SPLV vs. SCHZ ETF Comparison

Comparison of PowerShares S&P 500 Low Volatility Portfolio ETF (SPLV) to Schwab US Aggregate Bond ETF (SCHZ)
SPLV

PowerShares S&P 500 Low Volatility Portfolio ETF

SPLV Description

The PowerShares S&P 500 Low Volatility Portfolio (Fund) is based on the S&P 500 Low Volatility Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's and consists of the 100 stocks from the S&P 500 Index with the lowest realized volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$73.67

Average Daily Volume

1,575,652

Number of Holdings *

114

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

Schwab US Aggregate Bond ETF

SCHZ Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$22.92

Average Daily Volume

1,160,500

Number of Holdings *

539

* may have additional holdings in another (foreign) market
Performance
Period SPLV SCHZ
30 Days 1.83% -0.82%
60 Days 3.96% -3.18%
90 Days 5.83% -2.17%
12 Months 22.58% 6.03%
103 Overlapping Holdings
Symbol Grade Weight in SPLV Weight in SCHZ Overlap
ABBV F 0.0% 0.0% 0.0%
ABT B 0.98% 0.0% 0.0%
ADP A 1.11% 0.0% 0.0%
AEP C 0.91% 0.0% 0.0%
AFL B 0.0% 0.0% 0.0%
AIG B 0.0% 0.0% 0.0%
AJG A 0.94% 0.0% 0.0%
AMP A 0.94% 0.0% 0.0%
ATO A 1.21% 0.0% 0.0%
AVB B 0.92% 0.0% 0.0%
AVY F 0.92% 0.0% 0.0%
BK A 0.99% 0.0% 0.0%
BR A 0.98% 0.0% 0.0%
BRO B 0.92% 0.0% 0.0%
BSX A 1.07% 0.0% 0.0%
CB C 1.02% 0.0% 0.0%
CBOE C 0.0% 0.0% 0.0%
CHD A 1.07% 0.01% 0.01%
CL D 1.23% 0.0% 0.0%
CME B 1.04% 0.0% 0.0%
CMS C 1.03% 0.0% 0.0%
COST A 0.02% 0.0% 0.0%
CSCO B 0.0% 0.0% 0.0%
CSX C 0.85% 0.0% 0.0%
CTAS B 0.94% 0.0% 0.0%
CVX A 0.93% 0.0% 0.0%
DGX A 0.0% 0.0% 0.0%
DRI B 0.0% 0.0% 0.0%
DTE C 0.9% 0.0% 0.0%
DUK C 1.07% 0.0% 0.0%
EA A 1.03% 0.0% 0.0%
ECL D 0.91% 0.0% 0.0%
ED C 1.0% 0.0% 0.0%
EIX B 0.96% 0.0% 0.0%
ETR B 0.0% 0.0% 0.0%
EVRG A 1.02% 0.0% 0.0%
FE C 1.05% 0.0% 0.0%
FRT B 0.89% 0.0% 0.0%
GD D 1.03% 0.0% 0.0%
GIS D 0.88% 0.0% 0.0%
HIG B 0.91% 0.0% 0.0%
HON C 1.11% 0.0% 0.0%
ICE C 1.06% 0.0% 0.0%
ITW B 1.09% 0.0% 0.0%
JNJ C 1.11% 0.0% 0.0%
JPM A 0.01% 0.0% 0.0%
KDP F 0.97% 0.0% 0.0%
KMB C 0.99% 0.0% 0.0%
KMI A 1.07% 0.0% 0.0%
KO D 1.37% 0.0% 0.0%
L A 1.15% 0.0% 0.0%
LDOS C 0.73% 0.0% 0.0%
LHX C 0.9% 0.0% 0.0%
LIN C 1.08% 0.0% 0.0%
LMT D 1.04% 0.0% 0.0%
LNT A 1.05% 0.0% 0.0%
LYB F 0.9% 0.0% 0.0%
MA B 1.13% 0.0% 0.0%
MCD D 0.97% 0.0% 0.0%
MCK A 0.02% 0.0% 0.0%
MDLZ F 1.0% 0.0% 0.0%
MDT D 0.92% 0.01% 0.01%
MET A 0.0% 0.0% 0.0%
MMC B 1.17% 0.0% 0.0%
MO A 0.94% 0.0% 0.0%
MSI B 1.08% 0.0% 0.0%
NDAQ A 0.93% 0.0% 0.0%
NI A 1.09% 0.0% 0.0%
NOC D 0.92% 0.0% 0.0%
O C 0.93% 0.0% 0.0%
OKE A 0.99% 0.0% 0.0%
ORLY B 0.91% 0.0% 0.0%
OTIS C 0.94% 0.0% 0.0%
PCG A 0.92% 0.0% 0.0%
PEG A 1.03% 0.0% 0.0%
PEP F 1.04% 0.0% 0.0%
PG C 1.22% 0.0% 0.0%
PKG A 0.89% 0.0% 0.0%
PM B 0.96% 0.0% 0.0%
PNW A 0.9% 0.0% 0.0%
PPG F 0.93% 0.0% 0.0%
PPL A 1.09% 0.0% 0.0%
PRU A 0.0% 0.0% 0.0%
REG A 0.92% 0.0% 0.0%
ROP B 0.98% 0.0% 0.0%
RSG A 1.22% 0.0% 0.0%
RTX D 0.99% 0.0% 0.0%
SO C 1.0% 0.0% 0.0%
SPGI C 1.01% 0.0% 0.0%
SRE A 1.02% 0.0% 0.0%
STZ D 0.95% 0.0% 0.0%
SYK B 0.97% 0.0% 0.0%
SYY D 0.9% 0.0% 0.0%
TJX A 1.03% 0.0% 0.0%
TMUS B 1.17% 0.0% 0.0%
UNP C 0.91% 0.0% 0.0%
V A 1.1% 0.0% 0.0%
VRSN C 0.93% 0.0% 0.0%
WEC A 0.97% 0.0% 0.0%
WELL A 0.94% 0.0% 0.0%
WM B 0.97% 0.0% 0.0%
WMB A 0.98% 0.0% 0.0%
WMT A 0.92% 0.0% 0.0%
SPLV Overweight 11 Positions Relative to SCHZ
Symbol Grade Weight
BRK.A B 1.31%
FI A 1.08%
YUM D 1.07%
WTW B 1.0%
COR B 0.99%
HOLX D 0.96%
HLT A 0.94%
VICI C 0.92%
JKHY D 0.89%
PAYX B 0.87%
AME A 0.0%
SPLV Underweight 436 Positions Relative to SCHZ
Symbol Grade Weight
WIT B -0.08%
NOW A -0.01%
UHS D -0.01%
DLTR F -0.01%
MCHP F -0.01%
BIIB F -0.01%
STLA F -0.01%
EDC F -0.01%
CTS C -0.01%
DD C -0.01%
DT D -0.01%
COO D -0.0%
VLY B -0.0%
OCSL F -0.0%
WBS A -0.0%
GPC D -0.0%
SAN D -0.0%
SIGI C -0.0%
SAVE F -0.0%
GXO B -0.0%
SAFE F -0.0%
EPRT B -0.0%
SUI C -0.0%
VNO C -0.0%
SKT A -0.0%
ALB B -0.0%
CDNS B -0.0%
CBT D -0.0%
COKE C -0.0%
CACC D -0.0%
FAF A -0.0%
TKR D -0.0%
THG A -0.0%
TEL B -0.0%
PRE D -0.0%
AVA A -0.0%
VMI B -0.0%
WRB A -0.0%
TME D -0.0%
FTNT C -0.0%
KMPR A -0.0%
FLO D -0.0%
DAL B -0.0%
NEU D -0.0%
BC C -0.0%
PSEC D -0.0%
STE D -0.0%
CTVA C -0.0%
PWR A -0.0%
GBDC D -0.0%
XRAY F -0.0%
CHH A -0.0%
AIZ A -0.0%
AMH C -0.0%
TSCO D -0.0%
BDN C -0.0%
JD D -0.0%
MHK D -0.0%
LAZ B -0.0%
KEX B -0.0%
EPR C -0.0%
HOG D -0.0%
HP C -0.0%
ROST D -0.0%
SBRA C -0.0%
MCY A -0.0%
NFG A -0.0%
BKU A -0.0%
KMT B -0.0%
CHRW B -0.0%
BBY D -0.0%
SCS C -0.0%
INVH D -0.0%
REXR F -0.0%
HR B -0.0%
RS B -0.0%
IDA A -0.0%
AAP D -0.0%
EXP B -0.0%
DXC B -0.0%
DOX D -0.0%
ILMN C -0.0%
XYL D -0.0%
LXP D -0.0%
BCSF C -0.0%
PDM D -0.0%
SLG B -0.0%
SNV C -0.0%
GSBD F -0.0%
ADC A -0.0%
ZION B -0.0%
INGR C -0.0%
NVR D -0.0%
WTRG B -0.0%
OSK C -0.0%
CE F -0.0%
AGO B -0.0%
EG C -0.0%
NHI D -0.0%
TRMB B -0.0%
DOV A -0.0%
SITC D -0.0%
OPI F -0.0%
G B -0.0%
AYI B -0.0%
STLD B -0.0%
OC A -0.0%
CTRA B -0.0%
LNC C -0.0%
MCO B -0.0%
MAIN A -0.0%
MTB A -0.0%
HUBB B -0.0%
CUBE C -0.0%
TPR B -0.0%
JNPR D -0.0%
ORI A -0.0%
H B -0.0%
HII F -0.0%
RPM A -0.0%
SWX B -0.0%
ESGR B -0.0%
OGE A -0.0%
HPP F -0.0%
PNR A -0.0%
EW C -0.0%
VFC C -0.0%
VNT C -0.0%
LII A -0.0%
WB D -0.0%
FMC D -0.0%
PCAR B -0.0%
PFG D -0.0%
NWE B -0.0%
OGS A -0.0%
FHN A -0.0%
ADI D -0.0%
SWKS F -0.0%
NVT B -0.0%
SNA A -0.0%
NTAP C -0.0%
GL C -0.0%
NNN C -0.0%
ROK C -0.0%
RL C -0.0%
URI C -0.0%
EFX F -0.0%
ARW D -0.0%
WU F -0.0%
AGR A -0.0%
AMG B -0.0%
R B -0.0%
ESS B -0.0%
HAS D -0.0%
AWH F -0.0%
AN C -0.0%
RNR C -0.0%
PHM D -0.0%
PSA C -0.0%
PVH C -0.0%
BEN C -0.0%
SF B -0.0%
AXS A -0.0%
MOS F -0.0%
JBLU F -0.0%
UNM A -0.0%
VMC B -0.0%
HIW C -0.0%
DSS F -0.0%
FNF B -0.0%
AES F -0.0%
AMCR C -0.0%
LEN D -0.0%
MKL A -0.0%
HRL D -0.0%
APD A -0.0%
IPG D -0.0%
GP F -0.0%
EMR B -0.0%
RF A -0.0%
EE A -0.0%
PLD F -0.0%
SWK D -0.0%
IEX C -0.0%
FLS B -0.0%
AFG A -0.0%
CMA B -0.0%
WHR B -0.0%
ALLE C -0.0%
LEG F -0.0%
HRB D -0.0%
CNO B -0.0%
CNH C -0.0%
KSS F -0.0%
DOC C -0.0%
KRG B -0.0%
BWA D -0.0%
EL F -0.0%
CMI A -0.0%
MKC C -0.0%
BAX F -0.0%
IVZ B -0.0%
WLK D -0.0%
JBL C -0.0%
HST C -0.0%
FLEX B -0.0%
KRC B -0.0%
DG F -0.0%
RJF A -0.0%
DHI F -0.0%
CNA C -0.0%
RGA A -0.0%
CPT B -0.0%
NOV C -0.0%
GLPI C -0.0%
MAA B -0.0%
MRVL B -0.0%
MRO B -0.0%
APH A -0.0%
DLR B -0.0%
JBHT C -0.0%
A D -0.0%
SON F -0.0%
ARE F -0.0%
FSK A -0.0%
REGN F -0.0%
CSL C -0.0%
FTV C -0.0%
WPC C -0.0%
WEST C -0.0%
VOYA B -0.0%
LEA F -0.0%
TXT D -0.0%
EMN C -0.0%
INTU B -0.0%
SNX D -0.0%
FIS C -0.0%
VTR B -0.0%
AVT C -0.0%
HUN F -0.0%
SCHW B -0.0%
CINF A -0.0%
CNP A -0.0%
LRCX F -0.0%
BKH A -0.0%
WAB B -0.0%
PH A -0.0%
TMO F -0.0%
EQR C -0.0%
CFG B -0.0%
MAR A -0.0%
AAL B -0.0%
HSY F -0.0%
MAS D -0.0%
RPRX D -0.0%
IP A -0.0%
VRSK A -0.0%
SYF B -0.0%
EBAY D -0.0%
NEM D -0.0%
MLM C -0.0%
NTRS A -0.0%
TDY B -0.0%
LLY F -0.0%
CF A -0.0%
EOG A -0.0%
IFF D -0.0%
ACGL C -0.0%
APTV F -0.0%
JCI B -0.0%
XEL A -0.0%
BIDU F -0.0%
KIM A -0.0%
HBAN A -0.0%
DE B -0.0%
DHR F -0.0%
AON A -0.0%
GLW B -0.0%
NUE C -0.0%
SJM D -0.0%
OMC C -0.0%
BLK B -0.0%
KR B -0.0%
KLAC F -0.0%
CAH B -0.0%
LUV C -0.0%
TT A -0.0%
MPC D -0.0%
CCI C -0.0%
ALL A -0.0%
CPB D -0.0%
NKE F -0.0%
HES B -0.0%
CAF D -0.0%
MU D -0.0%
ADBE C -0.0%
ZTS D -0.0%
NXPI D -0.0%
JEF A -0.0%
UPS C -0.0%
NSC B -0.0%
CP F -0.0%
BKNG A -0.0%
BERY C -0.0%
CAG F -0.0%
AMAT F -0.0%
BRX A -0.0%
TGT F -0.0%
FITB B -0.0%
SHW B -0.0%
GWW B -0.0%
CLX A -0.0%
LVS B -0.0%
STT B -0.0%
GPN B -0.0%
DVN F -0.0%
BHF C -0.0%
SLB C -0.0%
WY F -0.0%
PGR A -0.0%
ES C -0.0%
FANG C -0.0%
ARCC A -0.0%
ZBH C -0.0%
SCCO F -0.0%
HUM C -0.0%
WBA F -0.0%
OHI C -0.0%
AWK C -0.0%
BG D -0.0%
COE C -0.0%
PAA B -0.0%
MMM D -0.0%
KOF F -0.0%
UDR B -0.0%
EQIX A -0.0%
KEYS A -0.0%
PYPL B -0.0%
BMO A -0.0%
BNS A -0.0%
TXN C -0.0%
AZO C -0.0%
EPD A -0.0%
AL B -0.0%
SPG A -0.0%
DOW F -0.0%
SBUX A -0.0%
BXP C -0.0%
CARR C -0.0%
TAP C -0.0%
TRV B -0.0%
PNC B -0.0%
NVDA B -0.0%
HAL C -0.0%
FDX B -0.0%
HPQ B -0.0%
CM A -0.0%
VLO C -0.0%
BDX F -0.0%
DB D -0.0%
MPLX A -0.0%
FOXA A -0.0%
USB A -0.0%
LOW C -0.0%
D C -0.0%
ADSK A -0.0%
MP C -0.0%
RY A -0.0%
TSN B -0.0%
NEE C -0.0%
CRM B -0.0%
EQH C -0.0%
ETN A -0.0%
AEE A -0.0%
EXPE B -0.0%
AMT C -0.0%
AXP A -0.0%
ADM D -0.0%
PSX C -0.0%
LH B -0.0%
TFC A -0.0%
K A -0.0%
GOOGL C -0.0%
AER A -0.0%
QCOM F -0.0%
HCA F -0.0%
BABA D -0.0%
GM C -0.0%
UAL A -0.0%
UNH B -0.0%
ALLY C -0.0%
EXC C -0.0%
PFE F -0.0%
DIS B -0.0%
EQNR C -0.0%
MUFG B -0.0%
CAT B -0.0%
KEY B -0.0%
NWG A -0.0%
DFS B -0.0%
INTC C -0.0%
BHP F -0.0%
GILD C -0.0%
XOM B -0.0%
TD D -0.0%
AMZN C -0.0%
HPE B -0.0%
MRK D -0.0%
COP C -0.0%
AVGO D -0.0%
VOD F -0.0%
HSBC A -0.0%
IBM C -0.0%
CI D -0.0%
ORCL A -0.0%
C A -0.0%
AMGN F -0.0%
GSK F -0.0%
BMY B -0.0%
VZ C -0.0%
COF C -0.0%
HD B -0.0%
MS A -0.0%
CMCSA B -0.0%
CHTR C -0.0%
DELL B -0.0%
AZN F -0.0%
AAPL C -0.0%
MSFT D -0.0%
BAC A -0.0%
BA F -0.0%
WFC A -0.0%
GS A -0.0%
CVS D -0.0%
GE D -0.0%
T A -0.0%
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