SPMO vs. IBDU ETF Comparison

Comparison of PowerShares S&P 500 Momentum Portfolio (SPMO) to iShares iBonds Dec 2029 Term Corporate ETF (IBDU)
SPMO

PowerShares S&P 500 Momentum Portfolio

SPMO Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$95.58

Average Daily Volume

717,934

Number of Holdings *

98

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

iShares iBonds Dec 2029 Term Corporate ETF

IBDU Description The investment seeks to track the investment results of the Bloomberg Barclays December 2029 Maturity Corporate Index (the underlying index). The fund is a term fund that will terminate on or about December 15, 2029, at which time it will distribute its remaining net assets to shareholders pursuant to a plan of liquidation. The underlying index is composed of U.S. dollar-denominated, taxable, investment-grade (as determined by Bloomberg Index Services Limited (the index provider or Bloomberg)) corporate bonds scheduled to mature after December 31, 2028 and before December 16, 2029. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.92

Average Daily Volume

457,459

Number of Holdings *

6

* may have additional holdings in another (foreign) market
Performance
Period SPMO IBDU
30 Days 2.84% -0.34%
60 Days 5.10% -1.87%
90 Days 6.74% -0.76%
12 Months 54.82% 7.31%
2 Overlapping Holdings
Symbol Grade Weight in SPMO Weight in IBDU Overlap
IBM C 1.27% 1.01% 1.01%
T A 1.15% 1.15% 1.15%
SPMO Overweight 96 Positions Relative to IBDU
Symbol Grade Weight
NVDA C 10.2%
AMZN C 9.74%
META D 6.24%
BRK.A B 6.07%
AVGO D 5.46%
JPM A 5.38%
LLY F 5.19%
COST B 3.79%
WMT A 2.39%
GE D 2.09%
PGR A 1.61%
GS A 1.47%
AXP A 1.39%
KKR A 1.23%
AMGN D 1.04%
RTX C 1.01%
TMUS B 0.99%
TJX A 0.99%
BSX B 0.98%
ETN A 0.96%
ANET C 0.92%
C A 0.89%
TT A 0.85%
CB C 0.84%
MCK B 0.81%
FI A 0.78%
VRTX F 0.77%
CTAS B 0.72%
REGN F 0.72%
MSI B 0.67%
ICE C 0.65%
APH A 0.65%
CL D 0.62%
VST B 0.59%
CEG D 0.58%
WELL A 0.57%
FICO B 0.57%
TDG D 0.56%
GD F 0.55%
BK A 0.54%
KLAC D 0.53%
PH A 0.52%
TRGP B 0.47%
CMG B 0.47%
ALL A 0.46%
WMB A 0.45%
AJG B 0.44%
WM A 0.44%
HWM A 0.44%
HLT A 0.43%
AFL B 0.38%
HIG B 0.38%
OKE A 0.38%
IRM D 0.37%
URI B 0.36%
IR B 0.34%
PRU A 0.33%
RSG A 0.33%
AIG B 0.33%
ECL D 0.33%
GWW B 0.32%
KMI A 0.32%
GDDY A 0.31%
AXON A 0.3%
PSX C 0.3%
GRMN B 0.29%
RCL A 0.28%
MPC D 0.27%
PEG A 0.27%
COR B 0.26%
IT C 0.24%
NRG B 0.23%
FANG D 0.22%
WAB B 0.22%
LDOS C 0.21%
VLTO D 0.21%
BRO B 0.21%
NDAQ A 0.21%
FITB A 0.2%
WTW B 0.2%
NTAP C 0.19%
MLM B 0.19%
PHM D 0.18%
SYF B 0.17%
DECK A 0.17%
TYL B 0.16%
NVR D 0.15%
STX D 0.15%
BR A 0.15%
PKG A 0.14%
CBOE B 0.13%
WRB A 0.12%
L A 0.11%
UHS D 0.09%
NWSA B 0.07%
NWS B 0.02%
SPMO Underweight 4 Positions Relative to IBDU
Symbol Grade Weight
ABBV D -1.85%
VZ C -1.39%
WFC A -0.91%
SMFG B -0.8%
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