SPHD vs. AVMV ETF Comparison
Comparison of PowerShares S&P 500 High Dividend Portfolio (SPHD) to Avantis U.S. Mid Cap Value ETF (AVMV)
SPHD
PowerShares S&P 500 High Dividend Portfolio
SPHD Description
The PowerShares S&P 500® High Dividend Portfolio (the “Fund”) seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Low Volatility High Dividend Index (the “Underlying Index”). The Fund generally will invest at least 90% of its total assets in common stocks that comprise the Underlying Index. Standard & Poor’s® compiles, maintains and calculates the Underlying Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July
Grade (RS Rating)
Last Trade
$44.26
Average Daily Volume
461,695
50
AVMV
Avantis U.S. Mid Cap Value ETF
AVMV Description
The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to achieve higher expected returns by selecting securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund"s mid cap investment universe.Grade (RS Rating)
Last Trade
$59.47
Average Daily Volume
4,886
10
Performance
Period | SPHD | AVMV |
---|---|---|
30 Days | 0.29% | -2.01% |
60 Days | 3.08% | 0.40% |
90 Days | 0.72% | -4.86% |
12 Months | 13.05% |
1 Overlapping Holdings
Symbol | Grade | Weight in SPHD | Weight in AVMV | Overlap | |
---|---|---|---|---|---|
GLW | B | 1.94% | 1.23% | 1.23% |
SPHD Overweight 49 Positions Relative to AVMV
Symbol | Grade | Weight | |
---|---|---|---|
MO | A | 3.26% | |
KMI | B | 3.05% | |
T | A | 2.98% | |
VZ | B | 2.78% | |
IP | A | 2.65% | |
WMB | A | 2.6% | |
OKE | B | 2.57% | |
D | D | 2.54% | |
PM | A | 2.46% | |
MMM | B | 2.41% | |
PFE | D | 2.26% | |
BBY | B | 2.23% | |
SPG | B | 2.2% | |
PRU | B | 2.19% | |
AMCR | B | 2.18% | |
PNW | D | 2.15% | |
LYB | C | 2.13% | |
O | D | 2.06% | |
EVRG | D | 2.05% | |
DOW | D | 2.05% | |
EQR | B | 2.03% | |
CCI | D | 1.98% | |
UDR | B | 1.92% | |
CAG | D | 1.89% | |
ES | D | 1.89% | |
ETR | D | 1.89% | |
AEP | D | 1.88% | |
VICI | D | 1.87% | |
EIX | D | 1.86% | |
FE | C | 1.85% | |
K | D | 1.83% | |
KMB | B | 1.83% | |
CVX | C | 1.78% | |
DUK | C | 1.78% | |
HPQ | B | 1.74% | |
XOM | C | 1.7% | |
FRT | D | 1.66% | |
EXC | D | 1.65% | |
IBM | B | 1.62% | |
ABBV | B | 1.6% | |
VTRS | D | 1.57% | |
KHC | D | 1.55% | |
BMY | D | 1.5% | |
GIS | D | 1.47% | |
UPS | D | 1.42% | |
HRL | F | 1.38% | |
OMC | D | 1.31% | |
GILD | C | 1.3% | |
MDT | D | 1.27% |
SPHD: Top Represented Industries & Keywords
AVMV: Top Represented Industries & Keywords