KBWR vs. XSVM ETF Comparison
Comparison of PowerShares KBW Regional Banking Portfolio ETF (KBWR) to Invesco S&P SmallCap Value with Momentum ETF (XSVM)
KBWR
PowerShares KBW Regional Banking Portfolio ETF
KBWR Description
The PowerShares KBW Regional Banking Portfolio (Fund) is based on the KBW Regional Banking Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is an equal weighted float-adjusted market capitalization index that seeks to reflect the performance of publicly traded companies that do business as regional banks or thrifts listed on US stock markets. The Index is compiled, maintained and calculated by KBW and is composed of approximately 50 companies. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$49.64
Average Daily Volume
4,279
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
XSVM
Invesco S&P SmallCap Value with Momentum ETF
XSVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 120 stocks in the S&P SmallCap 600® that have the highest “value” and “momentum” scores.Grade (RS Rating)
Last Trade
$54.43
Average Daily Volume
63,796
Number of Holdings
*
111
* may have additional holdings in another (foreign) market
Performance
| Period | KBWR | XSVM |
|---|---|---|
| 30 Days | 0.89% | -2.32% |
| 60 Days | 2.52% | -0.36% |
| 90 Days | 0.36% | 3.62% |
| 12 Months | 25.95% | 28.88% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KBWR | Weight in XSVM | Overlap | |
|---|---|---|---|---|---|
| FCF | A | 1.04% | 0.55% | 0.55% |
KBWR Overweight 49 Positions Relative to XSVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| CFR | B | 4.03% | |
| WBS | F | 3.98% | |
| CBSH | A | 3.95% | |
| PNFP | C | 3.47% | |
| SSB | D | 3.34% | |
| BOKF | A | 2.11% | |
| HOMB | A | 2.08% | |
| COLB | B | 2.08% | |
| HWC | A | 2.08% | |
| WTFC | A | 2.07% | |
| OZK | A | 2.07% | |
| FHB | A | 2.07% | |
| UMBF | B | 2.05% | |
| FBP | A | 2.04% | |
| BPOP | A | 2.04% | |
| TCBI | A | 2.03% | |
| ABCB | A | 2.03% | |
| WSFS | A | 2.03% | |
| ASB | A | 2.02% | |
| GBCI | B | 2.02% | |
| FNB | A | 2.01% | |
| CADE | A | 2.01% | |
| ONB | A | 2.01% | |
| PB | B | 1.99% | |
| FIBK | A | 1.99% | |
| UBSI | C | 1.99% | |
| UCBI | B | 1.97% | |
| FFIN | C | 1.97% | |
| AUB | C | 1.94% | |
| VLY | F | 1.93% | |
| FULT | A | 1.92% | |
| SNV | C | 1.89% | |
| CATY | D | 1.88% | |
| BANC | C | 1.84% | |
| CBU | C | 1.82% | |
| SFNC | D | 1.78% | |
| BOH | C | 1.78% | |
| CVBF | C | 1.76% | |
| EBC | B | 1.75% | |
| INDB | C | 1.66% | |
| PPBI | C | 1.63% | |
| FFBC | A | 1.6% | |
| BKU | A | 1.57% | |
| NYCB | F | 1.44% | |
| WAFD | B | 1.4% | |
| TRMK | A | 1.25% | |
| HOPE | D | 0.99% | |
| PFS | B | 0.88% | |
| BRKL | F | 0.64% |
KBWR Underweight 110 Positions Relative to XSVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| JXN | A | -1.69% | |
| KELYA | C | -1.59% | |
| FDP | A | -1.54% | |
| DXPE | A | -1.49% | |
| SCSC | B | -1.41% | |
| SNEX | A | -1.37% | |
| EZPW | B | -1.35% | |
| KSS | C | -1.31% | |
| BHE | A | -1.3% | |
| CLW | A | -1.3% | |
| SLCA | A | -1.29% | |
| GNW | B | -1.28% | |
| GBX | B | -1.27% | |
| GPI | A | -1.22% | |
| GEO | A | -1.21% | |
| ANDE | B | -1.2% | |
| ODP | D | -1.18% | |
| XRX | F | -1.17% | |
| SANM | B | -1.16% | |
| DNOW | D | -1.15% | |
| ZEUS | D | -1.1% | |
| ABG | F | -1.08% | |
| AMBC | C | -1.07% | |
| SAH | A | -1.06% | |
| PARR | F | -1.04% | |
| OI | F | -1.04% | |
| NVRI | F | -1.03% | |
| CAL | D | -1.03% | |
| ENVA | B | -1.02% | |
| AXL | C | -1.01% | |
| SCVL | B | -1.01% | |
| TPH | A | -1.0% | |
| SPNT | D | -0.96% | |
| HIBB | A | -0.96% | |
| OMI | D | -0.96% | |
| SM | B | -0.96% | |
| CVI | F | -0.95% | |
| SKYW | A | -0.92% | |
| HI | F | -0.91% | |
| SXC | D | -0.89% | |
| ASTE | F | -0.89% | |
| WNC | F | -0.88% | |
| LBRT | B | -0.88% | |
| CALM | C | -0.88% | |
| TDS | B | -0.85% | |
| ABM | A | -0.85% | |
| PUMP | B | -0.85% | |
| MHO | C | -0.85% | |
| MTH | A | -0.84% | |
| WIRE | B | -0.84% | |
| GMS | B | -0.84% | |
| AGO | D | -0.84% | |
| STC | A | -0.84% | |
| RDN | B | -0.82% | |
| COOP | B | -0.82% | |
| CCS | C | -0.82% | |
| DLX | A | -0.82% | |
| PATK | C | -0.81% | |
| TALO | D | -0.8% | |
| PRG | B | -0.8% | |
| KOP | D | -0.79% | |
| GES | A | -0.79% | |
| NAVI | F | -0.78% | |
| RC | D | -0.78% | |
| BCC | D | -0.77% | |
| SLVM | A | -0.76% | |
| AMWD | C | -0.75% | |
| PLAB | B | -0.74% | |
| AX | A | -0.74% | |
| EIG | D | -0.73% | |
| CENTA | C | -0.72% | |
| ALGT | F | -0.72% | |
| HLX | B | -0.72% | |
| PSMT | A | -0.71% | |
| APOG | A | -0.7% | |
| UVV | B | -0.69% | |
| NOG | B | -0.69% | |
| ASO | D | -0.68% | |
| HCC | B | -0.68% | |
| MOV | F | -0.67% | |
| SIG | B | -0.67% | |
| HVT | F | -0.67% | |
| HUBG | B | -0.67% | |
| TWI | F | -0.66% | |
| ABR | B | -0.66% | |
| CUBI | D | -0.65% | |
| BLMN | F | -0.64% | |
| AMR | D | -0.64% | |
| CXW | B | -0.63% | |
| PMT | A | -0.63% | |
| MATX | B | -0.63% | |
| URBN | C | -0.63% | |
| MCS | F | -0.63% | |
| NMIH | A | -0.63% | |
| ETD | F | -0.63% | |
| CRC | D | -0.62% | |
| WGO | F | -0.62% | |
| PRDO | A | -0.59% | |
| MLKN | C | -0.58% | |
| HTH | B | -0.57% | |
| ARI | F | -0.57% | |
| SMP | D | -0.56% | |
| SCHL | D | -0.56% | |
| EFC | B | -0.55% | |
| LZB | F | -0.55% | |
| CNXN | F | -0.55% | |
| GIII | C | -0.54% | |
| SVC | F | -0.52% | |
| CEIX | F | -0.48% | |
| OSUR | D | -0.42% |
KBWR: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Savings & Cooperative Banks
Banks - Regional
Keywords:
Bank
Banking
Deposit Products
Commercial Banking
Real Estate Loans
Commercial Bank
Trust Services
Banking Services
Cash Management
Individual Retirement Account
Retail Banking
Cash Management Services
Investment Services
ATM
Deposit Services
Internet Banking
Investment Advisory Services
Investment Management
Banking Products
Business Loans
XSVM: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
REIT - Diversified
Coal
Home Furnishings & Fixtures
Insurance - Specialty
Oil & Gas Equipment & Services
Residential Construction
Apparel Stores
Auto & Truck Dealerships
Banks - Regional - US
Credit Services
Specialty Retail
Airlines
Auto Parts
Building Materials
Business Services
Computer Distribution
Electronic Components
Farm & Construction Equipment
Industrial Metals & Minerals
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