SPMO vs. RECS ETF Comparison

Comparison of PowerShares S&P 500 Momentum Portfolio (SPMO) to Columbia Research Enhanced Core ETF (RECS)

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 ^*

* may have additional holdings in another (foreign) market

RECS

Columbia Research Enhanced Core ETF

RECS Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.

Grade (RS Rating)

Last Trade

$35.65

Average Daily Volume

393,572

Number of Holdings ^*

361

* may have additional holdings in another (foreign) market

Performance

Period	SPMO	RECS
30 Days	2.84%	3.51%
60 Days	5.10%	5.75%
90 Days	6.74%	7.12%
12 Months	54.82%	35.12%

44 Overlapping Holdings

Symbol	Grade	Weight in SPMO	Weight in RECS	Overlap
ALL	A	0.46%	0.27%	0.27%
AMGN	D	1.04%	0.29%	0.29%
AMZN	C	9.74%	4.7%	4.7%
ANET	C	0.92%	0.25%	0.25%
BK	A	0.54%	0.3%	0.3%
BR	A	0.15%	0.11%	0.11%
C	A	0.89%	0.7%	0.7%
CBOE	B	0.13%	0.11%	0.11%
CL	D	0.62%	0.37%	0.37%
COR	B	0.26%	0.25%	0.25%
CTAS	B	0.72%	0.32%	0.32%
DECK	A	0.17%	0.1%	0.1%
FANG	D	0.22%	0.1%	0.1%
FI	A	0.78%	0.66%	0.66%
FITB	A	0.2%	0.17%	0.17%
HLT	A	0.43%	0.22%	0.22%
JPM	A	5.38%	3.69%	3.69%
L	A	0.11%	0.08%	0.08%
LDOS	C	0.21%	0.09%	0.09%
MCK	B	0.81%	0.51%	0.51%
META	D	6.24%	2.88%	2.88%
MPC	D	0.27%	0.16%	0.16%
MSI	B	0.67%	0.2%	0.2%
NTAP	C	0.19%	0.06%	0.06%
NVDA	C	10.2%	8.6%	8.6%
NVR	D	0.15%	0.08%	0.08%
NWS	B	0.02%	0.01%	0.01%
NWSA	B	0.07%	0.03%	0.03%
PH	A	0.52%	0.38%	0.38%
PHM	D	0.18%	0.09%	0.09%
PKG	A	0.14%	0.17%	0.14%
PRU	A	0.33%	0.24%	0.24%
PSX	C	0.3%	0.16%	0.16%
RCL	A	0.28%	0.19%	0.19%
REGN	F	0.72%	0.15%	0.15%
SYF	B	0.17%	0.14%	0.14%
T	A	1.15%	0.37%	0.37%
TJX	A	0.99%	0.48%	0.48%
TT	A	0.85%	0.41%	0.41%
VRTX	F	0.77%	0.21%	0.21%
VST	B	0.59%	0.4%	0.4%
WAB	B	0.22%	0.15%	0.15%
WM	A	0.44%	0.37%	0.37%
WTW	B	0.2%	0.17%	0.17%

SPMO Overweight 54 Positions Relative to RECS

Symbol	Grade	Weight
BRK.A	B	6.07%
AVGO	D	5.46%
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%
IBM	C	1.27%
KKR	A	1.23%
RTX	C	1.01%
TMUS	B	0.99%
BSX	B	0.98%
ETN	A	0.96%
CB	C	0.84%
ICE	C	0.65%
APH	A	0.65%
CEG	D	0.58%
WELL	A	0.57%
FICO	B	0.57%
TDG	D	0.56%
GD	F	0.55%
KLAC	D	0.53%
TRGP	B	0.47%
CMG	B	0.47%
WMB	A	0.45%
AJG	B	0.44%
HWM	A	0.44%
AFL	B	0.38%
HIG	B	0.38%
OKE	A	0.38%
IRM	D	0.37%
URI	B	0.36%
IR	B	0.34%
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%
GRMN	B	0.29%
PEG	A	0.27%
IT	C	0.24%
NRG	B	0.23%
VLTO	D	0.21%
BRO	B	0.21%
NDAQ	A	0.21%
MLM	B	0.19%
TYL	B	0.16%
STX	D	0.15%
WRB	A	0.12%
UHS	D	0.09%

SPMO Underweight 317 Positions Relative to RECS

Symbol	Grade	Weight
AAPL	C	-8.2%
MSFT	F	-7.47%
JNJ	D	-2.34%
GOOGL	C	-2.33%
PG	A	-1.98%
GOOG	C	-1.97%
BAC	A	-1.67%
XOM	B	-1.56%
WFC	A	-1.38%
TMO	F	-1.23%
PM	B	-1.01%
CAT	B	-0.81%
CVX	A	-0.8%
BLK	C	-0.79%
CRM	B	-0.74%
BMY	B	-0.73%
MDT	D	-0.68%
UNP	C	-0.61%
BKNG	A	-0.6%
UBER	D	-0.6%
MMC	B	-0.58%
CI	F	-0.57%
CSCO	B	-0.56%
ABBV	D	-0.55%
ADP	B	-0.52%
ADBE	C	-0.52%
NOW	A	-0.5%
LMT	D	-0.49%
DIS	B	-0.48%
AMT	D	-0.48%
MO	A	-0.47%
EQIX	A	-0.45%
PYPL	B	-0.45%
CME	A	-0.44%
INTU	C	-0.43%
QCOM	F	-0.42%
BDX	F	-0.41%
UPS	C	-0.41%
HCA	F	-0.4%
PCG	A	-0.34%
PLTR	B	-0.33%
SPG	B	-0.31%
MMM	D	-0.3%
XEL	A	-0.29%
EXC	C	-0.29%
CSX	B	-0.29%
PANW	C	-0.28%
FDX	B	-0.28%
NUE	C	-0.27%
TGT	F	-0.27%
PCAR	B	-0.25%
MET	A	-0.25%
ETR	B	-0.24%
EIX	B	-0.24%
LRCX	F	-0.23%
EOG	A	-0.23%
KMB	D	-0.23%
PPG	F	-0.22%
APP	B	-0.21%
CMI	A	-0.21%
VRT	B	-0.21%
CRWD	B	-0.2%
CNC	D	-0.2%
CAH	B	-0.19%
KR	B	-0.19%
DTE	C	-0.19%
PAYX	C	-0.19%
GILD	C	-0.19%
DAL	C	-0.18%
AEE	A	-0.18%
DHI	D	-0.17%
OTIS	C	-0.17%
GIS	D	-0.17%
SPOT	B	-0.16%
CSGP	D	-0.16%
ROST	C	-0.16%
STLD	B	-0.16%
RJF	A	-0.16%
LYB	F	-0.16%
STT	A	-0.15%
FCNCA	A	-0.15%
MTD	D	-0.15%
GPN	B	-0.15%
TROW	B	-0.14%
UAL	A	-0.14%
RS	B	-0.14%
LEN	D	-0.14%
ZBH	C	-0.14%
FTNT	C	-0.14%
TTD	B	-0.13%
CF	B	-0.13%
ADM	D	-0.13%
VLO	C	-0.13%
RPM	A	-0.13%
LULU	C	-0.13%
KHC	F	-0.13%
SBAC	D	-0.12%
NI	A	-0.12%
EVRG	A	-0.11%
EME	C	-0.11%
INVH	D	-0.11%
FTV	C	-0.11%
HOLX	D	-0.11%
WY	D	-0.11%
DDOG	A	-0.1%
VTRS	A	-0.1%
OXY	D	-0.1%
EA	A	-0.1%
K	A	-0.1%
BAX	D	-0.1%
EG	C	-0.09%
HPQ	B	-0.09%
CCL	B	-0.09%
CSL	C	-0.09%
CVNA	B	-0.09%
TEAM	A	-0.09%
DELL	C	-0.09%
THC	D	-0.09%
BLDR	D	-0.09%
ARE	D	-0.09%
EWBC	A	-0.08%
RGA	A	-0.08%
WSM	B	-0.08%
EXPE	B	-0.08%
SNA	A	-0.08%
EQH	B	-0.08%
AVTR	F	-0.08%
SSNC	B	-0.07%
FIX	A	-0.07%
GLPI	C	-0.07%
JEF	A	-0.07%
HPE	B	-0.07%
OC	A	-0.07%
EXPD	D	-0.07%
AES	F	-0.07%
UNM	A	-0.07%
MAS	D	-0.07%
EXP	A	-0.07%
SWK	D	-0.06%
FHN	A	-0.06%
CTRA	B	-0.06%
AIZ	A	-0.06%
BG	F	-0.06%
BURL	A	-0.06%
CE	F	-0.06%
QGEN	D	-0.06%
LVS	C	-0.06%
SF	B	-0.06%
MOS	F	-0.06%
JLL	D	-0.06%
SOLV	C	-0.06%
HST	C	-0.06%
CAG	D	-0.06%
ACM	A	-0.06%
MPWR	F	-0.06%
WPC	D	-0.06%
RPRX	D	-0.06%
AMH	D	-0.06%
ZION	B	-0.05%
MRO	B	-0.05%
INGR	B	-0.05%
BRX	A	-0.05%
LECO	B	-0.05%
MEDP	D	-0.05%
BRBR	A	-0.05%
GL	B	-0.05%
ZM	B	-0.05%
TAP	C	-0.05%
ITT	A	-0.05%
TOL	B	-0.05%
LPX	B	-0.05%
CW	B	-0.05%
ALNY	D	-0.05%
FTI	A	-0.04%
APG	B	-0.04%
NTRA	B	-0.04%
ARMK	B	-0.04%
CNM	D	-0.04%
AXS	A	-0.04%
OLN	D	-0.04%
MANH	D	-0.04%
AOS	F	-0.04%
GEN	B	-0.04%
DOCU	A	-0.04%
UGI	A	-0.04%
VRSN	F	-0.04%
SON	D	-0.04%
PSTG	D	-0.04%
ACI	C	-0.04%
BLD	D	-0.04%
DCI	B	-0.04%
WCC	B	-0.04%
DKS	C	-0.04%
BIIB	F	-0.04%
NTNX	A	-0.04%
PINS	D	-0.04%
CLF	F	-0.04%
NNN	D	-0.04%
AYI	B	-0.04%
CRBG	B	-0.04%
ALSN	B	-0.04%
ELAN	D	-0.04%
SEIC	B	-0.04%
TPR	B	-0.04%
GNRC	B	-0.04%
WTFC	A	-0.04%
ZS	C	-0.04%
TXRH	C	-0.04%
JAZZ	B	-0.04%
CACI	D	-0.04%
MHK	D	-0.03%
SAIC	F	-0.03%
OZK	B	-0.03%
HRB	D	-0.03%
SLM	A	-0.03%
DTM	B	-0.03%
RL	B	-0.03%
SKX	D	-0.03%
AMG	B	-0.03%
ASH	D	-0.03%
JNPR	F	-0.03%
ESAB	B	-0.03%
LNW	D	-0.03%
JHG	A	-0.03%
MGM	D	-0.03%
LNC	B	-0.03%
MIDD	C	-0.03%
R	B	-0.03%
RHI	B	-0.03%
SWKS	F	-0.03%
KEX	C	-0.03%
UTHR	C	-0.03%
WLK	D	-0.03%
BEN	C	-0.03%
WYNN	D	-0.03%
FFIV	B	-0.03%
COKE	C	-0.03%
COLB	A	-0.03%
STAG	F	-0.03%
MTG	C	-0.03%
G	B	-0.03%
FLS	B	-0.03%
XP	F	-0.03%
QRVO	F	-0.02%
DBX	B	-0.02%
AZTA	D	-0.02%
PK	B	-0.02%
CIVI	D	-0.02%
VIRT	B	-0.02%
MSM	C	-0.02%
GTLB	B	-0.02%
CWEN	C	-0.02%
EPR	D	-0.02%
LSCC	D	-0.02%
HIW	D	-0.02%
EXAS	D	-0.02%
MTCH	D	-0.02%
WFRD	D	-0.02%
SMAR	A	-0.02%
EXEL	B	-0.02%
NYT	C	-0.02%
GTES	A	-0.02%
WU	D	-0.02%
DINO	D	-0.02%
LEA	D	-0.02%
PVH	C	-0.02%
ROKU	D	-0.02%
THO	B	-0.02%
BILL	A	-0.02%
INCY	C	-0.02%
CROX	D	-0.02%
BMRN	D	-0.02%
MRNA	F	-0.02%
H	B	-0.02%
CIEN	B	-0.02%
SNX	C	-0.02%
KRC	C	-0.02%
EEFT	B	-0.02%
RYN	D	-0.02%
OGN	D	-0.02%
PRGO	B	-0.02%
XRAY	F	-0.02%
NBIX	C	-0.02%
SMG	D	-0.02%
WH	B	-0.02%
FOXA	B	-0.02%
NEU	C	-0.02%
MSA	D	-0.02%
CNA	B	-0.01%
APLS	D	-0.01%
CRI	D	-0.01%
ALGM	D	-0.01%
CWEN	C	-0.01%
RARE	D	-0.01%
AMKR	D	-0.01%
REYN	D	-0.01%
ADTN	A	-0.01%
ROIV	C	-0.01%
COLM	B	-0.01%
IONS	F	-0.01%
PEGA	A	-0.01%
SAM	C	-0.01%
VKTX	F	-0.01%
PPC	C	-0.01%
TNL	A	-0.01%
MAN	D	-0.01%
CRUS	D	-0.01%
PATH	C	-0.01%
FOX	A	-0.01%
SRPT	D	-0.01%
M	D	-0.01%
PINC	B	-0.01%
GAP	C	-0.01%
PLTK	B	-0.0%
SEB	F	-0.0%
DDS	B	-0.0%
LEN	D	-0.0%