XSHQ vs. HLGE ETF Comparison

Comparison of PowerShares S&P SmallCap Quality Portfolio (XSHQ) to Hartford Longevity Economy ETF (HLGE)

XSHQ

PowerShares S&P SmallCap Quality Portfolio

XSHQ Description

The PowerShares S&P SmallCap Quality Portfolio (the "Fund") is based on the S&P SmallCap 600 Quality Index (Index). The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 120 securities in the S&P SmallCap 600 Index that have the highest quality score, which is calculated based on the average of three fundamental measures: return on equity, accruals ratio and financial leverage ratio. The Fund and the Index are rebalanced and reconstituted semi-annually on the third Friday of June and December.

Grade (RS Rating)

Last Trade

$39.15

Average Daily Volume

35,578

Number of Holdings ^*

114

* may have additional holdings in another (foreign) market

HLGE

Hartford Longevity Economy ETF

HLGE Description

The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.

Grade (RS Rating)

Last Trade

$28.57

Average Daily Volume

835

Number of Holdings ^*

332

* may have additional holdings in another (foreign) market

Performance

Period	XSHQ	HLGE
30 Days	-4.93%	-4.80%
60 Days	-3.19%	-2.97%
90 Days	0.48%	2.18%
12 Months	21.47%	20.55%

18 Overlapping Holdings

Symbol	Grade	Weight in XSHQ	Weight in HLGE	Overlap
CALM	D	1.1%	0.26%	0.26%
CARG	C	0.92%	0.96%	0.92%
CARS	D	0.43%	0.33%	0.33%
CRVL	C	1.04%	0.15%	0.15%
DFIN	A	0.64%	0.13%	0.13%
DIOD	B	1.06%	0.1%	0.1%
FBP	A	1.25%	0.07%	0.07%
IDCC	C	0.98%	0.22%	0.22%
JBSS	D	0.42%	0.22%	0.22%
MCRI	C	0.36%	0.32%	0.32%
OFG	B	0.57%	0.15%	0.15%
PFBC	A	0.41%	0.1%	0.1%
PRG	A	0.58%	0.08%	0.08%
PRGS	F	0.78%	0.57%	0.57%
SHOO	C	1.22%	0.15%	0.15%
SIG	C	1.5%	0.02%	0.02%
WDFC	D	1.69%	0.08%	0.08%
WOR	D	1.09%	0.08%	0.08%

XSHQ Overweight 96 Positions Relative to HLGE

Symbol	Grade	Weight
MLI	A	2.54%
SM	B	2.35%
BMI	A	2.23%
APAM	D	2.17%
IBP	C	2.13%
AMR	D	2.13%
AAON	A	1.97%
ABG	D	1.91%
WIRE	A	1.8%
ASO	D	1.69%
RDN	D	1.67%
HI	B	1.67%
HP	B	1.63%
CEIX	D	1.61%
LBRT	A	1.58%
HCC	A	1.48%
CRC	B	1.42%
PTEN	F	1.34%
GMS	C	1.34%
OTTR	B	1.29%
ACA	D	1.29%
NPO	D	1.26%
JBT	F	1.26%
SANM	C	1.24%
KTB	A	1.23%
PARR	F	1.2%
FTDR	D	1.18%
BRC	A	1.11%
IOSP	C	1.05%
SLVM	A	1.03%
KLIC	D	1.03%
AMN	D	1.01%
NMIH	A	0.98%
CCOI	F	0.98%
MHO	D	0.98%
EXTR	F	0.9%
CATY	F	0.9%
TBBK	F	0.89%
AX	D	0.87%
SXI	B	0.85%
EVTC	D	0.84%
BLMN	D	0.83%
CPRX	D	0.8%
IPAR	F	0.77%
PLMR	B	0.74%
PLAB	C	0.69%
EPAC	A	0.68%
ODP	C	0.64%
CVI	D	0.61%
NATL	C	0.61%
BKE	C	0.59%
FIZZ	F	0.58%
WABC	D	0.58%
LKFN	D	0.56%
WNC	F	0.56%
CHCO	B	0.55%
HWKN	A	0.54%
CASH	B	0.53%
APOG	A	0.52%
VRTS	D	0.52%
LGND	D	0.51%
CAL	C	0.5%
CSGS	F	0.5%
LNN	D	0.49%
LPG	A	0.49%
SDGR	F	0.48%
AMWD	C	0.48%
RGR	B	0.45%
BANF	A	0.45%
AMSF	F	0.43%
POWL	C	0.42%
ATEN	D	0.42%
GDEN	F	0.41%
SLCA	A	0.41%
EIG	C	0.4%
NX	D	0.4%
PDFS	F	0.39%
MNRO	F	0.33%
CRK	B	0.31%
MRTN	D	0.31%
CLB	D	0.3%
IIIN	D	0.29%
SLP	A	0.28%
MYE	A	0.26%
ZEUS	D	0.25%
MED	F	0.25%
HCI	A	0.24%
RES	F	0.24%
CLW	A	0.23%
TWI	F	0.23%
FWRD	F	0.2%
USNA	F	0.19%
CCRN	D	0.19%
CPF	A	0.17%
RGP	F	0.13%
SPWR	F	0.06%

XSHQ Underweight 314 Positions Relative to HLGE

Symbol	Grade	Weight
GOOGL	A	-1.11%
EBAY	A	-1.04%
YELP	B	-1.04%
QCOM	B	-1.0%
MRK	A	-1.0%
META	D	-0.99%
AMZN	C	-0.92%
HPE	C	-0.92%
DDS	A	-0.91%
TXN	A	-0.9%
NVDA	B	-0.87%
CVLT	B	-0.85%
MSFT	C	-0.85%
DELL	A	-0.83%
JNJ	F	-0.82%
NOW	D	-0.82%
COST	C	-0.82%
NTAP	A	-0.81%
AVGO	C	-0.8%
HPQ	D	-0.8%
ELV	A	-0.8%
QLYS	D	-0.79%
AAPL	F	-0.79%
C	A	-0.76%
PINS	C	-0.75%
WMT	C	-0.74%
HD	D	-0.74%
JPM	B	-0.71%
ABBV	C	-0.69%
MCK	A	-0.68%
MCHP	A	-0.68%
M	D	-0.68%
ADI	A	-0.67%
PSTG	B	-0.67%
NXPI	B	-0.66%
UNH	D	-0.66%
XRX	F	-0.65%
CRWD	D	-0.64%
AMGN	C	-0.64%
CL	A	-0.64%
SMCI	C	-0.62%
REGN	C	-0.62%
STX	C	-0.61%
BMY	F	-0.61%
LOW	D	-0.58%
PANW	A	-0.56%
CMCSA	F	-0.56%
MOH	D	-0.55%
CHE	D	-0.54%
ABT	D	-0.53%
JWN	C	-0.53%
HCA	C	-0.52%
VRNS	D	-0.52%
WFC	A	-0.52%
WDC	A	-0.51%
EA	D	-0.51%
ZS	F	-0.51%
CAH	C	-0.5%
SWKS	B	-0.5%
BSX	A	-0.49%
BKNG	D	-0.49%
DBX	F	-0.49%
BRK.A	C	-0.48%
AKAM	D	-0.48%
DLB	F	-0.48%
SYK	B	-0.47%
VRTX	D	-0.47%
MPWR	C	-0.47%
CDW	C	-0.47%
TRIP	C	-0.47%
SNAP	A	-0.46%
BK	A	-0.46%
FICO	D	-0.46%
ZTS	D	-0.46%
LLY	B	-0.45%
LH	F	-0.45%
GILD	F	-0.45%
MDT	D	-0.45%
INTU	B	-0.45%
CNC	C	-0.45%
KR	A	-0.44%
TJX	C	-0.44%
MU	A	-0.44%
RL	D	-0.44%
CDNS	D	-0.44%
LYV	D	-0.44%
AMED	D	-0.44%
TMUS	A	-0.43%
CVS	D	-0.43%
CMG	A	-0.41%
NFLX	D	-0.41%
PTC	C	-0.4%
SSTK	D	-0.4%
COLL	C	-0.39%
MTD	C	-0.38%
GRMN	B	-0.38%
SYY	C	-0.37%
PG	A	-0.37%
BAC	A	-0.37%
UBER	D	-0.37%
GD	A	-0.36%
VRSN	F	-0.36%
ORCL	D	-0.36%
COF	A	-0.35%
KMB	A	-0.35%
VZ	C	-0.35%
HRB	C	-0.34%
AFL	A	-0.34%
TDC	F	-0.34%
ROST	D	-0.33%
INTC	F	-0.33%
OLLI	D	-0.33%
GS	A	-0.33%
DIS	C	-0.33%
WST	D	-0.32%
GM	A	-0.32%
TDG	A	-0.32%
YUM	A	-0.32%
NSIT	C	-0.32%
PHM	B	-0.31%
CRUS	C	-0.31%
VTRS	C	-0.31%
CW	A	-0.3%
BRBR	D	-0.3%
ACI	F	-0.29%
COKE	C	-0.29%
ZIP	F	-0.29%
TEL	B	-0.29%
VST	A	-0.28%
MAR	C	-0.28%
A	C	-0.28%
HLT	C	-0.28%
EHC	A	-0.28%
DGX	A	-0.28%
CRM	D	-0.28%
SKX	A	-0.28%
WAT	C	-0.27%
CBOE	C	-0.27%
EVR	C	-0.27%
STE	D	-0.26%
BPOP	A	-0.26%
RMBS	F	-0.26%
SNPS	C	-0.26%
PNC	A	-0.25%
AXP	A	-0.25%
AIG	B	-0.25%
ZBH	D	-0.25%
ADSK	F	-0.25%
TGT	D	-0.25%
PEP	A	-0.25%
ADBE	F	-0.25%
DHR	B	-0.24%
FTNT	D	-0.24%
ROP	D	-0.24%
AMD	C	-0.24%
DPZ	A	-0.24%
HWM	B	-0.24%
RJF	B	-0.23%
MTB	A	-0.23%
HSIC	D	-0.23%
NVR	C	-0.23%
MCD	D	-0.22%
TMO	B	-0.22%
STT	C	-0.21%
PRU	C	-0.21%
MRVL	C	-0.2%
TSCO	A	-0.2%
HSY	C	-0.2%
WGO	D	-0.2%
THO	D	-0.2%
ITCI	B	-0.2%
UHS	C	-0.2%
OLED	D	-0.2%
WSM	A	-0.2%
DUK	A	-0.19%
HON	D	-0.19%
HLI	B	-0.19%
AMP	C	-0.19%
NWSA	D	-0.19%
MTCH	F	-0.18%
CHD	A	-0.18%
CB	B	-0.18%
WELL	A	-0.18%
PDCO	F	-0.18%
EW	D	-0.18%
F	D	-0.17%
SFM	A	-0.17%
MDLZ	B	-0.17%
VEEV	D	-0.17%
ETR	A	-0.17%
AVT	A	-0.17%
MANH	D	-0.17%
LMT	A	-0.17%
MCO	C	-0.16%
LEN	D	-0.16%
MOG.A	A	-0.16%
GTLB	F	-0.16%
HBAN	A	-0.16%
DHI	D	-0.16%
HII	C	-0.16%
PFE	F	-0.15%
GOLF	D	-0.15%
SO	A	-0.15%
TRV	C	-0.15%
TXRH	A	-0.15%
DRI	D	-0.14%
GEHC	D	-0.14%
DECK	D	-0.14%
BWXT	C	-0.13%
EXPE	B	-0.13%
PVH	D	-0.13%
ISRG	C	-0.13%
IMKTA	F	-0.13%
SPG	C	-0.13%
KO	A	-0.12%
WWD	A	-0.12%
NYT	D	-0.12%
LEVI	A	-0.12%
IRM	B	-0.12%
IDXX	D	-0.11%
NTNX	C	-0.11%
CRDO	F	-0.11%
SIRI	F	-0.11%
PSMT	C	-0.11%
SF	A	-0.11%
PJT	C	-0.11%
PPL	A	-0.11%
XEL	B	-0.11%
TTWO	D	-0.1%
LZB	D	-0.1%
IAC	F	-0.1%
FITB	A	-0.1%
MSGS	B	-0.1%
BIIB	C	-0.1%
IBOC	A	-0.1%
LULU	D	-0.1%
IQV	D	-0.1%
MTSI	A	-0.1%
PLAY	D	-0.09%
JXN	A	-0.09%
PATH	F	-0.09%
CTRE	A	-0.09%
NOC	A	-0.09%
BLK	C	-0.09%
GHC	C	-0.09%
FOXA	B	-0.09%
ENSG	C	-0.09%
PRDO	A	-0.09%
WING	A	-0.09%
CEG	A	-0.08%
JEF	C	-0.08%
BDX	F	-0.08%
BJ	B	-0.08%
PBH	B	-0.08%
WBA	F	-0.08%
ULTA	F	-0.08%
WDAY	D	-0.08%
COLM	B	-0.07%
FLO	A	-0.07%
HST	C	-0.07%
EXEL	A	-0.07%
JJSF	F	-0.07%
BRKR	D	-0.06%
TFC	A	-0.06%
MET	C	-0.06%
NWL	C	-0.06%
NRG	A	-0.06%
QRVO	B	-0.06%
SYF	A	-0.06%
GDDY	A	-0.06%
CRI	D	-0.06%
SRCE	D	-0.05%
LRN	A	-0.05%
EIX	A	-0.05%
VOYA	D	-0.05%
LTC	A	-0.05%
ON	D	-0.05%
AGO	D	-0.05%
KSS	D	-0.05%
PFG	C	-0.05%
ZD	F	-0.05%
CASY	A	-0.05%
BHE	A	-0.05%
PEBO	A	-0.05%
TXT	D	-0.04%
PATK	D	-0.04%
ANF	C	-0.04%
SHO	D	-0.04%
NHC	C	-0.04%
HEI	A	-0.04%
BBY	D	-0.04%
SNX	A	-0.04%
HOLX	D	-0.04%
PINC	F	-0.04%
RHP	D	-0.04%
TGNA	F	-0.04%
GE	A	-0.04%
WTFC	C	-0.04%
DLTR	F	-0.03%
GIS	A	-0.03%
KHC	A	-0.03%
FROG	C	-0.03%
FCNCA	A	-0.03%
NHI	A	-0.03%
LHX	A	-0.03%
T	B	-0.03%
SEIC	C	-0.03%
USFD	C	-0.02%
VICI	D	-0.02%
TOWN	D	-0.02%
L	C	-0.02%
MTN	F	-0.01%
USB	C	-0.01%
BUSE	D	-0.01%