WLDR vs. XRLV ETF Comparison
Comparison of Affinity World Leaders Equity ETF (WLDR) to PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV)
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.
Grade (RS Rating)
Last Trade
$34.72
Average Daily Volume
3,014
Number of Holdings
*
73
* may have additional holdings in another (foreign) market
XRLV
PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio
XRLV Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Low Volatility Rate Response 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 include stocks exhibiting low volatility characteristics, after removing stocks that historically have performed poorly in rising interest rate environments. The fund is non-diversified.Grade (RS Rating)
Last Trade
$56.04
Average Daily Volume
803
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | WLDR | XRLV |
|---|---|---|
| 30 Days | 5.56% | 2.47% |
| 60 Days | 5.63% | 4.00% |
| 90 Days | 8.20% | 6.43% |
| 12 Months | 36.70% | 23.64% |
13 Overlapping Holdings
| Symbol | Grade | Weight in WLDR | Weight in XRLV | Overlap | |
|---|---|---|---|---|---|
| BK | A | 1.3% | 1.16% | 1.16% | |
| BRK.A | B | 1.21% | 1.43% | 1.21% | |
| ELV | F | 0.62% | 0.64% | 0.62% | |
| ETR | B | 0.4% | 1.11% | 0.4% | |
| EVRG | A | 0.36% | 0.9% | 0.36% | |
| FI | A | 0.71% | 1.3% | 0.71% | |
| LMT | D | 0.94% | 0.9% | 0.9% | |
| MO | A | 0.93% | 0.97% | 0.93% | |
| OMC | C | 1.15% | 0.89% | 0.89% | |
| PKG | A | 0.26% | 1.04% | 0.26% | |
| PM | B | 1.04% | 1.08% | 1.04% | |
| PPL | B | 0.38% | 1.0% | 0.38% | |
| WMB | A | 1.05% | 1.22% | 1.05% |
WLDR Overweight 60 Positions Relative to XRLV
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | 3.84% | |
| DELL | C | 3.19% | |
| HPE | B | 2.98% | |
| NTAP | C | 2.96% | |
| META | D | 2.8% | |
| AMAT | F | 2.71% | |
| STX | D | 2.68% | |
| BURL | A | 2.66% | |
| CPNG | D | 2.32% | |
| VTRS | A | 2.26% | |
| DOCU | A | 2.03% | |
| PFE | D | 1.87% | |
| GEN | B | 1.87% | |
| CTSH | B | 1.85% | |
| SSNC | B | 1.74% | |
| EBAY | D | 1.64% | |
| DFS | B | 1.43% | |
| CMCSA | B | 1.4% | |
| VZ | C | 1.35% | |
| RF | A | 1.32% | |
| TROW | B | 1.28% | |
| VRT | B | 1.18% | |
| TEVA | D | 1.07% | |
| BKR | B | 1.03% | |
| OC | A | 0.95% | |
| MMM | D | 0.9% | |
| TOL | B | 0.88% | |
| USFD | A | 0.88% | |
| KR | B | 0.87% | |
| BCS | C | 0.81% | |
| FANG | D | 0.81% | |
| CCL | B | 0.79% | |
| RCL | A | 0.78% | |
| SWK | D | 0.7% | |
| CI | F | 0.7% | |
| PYPL | B | 0.62% | |
| ALL | A | 0.6% | |
| HCA | F | 0.6% | |
| THC | D | 0.59% | |
| UHS | D | 0.57% | |
| MKL | A | 0.56% | |
| CNC | D | 0.54% | |
| LOGI | D | 0.54% | |
| GOLD | D | 0.52% | |
| AER | B | 0.51% | |
| CF | B | 0.5% | |
| VST | B | 0.49% | |
| RNR | C | 0.47% | |
| EMN | D | 0.45% | |
| UAL | A | 0.42% | |
| FIS | C | 0.38% | |
| DAL | C | 0.37% | |
| EXC | C | 0.36% | |
| SPG | B | 0.36% | |
| VICI | C | 0.31% | |
| GLPI | C | 0.29% | |
| LUV | C | 0.29% | |
| DOC | D | 0.29% | |
| CPT | B | 0.29% | |
| NEM | D | 0.23% |
WLDR Underweight 87 Positions Relative to XRLV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | -1.45% | |
| V | A | -1.34% | |
| KMI | A | -1.28% | |
| AMP | A | -1.26% | |
| L | A | -1.24% | |
| RSG | A | -1.21% | |
| MA | C | -1.19% | |
| WMT | A | -1.19% | |
| HON | B | -1.18% | |
| OKE | A | -1.16% | |
| MMC | B | -1.14% | |
| PG | A | -1.13% | |
| ITW | B | -1.13% | |
| MSI | B | -1.13% | |
| TJX | A | -1.13% | |
| ATO | A | -1.12% | |
| KO | D | -1.12% | |
| JPM | A | -1.12% | |
| AME | A | -1.11% | |
| CSCO | B | -1.11% | |
| IEX | B | -1.07% | |
| ROP | B | -1.06% | |
| CME | A | -1.06% | |
| MCD | D | -1.06% | |
| MET | A | -1.05% | |
| CB | C | -1.04% | |
| PRU | A | -1.04% | |
| ADP | B | -1.04% | |
| LIN | D | -1.04% | |
| HIG | B | -1.03% | |
| SRE | A | -1.03% | |
| CL | D | -1.03% | |
| HLT | A | -1.02% | |
| JNJ | D | -1.01% | |
| CTAS | B | -1.0% | |
| PEG | A | -0.99% | |
| WELL | A | -0.99% | |
| YUM | B | -0.99% | |
| CHD | B | -0.99% | |
| PFG | D | -0.99% | |
| DRI | B | -0.98% | |
| COR | B | -0.98% | |
| PAYX | C | -0.98% | |
| WM | A | -0.98% | |
| NI | A | -0.97% | |
| BRO | B | -0.97% | |
| EA | A | -0.97% | |
| CSX | B | -0.96% | |
| AIG | B | -0.96% | |
| DUK | C | -0.96% | |
| AJG | B | -0.95% | |
| AFL | B | -0.95% | |
| UNP | C | -0.94% | |
| BR | A | -0.94% | |
| LNT | A | -0.94% | |
| WEC | A | -0.93% | |
| GD | F | -0.93% | |
| SO | D | -0.93% | |
| VRSN | F | -0.93% | |
| ABT | B | -0.92% | |
| DGX | A | -0.92% | |
| AVB | B | -0.92% | |
| AVY | D | -0.92% | |
| CMS | C | -0.91% | |
| MDT | D | -0.91% | |
| LH | C | -0.91% | |
| VRSK | A | -0.9% | |
| PEP | F | -0.89% | |
| KMB | D | -0.88% | |
| MCK | B | -0.88% | |
| ECL | D | -0.88% | |
| FE | C | -0.87% | |
| MDLZ | F | -0.87% | |
| PPG | F | -0.87% | |
| ED | D | -0.87% | |
| STZ | D | -0.87% | |
| JKHY | D | -0.86% | |
| HOLX | D | -0.85% | |
| SYY | B | -0.84% | |
| CBOE | B | -0.83% | |
| KDP | D | -0.81% | |
| BDX | F | -0.8% | |
| GIS | D | -0.78% | |
| ABBV | D | -0.76% | |
| LYB | F | -0.76% | |
| DOW | F | -0.71% | |
| REGN | F | -0.66% |
WLDR: Top Represented Industries & Keywords
Industries:
Airlines
Health Care Plans
Medical Care
Software - Application
Asset Management
Business Services
Computer Systems
Credit Services
Data Storage
Drug Manufacturers - Specialty & Generic
Gold
Insurance - Property & Casualty
Leisure
REIT - Diversified
Tobacco
Utilities - Diversified
Utilities - Regulated Electric
Advertising Agencies
Aerospace & Defense
Agricultural Inputs
XRLV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Diversified Industrials
Household & Personal Products
Insurance - Life
Specialty Chemicals
Utilities - Diversified
Beverages - Soft Drinks
Insurance - Diversified
Insurance Brokers
Oil & Gas Midstream
Restaurants
Aerospace & Defense
Asset Management
Communication Equipment
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Insurance - Property & Casualty
Compare ETFs
