XSHD vs. KBWD ETF Comparison
Comparison of PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD) to PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD)
XSHD
PowerShares S&P SmallCap High Dividend Low Volatility Portfolio
XSHD Description
The PowerShares S&P SmallCap High Dividend Low Volatility Portfolio is based on the S&P SmallCap 600 Low Volatility High Dividend Index. The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 60 securities in the S&P SmallCap 600 Index that have historically provided high dividend yields with lower 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 semi-annually on the last business day in January and July.
Grade (RS Rating)
Last Trade
$15.33
Average Daily Volume
52,533
51
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio ETF
KBWD Description
The PowerShares KBW High Dividend Yield Financial Portfolio (Fund) is based on the KBW Financial Sector Dividend Yield Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 publicly listed financial companies that are principally engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The Index may also include securities of BDCs and equity and mortgage REITs. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$15.20
Average Daily Volume
175,816
30
Performance
| Period | XSHD | KBWD |
|---|---|---|
| 30 Days | 0.91% | 1.45% |
| 60 Days | -0.97% | 0.02% |
| 90 Days | 0.20% | 3.41% |
| 12 Months | 6.68% | 16.66% |
XSHD Overweight 47 Positions Relative to KBWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| BXMT | C | 3.53% | |
| KW | C | 3.39% | |
| HIW | D | 3.13% | |
| CCOI | B | 3.09% | |
| DEA | D | 2.98% | |
| GNL | D | 2.84% | |
| CWEN | C | 2.55% | |
| UVV | B | 2.54% | |
| FDP | A | 2.2% | |
| CVI | D | 2.08% | |
| NWN | A | 2.06% | |
| ETD | D | 2.01% | |
| DLX | B | 1.96% | |
| AVA | C | 1.95% | |
| PINC | B | 1.91% | |
| SXC | A | 1.75% | |
| NOG | A | 1.71% | |
| ENR | A | 1.69% | |
| UPBD | C | 1.68% | |
| TRN | B | 1.58% | |
| CALM | A | 1.56% | |
| SPTN | F | 1.55% | |
| KMT | C | 1.51% | |
| CABO | B | 1.51% | |
| RHI | C | 1.38% | |
| BLMN | F | 1.34% | |
| CSGS | B | 1.29% | |
| AROC | A | 1.28% | |
| PDCO | F | 1.26% | |
| MYE | F | 1.24% | |
| MATW | C | 1.24% | |
| HNI | A | 1.22% | |
| UTL | B | 1.2% | |
| ASIX | B | 1.2% | |
| MGEE | B | 1.07% | |
| CRC | A | 1.01% | |
| SJW | F | 0.99% | |
| MSEX | B | 0.95% | |
| WKC | C | 0.94% | |
| AWR | B | 0.93% | |
| CPK | A | 0.91% | |
| SEE | D | 0.86% | |
| IPAR | B | 0.86% | |
| NHC | C | 0.82% | |
| SXT | C | 0.81% | |
| CWT | C | 0.8% | |
| SCHL | F | 0.7% |
XSHD Underweight 26 Positions Relative to KBWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRIN | A | -3.92% | |
| FSK | A | -3.86% | |
| TCPC | C | -3.8% | |
| ACRE | B | -3.75% | |
| AGNC | C | -3.51% | |
| DX | B | -3.25% | |
| PNNT | B | -3.22% | |
| FDUS | A | -3.19% | |
| GSBD | F | -3.08% | |
| PSEC | D | -3.08% | |
| EGBN | B | -2.91% | |
| TRTX | B | -2.78% | |
| BBDC | A | -2.72% | |
| OMF | A | -2.5% | |
| CSWC | D | -2.23% | |
| TPVG | C | -2.23% | |
| WASH | B | -2.18% | |
| APAM | B | -2.1% | |
| WU | F | -1.79% | |
| FIBK | A | -1.74% | |
| LNC | B | -1.63% | |
| NWBI | B | -1.63% | |
| KEY | B | -1.44% | |
| JHG | B | -1.35% | |
| PRU | B | -1.19% | |
| JXN | C | -0.93% |
XSHD: Top Represented Industries & Keywords
KBWD: Top Represented Industries & Keywords
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