LVOL vs. SPVU ETF Comparison
Comparison of American Century Low Volatility ETF (LVOL) to PowerShares S&P 500 Value Portfolio (SPVU)
LVOL
American Century Low Volatility ETF
LVOL Description
The investment seeks capital appreciation. The fund generally invests in common stocks of U.S. companies that have a market capitalization greater than $2 billion. It seeks to deliver a lower realized portfolio volatility than its benchmark, the S&P 500® Index, by utilizing a stock selection process that expands on traditional measures of price volatility by including measures of asymmetric volatility and seeking securities of businesses that demonstrate consistent cash-flows, stable operations, and strong balance sheets. The fund is an actively managed ETF that does not seek to replicate the performance of a specified index.
Grade (RS Rating)
Last Trade
$56.03
Average Daily Volume
251
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
SPVU
PowerShares S&P 500 Value Portfolio
SPVU Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Enhanced Value Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "value score," which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. The fund is non-diversified.Grade (RS Rating)
Last Trade
$53.67
Average Daily Volume
6,863
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | LVOL | SPVU |
|---|---|---|
| 30 Days | 2.27% | 6.88% |
| 60 Days | 3.47% | 8.56% |
| 90 Days | 5.50% | 8.93% |
| 12 Months | 22.98% | 34.86% |
LVOL Overweight 95 Positions Relative to SPVU
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | 7.69% | |
| AAPL | C | 7.05% | |
| V | A | 3.17% | |
| AMZN | C | 2.9% | |
| MA | C | 2.64% | |
| CSCO | B | 2.61% | |
| PG | A | 2.59% | |
| ACN | C | 2.47% | |
| HD | A | 2.43% | |
| LIN | D | 2.43% | |
| GOOGL | C | 2.35% | |
| JNJ | D | 2.1% | |
| APH | A | 1.93% | |
| MMC | B | 1.82% | |
| CTAS | B | 1.79% | |
| COST | B | 1.75% | |
| MDT | D | 1.67% | |
| SPGI | C | 1.54% | |
| INTU | C | 1.53% | |
| CTSH | B | 1.49% | |
| MRK | F | 1.45% | |
| ABT | B | 1.33% | |
| HON | B | 1.32% | |
| PAYX | C | 1.32% | |
| PTC | A | 1.26% | |
| DOX | D | 1.23% | |
| BSX | B | 1.08% | |
| PEP | F | 1.03% | |
| RSG | A | 1.01% | |
| SHW | A | 1.0% | |
| FI | A | 0.99% | |
| ECL | D | 0.92% | |
| GD | F | 0.9% | |
| MSI | B | 0.88% | |
| MCO | B | 0.85% | |
| WM | A | 0.85% | |
| CL | D | 0.84% | |
| WMT | A | 0.83% | |
| ITW | B | 0.8% | |
| DOV | A | 0.79% | |
| ADSK | A | 0.77% | |
| ROP | B | 0.76% | |
| EA | A | 0.75% | |
| GOOG | C | 0.74% | |
| AMP | A | 0.71% | |
| LOW | D | 0.69% | |
| TDY | B | 0.67% | |
| CB | C | 0.65% | |
| BLK | C | 0.63% | |
| SYK | C | 0.57% | |
| PSA | D | 0.56% | |
| NDSN | B | 0.55% | |
| FAST | B | 0.54% | |
| GWW | B | 0.54% | |
| MCD | D | 0.53% | |
| CRM | B | 0.52% | |
| KMB | D | 0.5% | |
| IT | C | 0.46% | |
| VRSK | A | 0.46% | |
| YUM | B | 0.43% | |
| IBM | C | 0.4% | |
| SNA | A | 0.4% | |
| OTIS | C | 0.38% | |
| NTAP | C | 0.37% | |
| PH | A | 0.36% | |
| NOW | A | 0.35% | |
| IEX | B | 0.33% | |
| ADP | B | 0.31% | |
| BR | A | 0.3% | |
| BMY | B | 0.27% | |
| ABBV | D | 0.25% | |
| AVB | B | 0.24% | |
| PKG | A | 0.24% | |
| CMI | A | 0.24% | |
| ZBH | C | 0.22% | |
| BKNG | A | 0.2% | |
| HOLX | D | 0.2% | |
| MAS | D | 0.19% | |
| KO | D | 0.19% | |
| AVY | D | 0.18% | |
| MDLZ | F | 0.18% | |
| FDS | B | 0.18% | |
| MNST | C | 0.18% | |
| VRSN | F | 0.18% | |
| MSCI | C | 0.17% | |
| FFIV | B | 0.16% | |
| TROW | B | 0.16% | |
| HLT | A | 0.15% | |
| AMGN | D | 0.14% | |
| JKHY | D | 0.14% | |
| CW | B | 0.12% | |
| GGG | B | 0.08% | |
| LSTR | D | 0.08% | |
| DCI | B | 0.08% | |
| CHE | D | 0.07% |
LVOL Underweight 96 Positions Relative to SPVU
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -5.7% | |
| BAC | A | -5.25% | |
| WFC | A | -4.93% | |
| XOM | B | -4.91% | |
| CVX | A | -4.54% | |
| T | A | -3.92% | |
| VZ | C | -2.85% | |
| C | A | -2.63% | |
| CVS | D | -2.46% | |
| GM | B | -2.39% | |
| CI | F | -1.81% | |
| MPC | D | -1.63% | |
| COF | B | -1.61% | |
| VLO | C | -1.59% | |
| PSX | C | -1.58% | |
| USB | A | -1.43% | |
| PNC | B | -1.43% | |
| F | C | -1.43% | |
| MCK | B | -1.38% | |
| EMR | A | -1.27% | |
| FDX | B | -1.25% | |
| AIG | B | -1.24% | |
| DAL | C | -1.07% | |
| BK | A | -1.04% | |
| UAL | A | -1.0% | |
| CNC | D | -0.99% | |
| KR | B | -0.96% | |
| DHI | D | -0.94% | |
| ADM | D | -0.93% | |
| PRU | A | -0.9% | |
| MTB | A | -0.84% | |
| LEN | D | -0.83% | |
| CHTR | C | -0.82% | |
| HUM | C | -0.76% | |
| NUE | C | -0.76% | |
| ACGL | D | -0.73% | |
| COR | B | -0.73% | |
| SYF | B | -0.63% | |
| VICI | C | -0.6% | |
| STT | A | -0.6% | |
| HPE | B | -0.58% | |
| ETR | B | -0.57% | |
| FITB | A | -0.56% | |
| KHC | F | -0.56% | |
| CINF | A | -0.55% | |
| HBAN | A | -0.53% | |
| RF | A | -0.52% | |
| PHM | D | -0.51% | |
| ED | D | -0.5% | |
| HPQ | B | -0.5% | |
| FANG | D | -0.49% | |
| CFG | B | -0.46% | |
| STLD | B | -0.45% | |
| EG | C | -0.44% | |
| DVN | F | -0.44% | |
| BG | F | -0.44% | |
| WBD | C | -0.42% | |
| TSN | B | -0.4% | |
| NRG | B | -0.38% | |
| BALL | D | -0.38% | |
| APTV | D | -0.37% | |
| LYB | F | -0.37% | |
| L | A | -0.37% | |
| JBL | B | -0.36% | |
| BAX | D | -0.36% | |
| BBY | D | -0.35% | |
| LUV | C | -0.33% | |
| MOH | F | -0.33% | |
| TAP | C | -0.32% | |
| KEY | B | -0.32% | |
| PFG | D | -0.32% | |
| MRO | B | -0.3% | |
| KMX | B | -0.28% | |
| VTRS | A | -0.26% | |
| SW | A | -0.25% | |
| EVRG | A | -0.24% | |
| FOXA | B | -0.24% | |
| MOS | F | -0.24% | |
| CAG | D | -0.24% | |
| AIZ | A | -0.23% | |
| GL | B | -0.22% | |
| UHS | D | -0.21% | |
| BWA | D | -0.2% | |
| SOLV | C | -0.2% | |
| LKQ | D | -0.2% | |
| CZR | F | -0.19% | |
| EMN | D | -0.18% | |
| APA | D | -0.17% | |
| PNW | B | -0.16% | |
| PARA | C | -0.15% | |
| CE | F | -0.15% | |
| BEN | C | -0.15% | |
| FMC | D | -0.15% | |
| HII | D | -0.14% | |
| WBA | F | -0.14% | |
| MHK | D | -0.11% |
LVOL: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Drug Manufacturers - Major
Medical Devices
Software - Application
Capital Markets
Information Technology Services
Asset Management
Beverages - Soft Drinks
Household & Personal Products
Internet Content & Information
Software - Infrastructure
Specialty Chemicals
Communication Equipment
Credit Services
Discount Stores
Home Improvement Stores
Industrial Distribution
Insurance - Diversified
Restaurants
SPVU: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Health Care Plans
Insurance - Diversified
Banks - Global
Oil & Gas E&P
Airlines
Asset Management
Auto Parts
Farm Products
Insurance - Life
Oil & Gas Refining & Marketing
Residential Construction
Utilities - Regulated Electric
Agricultural Inputs
Auto Manufacturers
Chemicals
Credit Services
Entertainment
Insurance - Property & Casualty
Medical Distribution
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