DUSA vs. XSHD ETF Comparison
Comparison of Davis Select U.S. Equity ETF (DUSA) to PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD)
DUSA
Davis Select U.S. Equity ETF
DUSA Description
The investment seeks long-term capital growth and capital preservation. Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. The fund's portfolio, generally, contains between 15 and 35 companies. It may invest a portion of its assets in financial services companies. The fund may also invest in mid- and small-capitalization companies, which the manager considers to be those companies with less than $10 billion in market capitalization. It may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$38.60
Average Daily Volume
28,052
21
XSHD
PowerShares S&P SmallCap High Dividend Low Volatility Portfolio
XSHD Description
The PowerShares S&P SmallCap High Dividend Low Volatility Portfolio is based on the S&P SmallCap 600 Low Volatility High Dividend Index. The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 60 securities in the S&P SmallCap 600 Index that have historically provided high dividend yields with lower volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted semi-annually on the last business day in January and July.Grade (RS Rating)
Last Trade
$14.32
Average Daily Volume
30,924
54
Performance
| Period | DUSA | XSHD |
|---|---|---|
| 30 Days | -1.42% | -3.11% |
| 60 Days | 1.13% | -6.33% |
| 90 Days | 10.20% | -6.86% |
| 12 Months | 31.59% | -7.46% |
0 Overlapping Holdings
| Symbol | Grade | Weight in DUSA | Weight in XSHD | Overlap |
|---|
DUSA Overweight 21 Positions Relative to XSHD
DUSA Underweight 54 Positions Relative to XSHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| HIW | B | -3.33% | |
| ARI | C | -3.0% | |
| BXMT | D | -2.94% | |
| OGN | B | -2.93% | |
| CALM | A | -2.84% | |
| EFC | D | -2.81% | |
| RC | F | -2.78% | |
| SVC | F | -2.71% | |
| CVI | C | -2.58% | |
| IIPR | B | -2.57% | |
| GNL | F | -2.49% | |
| KREF | D | -2.44% | |
| DEA | D | -2.41% | |
| VGR | D | -2.23% | |
| KW | F | -2.02% | |
| XRX | D | -1.94% | |
| DLX | D | -1.87% | |
| CWEN | D | -1.85% | |
| NUS | F | -1.82% | |
| CBRL | F | -1.81% | |
| AVA | D | -1.78% | |
| AROC | A | -1.74% | |
| NOG | A | -1.71% | |
| ETD | C | -1.6% | |
| NWN | F | -1.59% | |
| MED | F | -1.49% | |
| CCOI | D | -1.44% | |
| MOV | D | -1.44% | |
| TRN | A | -1.44% | |
| DIN | F | -1.34% | |
| UVV | D | -1.34% | |
| PINC | F | -1.23% | |
| SXC | B | -1.17% | |
| RGP | F | -1.16% | |
| KAMN | A | -1.15% | |
| HP | A | -1.13% | |
| ENR | F | -1.12% | |
| UTL | D | -1.08% | |
| MYE | A | -1.08% | |
| HNI | C | -1.07% | |
| SPTN | F | -1.06% | |
| KMT | D | -1.04% | |
| FDP | A | -0.98% | |
| SXT | A | -0.96% | |
| BHE | B | -0.88% | |
| SLVM | C | -0.87% | |
| SEM | C | -0.79% | |
| NHC | D | -0.79% | |
| CRC | A | -0.79% | |
| CPK | D | -0.72% | |
| SEE | F | -0.7% | |
| SJW | F | -0.7% | |
| ATNI | F | -0.58% | |
| CMP | F | -0.54% |
DUSA: Top Represented Industries & Keywords
XSHD: Top Represented Industries & Keywords
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