SPVM vs. SPLV ETF Comparison
Comparison of Invesco S&P 500 Value with Momentum ETF (SPVM) to PowerShares S&P 500 Low Volatility Portfolio ETF (SPLV)
SPVM
Invesco S&P 500 Value with Momentum ETF
SPVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 100 stocks in the S&P 500® that have the highest value and momentum scores.
Grade (RS Rating)
Last Trade
$62.54
Average Daily Volume
1,261
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
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
$73.96
Average Daily Volume
1,577,046
Number of Holdings
*
114
* may have additional holdings in another (foreign) market
Performance
| Period | SPVM | SPLV |
|---|---|---|
| 30 Days | 6.18% | 2.35% |
| 60 Days | 7.47% | 3.72% |
| 90 Days | 8.80% | 6.25% |
| 12 Months | 29.90% | 23.06% |
20 Overlapping Holdings
| Symbol | Grade | Weight in SPVM | Weight in SPLV | Overlap | |
|---|---|---|---|---|---|
| AFL | B | 1.06% | 0.0% | 0.0% | |
| AIG | B | 1.16% | 0.0% | 0.0% | |
| ATO | A | 0.89% | 1.21% | 0.89% | |
| BK | A | 1.19% | 0.99% | 0.99% | |
| BRK.A | B | 1.01% | 1.31% | 1.01% | |
| CB | C | 0.92% | 1.02% | 0.92% | |
| COR | B | 1.01% | 0.99% | 0.99% | |
| DGX | A | 0.71% | 0.0% | 0.0% | |
| DUK | C | 0.66% | 1.07% | 0.66% | |
| HIG | B | 1.07% | 0.91% | 0.91% | |
| JPM | A | 0.96% | 0.01% | 0.01% | |
| KMI | A | 1.03% | 1.07% | 1.03% | |
| L | A | 1.4% | 1.15% | 1.15% | |
| LYB | F | 0.76% | 0.9% | 0.76% | |
| MCK | B | 0.96% | 0.02% | 0.02% | |
| MET | A | 1.01% | 0.0% | 0.0% | |
| OKE | A | 0.74% | 0.99% | 0.74% | |
| PEG | A | 0.61% | 1.03% | 0.61% | |
| PRU | A | 1.08% | 0.0% | 0.0% | |
| WMT | A | 0.72% | 0.92% | 0.72% |
SPVM Overweight 79 Positions Relative to SPLV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GM | B | 2.4% | |
| SYF | B | 1.84% | |
| MTB | A | 1.74% | |
| DAL | C | 1.71% | |
| COF | B | 1.6% | |
| CINF | A | 1.57% | |
| VLO | C | 1.55% | |
| BG | F | 1.49% | |
| KR | B | 1.44% | |
| STT | A | 1.38% | |
| HBAN | A | 1.37% | |
| PSX | C | 1.35% | |
| AIZ | A | 1.35% | |
| HPE | B | 1.33% | |
| MPC | D | 1.31% | |
| KEY | B | 1.25% | |
| JBL | B | 1.23% | |
| WFC | A | 1.19% | |
| USB | A | 1.18% | |
| PNC | B | 1.18% | |
| STLD | B | 1.16% | |
| FITB | A | 1.15% | |
| C | A | 1.15% | |
| FDX | B | 1.12% | |
| BBY | D | 1.12% | |
| DHI | D | 1.11% | |
| LEN | D | 1.09% | |
| NRG | B | 1.08% | |
| BAC | A | 1.07% | |
| PHM | D | 1.06% | |
| VTRS | A | 1.05% | |
| EMR | A | 1.04% | |
| TRV | B | 1.02% | |
| ACGL | D | 1.0% | |
| CAH | B | 0.98% | |
| CBRE | B | 0.98% | |
| BKR | B | 0.97% | |
| GS | A | 0.97% | |
| UHS | D | 0.96% | |
| NUE | C | 0.96% | |
| MOH | F | 0.94% | |
| MRO | B | 0.93% | |
| SW | A | 0.93% | |
| CI | F | 0.93% | |
| RJF | A | 0.92% | |
| BALL | D | 0.91% | |
| EOG | A | 0.9% | |
| CCL | B | 0.87% | |
| VZ | C | 0.86% | |
| NCLH | B | 0.86% | |
| BLDR | D | 0.86% | |
| ALL | A | 0.85% | |
| IP | B | 0.84% | |
| XOM | B | 0.84% | |
| SNA | A | 0.83% | |
| OMC | C | 0.83% | |
| PCAR | B | 0.83% | |
| CTSH | B | 0.83% | |
| EMN | D | 0.82% | |
| WRB | A | 0.79% | |
| CMI | A | 0.77% | |
| EBAY | D | 0.77% | |
| EQT | B | 0.75% | |
| FANG | D | 0.72% | |
| HII | D | 0.71% | |
| TXT | D | 0.7% | |
| LH | C | 0.7% | |
| BXP | D | 0.69% | |
| COP | C | 0.67% | |
| HST | C | 0.65% | |
| HAL | C | 0.64% | |
| SWK | D | 0.64% | |
| CTRA | B | 0.64% | |
| J | F | 0.64% | |
| ELV | F | 0.6% | |
| DVA | B | 0.6% | |
| DOW | F | 0.53% | |
| CE | F | 0.51% | |
| SWKS | F | 0.48% |
SPVM Underweight 94 Positions Relative to SPLV
| Symbol | Grade | Weight | |
|---|---|---|---|
| KO | D | -1.37% | |
| CL | D | -1.23% | |
| PG | A | -1.22% | |
| RSG | A | -1.22% | |
| MMC | B | -1.17% | |
| TMUS | B | -1.17% | |
| MA | C | -1.13% | |
| ADP | B | -1.11% | |
| JNJ | D | -1.11% | |
| HON | B | -1.11% | |
| V | A | -1.1% | |
| NI | A | -1.09% | |
| PPL | B | -1.09% | |
| ITW | B | -1.09% | |
| FI | A | -1.08% | |
| LIN | D | -1.08% | |
| MSI | B | -1.08% | |
| CHD | B | -1.07% | |
| YUM | B | -1.07% | |
| BSX | B | -1.07% | |
| ICE | C | -1.06% | |
| FE | C | -1.05% | |
| LNT | A | -1.05% | |
| PEP | F | -1.04% | |
| CME | A | -1.04% | |
| LMT | D | -1.04% | |
| EA | A | -1.03% | |
| CMS | C | -1.03% | |
| GD | F | -1.03% | |
| TJX | A | -1.03% | |
| SRE | A | -1.02% | |
| EVRG | A | -1.02% | |
| SPGI | C | -1.01% | |
| MDLZ | F | -1.0% | |
| WTW | B | -1.0% | |
| SO | D | -1.0% | |
| ED | D | -1.0% | |
| KMB | D | -0.99% | |
| RTX | C | -0.99% | |
| ABT | B | -0.98% | |
| BR | A | -0.98% | |
| WMB | A | -0.98% | |
| ROP | B | -0.98% | |
| KDP | D | -0.97% | |
| MCD | D | -0.97% | |
| WM | A | -0.97% | |
| SYK | C | -0.97% | |
| WEC | A | -0.97% | |
| EIX | B | -0.96% | |
| HOLX | D | -0.96% | |
| PM | B | -0.96% | |
| STZ | D | -0.95% | |
| MO | A | -0.94% | |
| AMP | A | -0.94% | |
| OTIS | C | -0.94% | |
| AJG | B | -0.94% | |
| CTAS | B | -0.94% | |
| WELL | A | -0.94% | |
| HLT | A | -0.94% | |
| O | D | -0.93% | |
| NDAQ | A | -0.93% | |
| CVX | A | -0.93% | |
| VRSN | F | -0.93% | |
| PPG | F | -0.93% | |
| AVB | B | -0.92% | |
| REG | B | -0.92% | |
| NOC | D | -0.92% | |
| VICI | C | -0.92% | |
| MDT | D | -0.92% | |
| AVY | D | -0.92% | |
| BRO | B | -0.92% | |
| PCG | A | -0.92% | |
| AEP | D | -0.91% | |
| ECL | D | -0.91% | |
| ORLY | B | -0.91% | |
| UNP | C | -0.91% | |
| SYY | B | -0.9% | |
| PNW | B | -0.9% | |
| LHX | C | -0.9% | |
| DTE | C | -0.9% | |
| PKG | A | -0.89% | |
| FRT | B | -0.89% | |
| JKHY | D | -0.89% | |
| GIS | D | -0.88% | |
| PAYX | C | -0.87% | |
| CSX | B | -0.85% | |
| LDOS | C | -0.73% | |
| COST | B | -0.02% | |
| ETR | B | -0.0% | |
| CSCO | B | -0.0% | |
| CBOE | B | -0.0% | |
| AME | A | -0.0% | |
| DRI | B | -0.0% | |
| ABBV | D | -0.0% |
SPVM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Insurance - Property & Casualty
Oil & Gas E&P
Insurance - Diversified
Banks - Global
Chemicals
Health Care Plans
Insurance - Life
Medical Distribution
Oil & Gas Refining & Marketing
Packaging & Containers
Residential Construction
Aerospace & Defense
Asset Management
Capital Markets
Credit Services
Diagnostics & Research
Diversified Industrials
Leisure
Medical Care
Keywords:
S&P 500
Insurance
Natural Gas
Bank
Insurance Products
Banking
Cash Management
Petroleum Industry
Disability
Investment Bank
Natural Gas Liquids
Asset Management Services
Casualty Insurance
Investment Management
Life Insurance
Commercial Banking
Crude Oil
Dow Jones Component
Financial Products
Investment Banking
SPLV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Aerospace & Defense
Diversified Industrials
Financial Data & Stock Exchanges
Household & Personal Products
Insurance Brokers
Medical Devices
Specialty Chemicals
Utilities - Diversified
Beverages - Soft Drinks
Communication Equipment
Insurance - Diversified
Insurance - Life
Oil & Gas Midstream
REIT - Retail
Restaurants
Asset Management
Credit Services
Discount Stores
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