B | -0.14% | |
| VTR | C | -0.14% | |
| CINF | A | -0.14% | |
| EQR | B | -0.14% | |
| DTE | C | -0.14% | |
| PPL | B | -0.14% | |
| NTAP | C | -0.14% | |
| EBAY | D | -0.13% | |
| IFF | D | -0.13% | |
| LYB | F | -0.13% | |
| ADP | B | -0.13% | |
| DIS | B | -0.13% | |
| NTRS | A | -0.13% | |
| CFG | B | -0.13% | |
| NKE | D | -0.13% | |
| INVH | D | -0.12% | |
| DRI | B | -0.12% | |
| CLX | B | -0.12% | |
| CTRA | B | -0.12% | |
| IP | B | -0.12% | |
| WELL | A | -0.12% | |
| PFG | D | -0.12% | |
| FE | C | -0.12% | |
| K | A | -0.12% | |
| PKG | A | -0.12% | |
| ES | D | -0.12% | |
| ESS | B | -0.11% | |
| TSN | B | -0.11% | |
| GPC | D | -0.11% | |
| CMS | C | -0.11% | |
| SNA | A | -0.11% | |
| BBY | D | -0.11% | |
| BR | A | -0.11% | |
| LUV | C | -0.11% | |
| STX | D | -0.11% | |
| OMC | C | -0.11% | |
| NEE | D | -0.11% | |
| KEY | B | -0.11% | |
| MET | A | -0.11% | |
| WSO | A | -0.11% | |
| ALL | A | -0.1% | |
| VTRS | A | -0.1% | |
| ARE | D | -0.1% | |
| KIM | A | -0.1% | |
| CAT | B | -0.1% | |
| HPE | B | -0.1% | |
| MAA | B | -0.1% | |
| SUI | D | -0.09% | |
| DOC | D | -0.09% | |
| AMCR | D | -0.09% | |
| LNT | A | -0.09% | |
| FNF | B | -0.09% | |
| EWBC | A | -0.09% | |
| BAX | D | -0.09% | |
| EL | F | -0.09% | |
| NI | A | -0.09% | |
| UDR | B | -0.08% | |
| FDX | B | -0.08% | |
| SWK | D | -0.08% | |
| VLO | C | -0.08% | |
| LVS | C | -0.08% | |
| EVRG | A | -0.08% | |
| SWKS | F | -0.08% | |
| EOG | A | -0.07% | |
| SJM | D | -0.07% | |
| WPC | D | -0.07% | |
| CG | A | -0.07% | |
| NSC | B | -0.07% | |
| JNPR | F | -0.07% | |
| REG | B | -0.07% | |
| EMN | D | -0.07% | |
| BXP | D | -0.07% | |
| CAG | D | -0.07% | |
| HST | C | -0.07% | |
| CPT | B | -0.07% | |
| GEN | B | -0.07% | |
| ELS | C | -0.07% | |
| AES | F | -0.06% | |
| SCCO | F | -0.06% | |
| APA | D | -0.06% | |
| SLB | C | -0.06% | |
| IPG | D | -0.06% | |
| CNH | C | -0.06% | |
| GD | F | -0.06% | |
| LKQ | D | -0.06% | |
| HUBB | B | -0.06% | |
| CPB | D | -0.05% | |
| HRL | D | -0.05% | |
| APH | A | -0.05% | |
| TAP | C | -0.05% | |
| BEN | C | -0.04% | |
| TSCO | D | -0.04% | |
| WBA | F | -0.04% | |
| RPRX | D | -0.04% | |
| ENTG | D | -0.04% | |
| CRBG | B | -0.04% | |
| WMT | A | -0.03% | |
| AEE | A | -0.03% | |
| DG | F | -0.03% | |
| AGR | B | -0.02% | |
| SYK | C | -0.02% | |
| TT | A | -0.02% | |
| FIS | C | -0.02% | |
| CAH | B | -0.02% | |
| TER | D | -0.02% | |
| SIRI | C | -0.01% | |
| BSY | D | -0.01% | |
| NEM | D | -0.01% |
SCHG: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Biotechnology
Software - Infrastructure
Capital Markets
Specialty Retail
Semiconductors
Building Materials
Diversified Industrials
Internet Content & Information
Health Care Plans
Information Technology Services
Medical Devices
Restaurants
Semiconductor Equipment & Materials
Aerospace & Defense
Asset Management
Business Services
Gambling
Insurance - Property & Casualty
UDIV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Asset Management
Semiconductors
Banks - Regional - US
REIT - Residential
Drug Manufacturers - Major
Packaged Foods
Diversified Industrials
Oil & Gas E&P
Software - Infrastructure
Specialty Retail
Utilities - Diversified
Banks - Global
Business Services
Household & Personal Products
Semiconductor Equipment & Materials
Discount Stores
Packaging & Containers
REIT - Diversified
Compare ETFs
