M1Template
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification
M1Template
Last updated Apr 18, 2025
Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in M1Template, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
M1Template
Benchmark (^GSPC)
Portfolio components
The earliest data available for this chart is Sep 15, 2016, corresponding to the inception date of FDVV
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -5.91% | -9.57% | 5.19% | 12.98% | 9.68% |
| M1Template | -2.47% | -3.93% | -4.77% | 13.89% | 15.23% | N/A |
| Portfolio components: | ||||||
KO The Coca-Cola Company | 18.12% | 5.22% | 6.00% | 28.50% | 12.14% | 9.46% |
AXP American Express Company | -14.84% | -4.03% | -11.56% | 16.76% | 25.22% | 14.21% |
UNH UnitedHealth Group Incorporated | -9.85% | -9.86% | -19.12% | -3.68% | 10.99% | 16.17% |
V Visa Inc. | 4.47% | -1.54% | 13.92% | 21.78% | 15.07% | 18.54% |
ABBV AbbVie Inc. | -0.82% | -18.36% | -6.54% | 9.15% | 20.59% | 15.27% |
FDVV Fidelity High Dividend ETF | -5.98% | -6.25% | -7.91% | 10.43% | 16.86% | N/A |
HDV iShares Core High Dividend ETF | 1.66% | -4.78% | -3.28% | 10.51% | 11.31% | 7.76% |
LMT Lockheed Martin Corporation | -3.79% | -1.11% | -22.83% | 4.43% | 5.77% | 11.94% |
SCHD Schwab US Dividend Equity ETF | -6.12% | -8.13% | -10.14% | 4.46% | 12.75% | 10.25% |
VTV | -3.89% | -5.80% | -7.84% | 7.11% | 13.35% | N/A |
WMT | 3.46% | 9.21% | 15.82% | 58.05% | 17.94% | N/A |
DGRW WisdomTree U.S. Dividend Growth Fund | -6.74% | -5.14% | -10.31% | 5.32% | 14.09% | 11.31% |
DGRO iShares Core Dividend Growth ETF | -4.61% | -5.41% | -7.74% | 7.76% | 12.79% | 10.78% |
BRK-B Berkshire Hathaway Inc. | 14.32% | -0.94% | 11.24% | 30.29% | 22.13% | 13.84% |
VIG | -5.66% | -4.70% | -7.72% | 8.04% | 12.05% | N/A |
VYM | -4.67% | -5.81% | -6.77% | 8.49% | 12.68% | N/A |
PG The Procter & Gamble Company | 2.40% | 1.74% | 0.23% | 11.39% | 9.16% | 10.56% |
BAC Bank of America Corporation | -14.34% | -10.18% | -11.14% | 8.81% | 12.75% | 11.52% |
INCO Columbia India Consumer ETF | -2.96% | 6.98% | -10.99% | 1.73% | 19.12% | 8.55% |
COST Costco Wholesale Corporation | 8.66% | 10.74% | 12.61% | 39.82% | 27.81% | 23.33% |
MSFT Microsoft Corporation | -12.57% | -4.10% | -11.39% | -10.02% | 16.60% | 25.86% |
NOBL ProShares S&P 500 Dividend Aristocrats ETF | -2.42% | -4.41% | -9.31% | 2.86% | 11.14% | 9.01% |
SCHG Schwab U.S. Large-Cap Growth ETF | -14.91% | -6.05% | -10.17% | 6.44% | 16.81% | 14.20% |
XLU | 3.48% | -0.42% | -3.08% | 25.07% | 8.51% | N/A |
WM | 14.86% | 2.23% | 9.14% | 13.63% | 20.16% | N/A |
*Annualized
Monthly Returns
The table below presents the monthly returns of M1Template, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.35% | 1.26% | -2.54% | -5.29% | -2.47% | ||||||||
| 2024 | 2.41% | 3.52% | 2.98% | -2.69% | 3.33% | 1.02% | 5.63% | 4.44% | 1.35% | -0.95% | 5.19% | -5.30% | 22.33% |
| 2023 | 1.73% | -2.09% | 1.32% | 1.50% | -3.31% | 4.54% | 2.78% | -1.87% | -2.88% | 0.50% | 5.70% | 3.18% | 11.13% |
| 2022 | -0.03% | 0.75% | 3.91% | -3.70% | -1.11% | -5.29% | 4.92% | -3.15% | -7.00% | 11.04% | 5.38% | -3.50% | 0.74% |
| 2021 | -4.23% | 3.71% | 6.40% | 4.82% | 2.06% | 0.06% | 2.60% | 0.67% | -4.23% | 5.95% | -3.61% | 8.58% | 24.08% |
| 2020 | 0.19% | -8.59% | -11.05% | 10.56% | 4.09% | -0.64% | 3.14% | 5.82% | -2.38% | -3.65% | 12.80% | 2.38% | 10.43% |
| 2019 | 4.46% | 1.82% | 1.81% | 3.63% | -3.26% | 5.84% | 0.96% | -0.28% | 1.22% | 2.37% | 3.55% | 2.54% | 27.30% |
| 2018 | 6.07% | -4.04% | -3.79% | 1.55% | 0.71% | 0.00% | 4.33% | 3.35% | 1.01% | -4.72% | 5.26% | -8.41% | 0.18% |
| 2017 | 1.05% | 3.97% | 0.34% | 1.49% | 1.65% | 1.63% | 2.34% | 1.50% | 2.76% | 3.44% | 4.54% | 1.02% | 28.88% |
| 2016 | 0.72% | -1.05% | 3.95% | 1.54% | 5.20% |
Expense Ratio
M1Template has an expense ratio of 0.06%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
FDVV: 0.29%
HDV: 0.08%
SCHD: 0.06%
DGRW: 0.28%
DGRO: 0.08%
INCO: 0.75%
NOBL: 0.35%
SCHG: 0.04%
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 88, M1Template is among the top 12% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Overall Rank
Sharpe Ratio Rank
Sortino Ratio Rank
Omega Ratio Rank
Calmar Ratio Rank
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Portfolio: 0.99
^GSPC: 0.24
Portfolio: 1.48
^GSPC: 0.47
Portfolio: 1.21
^GSPC: 1.07
Portfolio: 1.24
^GSPC: 0.24
Portfolio: 5.32
^GSPC: 1.08
Portfolio components
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
KO The Coca-Cola Company | 1.80 | 2.53 | 1.33 | 1.90 | 4.21 |
AXP American Express Company | 0.52 | 0.93 | 1.13 | 0.57 | 2.07 |
UNH UnitedHealth Group Incorporated | -0.04 | 0.18 | 1.03 | -0.06 | -0.15 |
V Visa Inc. | 1.05 | 1.49 | 1.22 | 1.49 | 5.30 |
ABBV AbbVie Inc. | 0.38 | 0.65 | 1.10 | 0.51 | 1.30 |
FDVV Fidelity High Dividend ETF | 0.65 | 0.99 | 1.15 | 0.64 | 3.19 |
HDV iShares Core High Dividend ETF | 0.83 | 1.16 | 1.17 | 1.04 | 3.66 |
LMT Lockheed Martin Corporation | 0.21 | 0.42 | 1.07 | 0.16 | 0.33 |
SCHD Schwab US Dividend Equity ETF | 0.27 | 0.48 | 1.07 | 0.27 | 1.05 |
VTV | 0.46 | 0.73 | 1.10 | 0.48 | 2.01 |
WMT | 2.32 | 3.15 | 1.44 | 2.62 | 9.19 |
DGRW WisdomTree U.S. Dividend Growth Fund | 0.30 | 0.54 | 1.08 | 0.29 | 1.29 |
DGRO iShares Core Dividend Growth ETF | 0.54 | 0.84 | 1.12 | 0.56 | 2.57 |
BRK-B Berkshire Hathaway Inc. | 1.64 | 2.29 | 1.33 | 3.47 | 8.96 |
VIG | 0.50 | 0.80 | 1.11 | 0.51 | 2.44 |
VYM | 0.53 | 0.84 | 1.12 | 0.57 | 2.64 |
PG The Procter & Gamble Company | 0.66 | 0.97 | 1.13 | 1.03 | 2.65 |
BAC Bank of America Corporation | 0.37 | 0.69 | 1.10 | 0.38 | 1.27 |
INCO Columbia India Consumer ETF | 0.11 | 0.29 | 1.03 | 0.07 | 0.14 |
COST Costco Wholesale Corporation | 1.83 | 2.43 | 1.33 | 2.29 | 7.12 |
MSFT Microsoft Corporation | -0.43 | -0.46 | 0.94 | -0.45 | -1.04 |
NOBL ProShares S&P 500 Dividend Aristocrats ETF | 0.21 | 0.40 | 1.05 | 0.20 | 0.70 |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.22 | 0.48 | 1.07 | 0.23 | 0.88 |
XLU | 1.62 | 2.17 | 1.29 | 2.09 | 6.87 |
WM | 0.71 | 1.05 | 1.16 | 1.20 | 2.71 |
M1Template
Benchmark (^GSPC)
Portfolio components
Dividends
Dividend yield
M1Template provided a 2.23% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.23% | 2.12% | 2.33% | 2.29% | 2.08% | 2.29% | 2.26% | 2.47% | 2.14% | 2.22% | 2.26% | 1.85% |
| Portfolio components: | ||||||||||||
KO The Coca-Cola Company | 2.69% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
AXP American Express Company | 1.16% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% |
UNH UnitedHealth Group Incorporated | 1.85% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
V Visa Inc. | 0.67% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% |
ABBV AbbVie Inc. | 3.69% | 3.49% | 3.82% | 3.49% | 3.84% | 4.41% | 4.83% | 3.89% | 2.65% | 3.64% | 3.41% | 2.54% |
FDVV Fidelity High Dividend ETF | 3.26% | 2.94% | 3.77% | 3.44% | 2.70% | 3.19% | 3.93% | 4.05% | 3.63% | 1.04% | 0.00% | 0.00% |
HDV iShares Core High Dividend ETF | 3.59% | 3.66% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% | 3.20% |
LMT Lockheed Martin Corporation | 2.78% | 2.62% | 2.68% | 2.34% | 2.98% | 2.76% | 2.31% | 3.13% | 2.32% | 2.71% | 2.83% | 2.85% |
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
VTV | 2.42% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
WMT | 0.92% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.68% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
DGRO iShares Core Dividend Growth ETF | 2.38% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG | 1.93% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
VYM | 3.05% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
PG The Procter & Gamble Company | 2.36% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.32% | 2.78% |
BAC Bank of America Corporation | 2.73% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% |
INCO Columbia India Consumer ETF | 2.97% | 2.88% | 3.81% | 10.57% | 6.25% | 0.34% | 0.28% | 0.12% | 0.05% | 0.09% | 0.00% | 0.08% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
MSFT Microsoft Corporation | 0.86% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
NOBL ProShares S&P 500 Dividend Aristocrats ETF | 2.20% | 2.05% | 2.09% | 1.94% | 1.89% | 2.14% | 1.89% | 2.37% | 1.74% | 2.13% | 2.02% | 1.59% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.48% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
XLU | 2.93% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
WM | 1.33% | 1.49% | 1.56% | 1.66% | 1.38% | 1.85% | 1.80% | 2.09% | 1.97% | 2.31% | 2.89% | 2.92% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
M1Template
Benchmark (^GSPC)
Portfolio components
Worst Drawdowns
The table below displays the maximum drawdowns of the M1Template. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the M1Template was 33.76%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current M1Template drawdown is 6.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.76% | Feb 20, 2020 | 23 | Mar 23, 2020 | 161 | Nov 9, 2020 | 184 |
| -16.58% | Apr 11, 2022 | 120 | Sep 30, 2022 | 200 | Jul 20, 2023 | 320 |
| -14.68% | Sep 24, 2018 | 64 | Dec 24, 2018 | 71 | Apr 8, 2019 | 135 |
| -11.55% | Jan 29, 2018 | 39 | Mar 23, 2018 | 110 | Aug 29, 2018 | 149 |
| -11.46% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The current M1Template volatility is 10.07%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
M1Template
Benchmark (^GSPC)
Portfolio components
Diversification
Asset Correlations Table
The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
| INCO | WMT | ABBV | LMT | UNH | XLU | PG | COST | MSFT | KO | WM | BAC | V | AXP | SCHG | BRK-B | HDV | FDVV | SCHD | NOBL | DGRW | VYM | VTV | VIG | DGRO | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INCO | 1.00 | 0.17 | 0.21 | 0.16 | 0.21 | 0.20 | 0.18 | 0.26 | 0.33 | 0.23 | 0.22 | 0.30 | 0.34 | 0.34 | 0.41 | 0.31 | 0.35 | 0.42 | 0.39 | 0.39 | 0.43 | 0.41 | 0.41 | 0.43 | 0.42 |
| WMT | 0.17 | 1.00 | 0.24 | 0.24 | 0.27 | 0.33 | 0.41 | 0.57 | 0.29 | 0.35 | 0.36 | 0.21 | 0.27 | 0.24 | 0.32 | 0.33 | 0.38 | 0.36 | 0.41 | 0.44 | 0.43 | 0.41 | 0.40 | 0.46 | 0.42 |
| ABBV | 0.21 | 0.24 | 1.00 | 0.26 | 0.35 | 0.25 | 0.33 | 0.23 | 0.25 | 0.33 | 0.32 | 0.26 | 0.32 | 0.25 | 0.30 | 0.35 | 0.50 | 0.40 | 0.46 | 0.45 | 0.45 | 0.47 | 0.46 | 0.42 | 0.47 |
| LMT | 0.16 | 0.24 | 0.26 | 1.00 | 0.30 | 0.32 | 0.29 | 0.23 | 0.19 | 0.38 | 0.42 | 0.26 | 0.32 | 0.32 | 0.24 | 0.42 | 0.45 | 0.39 | 0.46 | 0.47 | 0.42 | 0.46 | 0.46 | 0.46 | 0.45 |
| UNH | 0.21 | 0.27 | 0.35 | 0.30 | 1.00 | 0.30 | 0.32 | 0.29 | 0.29 | 0.32 | 0.37 | 0.29 | 0.33 | 0.32 | 0.35 | 0.40 | 0.42 | 0.40 | 0.43 | 0.44 | 0.47 | 0.44 | 0.49 | 0.47 | 0.48 |
| XLU | 0.20 | 0.33 | 0.25 | 0.32 | 0.30 | 1.00 | 0.51 | 0.31 | 0.23 | 0.54 | 0.50 | 0.17 | 0.30 | 0.25 | 0.27 | 0.35 | 0.54 | 0.45 | 0.46 | 0.52 | 0.44 | 0.50 | 0.47 | 0.49 | 0.49 |
| PG | 0.18 | 0.41 | 0.33 | 0.29 | 0.32 | 0.51 | 1.00 | 0.37 | 0.28 | 0.61 | 0.47 | 0.16 | 0.33 | 0.22 | 0.27 | 0.35 | 0.50 | 0.38 | 0.47 | 0.52 | 0.46 | 0.45 | 0.43 | 0.49 | 0.47 |
| COST | 0.26 | 0.57 | 0.23 | 0.23 | 0.29 | 0.31 | 0.37 | 1.00 | 0.48 | 0.35 | 0.39 | 0.25 | 0.40 | 0.33 | 0.55 | 0.37 | 0.40 | 0.47 | 0.46 | 0.50 | 0.57 | 0.46 | 0.47 | 0.59 | 0.53 |
| MSFT | 0.33 | 0.29 | 0.25 | 0.19 | 0.29 | 0.23 | 0.28 | 0.48 | 1.00 | 0.27 | 0.32 | 0.29 | 0.57 | 0.40 | 0.83 | 0.39 | 0.38 | 0.56 | 0.48 | 0.47 | 0.68 | 0.48 | 0.49 | 0.65 | 0.58 |
| KO | 0.23 | 0.35 | 0.33 | 0.38 | 0.32 | 0.54 | 0.61 | 0.35 | 0.27 | 1.00 | 0.50 | 0.25 | 0.38 | 0.31 | 0.29 | 0.44 | 0.59 | 0.46 | 0.55 | 0.59 | 0.50 | 0.53 | 0.51 | 0.54 | 0.54 |
| WM | 0.22 | 0.36 | 0.32 | 0.42 | 0.37 | 0.50 | 0.47 | 0.39 | 0.32 | 0.50 | 1.00 | 0.27 | 0.40 | 0.35 | 0.36 | 0.45 | 0.51 | 0.47 | 0.52 | 0.59 | 0.54 | 0.53 | 0.53 | 0.59 | 0.56 |
| BAC | 0.30 | 0.21 | 0.26 | 0.26 | 0.29 | 0.17 | 0.16 | 0.25 | 0.29 | 0.25 | 0.27 | 1.00 | 0.41 | 0.68 | 0.43 | 0.68 | 0.58 | 0.68 | 0.65 | 0.61 | 0.57 | 0.71 | 0.73 | 0.57 | 0.68 |
| V | 0.34 | 0.27 | 0.32 | 0.32 | 0.33 | 0.30 | 0.33 | 0.40 | 0.57 | 0.38 | 0.40 | 0.41 | 1.00 | 0.56 | 0.64 | 0.51 | 0.51 | 0.59 | 0.57 | 0.58 | 0.66 | 0.58 | 0.59 | 0.68 | 0.64 |
| AXP | 0.34 | 0.24 | 0.25 | 0.32 | 0.32 | 0.25 | 0.22 | 0.33 | 0.40 | 0.31 | 0.35 | 0.68 | 0.56 | 1.00 | 0.55 | 0.65 | 0.57 | 0.69 | 0.66 | 0.64 | 0.64 | 0.70 | 0.72 | 0.66 | 0.70 |
| SCHG | 0.41 | 0.32 | 0.30 | 0.24 | 0.35 | 0.27 | 0.27 | 0.55 | 0.83 | 0.29 | 0.36 | 0.43 | 0.64 | 0.55 | 1.00 | 0.50 | 0.49 | 0.73 | 0.61 | 0.62 | 0.83 | 0.63 | 0.65 | 0.79 | 0.73 |
| BRK-B | 0.31 | 0.33 | 0.35 | 0.42 | 0.40 | 0.35 | 0.35 | 0.37 | 0.39 | 0.44 | 0.45 | 0.68 | 0.51 | 0.65 | 0.50 | 1.00 | 0.70 | 0.70 | 0.73 | 0.73 | 0.68 | 0.77 | 0.79 | 0.70 | 0.76 |
| HDV | 0.35 | 0.38 | 0.50 | 0.45 | 0.42 | 0.54 | 0.50 | 0.40 | 0.38 | 0.59 | 0.51 | 0.58 | 0.51 | 0.57 | 0.49 | 0.70 | 1.00 | 0.83 | 0.90 | 0.85 | 0.78 | 0.91 | 0.89 | 0.78 | 0.86 |
| FDVV | 0.42 | 0.36 | 0.40 | 0.39 | 0.40 | 0.45 | 0.38 | 0.47 | 0.56 | 0.46 | 0.47 | 0.68 | 0.59 | 0.69 | 0.73 | 0.70 | 0.83 | 1.00 | 0.88 | 0.86 | 0.89 | 0.92 | 0.92 | 0.87 | 0.92 |
| SCHD | 0.39 | 0.41 | 0.46 | 0.46 | 0.43 | 0.46 | 0.47 | 0.46 | 0.48 | 0.55 | 0.52 | 0.65 | 0.57 | 0.66 | 0.61 | 0.73 | 0.90 | 0.88 | 1.00 | 0.93 | 0.88 | 0.95 | 0.94 | 0.88 | 0.94 |
| NOBL | 0.39 | 0.44 | 0.45 | 0.47 | 0.44 | 0.52 | 0.52 | 0.50 | 0.47 | 0.59 | 0.59 | 0.61 | 0.58 | 0.64 | 0.62 | 0.73 | 0.85 | 0.86 | 0.93 | 1.00 | 0.88 | 0.92 | 0.93 | 0.92 | 0.93 |
| DGRW | 0.43 | 0.43 | 0.45 | 0.42 | 0.47 | 0.44 | 0.46 | 0.57 | 0.68 | 0.50 | 0.54 | 0.57 | 0.66 | 0.64 | 0.83 | 0.68 | 0.78 | 0.89 | 0.88 | 0.88 | 1.00 | 0.89 | 0.90 | 0.96 | 0.95 |
| VYM | 0.41 | 0.41 | 0.47 | 0.46 | 0.44 | 0.50 | 0.45 | 0.46 | 0.48 | 0.53 | 0.53 | 0.71 | 0.58 | 0.70 | 0.63 | 0.77 | 0.91 | 0.92 | 0.95 | 0.92 | 0.89 | 1.00 | 0.98 | 0.90 | 0.96 |
| VTV | 0.41 | 0.40 | 0.46 | 0.46 | 0.49 | 0.47 | 0.43 | 0.47 | 0.49 | 0.51 | 0.53 | 0.73 | 0.59 | 0.72 | 0.65 | 0.79 | 0.89 | 0.92 | 0.94 | 0.93 | 0.90 | 0.98 | 1.00 | 0.91 | 0.97 |
| VIG | 0.43 | 0.46 | 0.42 | 0.46 | 0.47 | 0.49 | 0.49 | 0.59 | 0.65 | 0.54 | 0.59 | 0.57 | 0.68 | 0.66 | 0.79 | 0.70 | 0.78 | 0.87 | 0.88 | 0.92 | 0.96 | 0.90 | 0.91 | 1.00 | 0.96 |
| DGRO | 0.42 | 0.42 | 0.47 | 0.45 | 0.48 | 0.49 | 0.47 | 0.53 | 0.58 | 0.54 | 0.56 | 0.68 | 0.64 | 0.70 | 0.73 | 0.76 | 0.86 | 0.92 | 0.94 | 0.93 | 0.95 | 0.96 | 0.97 | 0.96 | 1.00 |
The correlation results are calculated based on daily price changes starting from Sep 16, 2016