XMLV vs. OSCV ETF Comparison
Comparison of PowerShares S&P MidCap Low Volatility Portfolio (XMLV) to Opus Small Cap Value Plus ETF (OSCV)
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
79
OSCV
Opus Small Cap Value Plus ETF
OSCV Description
The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$39.94
Average Daily Volume
74,853
67
Performance
Period | XMLV | OSCV |
---|---|---|
30 Days | 4.62% | 5.66% |
60 Days | 6.78% | 6.63% |
90 Days | 8.41% | 7.17% |
12 Months | 29.36% | 28.16% |
16 Overlapping Holdings
Symbol | Grade | Weight in XMLV | Weight in OSCV | Overlap | |
---|---|---|---|---|---|
ADC | A | 1.29% | 0.93% | 0.93% | |
AMH | C | 1.19% | 0.86% | 0.86% | |
ATR | B | 1.8% | 1.48% | 1.48% | |
CHE | D | 1.17% | 2.01% | 1.17% | |
CHRD | D | 0.87% | 1.39% | 0.87% | |
CW | C | 1.78% | 2.01% | 1.78% | |
EGP | D | 1.09% | 1.28% | 1.09% | |
EHC | B | 1.44% | 1.73% | 1.44% | |
GGG | B | 1.32% | 1.21% | 1.21% | |
HLI | A | 1.45% | 1.66% | 1.45% | |
LSTR | D | 1.13% | 1.08% | 1.08% | |
MUSA | B | 1.07% | 1.57% | 1.07% | |
NJR | A | 1.28% | 1.02% | 1.02% | |
PRI | B | 1.33% | 2.05% | 1.33% | |
THG | A | 1.45% | 1.91% | 1.45% | |
TXRH | B | 1.25% | 2.47% | 1.25% |
XMLV Overweight 63 Positions Relative to OSCV
Symbol | Grade | Weight | |
---|---|---|---|
DTM | A | 1.87% | |
SEIC | B | 1.8% | |
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% | |
ORI | A | 1.44% | |
PNM | 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% | |
AFG | A | 1.32% | |
RPM | A | 1.32% | |
USFD | A | 1.31% | |
ACM | B | 1.28% | |
AMG | B | 1.28% | |
GLPI | C | 1.23% | |
SON | F | 1.22% | |
PPC | C | 1.22% | |
NWE | B | 1.22% | |
GNTX | C | 1.22% | |
OHI | C | 1.21% | |
SR | A | 1.21% | |
ELS | C | 1.2% | |
GEF | A | 1.2% | |
POST | C | 1.19% | |
EPR | C | 1.18% | |
BRX | A | 1.17% | |
GATX | A | 1.16% | |
NFG | A | 1.16% | |
SLGN | A | 1.16% | |
ALE | A | 1.15% | |
OGS | A | 1.14% | |
BKH | A | 1.13% | |
SBRA | C | 1.13% | |
MTG | C | 1.13% | |
SNX | D | 1.11% | |
FLO | D | 1.11% | |
POR | C | 1.1% | |
ESNT | F | 1.09% | |
NNN | C | 1.09% | |
CDP | C | 1.08% | |
AVT | C | 1.08% | |
FR | D | 1.07% | |
MSA | F | 1.07% | |
NEU | D | 1.04% | |
STAG | 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% |
XMLV Underweight 51 Positions Relative to OSCV
Symbol | Grade | Weight | |
---|---|---|---|
CASY | A | -2.69% | |
ENSG | C | -2.57% | |
TTEK | F | -2.39% | |
FIX | A | -2.29% | |
KAI | B | -2.23% | |
KBH | D | -2.11% | |
OC | A | -1.93% | |
SYBT | B | -1.92% | |
UFPI | C | -1.88% | |
EFSC | B | -1.86% | |
ACA | A | -1.85% | |
ICFI | F | -1.84% | |
NOG | B | -1.81% | |
HWKN | B | -1.77% | |
SBCF | B | -1.76% | |
GABC | B | -1.65% | |
HOMB | A | -1.56% | |
CASH | B | -1.55% | |
LKFN | C | -1.54% | |
WTFC | A | -1.54% | |
PRIM | A | -1.51% | |
EPRT | B | -1.47% | |
CODI | B | -1.44% | |
HCKT | B | -1.31% | |
WTBA | B | -1.3% | |
KFRC | D | -1.25% | |
OTTR | C | -1.23% | |
CWT | C | -1.23% | |
CHDN | B | -1.18% | |
BYD | B | -1.18% | |
HP | C | -1.15% | |
GPK | C | -1.12% | |
USLM | A | -1.11% | |
SPNS | F | -1.09% | |
VCTR | B | -1.07% | |
LADR | B | -1.05% | |
NVT | B | -1.05% | |
KMPR | A | -1.04% | |
SCI | B | -1.01% | |
HIFS | C | -0.99% | |
RRC | B | -0.9% | |
TRNO | F | -0.89% | |
KRP | B | -0.88% | |
CPA | D | -0.87% | |
ASH | F | -0.8% | |
DOX | D | -0.77% | |
NSA | C | -0.72% | |
FELE | B | -0.71% | |
CIVI | D | -0.7% | |
AAON | B | -0.69% | |
FCPT | C | -0.65% |
XMLV: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords