XMLV vs. CRED ETF Comparison

Comparison of PowerShares S&P MidCap Low Volatility Portfolio (XMLV) to Columbia Research Enhanced Real Estate ETF (CRED)
XMLV

PowerShares S&P MidCap Low Volatility Portfolio

XMLV Description

The PowerShares S&P MidCap Low Volatility Portfolio (Fund) is based on the S&P MidCap 400 Low Volatility Index (Index). The Fund generally 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, consisting of 80 out of 400 medium-capitalization range securities from the S&P MidCap 400 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.

Grade (RS Rating)

Last Trade

$64.32

Average Daily Volume

30,401

Number of Holdings *

79

* may have additional holdings in another (foreign) market
CRED

Columbia Research Enhanced Real Estate ETF

CRED Description Columbia Research Enhanced Real Estate ETF (the Fund) seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Lionstone Research Enhanced REIT Index (the Index). The Beta Advantage® Lionstone Research Enhanced REIT Index (the “Index”) aims to achieve stronger total return than the FTSE NAREIT All Equity REITs Index through a rules-based strategic beta approach. The Index methodology leverages proprietary research and insights from Lionstone Investments and Columbia Threadneedle Investments to score and weight each constituent within the FTSE NAREIT All Equity REITs Index on such factors as liquidity, income, geographic exposure, quality, value, catalyst and research rating.

Grade (RS Rating)

Last Trade

$23.49

Average Daily Volume

686

Number of Holdings *

70

* may have additional holdings in another (foreign) market
Performance
Period XMLV CRED
30 Days 4.62% -1.15%
60 Days 6.78% -1.36%
90 Days 8.41% 2.39%
12 Months 29.36% 25.12%
10 Overlapping Holdings
Symbol Grade Weight in XMLV Weight in CRED Overlap
AMH C 1.19% 1.7% 1.19%
BRX A 1.17% 1.45% 1.17%
CDP C 1.08% 0.39% 0.39%
EPR C 1.18% 0.77% 0.77%
FR D 1.07% 0.92% 0.92%
GLPI C 1.23% 1.81% 1.23%
NNN C 1.09% 0.85% 0.85%
OHI C 1.21% 1.36% 1.21%
SBRA C 1.13% 0.76% 0.76%
STAG D 1.04% 0.96% 0.96%
XMLV Overweight 69 Positions Relative to CRED
Symbol Grade Weight
DTM A 1.87%
SEIC B 1.8%
ATR B 1.8%
CW C 1.78%
IBKR A 1.61%
SF B 1.6%
FHI B 1.55%
VOYA B 1.52%
INGR C 1.49%
IDA A 1.47%
UNM A 1.46%
HLI A 1.45%
THG A 1.45%
ORI A 1.44%
PNM B 1.44%
EHC B 1.44%
RGA A 1.43%
DCI B 1.41%
JEF A 1.41%
G B 1.4%
RLI A 1.4%
JHG B 1.39%
CACI D 1.39%
FLS B 1.39%
AM A 1.35%
OGE A 1.34%
PRI B 1.33%
AFG A 1.32%
RPM A 1.32%
GGG B 1.32%
USFD A 1.31%
ADC A 1.29%
ACM B 1.28%
NJR A 1.28%
AMG B 1.28%
TXRH B 1.25%
SON F 1.22%
PPC C 1.22%
NWE B 1.22%
GNTX C 1.22%
SR A 1.21%
ELS C 1.2%
GEF A 1.2%
POST C 1.19%
CHE D 1.17%
GATX A 1.16%
NFG A 1.16%
SLGN A 1.16%
ALE A 1.15%
OGS A 1.14%
LSTR D 1.13%
BKH A 1.13%
MTG C 1.13%
SNX D 1.11%
FLO D 1.11%
POR C 1.1%
EGP D 1.09%
ESNT F 1.09%
AVT C 1.08%
MUSA B 1.07%
MSA F 1.07%
NEU D 1.04%
NYT D 1.03%
DLB B 1.01%
KBR F 0.99%
WTRG B 0.98%
MMS F 0.97%
MAN F 0.92%
CHRD D 0.87%
XMLV Underweight 60 Positions Relative to CRED
Symbol Grade Weight
AMT C -10.98%
SPG A -7.67%
EQIX A -7.18%
CCI C -6.96%
DLR B -6.22%
O C -5.9%
IRM C -3.91%
AVB B -3.32%
MAA B -3.18%
DOC C -2.75%
SBAC D -2.68%
INVH D -2.5%
WY F -2.39%
LAMR C -1.93%
BXP C -1.51%
SUI C -1.31%
HST C -1.27%
CUBE C -1.2%
KRG B -1.01%
KRC B -0.87%
RHP B -0.85%
CUZ B -0.83%
HIW C -0.78%
CTRE C -0.73%
VNO C -0.64%
APLE B -0.64%
NSA C -0.63%
PECO A -0.61%
EPRT B -0.54%
RYN D -0.51%
OUT A -0.51%
LXP D -0.49%
MPW F -0.47%
BNL D -0.43%
MAC B -0.43%
PK C -0.4%
SKT A -0.39%
PCH F -0.36%
DEI B -0.33%
GNL F -0.31%
UE B -0.28%
PDM D -0.27%
UNIT B -0.22%
XHR B -0.2%
RLJ C -0.19%
DRH B -0.19%
JBGS F -0.18%
SHO D -0.17%
AHH D -0.17%
BDN C -0.16%
UMH B -0.14%
ESRT C -0.13%
PEB D -0.12%
WSR A -0.12%
GMRE F -0.11%
INN D -0.09%
PGRE F -0.08%
HPP F -0.07%
ILPT F -0.02%
OPI F -0.01%
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