PSL vs. OSCV ETF Comparison

Comparison of PowerShares Dynamic Consumer Staples (PSL) to Opus Small Cap Value Plus ETF (OSCV)
PSL

PowerShares Dynamic Consumer Staples

PSL Description

The PowerShares Dynamic Consumer Staples Sector Portfolio (Fund) is based on the Dynamic Consumer Staples Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US consumer staples companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that have non-cyclical characteristics, including tobacco, textiles, food and beverage, and non-discretionary retail. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$95.91

Average Daily Volume

1,661

Number of Holdings *

35

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

Opus Small Cap Value Plus ETF

OSCV Description The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$34.43

Average Daily Volume

53,574

Number of Holdings *

70

* may have additional holdings in another (foreign) market
Performance
Period PSL OSCV
30 Days 1.61% -2.60%
60 Days -1.12% -1.30%
90 Days 3.45% 4.27%
12 Months 10.92% 16.56%
2 Overlapping Holdings
Symbol Grade Weight in PSL Weight in OSCV Overlap
CASY B 3.55% 2.4% 2.4%
SCI D 3.99% 0.96% 0.96%
PSL Overweight 33 Positions Relative to OSCV
Symbol Grade Weight
CHD B 4.46%
COST C 4.19%
SFM A 3.97%
ELF D 3.79%
PG A 3.7%
KR C 3.46%
CELH D 3.43%
PEP B 3.25%
BRBR C 3.18%
COKE B 3.08%
USFD C 3.07%
HRB D 3.07%
KHC B 2.9%
MNST D 2.77%
FRPT C 2.73%
MDLZ D 2.71%
TAP F 2.7%
LRN A 2.65%
ANDE B 2.43%
STRA A 2.36%
COTY D 2.34%
LOPE C 2.34%
LAUR A 2.33%
POST C 2.28%
UTI A 2.25%
CALM D 2.24%
INGR C 2.23%
BFAM C 2.22%
PFGC D 2.19%
PRDO A 2.11%
WDFC D 2.07%
IPAR F 1.95%
UTZ A 1.87%
PSL Underweight 68 Positions Relative to OSCV
Symbol Grade Weight
ENSG D -2.82%
CHE F -2.36%
KBH B -2.33%
VVV B -2.33%
LECO D -2.32%
TXRH A -2.29%
CHRD B -2.24%
TTEK A -2.21%
NOG B -2.18%
OC A -1.9%
UFPI C -1.77%
THG A -1.77%
FIX C -1.76%
KAI D -1.76%
ICFI C -1.75%
PRI D -1.72%
CODI D -1.6%
EHC A -1.59%
ACA B -1.54%
KFRC D -1.49%
OTTR B -1.48%
GNTX D -1.47%
HP F -1.45%
CW A -1.43%
MUSA D -1.35%
ATR A -1.35%
SPNS B -1.34%
SBCF C -1.32%
CWT B -1.31%
EGP F -1.31%
EFSC C -1.22%
EPRT A -1.21%
LKFN D -1.21%
POOL F -1.18%
GGG D -1.16%
BYD F -1.15%
HOMB A -1.14%
CIVI B -1.14%
LSTR D -1.14%
ASH A -1.12%
SYBT B -1.11%
GABC D -1.09%
GPK C -1.08%
OSBC B -1.08%
NJR B -1.06%
EVTC F -1.04%
HCKT D -1.04%
WTBA D -1.02%
CPA C -1.0%
LADR A -0.99%
KRP A -0.98%
AMH D -0.94%
TRNO D -0.9%
KMPR B -0.9%
MSM F -0.88%
BRKR F -0.86%
DOX F -0.82%
RICK F -0.81%
ADC B -0.81%
HIFS C -0.79%
FELE D -0.76%
VAC C -0.73%
WASH C -0.72%
APLE F -0.7%
NSA D -0.67%
FCPT C -0.63%
AUDC D -0.42%
CHCT F -0.41%
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