KBWP vs. SPMV ETF Comparison

Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to Invesco S&P 500 Minimum Variance ETF (SPMV)
KBWP

PowerShares KBW Property & Casualty Insurance Portfolio ETF

KBWP Description

The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$102.63

Average Daily Volume

22,000

Number of Holdings *

24

* may have additional holdings in another (foreign) market
SPMV

Invesco S&P 500 Minimum Variance ETF

SPMV Description The investment seeks to track the investment results (before fees and expenses) of the S&P 500® Minimum Volatility Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to measure the performance of a subset of constituent securities of the S&P 500 Index using a managed volatility equity strategy that seeks to achieve lower total volatility than the S&P 500 ® Index, while maintaining other similar characteristics of the S&P 500 ® Index.

Grade (RS Rating)

Last Trade

$41.52

Average Daily Volume

1,367

Number of Holdings *

80

* may have additional holdings in another (foreign) market
Performance
Period KBWP SPMV
30 Days -2.80% -0.56%
60 Days 2.76% -0.53%
90 Days 6.27% 2.52%
12 Months 27.47% 12.43%
7 Overlapping Holdings
Symbol Grade Weight in KBWP Weight in SPMV Overlap
ACGL A 4.17% 0.7% 0.7%
AIG A 8.01% 0.94% 0.94%
ALL B 8.56% 1.21% 1.21%
CB C 7.78% 2.71% 2.71%
PGR B 8.75% 3.21% 3.21%
TRV C 7.55% 0.41% 0.41%
WRB C 3.88% 0.72% 0.72%
KBWP Overweight 17 Positions Relative to SPMV
Symbol Grade Weight
CINF D 4.13%
HIG D 4.05%
THG B 3.95%
RNR D 3.93%
AFG D 3.93%
EG D 3.93%
AXS B 3.87%
SIGI F 3.82%
KMPR B 3.8%
AIZ D 3.75%
RLI D 3.75%
MCY A 3.1%
SPNT D 2.09%
HMN A 1.51%
PRA B 0.71%
UVE B 0.58%
JRVR D 0.35%
KBWP Underweight 73 Positions Relative to SPMV
Symbol Grade Weight
NEE A -3.59%
AMZN B -3.13%
MSFT D -3.05%
PG A -3.05%
BRK.A D -3.01%
MDLZ B -2.98%
MMC D -2.94%
NVDA C -2.65%
ORCL D -2.64%
MRK B -2.56%
LLY C -2.47%
HD C -2.45%
ABT D -2.31%
VZ D -2.15%
ELV B -2.09%
INTU D -2.08%
TMUS A -2.07%
ADBE D -2.03%
QCOM A -2.03%
GIS B -1.91%
AAPL C -1.89%
AJG C -1.88%
PFE C -1.85%
CRM D -1.74%
AON F -1.73%
AEP A -1.7%
VRTX C -1.69%
CEG A -1.43%
SRE A -1.35%
SNPS D -1.33%
ADM C -1.31%
CCI D -1.29%
HSY C -1.28%
NOW D -1.0%
MKC B -0.9%
AVGO D -0.88%
REGN C -0.86%
RSG B -0.85%
IDXX F -0.81%
MDT C -0.8%
MRNA A -0.77%
EL F -0.7%
RMD A -0.67%
KHC B -0.65%
META D -0.64%
ILMN D -0.63%
CSCO F -0.62%
ISRG C -0.61%
GOOG A -0.6%
AMGN B -0.6%
JPM A -0.52%
HRL A -0.5%
AES A -0.5%
T B -0.44%
BMY F -0.44%
RTX A -0.43%
TFC A -0.42%
D A -0.41%
XOM B -0.35%
SJM F -0.33%
ACN F -0.31%
ES B -0.28%
K A -0.21%
BDX C -0.15%
CAG A -0.13%
MTD C -0.12%
DUK A -0.09%
ZTS D -0.06%
ROL B -0.06%
CDNS D -0.06%
JNJ D -0.05%
XEL B -0.03%
PODD D -0.03%
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