SPVU vs. EQWL ETF Comparison
Comparison of PowerShares S&P 500 Value Portfolio (SPVU) to PowerShares Russell Top 200 Equal Weight Portfolio (EQWL)
SPVU
PowerShares S&P 500 Value Portfolio
SPVU Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Enhanced Value 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 "value score," which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$53.67
Average Daily Volume
6,863
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
EQWL
PowerShares Russell Top 200 Equal Weight Portfolio
EQWL Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to the securities of the largest 200 companies in the U.S. equity market.Grade (RS Rating)
Last Trade
$106.55
Average Daily Volume
61,555
Number of Holdings
*
101
* may have additional holdings in another (foreign) market
Performance
| Period | SPVU | EQWL |
|---|---|---|
| 30 Days | 6.88% | 3.32% |
| 60 Days | 8.56% | 4.89% |
| 90 Days | 8.93% | 7.38% |
| 12 Months | 34.86% | 31.93% |
21 Overlapping Holdings
| Symbol | Grade | Weight in SPVU | Weight in EQWL | Overlap | |
|---|---|---|---|---|---|
| AIG | B | 1.24% | 0.98% | 0.98% | |
| BAC | A | 5.25% | 1.13% | 1.13% | |
| BK | A | 1.04% | 1.07% | 1.04% | |
| BRK.A | B | 5.16% | 0.99% | 0.99% | |
| C | A | 2.63% | 1.12% | 1.12% | |
| CHTR | C | 0.82% | 1.1% | 0.82% | |
| CMCSA | B | 3.39% | 1.04% | 1.04% | |
| COF | B | 1.61% | 1.25% | 1.25% | |
| CVS | D | 2.46% | 0.9% | 0.9% | |
| CVX | A | 4.54% | 1.09% | 1.09% | |
| EMR | A | 1.27% | 1.2% | 1.2% | |
| F | C | 1.43% | 0.98% | 0.98% | |
| FDX | B | 1.25% | 0.97% | 0.97% | |
| GM | B | 2.39% | 1.18% | 1.18% | |
| JPM | A | 5.7% | 1.12% | 1.12% | |
| KHC | F | 0.56% | 0.85% | 0.56% | |
| T | A | 3.92% | 0.97% | 0.97% | |
| USB | A | 1.43% | 1.07% | 1.07% | |
| VZ | C | 2.85% | 0.87% | 0.87% | |
| WFC | A | 4.93% | 1.31% | 1.31% | |
| XOM | B | 4.91% | 1.03% | 1.03% |
SPVU Overweight 78 Positions Relative to EQWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| CI | F | 1.81% | |
| MPC | D | 1.63% | |
| VLO | C | 1.59% | |
| PSX | C | 1.58% | |
| PNC | B | 1.43% | |
| MCK | B | 1.38% | |
| DAL | C | 1.07% | |
| UAL | A | 1.0% | |
| CNC | D | 0.99% | |
| KR | B | 0.96% | |
| DHI | D | 0.94% | |
| ADM | D | 0.93% | |
| PRU | A | 0.9% | |
| MTB | A | 0.84% | |
| LEN | D | 0.83% | |
| HUM | C | 0.76% | |
| NUE | C | 0.76% | |
| ACGL | D | 0.73% | |
| COR | B | 0.73% | |
| SYF | B | 0.63% | |
| HIG | B | 0.63% | |
| VICI | C | 0.6% | |
| STT | A | 0.6% | |
| HPE | B | 0.58% | |
| ETR | B | 0.57% | |
| FITB | A | 0.56% | |
| CINF | A | 0.55% | |
| HBAN | A | 0.53% | |
| RF | A | 0.52% | |
| PHM | D | 0.51% | |
| ED | D | 0.5% | |
| HPQ | B | 0.5% | |
| FANG | D | 0.49% | |
| CFG | B | 0.46% | |
| STLD | B | 0.45% | |
| EG | C | 0.44% | |
| DVN | F | 0.44% | |
| BG | F | 0.44% | |
| WBD | C | 0.42% | |
| TSN | B | 0.4% | |
| NRG | B | 0.38% | |
| BALL | D | 0.38% | |
| APTV | D | 0.37% | |
| LYB | F | 0.37% | |
| L | A | 0.37% | |
| JBL | B | 0.36% | |
| BAX | D | 0.36% | |
| BBY | D | 0.35% | |
| LUV | C | 0.33% | |
| MOH | F | 0.33% | |
| TAP | C | 0.32% | |
| KEY | B | 0.32% | |
| PFG | D | 0.32% | |
| MRO | B | 0.3% | |
| KMX | B | 0.28% | |
| VTRS | A | 0.26% | |
| SW | A | 0.25% | |
| EVRG | A | 0.24% | |
| FOXA | B | 0.24% | |
| MOS | F | 0.24% | |
| CAG | D | 0.24% | |
| AIZ | A | 0.23% | |
| GL | B | 0.22% | |
| UHS | D | 0.21% | |
| BWA | D | 0.2% | |
| SOLV | C | 0.2% | |
| LKQ | D | 0.2% | |
| CZR | F | 0.19% | |
| EMN | D | 0.18% | |
| APA | D | 0.17% | |
| PNW | B | 0.16% | |
| PARA | C | 0.15% | |
| CE | F | 0.15% | |
| BEN | C | 0.15% | |
| FMC | D | 0.15% | |
| HII | D | 0.14% | |
| WBA | F | 0.14% | |
| MHK | D | 0.11% |
SPVU Underweight 80 Positions Relative to EQWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | -1.29% | |
| MS | A | -1.28% | |
| CRM | B | -1.24% | |
| SCHW | B | -1.23% | |
| INTC | D | -1.21% | |
| BKNG | A | -1.2% | |
| PYPL | B | -1.17% | |
| GS | A | -1.17% | |
| NVDA | C | -1.17% | |
| DIS | B | -1.14% | |
| NFLX | A | -1.14% | |
| BMY | B | -1.13% | |
| TMUS | B | -1.12% | |
| BLK | C | -1.12% | |
| CSCO | B | -1.1% | |
| ORCL | B | -1.09% | |
| AMZN | C | -1.08% | |
| HON | B | -1.07% | |
| AXP | A | -1.06% | |
| GILD | C | -1.06% | |
| CAT | B | -1.06% | |
| META | D | -1.04% | |
| MET | A | -1.03% | |
| SPG | B | -1.03% | |
| COP | C | -1.03% | |
| HD | A | -1.02% | |
| V | A | -1.02% | |
| INTU | C | -1.02% | |
| LOW | D | -1.0% | |
| MA | C | -1.0% | |
| UPS | C | -0.99% | |
| MO | A | -0.99% | |
| WMT | A | -0.99% | |
| TXN | C | -0.98% | |
| ACN | C | -0.98% | |
| PM | B | -0.97% | |
| AVGO | D | -0.97% | |
| AAPL | C | -0.97% | |
| MCD | D | -0.96% | |
| COST | B | -0.96% | |
| TGT | F | -0.96% | |
| RTX | C | -0.95% | |
| UNH | C | -0.95% | |
| GE | D | -0.95% | |
| DE | A | -0.95% | |
| SBUX | A | -0.95% | |
| ABT | B | -0.94% | |
| ADBE | C | -0.94% | |
| MSFT | F | -0.94% | |
| MMM | D | -0.94% | |
| IBM | C | -0.93% | |
| QCOM | F | -0.93% | |
| SO | D | -0.92% | |
| LIN | D | -0.92% | |
| MDT | D | -0.91% | |
| NKE | D | -0.91% | |
| PG | A | -0.91% | |
| GD | F | -0.91% | |
| UNP | C | -0.9% | |
| LMT | D | -0.9% | |
| DUK | C | -0.89% | |
| PEP | F | -0.88% | |
| AMD | F | -0.87% | |
| JNJ | D | -0.87% | |
| BA | F | -0.84% | |
| PFE | D | -0.84% | |
| DOW | F | -0.84% | |
| NEE | D | -0.84% | |
| AMGN | D | -0.84% | |
| MDLZ | F | -0.83% | |
| TMO | F | -0.83% | |
| KO | D | -0.83% | |
| DHR | F | -0.83% | |
| ABBV | D | -0.83% | |
| CL | D | -0.82% | |
| LLY | F | -0.81% | |
| MRK | F | -0.8% | |
| AMT | D | -0.77% | |
| GOOGL | C | -0.58% | |
| GOOG | C | -0.48% |
SPVU: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Health Care Plans
Insurance - Diversified
Banks - Global
Oil & Gas E&P
Airlines
Asset Management
Auto Parts
Farm Products
Insurance - Life
Oil & Gas Refining & Marketing
Residential Construction
Utilities - Regulated Electric
Agricultural Inputs
Auto Manufacturers
Chemicals
Credit Services
Entertainment
Insurance - Property & Casualty
Medical Distribution
EQWL: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Credit Services
Aerospace & Defense
Banks - Global
Telecom Services
Auto Manufacturers
Capital Markets
Discount Stores
Diversified Industrials
Internet Content & Information
Software - Application
Utilities - Regulated Electric
Asset Management
Beverages - Soft Drinks
Diagnostics & Research
Farm & Construction Equipment
Health Care Plans
Home Improvement Stores
Household & Personal Products
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