XTL vs. SPVU ETF Comparison
Comparison of SPDR S&P Telecom ETF (XTL) to PowerShares S&P 500 Value Portfolio (SPVU)
XTL
SPDR S&P Telecom ETF
XTL Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the telecommunications segment of a U.S. total market composite index. In seeking to track the performance of the S&P Telecom Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the telecommunications industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$74.26
Average Daily Volume
3,595
38
SPVU
PowerShares S&P 500 Value Portfolio
SPVU Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Enhanced Value Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "value score," which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. The fund is non-diversified.Grade (RS Rating)
Last Trade
$49.86
Average Daily Volume
11,021
98
Performance
Period | XTL | SPVU |
---|---|---|
30 Days | -1.52% | 8.57% |
60 Days | -5.93% | 12.82% |
90 Days | -6.91% | 13.56% |
12 Months | -4.74% | 29.67% |
1 Overlapping Holdings
Symbol | Grade | Weight in XTL | Weight in SPVU | Overlap | |
---|---|---|---|---|---|
VZ | D | 3.66% | 3.7% | 3.66% |
XTL Overweight 37 Positions Relative to SPVU
Symbol | Grade | Weight | |
---|---|---|---|
ANET | A | 3.92% | |
MSI | A | 3.7% | |
LITE | D | 3.69% | |
T | D | 3.61% | |
CSCO | D | 3.61% | |
TDS | D | 3.59% | |
HLIT | C | 3.57% | |
JNPR | C | 3.56% | |
EXTR | F | 3.56% | |
TMUS | D | 3.55% | |
FFIV | C | 3.53% | |
AAOI | D | 3.53% | |
LUMN | C | 3.51% | |
FYBR | D | 3.45% | |
CALX | F | 3.44% | |
VSAT | F | 3.4% | |
IRDM | F | 3.34% | |
CCOI | F | 3.34% | |
CIEN | D | 3.34% | |
VIAV | D | 2.92% | |
NTCT | D | 2.43% | |
INFN | D | 2.36% | |
UI | F | 2.25% | |
NPAB | C | 1.96% | |
GSAT | F | 1.75% | |
USM | F | 1.69% | |
GOGO | F | 1.54% | |
CLFD | D | 1.2% | |
DGII | C | 1.1% | |
LILAK | F | 1.09% | |
NTGR | C | 0.77% | |
ATEX | D | 0.67% | |
BAND | C | 0.67% | |
SHEN | F | 0.53% | |
AVNW | B | 0.53% | |
IDT | B | 0.5% | |
ATNI | F | 0.4% |
XTL Underweight 97 Positions Relative to SPVU
Symbol | Grade | Weight | |
---|---|---|---|
JPM | B | -5.37% | |
BAC | B | -5.15% | |
BRK.A | B | -5.05% | |
XOM | B | -4.87% | |
WFC | C | -4.76% | |
CVX | C | -4.63% | |
CVS | B | -3.3% | |
C | B | -3.17% | |
CI | B | -2.71% | |
MPC | A | -2.47% | |
GM | B | -2.4% | |
GS | B | -2.3% | |
VLO | B | -2.22% | |
PSX | A | -2.21% | |
F | C | -2.06% | |
MCK | B | -1.53% | |
COF | B | -1.38% | |
CNC | D | -1.24% | |
AIG | B | -1.24% | |
USB | B | -1.23% | |
TFC | B | -1.23% | |
EMR | A | -1.18% | |
PNC | B | -1.18% | |
FDX | B | -0.99% | |
NUE | B | -0.98% | |
ADM | D | -0.94% | |
BK | B | -0.94% | |
KR | B | -0.93% | |
DHI | A | -0.87% | |
LEN | A | -0.85% | |
DAL | C | -0.81% | |
PRU | B | -0.8% | |
DD | B | -0.79% | |
DOW | B | -0.66% | |
CMI | B | -0.65% | |
FANG | A | -0.64% | |
MTB | C | -0.61% | |
HIG | B | -0.6% | |
DFS | B | -0.6% | |
KHC | C | -0.6% | |
DVN | C | -0.58% | |
UAL | C | -0.54% | |
PHM | A | -0.53% | |
BG | C | -0.53% | |
STT | C | -0.52% | |
HPE | C | -0.52% | |
ED | D | -0.5% | |
STLD | B | -0.49% | |
FITB | B | -0.49% | |
LYB | B | -0.48% | |
SYF | C | -0.46% | |
RF | B | -0.46% | |
HBAN | B | -0.46% | |
BAX | C | -0.45% | |
CFG | B | -0.44% | |
VTRS | D | -0.44% | |
APTV | F | -0.41% | |
TSN | B | -0.41% | |
CTRA | C | -0.4% | |
HPQ | C | -0.4% | |
EG | C | -0.4% | |
ALB | D | -0.36% | |
CINF | C | -0.36% | |
MRO | C | -0.35% | |
ES | D | -0.34% | |
BBY | B | -0.34% | |
L | B | -0.34% | |
EQT | D | -0.33% | |
KMX | B | -0.33% | |
WBA | F | -0.33% | |
PFG | B | -0.33% | |
CE | B | -0.32% | |
CF | C | -0.32% | |
MOS | D | -0.31% | |
LUV | F | -0.31% | |
KEY | B | -0.3% | |
AAL | D | -0.25% | |
LKQ | C | -0.25% | |
CAG | D | -0.25% | |
UHS | B | -0.24% | |
IP | B | -0.24% | |
BWA | D | -0.22% | |
TAP | B | -0.22% | |
TPR | C | -0.2% | |
EVRG | C | -0.2% | |
EMN | B | -0.18% | |
CZR | F | -0.17% | |
IVZ | D | -0.17% | |
HII | B | -0.17% | |
APA | D | -0.17% | |
CMA | C | -0.16% | |
AIZ | B | -0.16% | |
FOXA | D | -0.15% | |
BEN | C | -0.15% | |
PARA | F | -0.13% | |
PNW | C | -0.13% | |
MHK | B | -0.1% |
XTL: Top Represented Industries & Keywords
SPVU: Top Represented Industries & Keywords