XRLV vs. EVUS ETF Comparison

Comparison of PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV) to iShares ESG Aware MSCI USA Value ETF (EVUS)

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

$56.10

Average Daily Volume

875

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

EVUS

iShares ESG Aware MSCI USA Value ETF

EVUS Description

EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$30.95

Average Daily Volume

1,342

Number of Holdings ^*

234

* may have additional holdings in another (foreign) market

Performance

Period	XRLV	EVUS
30 Days	4.06%	3.35%
60 Days	4.48%	4.01%
90 Days	6.04%	6.71%
12 Months	23.43%	30.38%

55 Overlapping Holdings

Symbol	Grade	Weight in XRLV	Weight in EVUS	Overlap
ABBV	D	0.76%	0.92%	0.76%
ABT	B	0.92%	0.24%	0.24%
ADP	B	1.04%	1.24%	1.04%
AFL	B	0.95%	0.23%	0.23%
AVY	D	0.92%	0.09%	0.09%
BK	A	1.16%	0.74%	0.74%
BR	A	0.94%	0.73%	0.73%
BRK.A	B	1.43%	1.19%	1.19%
CB	D	1.04%	0.13%	0.13%
CBOE	B	0.83%	0.11%	0.11%
CHD	B	0.99%	0.29%	0.29%
CMS	C	0.91%	0.38%	0.38%
COR	C	0.98%	0.49%	0.49%
CSCO	A	1.11%	1.01%	1.01%
DGX	B	0.92%	0.3%	0.3%
DOW	F	0.71%	0.1%	0.1%
EA	C	0.97%	0.41%	0.41%
ECL	D	0.88%	0.64%	0.64%
ED	D	0.87%	0.25%	0.25%
ELV	F	0.64%	0.65%	0.64%
FI	A	1.3%	0.38%	0.38%
GIS	D	0.78%	0.6%	0.6%
HIG	B	1.03%	0.47%	0.47%
HOLX	D	0.85%	0.14%	0.14%
HON	B	1.18%	0.86%	0.86%
IEX	B	1.07%	0.17%	0.17%
ITW	A	1.13%	0.1%	0.1%
JNJ	D	1.01%	1.43%	1.01%
JPM	B	1.12%	2.81%	1.12%
KDP	D	0.81%	0.21%	0.21%
KMB	C	0.88%	0.36%	0.36%
KMI	B	1.28%	0.81%	0.81%
KO	D	1.12%	1.67%	1.12%
LH	B	0.91%	0.22%	0.22%
LIN	D	1.04%	0.49%	0.49%
LYB	F	0.76%	0.08%	0.08%
MCD	D	1.06%	0.63%	0.63%
MDLZ	F	0.87%	0.09%	0.09%
MET	A	1.05%	0.52%	0.52%
MMC	A	1.14%	0.24%	0.24%
NI	A	0.97%	0.67%	0.67%
OKE	C	1.16%	0.77%	0.77%
PAYX	B	0.98%	0.12%	0.12%
PEG	A	0.99%	0.96%	0.96%
PEP	F	0.89%	0.84%	0.84%
PFG	C	0.99%	0.12%	0.12%
PG	A	1.13%	1.5%	1.13%
PPG	D	0.87%	0.34%	0.34%
PRU	A	1.04%	1.02%	1.02%
REGN	F	0.66%	0.22%	0.22%
STZ	D	0.87%	0.09%	0.09%
SYY	C	0.84%	0.09%	0.09%
TJX	A	1.13%	0.18%	0.18%
WELL	C	0.99%	0.46%	0.46%
WMB	B	1.22%	0.16%	0.16%

XRLV Overweight 45 Positions Relative to EVUS

Symbol	Grade	Weight
TMUS	A	1.45%
V	A	1.34%
AMP	B	1.26%
L	B	1.24%
RSG	A	1.21%
MA	B	1.19%
WMT	B	1.19%
MSI	C	1.13%
ATO	A	1.12%
AME	A	1.11%
ETR	B	1.11%
PM	B	1.08%
ROP	B	1.06%
CME	A	1.06%
PKG	B	1.04%
SRE	A	1.03%
CL	D	1.03%
HLT	A	1.02%
CTAS	B	1.0%
PPL	B	1.0%
YUM	B	0.99%
DRI	B	0.98%
WM	A	0.98%
MO	A	0.97%
BRO	B	0.97%
CSX	B	0.96%
AIG	B	0.96%
DUK	C	0.96%
AJG	A	0.95%
UNP	C	0.94%
LNT	A	0.94%
WEC	A	0.93%
GD	F	0.93%
SO	D	0.93%
VRSN	F	0.93%
AVB	B	0.92%
MDT	D	0.91%
LMT	D	0.9%
VRSK	A	0.9%
EVRG	A	0.9%
OMC	C	0.89%
MCK	C	0.88%
FE	D	0.87%
JKHY	D	0.86%
BDX	F	0.8%

XRLV Underweight 179 Positions Relative to EVUS

Symbol	Grade	Weight
AVGO	D	-2.9%
HD	A	-2.07%
UNH	B	-2.04%
XOM	C	-1.54%
TXN	D	-1.47%
BAC	A	-1.33%
ORCL	C	-1.31%
CVX	B	-1.26%
IBM	C	-1.17%
MS	B	-1.07%
GILD	B	-0.96%
AXP	A	-0.9%
K	A	-0.89%
DIS	B	-0.88%
GS	B	-0.84%
COP	D	-0.82%
NEE	D	-0.82%
RTX	D	-0.79%
VZ	B	-0.79%
CMI	A	-0.78%
CRH	A	-0.76%
CAT	B	-0.75%
AMGN	D	-0.74%
LOW	C	-0.74%
DHR	D	-0.7%
C	A	-0.69%
SPGI	C	-0.65%
PNR	B	-0.63%
QCOM	F	-0.63%
PNC	A	-0.62%
EQIX	A	-0.61%
MMM	D	-0.6%
CCI	D	-0.6%
AMT	D	-0.59%
CI	D	-0.58%
INTC	C	-0.57%
ACN	B	-0.56%
PFE	D	-0.55%
NXPI	D	-0.52%
MRK	F	-0.52%
EXPD	C	-0.51%
DLR	A	-0.47%
SYF	A	-0.47%
TRV	B	-0.46%
DFS	B	-0.45%
FERG	B	-0.43%
ZTS	D	-0.43%
CLX	C	-0.43%
TGT	F	-0.43%
DE	B	-0.43%
BMY	B	-0.42%
XYL	D	-0.41%
MU	D	-0.41%
KR	A	-0.41%
SCHW	A	-0.4%
CARR	C	-0.4%
CHRW	C	-0.4%
NOC	D	-0.4%
CMCSA	C	-0.4%
LKQ	D	-0.39%
PGR	A	-0.39%
OVV	C	-0.39%
JCI	C	-0.38%
NDAQ	A	-0.38%
T	A	-0.38%
SBUX	B	-0.37%
FLUT	A	-0.36%
KEYS	B	-0.35%
CBRE	B	-0.35%
HPE	B	-0.35%
ANSS	B	-0.35%
EXC	D	-0.35%
IRM	C	-0.34%
PSX	C	-0.33%
TAP	C	-0.33%
BG	F	-0.32%
UPS	C	-0.32%
BKR	C	-0.31%
BLK	C	-0.31%
CAH	B	-0.31%
STE	F	-0.3%
HCA	F	-0.3%
COO	D	-0.3%
DAL	B	-0.3%
PLD	D	-0.3%
HBAN	B	-0.29%
ETN	A	-0.29%
NEM	F	-0.28%
D	C	-0.28%
BBY	D	-0.28%
WFC	A	-0.28%
EIX	A	-0.28%
SLB	C	-0.28%
USB	A	-0.28%
FTV	B	-0.27%
ADI	D	-0.27%
URI	B	-0.27%
WY	D	-0.26%
KHC	D	-0.26%
NUE	D	-0.25%
FIS	D	-0.25%
TFC	B	-0.24%
PYPL	A	-0.24%
CNH	A	-0.24%
ES	D	-0.23%
ZBH	C	-0.23%
TSCO	C	-0.23%
GEV	C	-0.23%
FBIN	D	-0.23%
FDX	B	-0.23%
VLO	C	-0.23%
WTRG	B	-0.21%
J	F	-0.21%
OC	B	-0.21%
TRMB	B	-0.2%
AIZ	B	-0.2%
A	D	-0.19%
FDS	B	-0.19%
COF	B	-0.18%
CNC	F	-0.18%
STT	A	-0.18%
MRO	B	-0.18%
HPQ	B	-0.17%
EQT	B	-0.16%
ACGL	D	-0.16%
DHI	D	-0.16%
NTRS	A	-0.16%
JBHT	C	-0.16%
IP	B	-0.16%
IR	A	-0.15%
TWLO	B	-0.15%
TFX	F	-0.15%
ALLE	D	-0.15%
WTW	B	-0.14%
MKC	D	-0.14%
HUBB	B	-0.14%
PHM	C	-0.13%
ROK	B	-0.13%
FOX	B	-0.13%
HRL	D	-0.12%
BXP	D	-0.12%
AKAM	F	-0.12%
IFF	D	-0.12%
CPB	D	-0.12%
HII	F	-0.12%
LDOS	D	-0.11%
ADM	F	-0.11%
TMO	F	-0.11%
PSA	C	-0.11%
SOLV	C	-0.11%
AZPN	A	-0.11%
GEN	A	-0.11%
WDC	C	-0.11%
JNPR	F	-0.11%
MKTX	D	-0.11%
APD	A	-0.11%
STLD	B	-0.11%
FANG	F	-0.11%
CCK	D	-0.1%
DD	D	-0.1%
BALL	D	-0.1%
NTAP	C	-0.1%
HUM	C	-0.1%
BIIB	F	-0.1%
RMD	C	-0.1%
FSLR	F	-0.1%
DOV	A	-0.1%
ICE	D	-0.1%
CAG	D	-0.09%
TTC	D	-0.09%
AVTR	F	-0.09%
CVS	D	-0.09%
KMX	B	-0.09%
ULTA	F	-0.09%
GEHC	F	-0.09%
NKE	F	-0.08%
IPG	C	-0.08%
DG	F	-0.06%
DLTR	D	-0.06%