XMVM vs. PXI ETF Comparison
Comparison of Invesco S&P MidCap Value with Momentum ETF (XMVM) to PowerShares Dynamic Energy (PXI)
XMVM
Invesco S&P MidCap Value with Momentum ETF
XMVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 80 stocks in the S&P MidCap 400® that have the highest “value” and “momentum” scores.
Grade (RS Rating)
Last Trade
$51.37
Average Daily Volume
22,157
78
PXI
PowerShares Dynamic Energy
PXI Description
The PowerShares Dynamic Energy Sector Portfolio (Fund) is based on the Dynamic Energy Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of stocks of 60 U.S. energy companies. These companies are principally engaged in the business of producing, distributing or servicing energy-related products, including oil and gas exploration and production, refining, oil services, pipeline, and solar, wind and other non-oil based energy. The Fund is rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$46.72
Average Daily Volume
5,517
38
Performance
| Period | XMVM | PXI |
|---|---|---|
| 30 Days | -6.34% | -2.50% |
| 60 Days | -0.02% | 4.20% |
| 90 Days | 3.81% | 8.53% |
| 12 Months | 21.96% | 25.84% |
XMVM Overweight 72 Positions Relative to PXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVT | A | 2.48% | |
| ARW | A | 2.22% | |
| SNX | A | 2.18% | |
| AN | A | 2.14% | |
| CNX | A | 2.04% | |
| TMHC | C | 1.98% | |
| X | F | 1.95% | |
| LAD | F | 1.95% | |
| SWN | A | 1.9% | |
| UNM | C | 1.88% | |
| CMC | C | 1.76% | |
| KBH | C | 1.66% | |
| TOL | B | 1.65% | |
| AMG | C | 1.58% | |
| CLF | F | 1.54% | |
| MDU | A | 1.53% | |
| PFGC | D | 1.47% | |
| RGA | A | 1.43% | |
| ADNT | D | 1.4% | |
| USFD | C | 1.39% | |
| THC | A | 1.38% | |
| VST | A | 1.38% | |
| TEX | D | 1.37% | |
| R | A | 1.35% | |
| PAG | D | 1.35% | |
| ARMK | B | 1.35% | |
| MTG | C | 1.33% | |
| PPC | A | 1.33% | |
| TCBI | D | 1.31% | |
| JEF | C | 1.28% | |
| LEA | D | 1.28% | |
| GT | D | 1.25% | |
| AGCO | D | 1.24% | |
| ESNT | D | 1.2% | |
| RNR | C | 1.2% | |
| RRC | A | 1.18% | |
| JHG | C | 1.18% | |
| THO | D | 1.17% | |
| OSK | B | 1.17% | |
| ORI | A | 1.08% | |
| GEF | D | 1.04% | |
| VVV | B | 1.03% | |
| SF | A | 1.02% | |
| VSH | C | 1.01% | |
| MTDR | D | 1.0% | |
| PVH | D | 1.0% | |
| INGR | B | 0.98% | |
| MUSA | B | 0.98% | |
| WLK | B | 0.96% | |
| KEX | A | 0.96% | |
| RS | D | 0.96% | |
| BDC | D | 0.95% | |
| FLR | A | 0.94% | |
| ALE | A | 0.92% | |
| TKR | A | 0.9% | |
| OC | A | 0.9% | |
| KD | D | 0.83% | |
| NWE | A | 0.83% | |
| BC | D | 0.83% | |
| BERY | D | 0.8% | |
| UFPI | D | 0.78% | |
| AMKR | B | 0.77% | |
| WERN | F | 0.75% | |
| CRI | D | 0.74% | |
| VOYA | D | 0.74% | |
| FAF | D | 0.74% | |
| ENS | D | 0.73% | |
| CNO | B | 0.72% | |
| KNX | F | 0.7% | |
| SAIC | C | 0.69% | |
| HELE | F | 0.65% | |
| NYCB | F | 0.56% |
XMVM Underweight 32 Positions Relative to PXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFRD | A | -4.58% | |
| FANG | A | -4.01% | |
| AMR | D | -3.98% | |
| TRGP | A | -3.94% | |
| LNG | D | -3.94% | |
| MPC | B | -3.13% | |
| TPL | B | -2.95% | |
| TDW | B | -2.82% | |
| HLX | B | -2.59% | |
| XOM | A | -2.53% | |
| VLO | B | -2.52% | |
| COP | A | -2.52% | |
| EOG | A | -2.47% | |
| DVN | A | -2.45% | |
| AROC | B | -2.39% | |
| MRO | B | -2.3% | |
| GPOR | A | -2.23% | |
| MGY | B | -2.2% | |
| OXY | A | -2.19% | |
| NOG | A | -2.15% | |
| CVX | A | -2.13% | |
| HCC | A | -2.01% | |
| LBRT | A | -2.01% | |
| PARR | F | -1.95% | |
| RIG | D | -1.93% | |
| PSX | D | -1.93% | |
| CHX | B | -1.85% | |
| CRC | B | -1.8% | |
| VAL | D | -1.8% | |
| SM | B | -1.7% | |
| OII | B | -1.58% | |
| DO | D | -1.51% |
XMVM: Top Represented Industries & Keywords
PXI: Top Represented Industries & Keywords
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