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      IVW vs. PHDG ETF Comparison

      Comparison of iShares S&P 500 Growth ETF (IVW) to PowerShares S&P 500 Downside Hedged Portfolio (PHDG)
      IVW

      iShares S&P 500 Growth ETF

      IVW Description

      The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $99.62

      Average Daily Volume

      1,876,242

      Number of Holdings *

      233

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

      PowerShares S&P 500 Downside Hedged Portfolio

      PHDG Description The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed-income market returns. The Fund seeks to achieve its investment objective by using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.

      Grade (RS Rating)

      Last Trade

      $38.30

      Average Daily Volume

      12,482

      Number of Holdings *

      499

      * may have additional holdings in another (foreign) market
      Performance
      Period IVW PHDG
      30 Days 3.28% 0.66%
      60 Days 4.93% 1.51%
      90 Days 6.28% 1.58%
      12 Months 37.80% 18.52%
      231 Overlapping Holdings
      Symbol Grade Weight in IVW Weight in PHDG Overlap
      AAPL C 11.96% 3.74% 3.74%
      ABBV D 0.38% 0.32% 0.32%
      ABNB C 0.1% 0.06% 0.06%
      ACGL D 0.13% 0.04% 0.04%
      ACN C 0.42% 0.24% 0.24%
      ADBE C 0.81% 0.25% 0.25%
      ADI D 0.21% 0.11% 0.11%
      ADP B 0.17% 0.13% 0.13%
      ADSK A 0.12% 0.07% 0.07%
      AJG B 0.11% 0.07% 0.07%
      AKAM D 0.02% 0.01% 0.01%
      ALGN D 0.03% 0.02% 0.02%
      ALLE D 0.02% 0.01% 0.01%
      AMAT F 0.53% 0.17% 0.17%
      AMD F 0.77% 0.24% 0.24%
      AME A 0.07% 0.05% 0.05%
      AMP A 0.1% 0.06% 0.06%
      AMT D 0.13% 0.1% 0.1%
      AMZN C 6.81% 2.13% 2.13%
      ANET C 0.34% 0.11% 0.11%
      ANSS B 0.06% 0.03% 0.03%
      AON A 0.14% 0.09% 0.09%
      AOS F 0.02% 0.01% 0.01%
      APA D 0.03% 0.01% 0.01%
      APH A 0.17% 0.09% 0.09%
      AVGO D 2.73% 0.86% 0.86%
      AXON A 0.15% 0.05% 0.05%
      AXP A 0.39% 0.17% 0.17%
      AZO C 0.13% 0.06% 0.06%
      BA F 0.15% 0.11% 0.11%
      BKNG A 0.57% 0.18% 0.18%
      BLDR D 0.07% 0.02% 0.02%
      BR A 0.05% 0.03% 0.03%
      BRO B 0.07% 0.03% 0.03%
      BSX B 0.24% 0.14% 0.14%
      BX A 0.32% 0.14% 0.14%
      CARR D 0.1% 0.07% 0.07%
      CAT B 0.38% 0.2% 0.2%
      CBOE B 0.05% 0.02% 0.02%
      CCL B 0.06% 0.03% 0.03%
      CDNS B 0.29% 0.09% 0.09%
      CDW F 0.04% 0.03% 0.03%
      CE F 0.03% 0.01% 0.01%
      CEG D 0.11% 0.08% 0.08%
      CF B 0.03% 0.02% 0.02%
      CHD B 0.04% 0.03% 0.03%
      CHTR C 0.06% 0.04% 0.04%
      CL D 0.1% 0.08% 0.08%
      CME A 0.1% 0.09% 0.09%
      CMG B 0.28% 0.09% 0.09%
      COP C 0.31% 0.14% 0.14%
      COST B 0.59% 0.44% 0.44%
      CPAY A 0.09% 0.03% 0.03%
      CPRT A 0.17% 0.05% 0.05%
      CRM B 1.11% 0.35% 0.35%
      CRWD B 0.27% 0.09% 0.09%
      CSGP D 0.05% 0.03% 0.03%
      CSX B 0.12% 0.07% 0.07%
      CTAS B 0.14% 0.08% 0.08%
      CTRA B 0.04% 0.02% 0.02%
      CZR F 0.02% 0.01% 0.01%
      DAL C 0.08% 0.04% 0.04%
      DAY B 0.02% 0.01% 0.01%
      DE A 0.2% 0.11% 0.11%
      DECK A 0.09% 0.03% 0.03%
      DELL C 0.07% 0.04% 0.04%
      DFS B 0.08% 0.05% 0.05%
      DHI D 0.17% 0.05% 0.05%
      DLR B 0.08% 0.06% 0.06%
      DPZ C 0.02% 0.02% 0.02%
      DRI B 0.04% 0.02% 0.02%
      DVA B 0.01% 0.01% 0.01%
      DXCM D 0.06% 0.03% 0.03%
      EA A 0.06% 0.04% 0.04%
      ECL D 0.11% 0.07% 0.07%
      EFX F 0.04% 0.03% 0.03%
      ENPH F 0.01% 0.01% 0.01%
      EOG A 0.18% 0.08% 0.08%
      EPAM C 0.02% 0.02% 0.02%
      EQIX A 0.14% 0.09% 0.09%
      ERIE D 0.02% 0.01% 0.01%
      ETN A 0.31% 0.16% 0.16%
      EW C 0.05% 0.04% 0.04%
      EXPD D 0.02% 0.02% 0.02%
      EXPE B 0.08% 0.02% 0.02%
      FANG D 0.12% 0.04% 0.04%
      FAST B 0.08% 0.05% 0.05%
      FCX D 0.11% 0.07% 0.07%
      FDS B 0.03% 0.02% 0.02%
      FI A 0.22% 0.13% 0.13%
      FICO B 0.2% 0.06% 0.06%
      FTNT C 0.21% 0.06% 0.06%
      FTV C 0.09% 0.03% 0.03%
      GDDY A 0.09% 0.03% 0.03%
      GE D 0.29% 0.21% 0.21%
      GEV B 0.13% 0.1% 0.1%
      GNRC B 0.02% 0.01% 0.01%
      GOOG C 2.94% 0.92% 0.92%
      GOOGL C 3.55% 1.11% 1.11%
      GRMN B 0.06% 0.03% 0.03%
      GWW B 0.13% 0.06% 0.06%
      HCA F 0.11% 0.07% 0.07%
      HD A 0.51% 0.43% 0.43%
      HES B 0.14% 0.04% 0.04%
      HLT A 0.21% 0.07% 0.07%
      HST C 0.03% 0.01% 0.01%
      HSY F 0.03% 0.03% 0.03%
      HUBB B 0.04% 0.03% 0.03%
      HWM A 0.09% 0.05% 0.05%
      IDXX F 0.07% 0.04% 0.04%
      INTU C 0.68% 0.21% 0.21%
      IQV D 0.05% 0.04% 0.04%
      IR B 0.11% 0.04% 0.04%
      IRM D 0.06% 0.04% 0.04%
      ISRG A 0.43% 0.21% 0.21%
      IT C 0.14% 0.04% 0.04%
      ITW B 0.12% 0.08% 0.08%
      JBL B 0.03% 0.02% 0.02%
      KKR A 0.35% 0.11% 0.11%
      KLAC D 0.3% 0.09% 0.09%
      KO D 0.33% 0.26% 0.26%
      LEN D 0.08% 0.04% 0.04%
      LIN D 0.39% 0.23% 0.23%
      LLY F 2.14% 0.67% 0.67%
      LRCX F 0.34% 0.11% 0.11%
      LULU C 0.13% 0.04% 0.04%
      LVS C 0.04% 0.02% 0.02%
      LW C 0.03% 0.01% 0.01%
      LYV A 0.07% 0.02% 0.02%
      MA C 1.07% 0.46% 0.46%
      MAR B 0.23% 0.07% 0.07%
      MAS D 0.03% 0.02% 0.02%
      MCD D 0.32% 0.23% 0.23%
      MCHP D 0.07% 0.04% 0.04%
      MCO B 0.12% 0.08% 0.08%
      MDLZ F 0.13% 0.09% 0.09%
      META D 4.35% 1.36% 1.36%
      MGM D 0.02% 0.01% 0.01%
      MLM B 0.08% 0.04% 0.04%
      MMC B 0.2% 0.12% 0.12%
      MNST C 0.08% 0.04% 0.04%
      MOH F 0.04% 0.02% 0.02%
      MPC D 0.1% 0.06% 0.06%
      MPWR F 0.1% 0.03% 0.03%
      MRK F 0.34% 0.27% 0.27%
      MRO B 0.03% 0.02% 0.02%
      MSCI C 0.09% 0.05% 0.05%
      MSFT F 10.94% 3.42% 3.42%
      MSI B 0.16% 0.09% 0.09%
      MTD D 0.03% 0.03% 0.03%
      NCLH B 0.04% 0.01% 0.01%
      NFLX A 1.24% 0.39% 0.39%
      NKE D 0.13% 0.1% 0.1%
      NOW A 0.74% 0.23% 0.23%
      NTAP C 0.03% 0.03% 0.03%
      NUE C 0.08% 0.04% 0.04%
      NVDA C 12.44% 3.89% 3.89%
      NVR D 0.1% 0.03% 0.03%
      NXPI D 0.15% 0.06% 0.06%
      ODFL B 0.14% 0.05% 0.05%
      OKE A 0.13% 0.07% 0.07%
      ON D 0.04% 0.03% 0.03%
      ORCL B 1.03% 0.32% 0.32%
      ORLY B 0.18% 0.08% 0.08%
      OTIS C 0.05% 0.04% 0.04%
      PANW C 0.44% 0.14% 0.14%
      PAYC B 0.02% 0.01% 0.01%
      PAYX C 0.06% 0.05% 0.05%
      PCAR B 0.15% 0.07% 0.07%
      PEP F 0.28% 0.24% 0.24%
      PG A 0.53% 0.42% 0.42%
      PGR A 0.26% 0.16% 0.16%
      PH A 0.24% 0.1% 0.1%
      PHM D 0.09% 0.03% 0.03%
      PLTR B 0.41% 0.13% 0.13%
      PM B 0.25% 0.21% 0.21%
      PNR A 0.04% 0.02% 0.02%
      PODD C 0.02% 0.02% 0.02%
      POOL C 0.03% 0.01% 0.01%
      PSA D 0.08% 0.06% 0.06%
      PTC A 0.05% 0.02% 0.02%
      PWR A 0.11% 0.05% 0.05%
      QCOM F 0.33% 0.2% 0.2%
      RCL A 0.19% 0.06% 0.06%
      REGN F 0.17% 0.09% 0.09%
      RL B 0.02% 0.01% 0.01%
      ROK B 0.05% 0.04% 0.04%
      ROL B 0.02% 0.02% 0.02%
      ROP B 0.09% 0.07% 0.07%
      ROST C 0.16% 0.05% 0.05%
      RSG A 0.08% 0.05% 0.05%
      SBAC D 0.03% 0.03% 0.03%
      SBUX A 0.23% 0.12% 0.12%
      SHW A 0.16% 0.1% 0.1%
      SMCI F 0.03% 0.01% 0.01%
      SNA A 0.03% 0.02% 0.02%
      SNPS B 0.29% 0.09% 0.09%
      SPG B 0.07% 0.06% 0.06%
      SPGI C 0.25% 0.18% 0.18%
      STE F 0.04% 0.02% 0.02%
      STLD B 0.04% 0.02% 0.02%
      STX D 0.03% 0.02% 0.02%
      SYK C 0.29% 0.14% 0.14%
      TDG D 0.25% 0.08% 0.08%
      TJX A 0.3% 0.15% 0.15%
      TMO F 0.27% 0.22% 0.22%
      TRGP B 0.14% 0.05% 0.05%
      TSCO D 0.04% 0.03% 0.03%
      TSLA B 2.98% 0.93% 0.93%
      TT A 0.22% 0.1% 0.1%
      TTWO A 0.05% 0.03% 0.03%
      TXN C 0.24% 0.2% 0.2%
      TYL B 0.09% 0.03% 0.03%
      UBER D 0.52% 0.16% 0.16%
      ULTA F 0.04% 0.02% 0.02%
      UNH C 0.72% 0.59% 0.59%
      UNP C 0.22% 0.15% 0.15%
      URI B 0.19% 0.06% 0.06%
      V A 1.17% 0.56% 0.56%
      VMC B 0.08% 0.04% 0.04%
      VRSK A 0.08% 0.04% 0.04%
      VRSN F 0.03% 0.02% 0.02%
      VRTX F 0.28% 0.13% 0.13%
      VST B 0.16% 0.05% 0.05%
      WAT B 0.03% 0.02% 0.02%
      WM A 0.13% 0.09% 0.09%
      WMB A 0.09% 0.07% 0.07%
      WST C 0.08% 0.03% 0.03%
      WYNN D 0.03% 0.01% 0.01%
      YUM B 0.06% 0.04% 0.04%
      ZTS D 0.15% 0.09% 0.09%
      IVW Overweight 2 Positions Relative to PHDG
      Symbol Grade Weight
      TEL B 0.06%
      COO D 0.03%
      IVW Underweight 268 Positions Relative to PHDG
      Symbol Grade Weight
      BRK.A B -0.92%
      JPM A -0.74%
      XOM B -0.58%
      WMT A -0.4%
      JNJ D -0.39%
      BAC A -0.33%
      CVX A -0.3%
      WFC A -0.27%
      CSCO B -0.25%
      ABT B -0.22%
      IBM C -0.21%
      DIS B -0.21%
      GS A -0.2%
      VZ C -0.19%
      MS A -0.18%
      CMCSA B -0.18%
      DHR F -0.17%
      LOW D -0.17%
      NEE D -0.17%
      RTX C -0.17%
      AMGN D -0.17%
      T A -0.17%
      BLK C -0.16%
      PFE D -0.16%
      HON B -0.16%
      C A -0.14%
      TMUS B -0.13%
      BMY B -0.13%
      SCHW B -0.13%
      INTC D -0.12%
      CB C -0.12%
      MU D -0.12%
      MDT D -0.12%
      LMT D -0.12%
      GILD C -0.12%
      PLD D -0.11%
      ICE C -0.1%
      CI F -0.1%
      ELV F -0.1%
      MO A -0.1%
      SO D -0.1%
      UPS C -0.1%
      MCK B -0.09%
      PNC B -0.09%
      DUK C -0.09%
      PYPL B -0.09%
      COF B -0.08%
      APD A -0.08%
      TGT F -0.08%
      MMM D -0.08%
      EMR A -0.08%
      GD F -0.08%
      WELL A -0.08%
      USB A -0.08%
      SLB C -0.07%
      TFC A -0.07%
      GM B -0.07%
      BDX F -0.07%
      FDX B -0.07%
      NOC D -0.07%
      CVS D -0.07%
      ALL A -0.06%
      KMI A -0.06%
      PSX C -0.06%
      AFL B -0.06%
      JCI C -0.06%
      BK A -0.06%
      SRE A -0.06%
      TRV B -0.06%
      NSC B -0.06%
      COR B -0.05%
      BKR B -0.05%
      F C -0.05%
      PEG A -0.05%
      KMB D -0.05%
      CCI D -0.05%
      VLO C -0.05%
      PCG A -0.05%
      PRU A -0.05%
      KVUE A -0.05%
      NEM D -0.05%
      LHX C -0.05%
      D C -0.05%
      FIS C -0.05%
      MET A -0.05%
      AIG B -0.05%
      O D -0.05%
      AEP D -0.05%
      CMI A -0.05%
      VICI C -0.04%
      ED D -0.04%
      HUM C -0.04%
      RMD C -0.04%
      OXY D -0.04%
      HIG B -0.04%
      WAB B -0.04%
      EXR D -0.04%
      DD D -0.04%
      MTB A -0.04%
      HPQ B -0.04%
      GIS D -0.04%
      GLW B -0.04%
      SYY B -0.04%
      KDP D -0.04%
      GEHC F -0.04%
      STZ D -0.04%
      A D -0.04%
      EXC C -0.04%
      XEL A -0.04%
      KR B -0.04%
      CTVA C -0.04%
      CBRE B -0.04%
      CTSH B -0.04%
      CINF A -0.03%
      AEE A -0.03%
      BIIB F -0.03%
      RF A -0.03%
      PPL B -0.03%
      DVN F -0.03%
      DTE C -0.03%
      SW A -0.03%
      EQR B -0.03%
      ADM D -0.03%
      VLTO D -0.03%
      EQT B -0.03%
      HBAN A -0.03%
      SYF B -0.03%
      AWK D -0.03%
      VTR C -0.03%
      HAL C -0.03%
      TROW B -0.03%
      KEYS A -0.03%
      DOV A -0.03%
      HPE B -0.03%
      KHC F -0.03%
      STT A -0.03%
      PPG F -0.03%
      GPN B -0.03%
      CAH B -0.03%
      XYL D -0.03%
      RJF A -0.03%
      UAL A -0.03%
      WEC A -0.03%
      EBAY D -0.03%
      CNC D -0.03%
      DOW F -0.03%
      ETR B -0.03%
      EIX B -0.03%
      WTW B -0.03%
      FITB A -0.03%
      NDAQ A -0.03%
      AVB B -0.03%
      NDSN B -0.02%
      FFIV B -0.02%
      RVTY F -0.02%
      APTV D -0.02%
      EVRG A -0.02%
      AMCR D -0.02%
      JBHT C -0.02%
      DOC D -0.02%
      VTRS A -0.02%
      L A -0.02%
      EL F -0.02%
      LNT A -0.02%
      EG C -0.02%
      TXT D -0.02%
      AVY D -0.02%
      NI A -0.02%
      BAX D -0.02%
      GEN B -0.02%
      KIM A -0.02%
      ARE D -0.02%
      DG F -0.02%
      GPC D -0.02%
      TRMB B -0.02%
      TER D -0.02%
      IEX B -0.02%
      DGX A -0.02%
      J F -0.02%
      KEY B -0.02%
      WRB A -0.02%
      BBY D -0.02%
      HOLX D -0.02%
      TSN B -0.02%
      PFG D -0.02%
      MAA B -0.02%
      BALL D -0.02%
      MKC D -0.02%
      NRG B -0.02%
      INVH D -0.02%
      ESS B -0.02%
      LUV C -0.02%
      CNP B -0.02%
      IP B -0.02%
      LH C -0.02%
      CMS C -0.02%
      ZBRA B -0.02%
      OMC C -0.02%
      CLX B -0.02%
      WDC D -0.02%
      CFG B -0.02%
      FSLR F -0.02%
      FE C -0.02%
      PKG A -0.02%
      NTRS A -0.02%
      LYB F -0.02%
      K A -0.02%
      ES D -0.02%
      WBD C -0.02%
      ZBH C -0.02%
      TDY B -0.02%
      ATO A -0.02%
      WY D -0.02%
      LDOS C -0.02%
      IFF D -0.02%
      FOX A -0.01%
      QRVO F -0.01%
      WBA F -0.01%
      BEN C -0.01%
      PARA C -0.01%
      FMC D -0.01%
      MHK D -0.01%
      HII D -0.01%
      BWA D -0.01%
      IVZ B -0.01%
      MTCH D -0.01%
      HAS D -0.01%
      MOS F -0.01%
      HSIC B -0.01%
      FRT B -0.01%
      CPB D -0.01%
      HRL D -0.01%
      TFX F -0.01%
      SOLV C -0.01%
      GL B -0.01%
      AES F -0.01%
      MKTX D -0.01%
      CRL C -0.01%
      LKQ D -0.01%
      PNW B -0.01%
      CTLT B -0.01%
      FOXA B -0.01%
      IPG D -0.01%
      TAP C -0.01%
      NWSA B -0.01%
      AIZ A -0.01%
      TECH D -0.01%
      BXP D -0.01%
      SJM D -0.01%
      EMN D -0.01%
      UHS D -0.01%
      ALB C -0.01%
      REG B -0.01%
      KMX B -0.01%
      INCY C -0.01%
      BG F -0.01%
      JKHY D -0.01%
      JNPR F -0.01%
      CPT B -0.01%
      CHRW C -0.01%
      CAG D -0.01%
      SWK D -0.01%
      DLTR F -0.01%
      TPR B -0.01%
      UDR B -0.01%
      SWKS F -0.01%
      MRNA F -0.01%
      NWS B -0.0%

      IVW: Top Represented Industries & Keywords

      Industries: Software - Application Business Services Semiconductors Diversified Industrials Oil & Gas E&P Diagnostics & Research Restaurants Insurance Brokers Internet Content & Information Leisure Medical Devices Software - Infrastructure Specialty Industrial Machinery Specialty Retail Building Materials Capital Markets Credit Services Information Technology Services Medical Instruments & Supplies Residential Construction
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Electronics Natural Gas Cloud Computing IBD 50 Integrated Circuits Mobile Devices Semiconductor Chemical Insurance Software Work From Home Medicine Smartphones Telecommunications Transport Aerospace

      PHDG: Top Represented Industries & Keywords

      Industries: Diversified Industrials Software - Application Utilities - Regulated Electric Business Services Semiconductors Diagnostics & Research Asset Management Oil & Gas E&P Aerospace & Defense Banks - Regional - US Capital Markets Drug Manufacturers - Major Packaged Foods Medical Devices Medical Instruments & Supplies Specialty Retail Credit Services Health Care Plans Household & Personal Products Information Technology Services
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Electricity Insurance Dow Jones Component Electronics Chemical Medicine Real Estate Investment Trust Aerospace Telecommunications Bank Semiconductor Banking Insurance Products Petroleum Industry Transport Investment Bank
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