KBWD vs. XSVM ETF Comparison
Comparison of PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD) to Invesco S&P SmallCap Value with Momentum ETF (XSVM)
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio ETF
KBWD Description
The PowerShares KBW High Dividend Yield Financial Portfolio (Fund) is based on the KBW Financial Sector Dividend Yield Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 publicly listed financial companies that are principally engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The Index may also include securities of BDCs and equity and mortgage REITs. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$15.06
Average Daily Volume
143,409
30
XSVM
Invesco S&P SmallCap Value with Momentum ETF
XSVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 120 stocks in the S&P SmallCap 600® that have the highest “value” and “momentum” scores.Grade (RS Rating)
Last Trade
$54.43
Average Daily Volume
68,197
112
Performance
| Period | KBWD | XSVM |
|---|---|---|
| 30 Days | 0.03% | 0.32% |
| 60 Days | 4.47% | 3.20% |
| 90 Days | 3.39% | 6.27% |
| 12 Months | 17.53% | 19.09% |
KBWD Overweight 27 Positions Relative to XSVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| ACRE | D | 3.9% | |
| TRIN | C | 3.83% | |
| AGNC | B | 3.82% | |
| PSEC | C | 3.69% | |
| RC | F | 3.63% | |
| FSK | A | 3.56% | |
| TCPC | F | 3.47% | |
| GSBD | D | 3.43% | |
| DX | D | 3.27% | |
| PNNT | B | 3.21% | |
| ARI | F | 3.12% | |
| FDUS | C | 3.03% | |
| BBDC | A | 2.69% | |
| TRTX | D | 2.66% | |
| CSWC | B | 2.41% | |
| KREF | C | 2.33% | |
| EGBN | C | 2.23% | |
| OMF | D | 2.1% | |
| WU | D | 2.05% | |
| TPVG | F | 1.97% | |
| APAM | B | 1.89% | |
| WASH | C | 1.75% | |
| FIBK | C | 1.57% | |
| NWBI | D | 1.46% | |
| KEY | B | 1.24% | |
| PRU | B | 1.13% | |
| JHG | A | 1.12% |
KBWD Underweight 109 Positions Relative to XSVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| KELYA | D | -1.75% | |
| GPI | C | -1.68% | |
| KSS | D | -1.68% | |
| SNEX | B | -1.61% | |
| TWI | F | -1.4% | |
| ANDE | D | -1.39% | |
| GIII | C | -1.37% | |
| SAH | D | -1.3% | |
| EZPW | C | -1.23% | |
| ABG | D | -1.17% | |
| SPNT | D | -1.14% | |
| MHO | C | -1.14% | |
| VBTX | C | -1.14% | |
| PARR | F | -1.13% | |
| SCSC | D | -1.11% | |
| CCS | C | -1.11% | |
| OMI | F | -1.08% | |
| STBA | D | -1.06% | |
| AGO | B | -1.05% | |
| BKU | D | -1.04% | |
| RUSHA | D | -1.03% | |
| ODP | F | -1.02% | |
| CPF | C | -1.01% | |
| FCF | D | -0.97% | |
| EIG | A | -0.96% | |
| ABM | D | -0.95% | |
| AL | D | -0.93% | |
| MTH | C | -0.93% | |
| PHIN | D | -0.93% | |
| GRBK | C | -0.93% | |
| CAL | F | -0.92% | |
| CUBI | F | -0.92% | |
| TPH | C | -0.91% | |
| PMT | B | -0.91% | |
| ABCB | C | -0.9% | |
| CVI | D | -0.9% | |
| GBX | C | -0.86% | |
| ENVA | B | -0.86% | |
| RDN | D | -0.85% | |
| ABR | C | -0.85% | |
| BHE | C | -0.84% | |
| INVA | B | -0.84% | |
| MCY | B | -0.84% | |
| HSII | D | -0.84% | |
| AMWD | C | -0.83% | |
| NMIH | B | -0.83% | |
| LZB | D | -0.83% | |
| GES | F | -0.83% | |
| DNOW | F | -0.82% | |
| WSFS | D | -0.82% | |
| DXPE | C | -0.81% | |
| TRMK | D | -0.8% | |
| FULT | D | -0.8% | |
| SANM | D | -0.8% | |
| STC | D | -0.8% | |
| FHB | D | -0.8% | |
| AX | D | -0.8% | |
| SXC | F | -0.79% | |
| TDS | C | -0.79% | |
| CALM | A | -0.78% | |
| KOP | F | -0.77% | |
| NVRI | D | -0.77% | |
| WGO | D | -0.77% | |
| ETD | C | -0.76% | |
| COOP | B | -0.76% | |
| TILE | C | -0.76% | |
| OFG | D | -0.76% | |
| SCVL | D | -0.75% | |
| HMN | B | -0.75% | |
| CEIX | B | -0.74% | |
| CXW | F | -0.74% | |
| CNXN | C | -0.74% | |
| CASH | C | -0.74% | |
| SHO | B | -0.73% | |
| PFBC | D | -0.73% | |
| MLKN | F | -0.72% | |
| CENX | C | -0.72% | |
| PSMT | A | -0.71% | |
| PUMP | D | -0.71% | |
| GEO | D | -0.7% | |
| CENTA | F | -0.7% | |
| HUBG | D | -0.7% | |
| BCC | C | -0.68% | |
| SIG | C | -0.67% | |
| DLX | F | -0.66% | |
| SKYW | B | -0.65% | |
| VTOL | D | -0.65% | |
| WABC | F | -0.63% | |
| CRC | B | -0.62% | |
| TTMI | D | -0.61% | |
| HCC | C | -0.6% | |
| MYE | F | -0.59% | |
| NOG | D | -0.59% | |
| MOV | F | -0.59% | |
| GMS | B | -0.59% | |
| URBN | F | -0.58% | |
| HP | D | -0.58% | |
| REX | D | -0.58% | |
| NX | F | -0.57% | |
| CLW | F | -0.56% | |
| BLMN | F | -0.54% | |
| LBRT | D | -0.54% | |
| ARCH | D | -0.53% | |
| WOR | F | -0.52% | |
| SM | D | -0.51% | |
| KALU | D | -0.51% | |
| AMR | F | -0.5% | |
| MTUS | F | -0.49% | |
| LPG | F | -0.48% |
KBWD: Top Represented Industries & Keywords
XSVM: Top Represented Industries & Keywords
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