PFM vs. SUSL ETF Comparison

Comparison of PowerShares Dividend Achievers (PFM) to iShares ESG MSCI USA Leaders ETF (SUSL)

PFM

PowerShares Dividend Achievers

PFM Description

The PowerShares Dividend AchieversTM Portfolio (Fund) seeks to replicate, before fees and expenses, the NASDAQ US Broad Dividend AchieversTM Index (Index), which is designed to identify a diversified group of dividend-paying companies. The Fund will normally invest at least 90% of its total assets in dividend paying common stocks that comprise Index. These companies have increased their annual dividend for 10 or more consecutive fiscal years. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc., replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Broad Dividend Achievers Index to NASDAQ US Broad Dividend Achievers Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.

Grade (RS Rating)

Last Trade

$47.68

Average Daily Volume

24,412

Number of Holdings ^*

416

* may have additional holdings in another (foreign) market

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$105.82

Average Daily Volume

22,593

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	PFM	SUSL
30 Days	2.19%	3.38%
60 Days	2.87%	5.08%
90 Days	5.56%	6.25%
12 Months	26.89%	32.87%

120 Overlapping Holdings

Symbol	Grade	Weight in PFM	Weight in SUSL	Overlap
A	D	0.16%	0.14%	0.14%
ACN	C	0.95%	0.82%	0.82%
ADP	B	0.53%	0.45%	0.45%
AFL	B	0.27%	0.22%	0.22%
AIZ	A	0.05%	0.04%	0.04%
ALL	A	0.23%	0.19%	0.19%
AMGN	D	0.65%	0.56%	0.56%
AMP	A	0.24%	0.2%	0.2%
AMT	D	0.4%	0.34%	0.34%
APD	A	0.32%	0.26%	0.26%
ATO	A	0.1%	0.08%	0.08%
AVY	D	0.07%	0.06%	0.06%
AWK	D	0.11%	0.1%	0.1%
BBY	D	0.08%	0.06%	0.06%
BEN	C	0.05%	0.02%	0.02%
BK	A	0.25%	0.21%	0.21%
BLK	C	0.67%	0.55%	0.55%
BMY	B	0.5%	0.43%	0.43%
BR	A	0.12%	0.1%	0.1%
CAT	B	0.81%	0.69%	0.69%
CBOE	B	0.09%	0.08%	0.08%
CHD	B	0.12%	0.1%	0.1%
CHRW	C	0.06%	0.05%	0.05%
CL	D	0.33%	0.27%	0.27%
CLX	B	0.09%	0.08%	0.08%
CMCSA	B	0.72%	0.62%	0.62%
CMI	A	0.21%	0.18%	0.18%
CMS	C	0.09%	0.08%	0.08%
COR	B	0.21%	0.16%	0.16%
CSX	B	0.29%	0.25%	0.25%
CTAS	B	0.38%	0.29%	0.29%
DFS	B	0.19%	0.16%	0.16%
DGX	A	0.08%	0.07%	0.07%
DHR	F	0.72%	0.57%	0.57%
DOV	A	0.12%	0.1%	0.1%
DPZ	C	0.07%	0.06%	0.06%
ECL	D	0.3%	0.23%	0.23%
ED	D	0.14%	0.12%	0.12%
EIX	B	0.14%	0.12%	0.12%
ELV	F	0.4%	0.34%	0.34%
ES	D	0.1%	0.08%	0.08%
ETN	A	0.62%	0.54%	0.54%
EXPD	D	0.07%	0.06%	0.06%
FDS	B	0.08%	0.07%	0.07%
GGG	B	0.07%	0.05%	0.05%
GPC	D	0.07%	0.06%	0.06%
GWW	B	0.25%	0.19%	0.19%
HD	A	1.76%	1.47%	1.47%
HIG	B	0.15%	0.13%	0.13%
HPQ	B	0.16%	0.13%	0.13%
HRL	D	0.07%	0.03%	0.03%
HUM	C	0.14%	0.13%	0.13%
IBM	C	0.83%	0.74%	0.74%
ICE	C	0.39%	0.33%	0.33%
IEX	B	0.07%	0.06%	0.06%
INTU	C	0.82%	0.69%	0.69%
IPG	D	0.04%	0.04%	0.04%
ITW	B	0.35%	0.29%	0.29%
JBHT	C	0.08%	0.05%	0.05%
JNJ	D	1.61%	1.35%	1.35%
KEY	B	0.08%	0.07%	0.07%
KMB	D	0.2%	0.17%	0.17%
KO	D	1.15%	0.94%	0.94%
KR	B	0.18%	0.15%	0.15%
LII	A	0.09%	0.08%	0.08%
LIN	D	0.93%	0.79%	0.79%
LOW	D	0.66%	0.55%	0.55%
LYB	F	0.12%	0.08%	0.08%
MA	C	2.06%	1.55%	1.55%
MCD	D	0.9%	0.75%	0.75%
MCO	B	0.37%	0.28%	0.28%
MKC	D	0.08%	0.07%	0.07%
MKTX	D	0.04%	0.04%	0.04%
MMC	B	0.48%	0.4%	0.4%
MMM	D	0.31%	0.25%	0.25%
MRK	F	1.06%	0.91%	0.91%
MS	A	0.94%	0.6%	0.6%
MSFT	F	3.91%	10.54%	3.91%
NDAQ	A	0.2%	0.13%	0.13%
NI	A	0.07%	0.06%	0.06%
NKE	D	0.39%	0.33%	0.33%
NUE	C	0.15%	0.13%	0.13%
PAYX	C	0.22%	0.17%	0.17%
PEP	F	0.94%	0.8%	0.8%
PFG	D	0.09%	0.07%	0.07%
PG	A	1.73%	1.47%	1.47%
PLD	D	0.46%	0.38%	0.38%
PNC	B	0.35%	0.3%	0.3%
POOL	C	0.06%	0.05%	0.05%
PPG	F	0.12%	0.1%	0.1%
PRU	A	0.2%	0.16%	0.16%
PSX	C	0.24%	0.2%	0.2%
RF	A	0.1%	0.09%	0.09%
RJF	A	0.15%	0.12%	0.12%
ROK	B	0.14%	0.11%	0.11%
SJM	D	0.05%	0.04%	0.04%
SPGI	C	0.68%	0.59%	0.59%
SRE	A	0.25%	0.22%	0.22%
STE	F	0.09%	0.08%	0.08%
STLD	B	0.09%	0.08%	0.08%
STT	A	0.12%	0.1%	0.1%
TFC	A	0.27%	0.23%	0.23%
TGT	F	0.31%	0.2%	0.2%
TROW	B	0.11%	0.1%	0.1%
TRV	B	0.26%	0.22%	0.22%
TSCO	D	0.13%	0.11%	0.11%
TT	A	0.4%	0.34%	0.34%
TTC	D	0.04%	0.03%	0.03%
TXN	C	0.82%	0.65%	0.65%
UNP	C	0.62%	0.53%	0.53%
UPS	C	0.43%	0.35%	0.35%
USB	A	0.34%	0.29%	0.29%
V	A	2.25%	1.76%	1.76%
VZ	C	0.77%	0.65%	0.65%
WBA	F	0.03%	0.02%	0.02%
WSM	B	0.07%	0.08%	0.07%
WST	C	0.1%	0.08%	0.08%
WTRG	B	0.05%	0.04%	0.04%
XYL	D	0.13%	0.11%	0.11%
ZTS	D	0.35%	0.29%	0.29%

PFM Overweight 296 Positions Relative to SUSL

Symbol	Grade	Weight
AAPL	C	3.9%
AVGO	D	3.32%
JPM	A	3.01%
WMT	A	2.92%
UNH	C	2.35%
XOM	B	2.31%
ORCL	B	2.21%
COST	B	1.76%
BAC	A	1.56%
ABBV	D	1.27%
CVX	A	1.27%
CSCO	B	1.0%
ABT	B	0.88%
PM	B	0.88%
GS	A	0.8%
QCOM	F	0.79%
RTX	C	0.69%
NEE	D	0.68%
SYK	C	0.64%
HON	B	0.64%
PFE	D	0.61%
LMT	D	0.55%
CB	C	0.5%
SBUX	A	0.49%
MDT	D	0.48%
ADI	D	0.45%
SO	D	0.42%
SHW	A	0.41%
MO	A	0.41%
DUK	C	0.38%
WM	A	0.38%
APH	A	0.37%
MDLZ	F	0.37%
AON	A	0.36%
KLAC	D	0.36%
MSI	B	0.35%
CME	A	0.35%
GD	F	0.34%
MCK	B	0.34%
EMR	A	0.32%
NOC	D	0.31%
EPD	A	0.29%
AJG	B	0.28%
BDX	F	0.28%
RSG	A	0.28%
ROP	B	0.26%
MET	A	0.25%
AEP	D	0.22%
MPLX	A	0.21%
O	D	0.21%
LHX	C	0.2%
FAST	B	0.2%
PEG	A	0.19%
XEL	A	0.17%
GLW	B	0.17%
VMC	B	0.16%
SYY	B	0.16%
EXR	D	0.15%
MCHP	D	0.15%
RMD	C	0.15%
FITB	A	0.14%
CAH	B	0.13%
BRO	B	0.13%
WEC	A	0.13%
AEE	A	0.11%
DTE	C	0.11%
HSY	F	0.11%
ADM	D	0.11%
WRB	A	0.1%
CINF	A	0.1%
HUBB	B	0.1%
CDW	F	0.1%
CSL	C	0.09%
PKG	A	0.09%
RPM	A	0.08%
BAH	F	0.08%
ARE	D	0.08%
TSN	B	0.08%
WSO	A	0.08%
MAA	B	0.08%
SNA	A	0.08%
ERIE	D	0.08%
ESS	B	0.08%
RGA	A	0.07%
LNT	A	0.07%
FIX	A	0.07%
WLK	D	0.07%
FNF	B	0.07%
MAS	D	0.07%
RS	B	0.07%
ELS	C	0.06%
SWK	D	0.06%
UNM	A	0.06%
REG	B	0.06%
RNR	C	0.06%
MORN	B	0.06%
NDSN	B	0.06%
UDR	B	0.06%
EVRG	A	0.06%
HEI	B	0.06%
CASY	A	0.06%
SEIC	B	0.05%
CUBE	D	0.05%
ATR	B	0.05%
EVR	B	0.05%
RRX	B	0.05%
AFG	A	0.05%
LECO	B	0.05%
EMN	D	0.05%
ALB	C	0.05%
ITT	A	0.05%
SCI	B	0.05%
JKHY	D	0.05%
ENSG	D	0.04%
EGP	F	0.04%
CHE	D	0.04%
OGE	B	0.04%
ZION	B	0.04%
AOS	F	0.04%
WTFC	A	0.04%
CFR	B	0.04%
INGR	B	0.04%
DCI	B	0.04%
REXR	F	0.04%
CBSH	A	0.04%
RGLD	C	0.04%
AES	F	0.04%
ORI	A	0.04%
GL	B	0.04%
LAD	A	0.04%
AIT	A	0.04%
CHDN	B	0.04%
PRI	A	0.04%
PNW	B	0.04%
THG	A	0.03%
TRNO	F	0.03%
THO	B	0.03%
FFIN	B	0.03%
UMBF	B	0.03%
SIGI	C	0.03%
LFUS	F	0.03%
IDA	A	0.03%
CBT	C	0.03%
HOMB	A	0.03%
BMI	B	0.03%
STAG	F	0.03%
MSA	D	0.03%
FAF	A	0.03%
CADE	B	0.03%
FR	C	0.03%
AGCO	D	0.03%
R	B	0.03%
OSK	B	0.03%
AXS	A	0.03%
BOKF	B	0.03%
SSD	D	0.03%
ADC	B	0.03%
RHI	B	0.03%
HII	D	0.03%
NNN	D	0.03%
PB	A	0.03%
SSB	B	0.03%
UFPI	B	0.03%
RLI	B	0.03%
WSFS	A	0.02%
CBU	B	0.02%
PRGO	B	0.02%
SR	A	0.02%
PII	D	0.02%
MGEE	C	0.02%
GFF	A	0.02%
AUB	B	0.02%
MDU	D	0.02%
CCOI	B	0.02%
WDFC	B	0.02%
ASH	D	0.02%
BANF	B	0.02%
ASB	B	0.02%
FUL	F	0.02%
CNO	A	0.02%
BKH	A	0.02%
IBOC	A	0.02%
AVNT	B	0.02%
FLO	D	0.02%
POR	C	0.02%
KAI	A	0.02%
NJR	A	0.02%
AVT	C	0.02%
EXPO	D	0.02%
FELE	B	0.02%
LANC	C	0.02%
SON	D	0.02%
CNS	B	0.02%
NXST	C	0.02%
AGO	B	0.02%
UGI	A	0.02%
TKR	D	0.02%
MATX	C	0.02%
AL	B	0.02%
GATX	A	0.02%
DDS	B	0.02%
OZK	B	0.02%
BC	C	0.02%
SWX	B	0.02%
UBSI	B	0.02%
BCPC	B	0.02%
WTS	B	0.02%
NFG	A	0.02%
SLGN	A	0.02%
MSEX	B	0.01%
GABC	B	0.01%
TR	B	0.01%
UVV	B	0.01%
LNN	B	0.01%
WABC	B	0.01%
NWN	A	0.01%
CSGS	B	0.01%
TCBK	B	0.01%
STBA	B	0.01%
SRCE	B	0.01%
ANDE	D	0.01%
TNC	D	0.01%
HMN	B	0.01%
DKL	C	0.01%
SCL	C	0.01%
GTY	B	0.01%
SJW	D	0.01%
APOG	B	0.01%
LKFN	B	0.01%
NHC	C	0.01%
CHCO	B	0.01%
AGM	C	0.01%
WOR	F	0.01%
WSBC	A	0.01%
SYBT	B	0.01%
HI	C	0.01%
NBTB	B	0.01%
LMAT	A	0.01%
MTRN	C	0.01%
SXI	B	0.01%
HNI	B	0.01%
FRME	B	0.01%
TOWN	B	0.01%
HWKN	B	0.01%
NSP	D	0.01%
ABR	C	0.01%
CPK	A	0.01%
CWT	D	0.01%
WAFD	B	0.01%
IOSP	B	0.01%
MAN	D	0.01%
AVA	A	0.01%
INDB	B	0.01%
SFNC	B	0.01%
TRN	C	0.01%
KWR	C	0.01%
AWR	B	0.01%
BRC	D	0.01%
JJSF	B	0.01%
OTTR	C	0.01%
NWE	B	0.01%
POWI	D	0.01%
FIBK	A	0.01%
ABM	B	0.01%
JOUT	D	0.0%
FLIC	B	0.0%
ARTNA	D	0.0%
HVT	D	0.0%
ODC	C	0.0%
BMRC	B	0.0%
CTO	B	0.0%
YORW	D	0.0%
AROW	B	0.0%
UHT	D	0.0%
THFF	B	0.0%
PLOW	D	0.0%
HIFS	B	0.0%
CASS	B	0.0%
SPTN	D	0.0%
WASH	C	0.0%
MATW	C	0.0%
GSBC	B	0.0%
SMBC	B	0.0%
HY	D	0.0%
MBWM	B	0.0%
HBNC	B	0.0%
MNRO	D	0.0%
FCBC	B	0.0%
HFWA	B	0.0%
SCVL	F	0.0%
PFC	A	0.0%
GRC	A	0.0%
SBSI	B	0.0%
CTBI	B	0.0%
TMP	B	0.0%
AMSF	B	0.0%

PFM Underweight 173 Positions Relative to SUSL

Symbol	Grade	Weight
NVDA	C	-13.05%
GOOGL	C	-3.56%
TSLA	B	-3.52%
GOOG	C	-3.09%
LLY	F	-2.19%
CRM	B	-1.18%
ADBE	C	-0.81%
AMD	F	-0.8%
NOW	A	-0.78%
DIS	B	-0.76%
GE	D	-0.71%
BKNG	A	-0.64%
AXP	A	-0.61%
PGR	A	-0.56%
AMAT	F	-0.53%
TJX	A	-0.49%
PANW	C	-0.47%
FI	A	-0.46%
SCHW	B	-0.44%
DE	A	-0.41%
GILD	C	-0.4%
INTC	D	-0.38%
LRCX	F	-0.35%
CI	F	-0.34%
EQIX	A	-0.32%
MELI	D	-0.32%
PYPL	B	-0.31%
SNPS	B	-0.31%
WELL	A	-0.3%
CDNS	B	-0.3%
MRVL	B	-0.29%
ORLY	B	-0.26%
WMB	A	-0.26%
OKE	A	-0.25%
ADSK	A	-0.25%
CRH	A	-0.25%
COF	B	-0.25%
HCA	F	-0.24%
HLT	A	-0.23%
SLB	C	-0.23%
DLR	B	-0.22%
CARR	D	-0.22%
WDAY	B	-0.21%
FICO	B	-0.21%
NXPI	D	-0.21%
RCL	A	-0.21%
URI	B	-0.2%
MPC	D	-0.2%
JCI	C	-0.2%
LNG	B	-0.19%
AZO	C	-0.19%
DASH	A	-0.19%
PWR	A	-0.18%
NEM	D	-0.18%
VLO	C	-0.17%
FIS	C	-0.17%
DHI	D	-0.17%
TRGP	B	-0.16%
BKR	B	-0.16%
AXON	A	-0.16%
CCI	D	-0.16%
IT	C	-0.15%
CBRE	B	-0.15%
TEAM	A	-0.15%
FERG	B	-0.15%
IR	B	-0.15%
EA	A	-0.15%
EW	C	-0.15%
ODFL	B	-0.15%
YUM	B	-0.14%
EXC	C	-0.14%
IRM	D	-0.13%
KDP	D	-0.13%
HUBS	A	-0.13%
GEHC	F	-0.13%
GIS	D	-0.13%
CHTR	C	-0.13%
LULU	C	-0.13%
IQV	D	-0.13%
MLM	B	-0.13%
ACGL	D	-0.13%
WTW	B	-0.12%
IDXX	F	-0.12%
SW	A	-0.11%
DXCM	D	-0.11%
KEYS	A	-0.11%
ANSS	B	-0.11%
EBAY	D	-0.11%
TTWO	A	-0.11%
VLTO	D	-0.1%
PHM	D	-0.1%
FTV	C	-0.1%
DECK	A	-0.1%
NVR	D	-0.1%
HAL	C	-0.1%
HPE	B	-0.1%
SBAC	D	-0.09%
LPLA	A	-0.09%
EME	C	-0.09%
HBAN	A	-0.09%
SYF	B	-0.09%
MTD	D	-0.09%
NTAP	C	-0.09%
CFG	B	-0.08%
WDC	D	-0.08%
WAT	B	-0.08%
WY	D	-0.08%
K	A	-0.08%
ZBH	C	-0.08%
NTRS	A	-0.08%
IFF	D	-0.08%
BIIB	F	-0.08%
PTC	A	-0.08%
PODD	C	-0.07%
HOLX	D	-0.07%
FSLR	F	-0.07%
BALL	D	-0.07%
ZS	C	-0.07%
TRU	D	-0.07%
DRI	B	-0.07%
IP	B	-0.07%
COO	D	-0.07%
STX	D	-0.07%
OMC	C	-0.07%
NRG	B	-0.07%
LH	C	-0.07%
DOC	D	-0.06%
ALGN	D	-0.06%
ULTA	F	-0.06%
DOCU	A	-0.06%
MANH	D	-0.06%
TWLO	A	-0.06%
GEN	B	-0.06%
EQH	B	-0.06%
OC	A	-0.06%
MOH	F	-0.06%
TRMB	B	-0.06%
BURL	A	-0.06%
PNR	A	-0.06%
DAY	B	-0.05%
BG	F	-0.05%
KMX	B	-0.05%
NBIX	C	-0.05%
CAG	D	-0.05%
AVTR	F	-0.05%
AKAM	D	-0.05%
APTV	D	-0.05%
NLY	C	-0.04%
LKQ	D	-0.04%
ALLY	C	-0.04%
DAL	C	-0.04%
SOLV	C	-0.04%
CNH	C	-0.04%
CTLT	B	-0.04%
FOXA	B	-0.04%
LW	C	-0.04%
TECH	D	-0.04%
JNPR	F	-0.04%
BXP	D	-0.04%
ALLE	D	-0.04%
DINO	D	-0.03%
AZPN	A	-0.03%
ACI	C	-0.03%
RIVN	F	-0.03%
CPB	D	-0.03%
ENPH	F	-0.03%
DVA	B	-0.03%
TFX	F	-0.03%
KNX	B	-0.03%
HSIC	B	-0.03%
FBIN	D	-0.03%
FOX	A	-0.02%
BBWI	D	-0.02%