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      PHDG vs. LCTU ETF Comparison

      Comparison of PowerShares S&P 500 Downside Hedged Portfolio (PHDG) to BlackRock U.S. Carbon Transition Readiness ETF (LCTU)
      PHDG

      PowerShares S&P 500 Downside Hedged Portfolio

      PHDG Description

      The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed-income market returns. The Fund seeks to achieve its investment objective by using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.

      Grade (RS Rating)

      Last Trade

      $38.48

      Average Daily Volume

      12,482

      Number of Holdings *

      499

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

      BlackRock U.S. Carbon Transition Readiness ETF

      LCTU Description The investment seeks long-term capital appreciation by investing in large- and mid-capitalization U.S. equity securities that may be better positioned to benefit from the transition to a low-carbon economy. The fund seeks to outperform the price and yield performance of the Russell 1000 ®Index by optimizing for LCETR scores criteria based on proprietary BFA research. It seeks to invest at least 80% of its net assets in equity securities of issuers listed in the United States of America. The index is a subset of the Russell 3000 Index, which measures the performance of the broad U.S. equity market. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $65.39

      Average Daily Volume

      34,560

      Number of Holdings *

      289

      * may have additional holdings in another (foreign) market
      Performance
      Period PHDG LCTU
      30 Days 0.66% 3.49%
      60 Days 1.51% 4.30%
      90 Days 1.58% 6.08%
      12 Months 18.52% 31.67%
      211 Overlapping Holdings
      Symbol Grade Weight in PHDG Weight in LCTU Overlap
      A D 0.04% 0.2% 0.04%
      AAPL C 3.74% 6.76% 3.74%
      ABBV D 0.32% 0.66% 0.32%
      ABNB C 0.06% 0.06% 0.06%
      ABT B 0.22% 1.36% 0.22%
      ACGL D 0.04% 0.39% 0.04%
      ACN C 0.24% 0.98% 0.24%
      ADBE C 0.25% 0.55% 0.25%
      ADI D 0.11% 0.56% 0.11%
      ADP B 0.13% 0.16% 0.13%
      ADSK A 0.07% 0.73% 0.07%
      AFL B 0.06% 0.15% 0.06%
      AJG B 0.07% 0.02% 0.02%
      ALL A 0.06% 0.25% 0.06%
      AMAT F 0.17% 0.1% 0.1%
      AMD F 0.24% 0.5% 0.24%
      AMGN D 0.17% 0.43% 0.17%
      AMT D 0.1% 0.35% 0.1%
      AMZN C 2.13% 3.23% 2.13%
      AON A 0.09% 0.27% 0.09%
      APD A 0.08% 0.15% 0.08%
      ARE D 0.02% 0.02% 0.02%
      AVGO D 0.86% 1.24% 0.86%
      AVY D 0.02% 0.05% 0.02%
      AXP A 0.17% 0.02% 0.02%
      BBY D 0.02% 0.26% 0.02%
      BG F 0.01% 0.04% 0.01%
      BIIB F 0.03% 0.2% 0.03%
      BKNG A 0.18% 0.69% 0.18%
      BKR B 0.05% 0.54% 0.05%
      BMY B 0.13% 0.11% 0.11%
      BRK.A B 0.92% 1.12% 0.92%
      BSX B 0.14% 0.16% 0.14%
      BWA D 0.01% 0.01% 0.01%
      BXP D 0.01% 0.13% 0.01%
      C A 0.14% 0.37% 0.14%
      CAT B 0.2% 0.53% 0.2%
      CDNS B 0.09% 0.09% 0.09%
      CEG D 0.08% 0.14% 0.08%
      CFG B 0.02% 0.12% 0.02%
      CHD B 0.03% 0.48% 0.03%
      CHRW C 0.01% 0.16% 0.01%
      CI F 0.1% 0.37% 0.1%
      CINF A 0.03% 0.13% 0.03%
      CL D 0.08% 0.41% 0.08%
      CMCSA B 0.18% 0.05% 0.05%
      CMI A 0.05% 0.84% 0.05%
      CNC D 0.03% 0.23% 0.03%
      COF B 0.08% 0.68% 0.08%
      COP C 0.14% 0.73% 0.14%
      COST B 0.44% 1.42% 0.44%
      CRM B 0.35% 0.7% 0.35%
      CRWD B 0.09% 0.13% 0.09%
      CSCO B 0.25% 0.87% 0.25%
      CTLT B 0.01% 0.03% 0.01%
      CTSH B 0.04% 0.11% 0.04%
      CVS D 0.07% 0.24% 0.07%
      CVX A 0.3% 0.23% 0.23%
      CZR F 0.01% 0.04% 0.01%
      DECK A 0.03% 0.18% 0.03%
      DELL C 0.04% 0.05% 0.04%
      DIS B 0.21% 0.26% 0.21%
      DOC D 0.02% 0.03% 0.02%
      DVA B 0.01% 0.12% 0.01%
      DXCM D 0.03% 0.03% 0.03%
      EBAY D 0.03% 0.32% 0.03%
      ECL D 0.07% 1.04% 0.07%
      ED D 0.04% 0.04% 0.04%
      EL F 0.02% 0.08% 0.02%
      ELV F 0.1% 0.27% 0.1%
      ENPH F 0.01% 0.01% 0.01%
      ES D 0.02% 0.33% 0.02%
      ETN A 0.16% 0.7% 0.16%
      EW C 0.04% 0.06% 0.04%
      EXPD D 0.02% 0.29% 0.02%
      EXPE B 0.02% 0.13% 0.02%
      FCX D 0.07% 0.07% 0.07%
      FMC D 0.01% 0.13% 0.01%
      FRT B 0.01% 0.13% 0.01%
      FSLR F 0.02% 0.03% 0.02%
      FTNT C 0.06% 0.18% 0.06%
      GE D 0.21% 0.57% 0.21%
      GEN B 0.02% 0.22% 0.02%
      GEV B 0.1% 0.23% 0.1%
      GILD C 0.12% 0.1% 0.1%
      GL B 0.01% 0.02% 0.01%
      GM B 0.07% 0.08% 0.07%
      GOOG C 0.92% 1.69% 0.92%
      GOOGL C 1.11% 2.07% 1.11%
      GRMN B 0.03% 0.01% 0.01%
      GS A 0.2% 1.24% 0.2%
      HAS D 0.01% 0.04% 0.01%
      HD A 0.43% 0.92% 0.43%
      HLT A 0.07% 0.02% 0.02%
      HOLX D 0.02% 0.36% 0.02%
      HON B 0.16% 0.03% 0.03%
      HPE B 0.03% 0.07% 0.03%
      HPQ B 0.04% 0.08% 0.04%
      HST C 0.01% 0.01% 0.01%
      HUBB B 0.03% 0.41% 0.03%
      HUM C 0.04% 0.13% 0.04%
      HWM A 0.05% 0.03% 0.03%
      IBM C 0.21% 0.28% 0.21%
      IEX B 0.02% 0.0% 0.0%
      INTC D 0.12% 0.2% 0.12%
      INTU C 0.21% 0.5% 0.21%
      IPG D 0.01% 0.21% 0.01%
      IR B 0.04% 0.22% 0.04%
      ISRG A 0.21% 0.22% 0.21%
      ITW B 0.08% 0.13% 0.08%
      J F 0.02% 0.54% 0.02%
      JBHT C 0.02% 0.25% 0.02%
      JNJ D 0.39% 1.18% 0.39%
      JPM A 0.74% 1.45% 0.74%
      KDP D 0.04% 0.16% 0.04%
      KEY B 0.02% 0.72% 0.02%
      KIM A 0.02% 0.03% 0.02%
      KKR A 0.11% 0.59% 0.11%
      KMI A 0.06% 0.29% 0.06%
      KO D 0.26% 1.0% 0.26%
      LLY F 0.67% 1.3% 0.67%
      LRCX F 0.11% 0.37% 0.11%
      LVS C 0.02% 0.11% 0.02%
      MA C 0.46% 1.78% 0.46%
      MCD D 0.23% 0.25% 0.23%
      MDLZ F 0.09% 0.34% 0.09%
      MDT D 0.12% 0.25% 0.12%
      META D 1.36% 2.24% 1.36%
      MGM D 0.01% 0.14% 0.01%
      MKC D 0.02% 0.36% 0.02%
      MKTX D 0.01% 0.0% 0.0%
      MMC B 0.12% 0.5% 0.12%
      MOH F 0.02% 0.01% 0.01%
      MPC D 0.06% 0.34% 0.06%
      MRK F 0.27% 0.48% 0.27%
      MRNA F 0.01% 0.02% 0.01%
      MSCI C 0.05% 0.11% 0.05%
      MSFT F 3.42% 4.7% 3.42%
      MTB A 0.04% 0.41% 0.04%
      MTD D 0.03% 0.02% 0.02%
      MU D 0.12% 0.05% 0.05%
      NDAQ A 0.03% 0.4% 0.03%
      NEE D 0.17% 0.13% 0.13%
      NFLX A 0.39% 0.89% 0.39%
      NKE D 0.1% 0.22% 0.1%
      NOW A 0.23% 0.44% 0.23%
      NRG B 0.02% 0.19% 0.02%
      NVDA C 3.89% 6.37% 3.89%
      O D 0.05% 0.28% 0.05%
      OKE A 0.07% 0.18% 0.07%
      OMC C 0.02% 0.06% 0.02%
      ORCL B 0.32% 0.4% 0.32%
      PANW C 0.14% 0.39% 0.14%
      PARA C 0.01% 0.0% 0.0%
      PCAR B 0.07% 0.62% 0.07%
      PEG A 0.05% 0.67% 0.05%
      PEP F 0.24% 0.38% 0.24%
      PFE D 0.16% 0.09% 0.09%
      PFG D 0.02% 0.05% 0.02%
      PG A 0.42% 0.24% 0.24%
      PLD D 0.11% 0.43% 0.11%
      PLTR B 0.13% 0.19% 0.13%
      PPG F 0.03% 0.6% 0.03%
      PRU A 0.05% 0.08% 0.05%
      PWR A 0.05% 0.09% 0.05%
      PYPL B 0.09% 0.12% 0.09%
      QCOM F 0.2% 0.23% 0.2%
      RCL A 0.06% 0.04% 0.04%
      REG B 0.01% 0.12% 0.01%
      RJF A 0.03% 0.27% 0.03%
      RL B 0.01% 0.08% 0.01%
      RMD C 0.04% 0.03% 0.03%
      RTX C 0.17% 0.5% 0.17%
      RVTY F 0.02% 0.05% 0.02%
      SBUX A 0.12% 0.28% 0.12%
      SCHW B 0.13% 0.15% 0.13%
      SHW A 0.1% 0.07% 0.07%
      SMCI F 0.01% 0.02% 0.01%
      SPG B 0.06% 0.19% 0.06%
      SPGI C 0.18% 1.07% 0.18%
      SRE A 0.06% 1.08% 0.06%
      STLD B 0.02% 0.04% 0.02%
      SYY B 0.04% 0.13% 0.04%
      TGT F 0.08% 0.32% 0.08%
      TJX A 0.15% 0.22% 0.15%
      TMUS B 0.13% 0.39% 0.13%
      TRGP B 0.05% 0.17% 0.05%
      TSLA B 0.93% 1.85% 0.93%
      TT A 0.1% 0.76% 0.1%
      TTWO A 0.03% 0.12% 0.03%
      TXN C 0.2% 0.39% 0.2%
      UAL A 0.03% 0.05% 0.03%
      UBER D 0.16% 0.42% 0.16%
      UNH C 0.59% 0.18% 0.18%
      V A 0.56% 0.06% 0.06%
      VLO C 0.05% 0.06% 0.05%
      VLTO D 0.03% 0.23% 0.03%
      VRSK A 0.04% 0.08% 0.04%
      VRTX F 0.13% 0.13% 0.13%
      VTR C 0.03% 0.11% 0.03%
      VZ C 0.19% 0.39% 0.19%
      WAT B 0.02% 0.03% 0.02%
      WDC D 0.02% 0.02% 0.02%
      WELL A 0.08% 0.06% 0.06%
      WFC A 0.27% 0.03% 0.03%
      WMT A 0.4% 0.24% 0.24%
      WST C 0.03% 0.05% 0.03%
      WY D 0.02% 0.34% 0.02%
      XOM B 0.58% 0.65% 0.58%
      XYL D 0.03% 0.44% 0.03%
      YUM B 0.04% 0.56% 0.04%
      PHDG Overweight 288 Positions Relative to LCTU
      Symbol Grade Weight
      BAC A 0.33%
      LIN D 0.23%
      TMO F 0.22%
      PM B 0.21%
      MS A 0.18%
      DHR F 0.17%
      LOW D 0.17%
      T A 0.17%
      BLK C 0.16%
      PGR A 0.16%
      UNP C 0.15%
      BX A 0.14%
      SYK C 0.14%
      FI A 0.13%
      CB C 0.12%
      LMT D 0.12%
      ANET C 0.11%
      BA F 0.11%
      DE A 0.11%
      PH A 0.1%
      ICE C 0.1%
      MO A 0.1%
      SO D 0.1%
      UPS C 0.1%
      ZTS D 0.09%
      MCK B 0.09%
      CME A 0.09%
      WM A 0.09%
      CMG B 0.09%
      MSI B 0.09%
      PNC B 0.09%
      REGN F 0.09%
      SNPS B 0.09%
      DUK C 0.09%
      EQIX A 0.09%
      KLAC D 0.09%
      APH A 0.09%
      ORLY B 0.08%
      TDG D 0.08%
      MMM D 0.08%
      EMR A 0.08%
      CTAS B 0.08%
      GD F 0.08%
      MCO B 0.08%
      EOG A 0.08%
      USB A 0.08%
      ROP B 0.07%
      SLB C 0.07%
      TFC A 0.07%
      CARR D 0.07%
      HCA F 0.07%
      BDX F 0.07%
      MAR B 0.07%
      FDX B 0.07%
      WMB A 0.07%
      NOC D 0.07%
      CSX B 0.07%
      PSA D 0.06%
      GWW B 0.06%
      AZO C 0.06%
      PSX C 0.06%
      DLR B 0.06%
      AMP A 0.06%
      URI B 0.06%
      FICO B 0.06%
      JCI C 0.06%
      NXPI D 0.06%
      BK A 0.06%
      TRV B 0.06%
      NSC B 0.06%
      ODFL B 0.05%
      COR B 0.05%
      RSG A 0.05%
      F C 0.05%
      AXON A 0.05%
      DFS B 0.05%
      KMB D 0.05%
      CCI D 0.05%
      PCG A 0.05%
      AME A 0.05%
      KVUE A 0.05%
      NEM D 0.05%
      PAYX C 0.05%
      FAST B 0.05%
      LHX C 0.05%
      D C 0.05%
      ROST C 0.05%
      VST B 0.05%
      DHI D 0.05%
      FIS C 0.05%
      MET A 0.05%
      AIG B 0.05%
      AEP D 0.05%
      CPRT A 0.05%
      ROK B 0.04%
      VICI C 0.04%
      IRM D 0.04%
      OXY D 0.04%
      HIG B 0.04%
      FANG D 0.04%
      WAB B 0.04%
      EXR D 0.04%
      DD D 0.04%
      NUE C 0.04%
      IDXX F 0.04%
      IQV D 0.04%
      MCHP D 0.04%
      GIS D 0.04%
      MLM B 0.04%
      GLW B 0.04%
      VMC B 0.04%
      GEHC F 0.04%
      STZ D 0.04%
      LULU C 0.04%
      EXC C 0.04%
      CHTR C 0.04%
      XEL A 0.04%
      KR B 0.04%
      MNST C 0.04%
      EA A 0.04%
      CTVA C 0.04%
      CBRE B 0.04%
      OTIS C 0.04%
      HES B 0.04%
      LEN D 0.04%
      IT C 0.04%
      DAL C 0.04%
      SBAC D 0.03%
      AEE A 0.03%
      RF A 0.03%
      CDW F 0.03%
      NTAP C 0.03%
      PPL B 0.03%
      CCL B 0.03%
      DVN F 0.03%
      DTE C 0.03%
      SW A 0.03%
      EQR B 0.03%
      ADM D 0.03%
      EQT B 0.03%
      HBAN A 0.03%
      SYF B 0.03%
      AWK D 0.03%
      CPAY A 0.03%
      BRO B 0.03%
      GDDY A 0.03%
      TYL B 0.03%
      HSY F 0.03%
      FTV C 0.03%
      BR A 0.03%
      HAL C 0.03%
      TROW B 0.03%
      PHM D 0.03%
      KEYS A 0.03%
      DOV A 0.03%
      KHC F 0.03%
      STT A 0.03%
      MPWR F 0.03%
      ON D 0.03%
      NVR D 0.03%
      GPN B 0.03%
      CAH B 0.03%
      ANSS B 0.03%
      TSCO D 0.03%
      WEC A 0.03%
      CSGP D 0.03%
      DOW F 0.03%
      ETR B 0.03%
      EIX B 0.03%
      WTW B 0.03%
      FITB A 0.03%
      EFX F 0.03%
      AVB B 0.03%
      EPAM C 0.02%
      NDSN B 0.02%
      ROL B 0.02%
      FFIV B 0.02%
      APTV D 0.02%
      EVRG A 0.02%
      JBL B 0.02%
      AMCR D 0.02%
      VTRS A 0.02%
      L A 0.02%
      LNT A 0.02%
      DPZ C 0.02%
      CF B 0.02%
      VRSN F 0.02%
      ALGN D 0.02%
      EG C 0.02%
      TXT D 0.02%
      MRO B 0.02%
      NI A 0.02%
      BAX D 0.02%
      DG F 0.02%
      GPC D 0.02%
      MAS D 0.02%
      TRMB B 0.02%
      TER D 0.02%
      DGX A 0.02%
      PNR A 0.02%
      WRB A 0.02%
      ULTA F 0.02%
      TSN B 0.02%
      PODD C 0.02%
      MAA B 0.02%
      CTRA B 0.02%
      BALL D 0.02%
      SNA A 0.02%
      FDS B 0.02%
      INVH D 0.02%
      ESS B 0.02%
      LUV C 0.02%
      CNP B 0.02%
      IP B 0.02%
      DRI B 0.02%
      LH C 0.02%
      CMS C 0.02%
      LYV A 0.02%
      ZBRA B 0.02%
      STX D 0.02%
      CLX B 0.02%
      CBOE B 0.02%
      FE C 0.02%
      PKG A 0.02%
      BLDR D 0.02%
      NTRS A 0.02%
      LYB F 0.02%
      K A 0.02%
      STE F 0.02%
      WBD C 0.02%
      ZBH C 0.02%
      TDY B 0.02%
      ATO A 0.02%
      LDOS C 0.02%
      IFF D 0.02%
      PTC A 0.02%
      FOX A 0.01%
      QRVO F 0.01%
      WBA F 0.01%
      BEN C 0.01%
      MHK D 0.01%
      HII D 0.01%
      IVZ B 0.01%
      CE F 0.01%
      MTCH D 0.01%
      APA D 0.01%
      MOS F 0.01%
      HSIC B 0.01%
      WYNN D 0.01%
      AOS F 0.01%
      CPB D 0.01%
      HRL D 0.01%
      TFX F 0.01%
      SOLV C 0.01%
      AES F 0.01%
      CRL C 0.01%
      ERIE D 0.01%
      LKQ D 0.01%
      PNW B 0.01%
      FOXA B 0.01%
      PAYC B 0.01%
      TAP C 0.01%
      NWSA B 0.01%
      AIZ A 0.01%
      GNRC B 0.01%
      TECH D 0.01%
      LW C 0.01%
      NCLH B 0.01%
      SJM D 0.01%
      EMN D 0.01%
      UHS D 0.01%
      ALB C 0.01%
      DAY B 0.01%
      KMX B 0.01%
      ALLE D 0.01%
      INCY C 0.01%
      JKHY D 0.01%
      JNPR F 0.01%
      CPT B 0.01%
      CAG D 0.01%
      SWK D 0.01%
      DLTR F 0.01%
      TPR B 0.01%
      UDR B 0.01%
      AKAM D 0.01%
      SWKS F 0.01%
      POOL C 0.01%
      NWS B 0.0%
      PHDG Underweight 78 Positions Relative to LCTU
      Symbol Grade Weight
      SQ B -0.42%
      ILMN D -0.33%
      VEEV C -0.32%
      RGA A -0.23%
      WSM B -0.23%
      ETSY D -0.22%
      VOYA B -0.21%
      WHR B -0.2%
      LPLA A -0.2%
      FNB A -0.19%
      OKTA C -0.18%
      ZM B -0.18%
      NU C -0.17%
      WDAY B -0.16%
      ESI A -0.15%
      OLED D -0.15%
      SPOT B -0.13%
      AAL B -0.12%
      GLOB B -0.12%
      KRC C -0.12%
      HUBS A -0.11%
      ZS C -0.11%
      CCK C -0.1%
      AR B -0.1%
      HXL D -0.1%
      PSN D -0.1%
      ACM A -0.1%
      AXS A -0.1%
      XRAY F -0.09%
      TEAM A -0.09%
      MRVL B -0.08%
      RGLD C -0.08%
      MAN D -0.06%
      MTZ B -0.06%
      FTI A -0.06%
      ALNY D -0.06%
      REXR F -0.06%
      RIVN F -0.05%
      DOCU A -0.05%
      KEX C -0.04%
      GWRE A -0.04%
      S B -0.04%
      COIN C -0.04%
      DASH A -0.04%
      AFG A -0.04%
      GXO B -0.03%
      VRT B -0.03%
      HOOD B -0.03%
      CPNG D -0.03%
      BAH F -0.02%
      LOPE B -0.02%
      GAP C -0.02%
      MSTR C -0.02%
      DJT C -0.02%
      VNO B -0.02%
      DOX D -0.01%
      CLH B -0.01%
      WH B -0.01%
      EWBC A -0.01%
      CVNA B -0.01%
      NOV C -0.01%
      LCID F -0.01%
      ITT A -0.01%
      GFS C -0.01%
      SAIC F -0.01%
      SPR D -0.01%
      AGNC D -0.0%
      INGR B -0.0%
      AM A -0.0%
      DXC B -0.0%
      PII D -0.0%
      TTEK F -0.0%
      FYBR D -0.0%
      FBIN D -0.0%
      YETI C -0.0%
      PNFP B -0.0%
      SNOW C -0.0%
      TWLO A -0.0%

      PHDG: Top Represented Industries & Keywords

      Industries: Diversified Industrials Software - Application Utilities - Regulated Electric Business Services Semiconductors Diagnostics & Research Asset Management Oil & Gas E&P Aerospace & Defense Banks - Regional - US Capital Markets Drug Manufacturers - Major Packaged Foods Medical Devices Medical Instruments & Supplies Specialty Retail Credit Services Health Care Plans Household & Personal Products Information Technology Services
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Electricity Insurance Dow Jones Component Electronics Chemical Medicine Real Estate Investment Trust Aerospace Telecommunications Bank Semiconductor Banking Insurance Products Petroleum Industry Transport Investment Bank

      LCTU: Top Represented Industries & Keywords

      Industries: Software - Application Drug Manufacturers - Major Semiconductors Software - Infrastructure Diversified Industrials Capital Markets Health Care Plans Diagnostics & Research Information Technology Services Specialty Retail Telecom Services Banks - Regional - US Credit Services Engineering & Construction Medical Instruments & Supplies REIT - Retail Auto Manufacturers Banks - Global Household & Personal Products Insurance - Life
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Insurance Natural Gas Work From Home Electronics Real Estate Investment Trust Bank Telecommunications Medicine Mobile Devices Chemical Cloud Computing Disability IBD 50 Mining Software Banking
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