XRLV vs. SPVM ETF Comparison
Comparison of PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV) to Invesco S&P 500 Value with Momentum ETF (SPVM)
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
$55.81
Average Daily Volume
788
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
SPVM
Invesco S&P 500 Value with Momentum ETF
SPVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 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 100 stocks in the S&P 500® that have the highest value and momentum scores.Grade (RS Rating)
Last Trade
$62.05
Average Daily Volume
1,222
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | XRLV | SPVM |
|---|---|---|
| 30 Days | 2.19% | 5.19% |
| 60 Days | 4.23% | 6.41% |
| 90 Days | 6.00% | 7.95% |
| 12 Months | 23.15% | 28.88% |
24 Overlapping Holdings
| Symbol | Grade | Weight in XRLV | Weight in SPVM | Overlap | |
|---|---|---|---|---|---|
| AFL | B | 0.95% | 1.06% | 0.95% | |
| AIG | B | 0.96% | 1.16% | 0.96% | |
| ATO | A | 1.12% | 0.89% | 0.89% | |
| BK | A | 1.16% | 1.19% | 1.16% | |
| BRK.A | B | 1.43% | 1.01% | 1.01% | |
| CB | C | 1.04% | 0.92% | 0.92% | |
| COR | B | 0.98% | 1.01% | 0.98% | |
| DGX | A | 0.92% | 0.71% | 0.71% | |
| DOW | F | 0.71% | 0.53% | 0.53% | |
| DUK | C | 0.96% | 0.66% | 0.66% | |
| ELV | F | 0.64% | 0.6% | 0.6% | |
| HIG | B | 1.03% | 1.07% | 1.03% | |
| JPM | A | 1.12% | 0.96% | 0.96% | |
| KMI | A | 1.28% | 1.03% | 1.03% | |
| L | A | 1.24% | 1.4% | 1.24% | |
| LH | B | 0.91% | 0.7% | 0.7% | |
| LYB | F | 0.76% | 0.76% | 0.76% | |
| MCK | A | 0.88% | 0.96% | 0.88% | |
| MET | A | 1.05% | 1.01% | 1.01% | |
| OKE | A | 1.16% | 0.74% | 0.74% | |
| OMC | C | 0.89% | 0.83% | 0.83% | |
| PEG | A | 0.99% | 0.61% | 0.61% | |
| PRU | A | 1.04% | 1.08% | 1.04% | |
| WMT | A | 1.19% | 0.72% | 0.72% |
XRLV Overweight 76 Positions Relative to SPVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | 1.45% | |
| V | A | 1.34% | |
| FI | A | 1.3% | |
| AMP | A | 1.26% | |
| WMB | A | 1.22% | |
| RSG | A | 1.21% | |
| MA | B | 1.19% | |
| HON | C | 1.18% | |
| MMC | B | 1.14% | |
| PG | C | 1.13% | |
| ITW | B | 1.13% | |
| MSI | B | 1.13% | |
| TJX | A | 1.13% | |
| KO | D | 1.12% | |
| AME | A | 1.11% | |
| ETR | B | 1.11% | |
| CSCO | B | 1.11% | |
| PM | B | 1.08% | |
| IEX | C | 1.07% | |
| ROP | B | 1.06% | |
| CME | B | 1.06% | |
| MCD | D | 1.06% | |
| ADP | A | 1.04% | |
| LIN | C | 1.04% | |
| PKG | A | 1.04% | |
| SRE | A | 1.03% | |
| CL | D | 1.03% | |
| HLT | A | 1.02% | |
| JNJ | C | 1.01% | |
| CTAS | B | 1.0% | |
| PPL | A | 1.0% | |
| WELL | A | 0.99% | |
| YUM | D | 0.99% | |
| CHD | A | 0.99% | |
| PFG | D | 0.99% | |
| DRI | B | 0.98% | |
| PAYX | B | 0.98% | |
| WM | B | 0.98% | |
| MO | A | 0.97% | |
| NI | A | 0.97% | |
| BRO | B | 0.97% | |
| EA | A | 0.97% | |
| CSX | C | 0.96% | |
| AJG | A | 0.95% | |
| UNP | C | 0.94% | |
| BR | A | 0.94% | |
| LNT | A | 0.94% | |
| WEC | A | 0.93% | |
| GD | D | 0.93% | |
| SO | C | 0.93% | |
| VRSN | C | 0.93% | |
| ABT | B | 0.92% | |
| AVB | B | 0.92% | |
| AVY | F | 0.92% | |
| CMS | C | 0.91% | |
| MDT | D | 0.91% | |
| LMT | D | 0.9% | |
| VRSK | A | 0.9% | |
| EVRG | A | 0.9% | |
| PEP | F | 0.89% | |
| KMB | C | 0.88% | |
| ECL | D | 0.88% | |
| FE | C | 0.87% | |
| MDLZ | F | 0.87% | |
| PPG | F | 0.87% | |
| ED | C | 0.87% | |
| STZ | D | 0.87% | |
| JKHY | D | 0.86% | |
| HOLX | D | 0.85% | |
| SYY | D | 0.84% | |
| CBOE | C | 0.83% | |
| KDP | F | 0.81% | |
| BDX | F | 0.8% | |
| GIS | D | 0.78% | |
| ABBV | F | 0.76% | |
| REGN | F | 0.66% |
XRLV Underweight 75 Positions Relative to SPVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| GM | C | -2.4% | |
| SYF | B | -1.84% | |
| MTB | A | -1.74% | |
| DAL | B | -1.71% | |
| COF | C | -1.6% | |
| CINF | A | -1.57% | |
| VLO | C | -1.55% | |
| BG | D | -1.49% | |
| KR | B | -1.44% | |
| STT | B | -1.38% | |
| HBAN | A | -1.37% | |
| PSX | C | -1.35% | |
| AIZ | A | -1.35% | |
| HPE | B | -1.33% | |
| MPC | D | -1.31% | |
| KEY | B | -1.25% | |
| JBL | C | -1.23% | |
| WFC | A | -1.19% | |
| USB | A | -1.18% | |
| PNC | B | -1.18% | |
| STLD | B | -1.16% | |
| FITB | B | -1.15% | |
| C | A | -1.15% | |
| FDX | B | -1.12% | |
| BBY | D | -1.12% | |
| DHI | F | -1.11% | |
| LEN | D | -1.09% | |
| NRG | B | -1.08% | |
| BAC | A | -1.07% | |
| PHM | D | -1.06% | |
| VTRS | A | -1.05% | |
| EMR | B | -1.04% | |
| TRV | B | -1.02% | |
| ACGL | C | -1.0% | |
| CAH | B | -0.98% | |
| CBRE | B | -0.98% | |
| BKR | A | -0.97% | |
| GS | A | -0.97% | |
| UHS | D | -0.96% | |
| NUE | C | -0.96% | |
| MOH | F | -0.94% | |
| MRO | B | -0.93% | |
| SW | A | -0.93% | |
| CI | D | -0.93% | |
| RJF | A | -0.92% | |
| BALL | F | -0.91% | |
| EOG | A | -0.9% | |
| CCL | A | -0.87% | |
| VZ | C | -0.86% | |
| NCLH | B | -0.86% | |
| BLDR | D | -0.86% | |
| ALL | A | -0.85% | |
| IP | A | -0.84% | |
| XOM | B | -0.84% | |
| SNA | A | -0.83% | |
| PCAR | B | -0.83% | |
| CTSH | B | -0.83% | |
| EMN | C | -0.82% | |
| WRB | A | -0.79% | |
| CMI | A | -0.77% | |
| EBAY | D | -0.77% | |
| EQT | B | -0.75% | |
| FANG | C | -0.72% | |
| HII | F | -0.71% | |
| TXT | D | -0.7% | |
| BXP | C | -0.69% | |
| COP | C | -0.67% | |
| HST | C | -0.65% | |
| HAL | C | -0.64% | |
| SWK | D | -0.64% | |
| CTRA | B | -0.64% | |
| J | D | -0.64% | |
| DVA | C | -0.6% | |
| CE | F | -0.51% | |
| SWKS | F | -0.48% |
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
SPVM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Insurance - Property & Casualty
Oil & Gas E&P
Insurance - Diversified
Banks - Global
Chemicals
Health Care Plans
Insurance - Life
Medical Distribution
Oil & Gas Refining & Marketing
Packaging & Containers
Residential Construction
Aerospace & Defense
Asset Management
Capital Markets
Credit Services
Diagnostics & Research
Diversified Industrials
Leisure
Medical Care
Keywords:
S&P 500
Insurance
Natural Gas
Bank
Insurance Products
Banking
Cash Management
Petroleum Industry
Disability
Investment Bank
Natural Gas Liquids
Asset Management Services
Casualty Insurance
Investment Management
Life Insurance
Commercial Banking
Crude Oil
Dow Jones Component
Financial Products
Investment Banking
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