XMLV vs. CSB ETF Comparison

Comparison of PowerShares S&P MidCap Low Volatility Portfolio (XMLV) to Compass EMP US Small Cap High Dividend 100 Volatility Weighted Index ETF (CSB)

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

$60.79

Average Daily Volume

43,974

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CSB

Compass EMP US Small Cap High Dividend 100 Volatility Weighted Index ETF

CSB Description

CSB's take on the US small-cap space mirrors that of its large-cap sibling, CDL. To qualify for this fund, a company must be among the 500 largest US companies under 3 billion USD in market cap and must have positive earnings for the four most recent quarters. The index selects the 100 highest dividend-yielding stocks from this group and weights them by inverse volatility, giving overweight to low-vol stocks. The index applies 20% country cap and 25% sector cap with semi-annual reconstitution starting each March. The funds closest peers are sibling funds: CSA, which has the same exposure but without the dividend yield screen, and CSF with a cash toggle feature during downturns.

Grade (RS Rating)

Last Trade

$58.61

Average Daily Volume

18,635

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	XMLV	CSB
30 Days	2.54%	1.15%
60 Days	4.56%	0.25%
90 Days	10.66%	10.65%
12 Months	25.83%	23.93%

16 Overlapping Holdings

Symbol	Grade	Weight in XMLV	Weight in CSB	Overlap
AVT	B	1.1%	1.21%	1.1%
BKH	B	1.13%	1.44%	1.13%
DTM	C	1.48%	1.74%	1.48%
FHI	B	1.38%	1.56%	1.38%
FLO	C	1.25%	1.52%	1.25%
GEF	C	1.17%	1.19%	1.17%
IDA	B	1.32%	1.61%	1.32%
MAN	C	1.12%	1.14%	1.12%
NFG	B	1.19%	1.51%	1.19%
NJR	C	1.33%	1.53%	1.33%
NWE	A	1.3%	1.52%	1.3%
OGS	B	1.16%	1.4%	1.16%
PNM	B	1.39%	1.45%	1.39%
POR	B	1.18%	1.5%	1.18%
SON	D	1.37%	1.37%	1.37%
SR	B	1.26%	1.59%	1.26%

XMLV Overweight 63 Positions Relative to CSB

Symbol	Grade	Weight
ATR	B	1.66%
CW	B	1.61%
SEIC	B	1.57%
VOYA	B	1.49%
CACI	B	1.42%
ORI	B	1.41%
RGA	C	1.4%
INGR	B	1.4%
DCI	C	1.38%
THG	C	1.37%
AM	B	1.34%
EPR	C	1.34%
EHC	B	1.34%
OGE	B	1.33%
SF	B	1.32%
GLPI	C	1.32%
GGG	C	1.31%
AMH	D	1.3%
ESNT	B	1.3%
AFG	C	1.3%
ADC	C	1.3%
POST	B	1.3%
NNN	B	1.28%
MDU	B	1.28%
HLI	C	1.28%
OHI	C	1.27%
USFD	C	1.26%
AMG	C	1.26%
ELS	D	1.26%
RLI	B	1.26%
CHE	C	1.25%
EGP	C	1.25%
ACM	B	1.24%
RPM	B	1.24%
JEF	C	1.23%
IBKR	B	1.23%
G	C	1.23%
GNTX	D	1.23%
MTG	B	1.21%
JHG	B	1.19%
PRI	B	1.19%
BRX	C	1.18%
UNM	B	1.18%
MSA	D	1.18%
FR	C	1.18%
STAG	D	1.18%
FLS	C	1.17%
SBRA	C	1.17%
ALE	A	1.17%
SNX	C	1.17%
SLGN	B	1.15%
LSTR	D	1.14%
MMS	B	1.12%
TXRH	B	1.11%
NEU	D	1.09%
GATX	D	1.09%
KBR	D	1.08%
NYT	B	1.07%
PPC	D	1.07%
DLB	D	1.03%
MUSA	D	1.02%
WTRG	D	1.01%
CHRD	F	0.93%

XMLV Underweight 79 Positions Relative to CSB

Symbol	Grade	Weight
AWR	C	-1.43%
AVA	B	-1.33%
WEN	C	-1.29%
SJW	F	-1.26%
WU	C	-1.24%
PINC	D	-1.24%
SWX	C	-1.22%
MSM	D	-1.2%
KNTK	C	-1.2%
SXT	B	-1.19%
CALM	B	-1.14%
CRI	D	-1.13%
FHB	D	-1.12%
ENR	D	-1.1%
TGNA	C	-1.09%
KMT	B	-1.09%
WMG	D	-1.09%
HNI	C	-1.08%
NWBI	D	-1.08%
APAM	C	-1.01%
FFBC	D	-0.99%
NAVI	D	-0.98%
INSW	C	-0.98%
UBSI	D	-0.98%
BANR	C	-0.97%
ASB	D	-0.96%
CWEN	A	-0.96%
KTB	B	-0.95%
OTTR	F	-0.95%
MC	C	-0.94%
SEE	C	-0.94%
TNL	C	-0.93%
FULT	D	-0.92%
FRME	D	-0.92%
AROC	D	-0.92%
BOH	D	-0.91%
AUB	D	-0.91%
NOG	F	-0.9%
NSP	F	-0.9%
WSBC	D	-0.89%
UGI	B	-0.89%
BKE	B	-0.89%
CCOI	C	-0.88%
SFNC	C	-0.88%
CAKE	B	-0.87%
PDCO	F	-0.87%
CVBF	D	-0.86%
PII	D	-0.85%
LNC	C	-0.85%
FIBK	C	-0.84%
AESI	D	-0.84%
SNV	D	-0.84%
TRN	C	-0.83%
HP	F	-0.82%
LEVI	C	-0.8%
PFS	C	-0.8%
IPAR	D	-0.8%
INDB	D	-0.8%
AEO	D	-0.78%
CVI	F	-0.77%
CRC	C	-0.76%
OZK	F	-0.76%
VAC	D	-0.75%
LCII	C	-0.74%
STRA	F	-0.73%
CRGY	D	-0.7%
PTEN	F	-0.69%
COLB	B	-0.67%
VLY	D	-0.67%
JWN	C	-0.66%
HEES	D	-0.66%
CABO	F	-0.65%
PTVE	D	-0.65%
OGN	D	-0.62%
M	F	-0.62%
MLKN	F	-0.6%
AAP	F	-0.58%
KSS	D	-0.53%
CC	D	-0.45%