XSHD vs. PSCU ETF Comparison

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

$14.92

Average Daily Volume

26,435

Number of Holdings *

53

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

PowerShares S&P SmallCap Utilities Portfolio

PSCU Description The PowerShares S&P SmallCap Utilities Portfolio (Fund) is based on the S&P SmallCap 600® Capped Utilities & Telecom Services 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 utilities and telecommunication services companies. These companies are principally engaged in providing either energy, water or natural gas utilities, as well as services designed to promote or enhance the transmission of voice, data and video over various communications media, including wireline, wireless (terrestrial-based), satellite and cable. 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

$51.99

Average Daily Volume

1,263

Number of Holdings *

34

* may have additional holdings in another (foreign) market
Performance
Period XSHD PSCU
30 Days -1.32% 1.77%
60 Days -0.38% 1.41%
90 Days -0.73% -0.42%
12 Months 2.16% -2.62%
9 Overlapping Holdings
Symbol Grade Weight in XSHD Weight in PSCU Overlap
ATNI F 0.46% 0.39% 0.39%
AVA B 1.95% 5.05% 1.95%
CCOI F 1.4% 4.73% 1.4%
CPK B 0.78% 4.35% 0.78%
CWEN B 1.95% 1.29% 1.29%
CWEN B 1.95% 3.3% 1.95%
NWN B 1.66% 2.56% 1.66%
SJW D 0.73% 2.89% 0.73%
UTL B 1.16% 1.51% 1.16%
XSHD Overweight 45 Positions Relative to PSCU
Symbol Grade Weight
HIW B 3.62%
OGN B 3.31%
EFC B 2.92%
RC D 2.86%
BXMT D 2.81%
IIPR B 2.8%
ARI F 2.78%
GNL D 2.65%
CALM D 2.65%
DEA B 2.56%
SVC F 2.51%
KREF F 2.43%
VGR D 2.33%
CVI F 2.16%
KW C 2.15%
DLX B 2.1%
NUS F 1.81%
CBRL F 1.71%
AROC B 1.69%
NOG B 1.63%
TRN A 1.59%
XRX F 1.51%
ETD D 1.47%
MOV D 1.47%
UVV B 1.45%
DIN F 1.37%
PINC F 1.21%
ENR C 1.19%
MED F 1.18%
BHE A 1.14%
MYE F 1.14%
HNI A 1.12%
SXC D 1.11%
SPTN D 1.1%
RGP F 1.1%
KMT C 1.07%
SXT A 1.04%
HP F 1.02%
SLVM A 0.96%
FDP D 0.95%
SEM A 0.89%
NHC B 0.82%
SEE C 0.75%
CRC F 0.74%
CMP F 0.49%
XSHD Underweight 25 Positions Relative to PSCU
Symbol Grade Weight
OTTR B -6.44%
MSGS B -5.43%
CWT B -5.16%
MGEE B -5.15%
TRIP F -5.09%
AWR C -4.77%
YELP D -4.57%
SATS C -3.67%
CARG D -3.52%
CNK D -3.34%
CABO F -3.23%
TDS F -2.86%
LUMN F -2.33%
CARS D -1.87%
SSTK F -1.79%
QNST B -1.75%
SCHL F -1.69%
MSEX C -1.67%
THRY C -1.34%
TTGT F -1.33%
SHEN D -1.19%
GOGO C -1.01%
AMCX D -0.63%
CNSL C -0.58%
MCS F -0.53%
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