XSHD vs. PSCE ETF Comparison

Comparison of PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD) to PowerShares S&P SmallCap Energy Portfolio (PSCE)
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

$15.31

Average Daily Volume

52,490

Number of Holdings *

51

* may have additional holdings in another (foreign) market
PSCE

PowerShares S&P SmallCap Energy Portfolio

PSCE Description The PowerShares S&P SmallCap Energy Portfolio (Fund) is based on the S&P SmallCap 600® Capped Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks of US 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 Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.  

Grade (RS Rating)

Last Trade

$53.69

Average Daily Volume

18,477

Number of Holdings *

29

* may have additional holdings in another (foreign) market
Performance
Period XSHD PSCE
30 Days 2.58% 9.50%
60 Days 0.34% 5.50%
90 Days -0.50% 2.62%
12 Months 8.11% 4.19%
5 Overlapping Holdings
Symbol Grade Weight in XSHD Weight in PSCE Overlap
AROC A 1.28% 4.91% 1.28%
CRC A 1.01% 6.12% 1.01%
CVI F 2.08% 1.13% 1.13%
NOG B 1.71% 6.32% 1.71%
WKC C 0.94% 2.85% 0.94%
XSHD Overweight 46 Positions Relative to PSCE
Symbol Grade Weight
BXMT C 3.53%
KREF C 3.44%
KW C 3.39%
EFC C 3.24%
HIW C 3.13%
CCOI B 3.09%
DEA D 2.98%
ARI C 2.92%
GNL F 2.84%
RC D 2.65%
CWEN C 2.55%
UVV B 2.54%
FDP B 2.2%
NWN A 2.06%
ETD C 2.01%
DLX B 1.96%
AVA A 1.95%
PINC B 1.91%
SXC A 1.75%
ENR B 1.69%
UPBD B 1.68%
TRN B 1.58%
CALM A 1.56%
SPTN D 1.55%
KMT B 1.51%
CABO B 1.51%
RHI C 1.38%
BLMN F 1.34%
CSGS B 1.29%
PDCO F 1.26%
MYE F 1.24%
MATW C 1.24%
HNI B 1.22%
UTL B 1.2%
ASIX B 1.2%
MGEE B 1.07%
SJW F 0.99%
MSEX C 0.95%
AWR B 0.93%
CPK A 0.91%
SEE C 0.86%
IPAR B 0.86%
NHC C 0.82%
SXT C 0.81%
CWT C 0.8%
SCHL F 0.7%
XSHD Underweight 24 Positions Relative to PSCE
Symbol Grade Weight
MGY A -7.94%
SM B -7.84%
WHD B -6.73%
CEIX A -5.21%
BTU B -4.76%
OII B -4.7%
HP C -4.47%
PTEN C -4.15%
TDW F -3.78%
CRGY B -3.76%
LBRT D -3.63%
HLX B -2.52%
TALO C -2.46%
CRK B -2.18%
PARR F -1.74%
LPG F -1.65%
CLB B -1.59%
VTOL B -1.58%
VTLE C -1.49%
REX D -1.24%
GPRE F -1.19%
NBR C -1.13%
PUMP C -1.09%
RES D -0.84%
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