XSMO vs. PSCF ETF Comparison
Comparison of Invesco S&P SmallCap Momentum ETF (XSMO) to PowerShares S&P SmallCap Financials Portfolio (PSCF)
XSMO
Invesco S&P SmallCap Momentum ETF
XSMO Description
The Invesco S&P SmallCap Momentum ETF (Fund) is based on the S&P Smallcap 600 Momentum Index (Index). The Fund will invest at least 90% of its total assets in the component securities that comprise the Index. The Index is composed of securities 120 securities in the S&P SmallCap 600® Index having the highest “momentum scores,” calculated pursuant to the index methodology. which are computed by measuring the upward price movements of each security as compared to other eligible stocks within the S&P Midcap 600 Index. The Fund and the Index are rebalanced and reconstituted semi-annually.
Grade (RS Rating)
Last Trade
$72.84
Average Daily Volume
359,070
Number of Holdings
*
111
* may have additional holdings in another (foreign) market
PSCF
PowerShares S&P SmallCap Financials Portfolio
PSCF Description
The PowerShares S&P SmallCap Financials Portfolio (Fund) is based on the S&P SmallCap 600® Capped Financials 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 financial services companies. These companies are principally engaged in the business of providing services and products, including banking, investment services, insurance and real estate finance services. 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
$60.79
Average Daily Volume
3,470
Number of Holdings
*
162
* may have additional holdings in another (foreign) market
Performance
| Period | XSMO | PSCF |
|---|---|---|
| 30 Days | 10.72% | 9.08% |
| 60 Days | 10.21% | 8.95% |
| 90 Days | 10.75% | 11.04% |
| 12 Months | 44.81% | 44.90% |
38 Overlapping Holdings
| Symbol | Grade | Weight in XSMO | Weight in PSCF | Overlap | |
|---|---|---|---|---|---|
| ABCB | B | 0.87% | 1.18% | 0.87% | |
| AGO | B | 1.05% | 1.18% | 1.05% | |
| AKR | B | 0.61% | 0.68% | 0.61% | |
| AX | A | 0.81% | 1.14% | 0.81% | |
| BGC | C | 1.3% | 1.03% | 1.03% | |
| COOP | B | 1.8% | 1.62% | 1.62% | |
| CPF | A | 0.21% | 0.22% | 0.21% | |
| CTRE | D | 1.16% | 1.33% | 1.16% | |
| CUBI | C | 0.29% | 0.42% | 0.29% | |
| DFIN | D | 0.36% | 0.42% | 0.36% | |
| EIG | B | 0.27% | 0.34% | 0.27% | |
| ENVA | B | 0.57% | 0.69% | 0.57% | |
| EPRT | B | 1.05% | 1.51% | 1.05% | |
| FBP | B | 0.85% | 0.89% | 0.85% | |
| FULT | A | 0.78% | 1.0% | 0.78% | |
| HCI | C | 0.18% | 0.25% | 0.18% | |
| IIPR | D | 0.81% | 0.76% | 0.76% | |
| JXN | C | 3.09% | 1.98% | 1.98% | |
| MC | C | 1.11% | 1.37% | 1.11% | |
| MCY | A | 0.62% | 0.51% | 0.51% | |
| NMIH | D | 0.81% | 0.78% | 0.78% | |
| OFG | B | 0.43% | 0.53% | 0.43% | |
| PIPR | B | 2.15% | 1.39% | 1.39% | |
| PJT | A | 1.28% | 0.98% | 0.98% | |
| PLMR | B | 0.53% | 0.71% | 0.53% | |
| PRK | B | 0.77% | 0.73% | 0.73% | |
| RDN | C | 1.24% | 1.36% | 1.24% | |
| SKT | B | 0.67% | 1.02% | 0.67% | |
| SLG | B | 1.17% | 1.28% | 1.17% | |
| SNEX | B | 0.52% | 0.72% | 0.52% | |
| SPNT | A | 0.36% | 0.38% | 0.36% | |
| STBA | B | 0.34% | 0.42% | 0.34% | |
| STC | B | 0.5% | 0.53% | 0.5% | |
| STEP | B | 1.24% | 1.07% | 1.07% | |
| TRMK | B | 0.43% | 0.61% | 0.43% | |
| VIRT | B | 0.66% | 0.75% | 0.66% | |
| WSR | A | 0.14% | 0.16% | 0.14% | |
| WT | B | 0.45% | 0.36% | 0.36% |
XSMO Overweight 73 Positions Relative to PSCF
| Symbol | Grade | Weight | |
|---|---|---|---|
| MLI | C | 3.61% | |
| CRS | A | 3.51% | |
| MOG.A | B | 2.4% | |
| AWI | A | 2.3% | |
| ACIW | B | 1.97% | |
| DY | D | 1.71% | |
| FSS | B | 1.67% | |
| LRN | A | 1.62% | |
| RDNT | B | 1.41% | |
| AVAV | D | 1.38% | |
| GKOS | B | 1.37% | |
| SKYW | B | 1.33% | |
| AROC | B | 1.32% | |
| IBP | D | 1.32% | |
| EAT | A | 1.31% | |
| GVA | A | 1.2% | |
| KTB | B | 1.19% | |
| NSIT | F | 1.18% | |
| MATX | C | 1.16% | |
| BCPC | B | 1.14% | |
| GEO | B | 1.08% | |
| HNI | B | 1.05% | |
| GPI | A | 1.01% | |
| CALM | A | 1.01% | |
| BCC | B | 1.0% | |
| MHO | D | 0.98% | |
| HWKN | B | 0.97% | |
| KFY | B | 0.92% | |
| IDCC | A | 0.91% | |
| GTES | A | 0.89% | |
| VRRM | D | 0.89% | |
| ATGE | B | 0.87% | |
| GFF | A | 0.86% | |
| POWL | C | 0.82% | |
| AZZ | B | 0.82% | |
| BRC | D | 0.77% | |
| TPH | D | 0.73% | |
| CRVL | A | 0.73% | |
| AEO | F | 0.7% | |
| PATK | D | 0.67% | |
| SHOO | D | 0.67% | |
| HCC | B | 0.66% | |
| TDS | B | 0.65% | |
| NHC | C | 0.64% | |
| EPAC | B | 0.6% | |
| PTGX | C | 0.59% | |
| SLVM | B | 0.56% | |
| LBRT | D | 0.55% | |
| PHIN | A | 0.54% | |
| PLUS | F | 0.52% | |
| BHE | B | 0.5% | |
| AMR | C | 0.5% | |
| UFPT | B | 0.45% | |
| LGND | B | 0.45% | |
| PRDO | B | 0.44% | |
| STRA | C | 0.44% | |
| CXW | B | 0.41% | |
| APOG | B | 0.39% | |
| TILE | B | 0.39% | |
| TNC | D | 0.34% | |
| QNST | B | 0.34% | |
| MLKN | D | 0.32% | |
| SCSC | B | 0.32% | |
| KLG | C | 0.31% | |
| VECO | F | 0.29% | |
| INVA | D | 0.26% | |
| COLL | F | 0.24% | |
| CNXN | C | 0.22% | |
| AORT | B | 0.2% | |
| HSII | B | 0.18% | |
| LPG | F | 0.18% | |
| HSTM | B | 0.14% | |
| SCVL | F | 0.14% |
XSMO Underweight 124 Positions Relative to PSCF
| Symbol | Grade | Weight | |
|---|---|---|---|
| CMA | A | -2.39% | |
| LNC | B | -1.58% | |
| PECO | A | -1.25% | |
| SFBS | B | -1.24% | |
| MAC | B | -1.09% | |
| UCB | A | -1.02% | |
| AUB | B | -1.0% | |
| CATY | B | -0.98% | |
| CBU | B | -0.95% | |
| APLE | B | -0.91% | |
| FHB | A | -0.91% | |
| WD | D | -0.9% | |
| WSFS | A | -0.89% | |
| HIW | D | -0.88% | |
| APAM | B | -0.85% | |
| HASI | D | -0.83% | |
| CWK | B | -0.83% | |
| GNW | A | -0.83% | |
| BXMT | C | -0.81% | |
| SFNC | B | -0.8% | |
| DEI | B | -0.8% | |
| INDB | B | -0.8% | |
| BOH | B | -0.8% | |
| BKU | A | -0.79% | |
| CVBF | A | -0.78% | |
| WAFD | B | -0.78% | |
| BFH | B | -0.76% | |
| GSHD | A | -0.75% | |
| FFBC | A | -0.73% | |
| UE | C | -0.73% | |
| PFS | B | -0.73% | |
| ABR | C | -0.72% | |
| TBBK | B | -0.71% | |
| CNS | B | -0.71% | |
| LXP | D | -0.71% | |
| PPBI | B | -0.7% | |
| PAYO | A | -0.69% | |
| MPW | F | -0.68% | |
| FCPT | C | -0.68% | |
| BANR | B | -0.66% | |
| SBCF | A | -0.65% | |
| OUT | A | -0.64% | |
| BANF | B | -0.63% | |
| RNST | B | -0.62% | |
| NBTB | B | -0.61% | |
| IBTX | B | -0.6% | |
| ROIC | A | -0.58% | |
| EVTC | B | -0.58% | |
| BANC | A | -0.58% | |
| TFIN | A | -0.57% | |
| NATL | B | -0.56% | |
| SHO | C | -0.54% | |
| PRG | C | -0.53% | |
| CASH | A | -0.52% | |
| FBK | B | -0.51% | |
| JOE | F | -0.5% | |
| CHCO | B | -0.5% | |
| FCF | A | -0.5% | |
| LKFN | B | -0.49% | |
| NWBI | B | -0.49% | |
| FBNC | A | -0.49% | |
| DRH | B | -0.48% | |
| NBHC | B | -0.48% | |
| TRUP | B | -0.46% | |
| HMN | B | -0.44% | |
| HOPE | B | -0.43% | |
| LTC | B | -0.43% | |
| VBTX | B | -0.42% | |
| VRTS | B | -0.41% | |
| GTY | B | -0.41% | |
| WABC | B | -0.4% | |
| HTH | B | -0.39% | |
| PEB | D | -0.39% | |
| XHR | B | -0.39% | |
| GNL | F | -0.38% | |
| VRE | B | -0.38% | |
| ALEX | C | -0.37% | |
| ELME | D | -0.37% | |
| UNIT | B | -0.36% | |
| JBGS | D | -0.35% | |
| BHLB | B | -0.34% | |
| SAFT | C | -0.33% | |
| KW | B | -0.33% | |
| AAT | B | -0.33% | |
| RC | D | -0.31% | |
| NAVI | C | -0.31% | |
| DCOM | A | -0.31% | |
| PMT | D | -0.3% | |
| ARI | C | -0.3% | |
| PFBC | B | -0.3% | |
| ECPG | B | -0.3% | |
| DEA | D | -0.3% | |
| BRKL | B | -0.29% | |
| CSR | B | -0.29% | |
| AMSF | B | -0.29% | |
| EXPI | C | -0.29% | |
| EFC | C | -0.28% | |
| SBSI | B | -0.27% | |
| FBRT | C | -0.27% | |
| NXRT | B | -0.26% | |
| TMP | B | -0.25% | |
| MMI | B | -0.25% | |
| HFWA | B | -0.24% | |
| PRAA | C | -0.24% | |
| RWT | D | -0.24% | |
| PRA | C | -0.23% | |
| EGBN | B | -0.23% | |
| BDN | C | -0.23% | |
| CFFN | B | -0.22% | |
| BSIG | A | -0.21% | |
| HAFC | A | -0.2% | |
| AHH | D | -0.19% | |
| INN | D | -0.18% | |
| TRST | A | -0.18% | |
| KREF | D | -0.17% | |
| GDOT | D | -0.16% | |
| EZPW | A | -0.16% | |
| AMBC | C | -0.15% | |
| HPP | F | -0.14% | |
| UHT | D | -0.14% | |
| UFCS | B | -0.14% | |
| SVC | F | -0.12% | |
| BFS | C | -0.12% | |
| WRLD | C | -0.1% |
XSMO: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Diversified Industrials
Insurance - Property & Casualty
Building Materials
Education & Training Services
Biotechnology
Insurance - Specialty
REIT - Retail
Aerospace & Defense
Apparel Stores
Business Equipment
Coal
Computer Distribution
Engineering & Construction
Metal Fabrication
Oil & Gas Equipment & Services
Packaged Foods
REIT - Diversified
PSCF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
REIT - Diversified
Asset Management
REIT - Retail
Insurance - Property & Casualty
REIT - Hotel & Motel
REIT - Office
Credit Services
Savings & Cooperative Banks
Capital Markets
Insurance - Specialty
REIT - Healthcare Facilities
Real Estate Services
Insurance - Diversified
Specialty Finance
REIT - Industrial
REIT - Residential
Software - Infrastructure
Banks - Regional
Insurance - Life
Keywords:
Bank
Banking
Real Estate Investment Trust
Deposit Products
Real Estate Loans
Commercial Bank
Commercial Banking
Mortgage Loan
Insurance
Investment Management
Loan
Cash Management Services
Individual Retirement Account
Residential Real Estate Loans
Business Loans
Banking Services
Trust Services
Life Insurance
Loan Products
Structured Finance
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