XRLV vs. LVOL ETF Comparison
Comparison of PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV) to American Century Low Volatility ETF (LVOL)
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
$56.02
Average Daily Volume
803
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
LVOL
American Century Low Volatility ETF
LVOL Description
The investment seeks capital appreciation. The fund generally invests in common stocks of U.S. companies that have a market capitalization greater than $2 billion. It seeks to deliver a lower realized portfolio volatility than its benchmark, the S&P 500® Index, by utilizing a stock selection process that expands on traditional measures of price volatility by including measures of asymmetric volatility and seeking securities of businesses that demonstrate consistent cash-flows, stable operations, and strong balance sheets. The fund is an actively managed ETF that does not seek to replicate the performance of a specified index.Grade (RS Rating)
Last Trade
$56.03
Average Daily Volume
251
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
| Period | XRLV | LVOL |
|---|---|---|
| 30 Days | 2.47% | 2.27% |
| 60 Days | 4.00% | 3.47% |
| 90 Days | 6.43% | 5.50% |
| 12 Months | 23.64% | 22.98% |
45 Overlapping Holdings
| Symbol | Grade | Weight in XRLV | Weight in LVOL | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.76% | 0.25% | 0.25% | |
| ABT | B | 0.92% | 1.35% | 0.92% | |
| ADP | B | 1.04% | 0.31% | 0.31% | |
| AMP | A | 1.26% | 0.71% | 0.71% | |
| AVB | B | 0.92% | 0.24% | 0.24% | |
| AVY | D | 0.92% | 0.18% | 0.18% | |
| BR | A | 0.94% | 0.3% | 0.3% | |
| BRK.A | B | 1.43% | 2.51% | 1.43% | |
| CB | C | 1.04% | 0.64% | 0.64% | |
| CL | D | 1.03% | 0.87% | 0.87% | |
| CSCO | B | 1.11% | 2.62% | 1.11% | |
| CTAS | B | 1.0% | 1.82% | 1.0% | |
| EA | A | 0.97% | 0.77% | 0.77% | |
| ECL | D | 0.88% | 0.91% | 0.88% | |
| FI | A | 1.3% | 1.03% | 1.03% | |
| GD | F | 0.93% | 0.87% | 0.87% | |
| HIG | B | 1.03% | 0.66% | 0.66% | |
| HLT | A | 1.02% | 0.15% | 0.15% | |
| HOLX | D | 0.85% | 0.21% | 0.21% | |
| HON | B | 1.18% | 1.31% | 1.18% | |
| IEX | B | 1.07% | 0.32% | 0.32% | |
| ITW | B | 1.13% | 0.8% | 0.8% | |
| JKHY | D | 0.86% | 0.14% | 0.14% | |
| JNJ | D | 1.01% | 2.14% | 1.01% | |
| KMB | D | 0.88% | 0.53% | 0.53% | |
| KO | D | 1.12% | 0.19% | 0.19% | |
| LIN | D | 1.04% | 2.44% | 1.04% | |
| MA | C | 1.19% | 2.62% | 1.19% | |
| MCD | D | 1.06% | 0.52% | 0.52% | |
| MDLZ | F | 0.87% | 0.18% | 0.18% | |
| MDT | D | 0.91% | 1.64% | 0.91% | |
| MMC | B | 1.14% | 1.84% | 1.14% | |
| MSI | B | 1.13% | 0.89% | 0.89% | |
| PAYX | C | 0.98% | 1.29% | 0.98% | |
| PEP | F | 0.89% | 1.0% | 0.89% | |
| PG | A | 1.13% | 2.68% | 1.13% | |
| PKG | A | 1.04% | 0.25% | 0.25% | |
| ROP | B | 1.06% | 0.75% | 0.75% | |
| RSG | A | 1.21% | 1.03% | 1.03% | |
| V | A | 1.34% | 3.19% | 1.34% | |
| VRSK | A | 0.9% | 0.46% | 0.46% | |
| VRSN | F | 0.93% | 0.18% | 0.18% | |
| WM | A | 0.98% | 0.85% | 0.85% | |
| WMT | A | 1.19% | 0.87% | 0.87% | |
| YUM | B | 0.99% | 0.43% | 0.43% |
XRLV Overweight 55 Positions Relative to LVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | 1.45% | |
| KMI | A | 1.28% | |
| L | A | 1.24% | |
| WMB | A | 1.22% | |
| BK | A | 1.16% | |
| OKE | A | 1.16% | |
| TJX | A | 1.13% | |
| ATO | A | 1.12% | |
| JPM | A | 1.12% | |
| AME | A | 1.11% | |
| ETR | B | 1.11% | |
| PM | B | 1.08% | |
| CME | A | 1.06% | |
| MET | A | 1.05% | |
| PRU | A | 1.04% | |
| SRE | A | 1.03% | |
| PPL | B | 1.0% | |
| PEG | A | 0.99% | |
| WELL | A | 0.99% | |
| CHD | B | 0.99% | |
| PFG | D | 0.99% | |
| DRI | B | 0.98% | |
| COR | B | 0.98% | |
| MO | A | 0.97% | |
| NI | A | 0.97% | |
| BRO | B | 0.97% | |
| CSX | B | 0.96% | |
| AIG | B | 0.96% | |
| DUK | C | 0.96% | |
| AJG | B | 0.95% | |
| AFL | B | 0.95% | |
| UNP | C | 0.94% | |
| LNT | A | 0.94% | |
| WEC | A | 0.93% | |
| SO | D | 0.93% | |
| DGX | A | 0.92% | |
| CMS | C | 0.91% | |
| LH | C | 0.91% | |
| LMT | D | 0.9% | |
| EVRG | A | 0.9% | |
| OMC | C | 0.89% | |
| MCK | B | 0.88% | |
| FE | C | 0.87% | |
| PPG | F | 0.87% | |
| ED | D | 0.87% | |
| STZ | D | 0.87% | |
| SYY | B | 0.84% | |
| CBOE | B | 0.83% | |
| KDP | D | 0.81% | |
| BDX | F | 0.8% | |
| GIS | D | 0.78% | |
| LYB | F | 0.76% | |
| DOW | F | 0.71% | |
| REGN | F | 0.66% | |
| ELV | F | 0.64% |
XRLV Underweight 53 Positions Relative to LVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | -7.55% | |
| AAPL | C | -7.14% | |
| AMZN | C | -2.81% | |
| ACN | C | -2.46% | |
| HD | A | -2.42% | |
| GOOGL | C | -2.38% | |
| APH | A | -1.91% | |
| COST | B | -1.78% | |
| SPGI | C | -1.53% | |
| MRK | F | -1.45% | |
| CTSH | B | -1.44% | |
| INTU | C | -1.43% | |
| PTC | A | -1.26% | |
| DOX | D | -1.21% | |
| BSX | B | -1.12% | |
| SHW | A | -0.97% | |
| MCO | B | -0.85% | |
| DOV | A | -0.78% | |
| ADSK | A | -0.78% | |
| GOOG | C | -0.75% | |
| LOW | D | -0.68% | |
| TDY | B | -0.67% | |
| BLK | C | -0.63% | |
| SYK | C | -0.58% | |
| PSA | D | -0.57% | |
| FAST | B | -0.55% | |
| GWW | B | -0.55% | |
| NDSN | B | -0.55% | |
| CRM | B | -0.51% | |
| IT | C | -0.45% | |
| IBM | C | -0.42% | |
| SNA | A | -0.41% | |
| CMCSA | B | -0.41% | |
| NTAP | C | -0.39% | |
| OTIS | C | -0.38% | |
| PH | A | -0.36% | |
| NOW | A | -0.35% | |
| BMY | B | -0.27% | |
| CMI | A | -0.24% | |
| ZBH | C | -0.22% | |
| BKNG | A | -0.2% | |
| FDS | B | -0.18% | |
| MNST | C | -0.18% | |
| MAS | D | -0.18% | |
| FFIV | B | -0.16% | |
| TROW | B | -0.16% | |
| MSCI | C | -0.16% | |
| AMGN | D | -0.13% | |
| CW | B | -0.12% | |
| GGG | B | -0.08% | |
| LSTR | D | -0.08% | |
| DCI | B | -0.08% | |
| CHE | D | -0.07% |
XRLV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Diversified Industrials
Household & Personal Products
Insurance - Life
Specialty Chemicals
Utilities - Diversified
Beverages - Soft Drinks
Insurance - Diversified
Insurance Brokers
Oil & Gas Midstream
Restaurants
Aerospace & Defense
Asset Management
Communication Equipment
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Insurance - Property & Casualty
LVOL: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Drug Manufacturers - Major
Medical Devices
Software - Application
Capital Markets
Information Technology Services
Asset Management
Beverages - Soft Drinks
Household & Personal Products
Internet Content & Information
Software - Infrastructure
Specialty Chemicals
Communication Equipment
Credit Services
Discount Stores
Home Improvement Stores
Industrial Distribution
Insurance - Diversified
Restaurants
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