SPMO vs. IWY ETF Comparison

Comparison of PowerShares S&P 500 Momentum Portfolio (SPMO) to iShares Russell Top 200 Growth ETF (IWY)

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

$90.34

Average Daily Volume

995,019

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IWY

iShares Russell Top 200 Growth ETF

IWY Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200 Growth Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$218.72

Average Daily Volume

404,504

Number of Holdings ^*

105

* may have additional holdings in another (foreign) market

Performance

Period	SPMO	IWY
30 Days	2.18%	2.93%
60 Days	6.98%	5.60%
90 Days	3.37%	2.10%
12 Months	57.22%	43.05%

44 Overlapping Holdings

Symbol	Grade	Weight in SPMO	Weight in IWY	Overlap
AAPL	C	9.91%	13.5%	9.91%
ADBE	F	1.23%	0.94%	0.94%
AMAT	D	0.64%	0.6%	0.6%
AMD	C	1.54%	0.67%	0.67%
AMGN	D	0.68%	0.57%	0.57%
AMZN	C	7.26%	7.24%	7.24%
ANET	C	0.54%	0.4%	0.4%
APH	C	0.32%	0.18%	0.18%
AVGO	C	5.44%	3.17%	3.17%
BKNG	B	0.59%	0.53%	0.53%
CDNS	D	0.39%	0.3%	0.3%
CEG	C	0.29%	0.05%	0.05%
CMG	D	0.37%	0.32%	0.32%
COST	C	2.22%	1.64%	1.64%
CPRT	D	0.23%	0.17%	0.17%
CRM	C	1.46%	0.86%	0.86%
CTAS	C	0.36%	0.27%	0.27%
ECL	B	0.25%	0.22%	0.22%
GE	C	1.34%	0.18%	0.18%
INTU	D	0.84%	0.72%	0.72%
ISRG	C	0.8%	0.7%	0.7%
KLAC	D	0.43%	0.42%	0.42%
LLY	D	5.18%	3.0%	3.0%
LRCX	D	0.5%	0.41%	0.41%
LULU	D	0.12%	0.13%	0.12%
MCK	F	0.28%	0.12%	0.12%
META	B	8.92%	5.01%	5.01%
MSFT	C	8.3%	13.18%	8.3%
MSI	B	0.28%	0.14%	0.14%
NFLX	B	1.26%	1.22%	1.22%
NOW	C	1.03%	0.78%	0.78%
NVDA	C	11.66%	11.05%	11.05%
ORLY	B	0.26%	0.24%	0.24%
PANW	D	0.71%	0.43%	0.43%
REGN	D	0.38%	0.04%	0.04%
SHW	B	0.34%	0.33%	0.33%
SNPS	F	0.35%	0.31%	0.31%
SYK	C	0.48%	0.16%	0.16%
TDG	B	0.47%	0.06%	0.06%
TJX	C	0.44%	0.32%	0.32%
TT	B	0.38%	0.12%	0.12%
UBER	C	1.09%	0.6%	0.6%
VRTX	D	0.47%	0.24%	0.24%
WM	D	0.29%	0.33%	0.29%

SPMO Overweight 53 Positions Relative to IWY

Symbol	Grade	Weight
BRK.A	C	3.7%
JPM	D	2.3%
IBM	B	1.11%
WMT	B	1.08%
ACN	C	0.85%
LIN	B	0.83%
ETN	C	0.68%
BSX	B	0.57%
FICO	B	0.36%
PH	B	0.35%
INTC	D	0.34%
MDLZ	C	0.31%
RSG	D	0.26%
ROP	C	0.26%
PSX	F	0.26%
PCAR	D	0.26%
MAR	B	0.26%
RCL	B	0.25%
GWW	B	0.24%
DHI	C	0.24%
HLT	B	0.23%
PHM	B	0.21%
LEN	B	0.21%
MPC	F	0.2%
AJG	D	0.19%
FAST	C	0.19%
URI	B	0.18%
IR	B	0.18%
HWM	B	0.17%
VRSK	D	0.17%
IT	C	0.16%
BLDR	C	0.16%
CBOE	C	0.14%
MLM	D	0.14%
CAH	C	0.14%
IRM	C	0.13%
PWR	B	0.13%
ACGL	B	0.13%
WAB	B	0.12%
BR	C	0.12%
VMC	C	0.11%
PTC	C	0.1%
HUBB	B	0.1%
NRG	B	0.1%
BRO	C	0.1%
TTWO	D	0.1%
NVR	B	0.09%
WST	D	0.09%
CPAY	B	0.09%
CCL	C	0.06%
PNR	B	0.06%
JBL	C	0.06%
AKAM	D	0.06%

SPMO Underweight 61 Positions Relative to IWY

Symbol	Grade	Weight
GOOGL	D	-3.91%
GOOG	D	-3.3%
TSLA	C	-2.7%
V	C	-1.83%
MA	B	-1.66%
HD	B	-1.26%
MRK	F	-1.21%
ORCL	B	-1.07%
PEP	D	-0.76%
QCOM	D	-0.72%
KO	B	-0.65%
ABBV	B	-0.6%
PGR	C	-0.52%
AMT	C	-0.45%
BX	C	-0.45%
ADP	C	-0.43%
PG	C	-0.37%
SBUX	C	-0.34%
MCO	C	-0.32%
ZTS	B	-0.3%
UNP	D	-0.29%
CRWD	D	-0.28%
NKE	D	-0.26%
AXP	B	-0.23%
ABNB	D	-0.23%
ADSK	B	-0.23%
SPOT	C	-0.22%
WDAY	D	-0.21%
APO	B	-0.2%
CL	C	-0.19%
AZO	B	-0.19%
GS	B	-0.17%
DASH	B	-0.17%
LMT	A	-0.16%
FTNT	B	-0.16%
UNH	C	-0.15%
SNOW	F	-0.14%
FI	B	-0.13%
ITW	B	-0.12%
MNST	D	-0.12%
TEAM	D	-0.1%
CAT	B	-0.1%
KKR	B	-0.1%
TXN	B	-0.09%
HCA	B	-0.08%
KMB	C	-0.08%
ELV	D	-0.08%
HON	C	-0.08%
MCD	B	-0.06%
MMM	B	-0.06%
BA	F	-0.06%
MMC	C	-0.06%
PSA	C	-0.04%
CI	C	-0.04%
SCHW	D	-0.04%
MS	B	-0.03%
EL	D	-0.03%
EW	F	-0.03%
EQIX	B	-0.02%
MRVL	D	-0.02%
DELL	C	-0.02%