SCHV vs. UPAR ETF Comparison
Comparison of Schwab U.S. Large-Cap Value ETF (SCHV) to UPAR Ultra Risk Parity ETF (UPAR)
SCHV
Schwab U.S. Large-Cap Value ETF
SCHV 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 Value Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap value 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 Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors. The index is a float-adjusted market capitalization weighted index.
Grade (RS Rating)
Last Trade
$27.80
Average Daily Volume
889,709
Number of Holdings
*
512
* may have additional holdings in another (foreign) market
UPAR
UPAR Ultra Risk Parity ETF
UPAR Description
UPAR Ultra Risk Parity ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund invests in public equity, fixed income and commodity markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests directly and through derivatives in U.S. treasury inflation protected securities and U.S. treasury securities of varying maturities. For its commodity portion, it invests directly and through other funds in gold. UPAR Ultra Risk Parity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$13.73
Average Daily Volume
24,541
Number of Holdings
*
37
* may have additional holdings in another (foreign) market
Performance
| Period | SCHV | UPAR |
|---|---|---|
| 30 Days | 3.08% | -2.28% |
| 60 Days | 4.55% | -6.62% |
| 90 Days | 6.85% | -4.71% |
| 12 Months | 28.96% | 12.75% |
21 Overlapping Holdings
| Symbol | Grade | Weight in SCHV | Weight in UPAR | Overlap | |
|---|---|---|---|---|---|
| AGCO | D | 0.02% | 0.09% | 0.02% | |
| AWK | D | 0.1% | 0.13% | 0.1% | |
| CF | B | 0.06% | 0.24% | 0.06% | |
| CNH | C | 0.04% | 0.21% | 0.04% | |
| COP | C | 0.53% | 0.48% | 0.48% | |
| CTRA | B | 0.08% | 0.06% | 0.06% | |
| CVX | A | 1.1% | 1.11% | 1.1% | |
| DE | A | 0.41% | 1.75% | 0.41% | |
| DVN | F | 0.1% | 0.09% | 0.09% | |
| ECL | D | 0.26% | 0.38% | 0.26% | |
| EOG | A | 0.31% | 0.28% | 0.28% | |
| EQT | B | 0.1% | 0.1% | 0.1% | |
| FANG | D | 0.14% | 0.12% | 0.12% | |
| FCX | D | 0.25% | 0.67% | 0.25% | |
| FMC | D | 0.03% | 0.11% | 0.03% | |
| IEX | B | 0.07% | 0.11% | 0.07% | |
| MOS | F | 0.03% | 0.12% | 0.03% | |
| OXY | D | 0.14% | 0.16% | 0.14% | |
| TTC | D | 0.03% | 0.14% | 0.03% | |
| XOM | B | 2.19% | 1.91% | 1.91% | |
| XYL | D | 0.12% | 0.17% | 0.12% |
SCHV Overweight 491 Positions Relative to UPAR
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 3.48% | |
| JPM | A | 2.78% | |
| HD | A | 1.65% | |
| PG | A | 1.59% | |
| WMT | A | 1.51% | |
| JNJ | D | 1.5% | |
| BAC | A | 1.26% | |
| ORCL | B | 1.23% | |
| ABBV | D | 1.22% | |
| MRK | F | 1.01% | |
| WFC | A | 1.0% | |
| KO | D | 0.99% | |
| CSCO | B | 0.97% | |
| PEP | F | 0.92% | |
| MCD | D | 0.87% | |
| ABT | B | 0.82% | |
| IBM | C | 0.79% | |
| PM | B | 0.79% | |
| DIS | B | 0.76% | |
| GS | A | 0.76% | |
| CAT | B | 0.76% | |
| TXN | C | 0.76% | |
| QCOM | F | 0.72% | |
| VZ | C | 0.7% | |
| CMCSA | B | 0.69% | |
| RTX | C | 0.67% | |
| MS | A | 0.67% | |
| AXP | A | 0.66% | |
| AMGN | D | 0.66% | |
| T | A | 0.65% | |
| LOW | D | 0.63% | |
| HON | B | 0.62% | |
| NEE | D | 0.62% | |
| AMAT | F | 0.61% | |
| PFE | D | 0.61% | |
| ETN | A | 0.6% | |
| UNP | C | 0.59% | |
| TJX | A | 0.56% | |
| SYK | C | 0.54% | |
| BSX | B | 0.53% | |
| BX | A | 0.53% | |
| C | A | 0.53% | |
| ADP | B | 0.51% | |
| LMT | D | 0.48% | |
| BMY | B | 0.48% | |
| GILD | C | 0.47% | |
| SCHW | B | 0.47% | |
| MDT | D | 0.46% | |
| SBUX | A | 0.46% | |
| MU | D | 0.45% | |
| MMC | B | 0.45% | |
| PLD | D | 0.44% | |
| ADI | D | 0.43% | |
| INTC | D | 0.43% | |
| CB | C | 0.43% | |
| KKR | A | 0.42% | |
| BA | F | 0.41% | |
| UPS | C | 0.4% | |
| SO | D | 0.39% | |
| CI | F | 0.38% | |
| TT | A | 0.38% | |
| MO | A | 0.38% | |
| AMT | D | 0.37% | |
| NKE | D | 0.37% | |
| MDLZ | F | 0.36% | |
| PYPL | B | 0.36% | |
| ICE | C | 0.36% | |
| DUK | C | 0.35% | |
| APH | A | 0.35% | |
| MSI | B | 0.34% | |
| PNC | B | 0.34% | |
| AON | A | 0.34% | |
| GD | F | 0.33% | |
| CME | A | 0.33% | |
| WM | A | 0.33% | |
| WELL | A | 0.32% | |
| USB | A | 0.32% | |
| CTAS | B | 0.31% | |
| ITW | B | 0.3% | |
| CL | D | 0.3% | |
| EMR | A | 0.3% | |
| CSX | B | 0.29% | |
| COF | B | 0.29% | |
| NOC | D | 0.29% | |
| TGT | F | 0.29% | |
| MMM | D | 0.29% | |
| CVS | D | 0.28% | |
| APD | A | 0.28% | |
| FDX | B | 0.27% | |
| BDX | F | 0.27% | |
| WMB | A | 0.27% | |
| OKE | A | 0.26% | |
| CARR | D | 0.26% | |
| GM | B | 0.26% | |
| HCA | F | 0.26% | |
| AJG | B | 0.26% | |
| NSC | B | 0.25% | |
| PCAR | B | 0.25% | |
| SLB | C | 0.25% | |
| TFC | A | 0.25% | |
| SRE | A | 0.24% | |
| TRV | B | 0.24% | |
| AFL | B | 0.23% | |
| NXPI | D | 0.23% | |
| JCI | C | 0.23% | |
| BK | A | 0.23% | |
| MPC | D | 0.22% | |
| PSX | C | 0.22% | |
| DLR | B | 0.22% | |
| SPG | B | 0.22% | |
| AMP | A | 0.22% | |
| RCL | A | 0.22% | |
| KMI | A | 0.21% | |
| ALL | A | 0.21% | |
| PSA | D | 0.21% | |
| PWR | A | 0.2% | |
| MET | A | 0.2% | |
| FIS | C | 0.2% | |
| VST | B | 0.2% | |
| AIG | B | 0.2% | |
| O | D | 0.2% | |
| LHX | C | 0.2% | |
| AEP | D | 0.2% | |
| CMI | A | 0.2% | |
| ROST | C | 0.19% | |
| PAYX | C | 0.19% | |
| HWM | A | 0.19% | |
| DHI | D | 0.19% | |
| NEM | D | 0.19% | |
| D | C | 0.19% | |
| FAST | B | 0.19% | |
| F | C | 0.18% | |
| PEG | A | 0.18% | |
| COR | B | 0.18% | |
| RSG | A | 0.18% | |
| DFS | B | 0.18% | |
| KVUE | A | 0.18% | |
| KMB | D | 0.18% | |
| CCI | D | 0.18% | |
| VLO | C | 0.18% | |
| PRU | A | 0.18% | |
| AME | A | 0.18% | |
| PCG | A | 0.18% | |
| CTSH | B | 0.17% | |
| CBRE | B | 0.17% | |
| VRSK | A | 0.17% | |
| DAL | C | 0.17% | |
| LEN | D | 0.17% | |
| IR | B | 0.17% | |
| XEL | A | 0.16% | |
| GEHC | F | 0.16% | |
| EA | A | 0.16% | |
| A | D | 0.16% | |
| KR | B | 0.16% | |
| MNST | C | 0.16% | |
| OTIS | C | 0.16% | |
| HPQ | B | 0.15% | |
| NUE | C | 0.15% | |
| GIS | D | 0.15% | |
| GLW | B | 0.15% | |
| SYY | B | 0.15% | |
| KDP | D | 0.15% | |
| ACGL | D | 0.15% | |
| YUM | B | 0.15% | |
| EXC | C | 0.15% | |
| IRM | D | 0.14% | |
| HIG | B | 0.14% | |
| EXR | D | 0.14% | |
| DD | D | 0.14% | |
| WAB | B | 0.14% | |
| MTB | A | 0.14% | |
| MCHP | D | 0.14% | |
| WEC | A | 0.13% | |
| ARES | A | 0.13% | |
| DOW | F | 0.13% | |
| ETR | B | 0.13% | |
| EIX | B | 0.13% | |
| FITB | A | 0.13% | |
| WTW | B | 0.13% | |
| ROK | B | 0.13% | |
| GRMN | B | 0.13% | |
| VICI | C | 0.13% | |
| ED | D | 0.13% | |
| NDAQ | A | 0.13% | |
| AVB | B | 0.13% | |
| HPE | B | 0.12% | |
| STT | A | 0.12% | |
| PPG | F | 0.12% | |
| ON | D | 0.12% | |
| UAL | A | 0.12% | |
| GPN | B | 0.12% | |
| RJF | A | 0.12% | |
| TSCO | D | 0.12% | |
| EBAY | D | 0.12% | |
| CNC | D | 0.12% | |
| CAH | B | 0.12% | |
| VLTO | D | 0.11% | |
| LDOS | C | 0.11% | |
| CHD | B | 0.11% | |
| TROW | B | 0.11% | |
| PHM | D | 0.11% | |
| BRO | B | 0.11% | |
| VTR | C | 0.11% | |
| HAL | C | 0.11% | |
| FTV | C | 0.11% | |
| BR | A | 0.11% | |
| HSY | F | 0.11% | |
| KEYS | A | 0.11% | |
| DOV | A | 0.11% | |
| KHC | F | 0.11% | |
| CINF | A | 0.1% | |
| RF | A | 0.1% | |
| BIIB | F | 0.1% | |
| HUBB | B | 0.1% | |
| AEE | A | 0.1% | |
| DTE | C | 0.1% | |
| NTAP | C | 0.1% | |
| PPL | B | 0.1% | |
| CCL | B | 0.1% | |
| ADM | D | 0.1% | |
| CDW | F | 0.1% | |
| SW | A | 0.1% | |
| HBAN | A | 0.1% | |
| EQR | B | 0.1% | |
| SYF | B | 0.1% | |
| FE | C | 0.09% | |
| PKG | A | 0.09% | |
| NTRS | A | 0.09% | |
| LYB | F | 0.09% | |
| ES | D | 0.09% | |
| K | A | 0.09% | |
| STE | F | 0.09% | |
| BAH | F | 0.09% | |
| ZBH | C | 0.09% | |
| EXPE | B | 0.09% | |
| WY | D | 0.09% | |
| ATO | A | 0.09% | |
| IFF | D | 0.09% | |
| PFG | D | 0.08% | |
| J | F | 0.08% | |
| MAA | B | 0.08% | |
| WSO | A | 0.08% | |
| BALL | D | 0.08% | |
| SNA | A | 0.08% | |
| MKC | D | 0.08% | |
| NRG | B | 0.08% | |
| INVH | D | 0.08% | |
| LUV | C | 0.08% | |
| IP | B | 0.08% | |
| ESS | B | 0.08% | |
| CNP | B | 0.08% | |
| TRU | D | 0.08% | |
| DRI | B | 0.08% | |
| OMC | C | 0.08% | |
| CMS | C | 0.08% | |
| STLD | B | 0.08% | |
| CLX | B | 0.08% | |
| WDC | D | 0.08% | |
| CBOE | B | 0.08% | |
| LH | C | 0.08% | |
| ZBRA | B | 0.08% | |
| STX | D | 0.08% | |
| CFG | B | 0.08% | |
| MRO | B | 0.07% | |
| FOXA | B | 0.07% | |
| GWRE | A | 0.07% | |
| NI | A | 0.07% | |
| USFD | A | 0.07% | |
| AVY | D | 0.07% | |
| TXT | D | 0.07% | |
| GEN | B | 0.07% | |
| BAX | D | 0.07% | |
| WSM | B | 0.07% | |
| KIM | A | 0.07% | |
| RBA | A | 0.07% | |
| BURL | A | 0.07% | |
| DG | F | 0.07% | |
| EXPD | D | 0.07% | |
| OC | A | 0.07% | |
| ARE | D | 0.07% | |
| GPC | D | 0.07% | |
| MAS | D | 0.07% | |
| RS | B | 0.07% | |
| TER | D | 0.07% | |
| XPO | B | 0.07% | |
| RPM | A | 0.07% | |
| LVS | C | 0.07% | |
| MANH | D | 0.07% | |
| NTNX | A | 0.07% | |
| PNR | A | 0.07% | |
| KEY | B | 0.07% | |
| BBY | D | 0.07% | |
| UTHR | C | 0.07% | |
| TRMB | B | 0.07% | |
| DGX | A | 0.07% | |
| TSN | B | 0.07% | |
| WRB | A | 0.07% | |
| HOLX | D | 0.07% | |
| ELS | C | 0.06% | |
| UDR | B | 0.06% | |
| NDSN | B | 0.06% | |
| NWSA | B | 0.06% | |
| SOFI | A | 0.06% | |
| FFIV | B | 0.06% | |
| EWBC | A | 0.06% | |
| ROL | B | 0.06% | |
| AMCR | D | 0.06% | |
| EVRG | A | 0.06% | |
| EL | F | 0.06% | |
| SUI | D | 0.06% | |
| CW | B | 0.06% | |
| APTV | D | 0.06% | |
| JBL | B | 0.06% | |
| GGG | B | 0.06% | |
| FLEX | A | 0.06% | |
| ACM | A | 0.06% | |
| L | A | 0.06% | |
| Z | A | 0.06% | |
| RGA | A | 0.06% | |
| DOC | D | 0.06% | |
| EQH | B | 0.06% | |
| LNT | A | 0.06% | |
| TOL | B | 0.06% | |
| THC | D | 0.06% | |
| VTRS | A | 0.06% | |
| VRSN | F | 0.06% | |
| ENTG | D | 0.06% | |
| FNF | B | 0.06% | |
| SSNC | B | 0.06% | |
| AIZ | A | 0.05% | |
| OVV | B | 0.05% | |
| TAP | C | 0.05% | |
| LAMR | D | 0.05% | |
| DKS | C | 0.05% | |
| RRX | B | 0.05% | |
| LW | C | 0.05% | |
| BXP | D | 0.05% | |
| ATR | B | 0.05% | |
| SNAP | C | 0.05% | |
| BJ | A | 0.05% | |
| EMN | D | 0.05% | |
| TPR | B | 0.05% | |
| SJM | D | 0.05% | |
| LECO | B | 0.05% | |
| AMH | D | 0.05% | |
| TECH | D | 0.05% | |
| NCLH | B | 0.05% | |
| REG | B | 0.05% | |
| UHS | D | 0.05% | |
| JEF | A | 0.05% | |
| WPC | D | 0.05% | |
| UNM | A | 0.05% | |
| KMX | B | 0.05% | |
| BG | F | 0.05% | |
| ALLE | D | 0.05% | |
| SCI | B | 0.05% | |
| ITT | A | 0.05% | |
| JNPR | F | 0.05% | |
| HST | C | 0.05% | |
| TTEK | F | 0.05% | |
| JLL | D | 0.05% | |
| ALB | C | 0.05% | |
| NVT | B | 0.05% | |
| JKHY | D | 0.05% | |
| INCY | C | 0.05% | |
| CHRW | C | 0.05% | |
| CPT | B | 0.05% | |
| DLTR | F | 0.05% | |
| SWKS | F | 0.05% | |
| CAG | D | 0.05% | |
| SWK | D | 0.05% | |
| GLPI | C | 0.05% | |
| AKAM | D | 0.05% | |
| OGE | B | 0.04% | |
| CPB | D | 0.04% | |
| MGM | D | 0.04% | |
| AOS | F | 0.04% | |
| HRL | D | 0.04% | |
| APG | B | 0.04% | |
| CFR | B | 0.04% | |
| ZION | B | 0.04% | |
| AXTA | A | 0.04% | |
| ORI | A | 0.04% | |
| SNX | C | 0.04% | |
| RGLD | C | 0.04% | |
| AR | B | 0.04% | |
| TFX | F | 0.04% | |
| REXR | F | 0.04% | |
| AAL | B | 0.04% | |
| KNX | B | 0.04% | |
| WCC | B | 0.04% | |
| KBR | F | 0.04% | |
| CMA | A | 0.04% | |
| DCI | B | 0.04% | |
| MORN | B | 0.04% | |
| FBIN | D | 0.04% | |
| PR | B | 0.04% | |
| TPX | B | 0.04% | |
| SOLV | C | 0.04% | |
| AES | F | 0.04% | |
| WTRG | B | 0.04% | |
| GL | B | 0.04% | |
| RPRX | D | 0.04% | |
| ALLY | C | 0.04% | |
| LAD | A | 0.04% | |
| MKTX | D | 0.04% | |
| WAL | B | 0.04% | |
| LKQ | D | 0.04% | |
| AYI | B | 0.04% | |
| OHI | C | 0.04% | |
| WBS | A | 0.04% | |
| ERIE | D | 0.04% | |
| GME | C | 0.04% | |
| CIEN | B | 0.04% | |
| ARMK | B | 0.04% | |
| EHC | B | 0.04% | |
| PNW | B | 0.04% | |
| AFG | A | 0.04% | |
| AA | B | 0.04% | |
| WWD | B | 0.04% | |
| FHN | A | 0.04% | |
| CG | A | 0.04% | |
| CUBE | D | 0.04% | |
| CCK | C | 0.04% | |
| IPG | D | 0.04% | |
| STWD | C | 0.03% | |
| BRKR | D | 0.03% | |
| WBA | F | 0.03% | |
| VFC | C | 0.03% | |
| BEN | C | 0.03% | |
| DAR | C | 0.03% | |
| MTN | C | 0.03% | |
| PARA | C | 0.03% | |
| DINO | D | 0.03% | |
| LSCC | D | 0.03% | |
| ELAN | D | 0.03% | |
| GNTX | C | 0.03% | |
| UHAL | D | 0.03% | |
| BBWI | D | 0.03% | |
| CGNX | C | 0.03% | |
| MASI | A | 0.03% | |
| DVA | B | 0.03% | |
| ALV | C | 0.03% | |
| WEX | D | 0.03% | |
| MHK | D | 0.03% | |
| MIDD | C | 0.03% | |
| AGNC | D | 0.03% | |
| BSY | D | 0.03% | |
| G | B | 0.03% | |
| BERY | B | 0.03% | |
| ACI | C | 0.03% | |
| WH | B | 0.03% | |
| NNN | D | 0.03% | |
| RHI | B | 0.03% | |
| JAZZ | B | 0.03% | |
| BWA | D | 0.03% | |
| MTCH | D | 0.03% | |
| IVZ | B | 0.03% | |
| SEIC | B | 0.03% | |
| CHRD | D | 0.03% | |
| HII | D | 0.03% | |
| WYNN | D | 0.03% | |
| CE | F | 0.03% | |
| VOYA | B | 0.03% | |
| ONTO | D | 0.03% | |
| APA | D | 0.03% | |
| LNW | D | 0.03% | |
| HAS | D | 0.03% | |
| CRBG | B | 0.03% | |
| CBSH | A | 0.03% | |
| CZR | F | 0.03% | |
| EGP | F | 0.03% | |
| HSIC | B | 0.03% | |
| FRT | B | 0.03% | |
| WLK | D | 0.02% | |
| ST | F | 0.02% | |
| POST | C | 0.02% | |
| LEA | D | 0.02% | |
| COLD | D | 0.02% | |
| SIRI | C | 0.02% | |
| ARW | D | 0.02% | |
| UI | A | 0.01% | |
| REYN | D | 0.01% | |
| PPC | C | 0.01% | |
| LCID | F | 0.01% | |
| AGR | B | 0.01% | |
| BOKF | B | 0.01% | |
| COTY | F | 0.01% | |
| ADTN | A | 0.01% | |
| PAG | B | 0.01% | |
| CNA | B | 0.0% |
SCHV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Banks - Regional - US
Business Services
Asset Management
Oil & Gas E&P
Packaged Foods
REIT - Residential
Packaging & Containers
Semiconductors
Aerospace & Defense
Communication Equipment
Drug Manufacturers - Major
Household & Personal Products
Insurance - Property & Casualty
Specialty Chemicals
Specialty Retail
Engineering & Construction
Insurance - Diversified
REIT - Industrial
UPAR: Top Represented Industries & Keywords
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