KBWP vs. XSVM ETF Comparison

Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to Invesco S&P SmallCap Value with Momentum ETF (XSVM)
KBWP

PowerShares KBW Property & Casualty Insurance Portfolio ETF

KBWP Description

The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$123.28

Average Daily Volume

70,618

Number of Holdings *

24

* may have additional holdings in another (foreign) market
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

$58.58

Average Daily Volume

62,128

Number of Holdings *

113

* may have additional holdings in another (foreign) market
Performance
Period KBWP XSVM
30 Days 2.11% 6.01%
60 Days 5.29% 4.95%
90 Days 9.40% 6.33%
12 Months 36.46% 20.18%
3 Overlapping Holdings
Symbol Grade Weight in KBWP Weight in XSVM Overlap
HMN B 1.44% 0.81% 0.81%
MCY B 3.52% 0.92% 0.92%
SPNT A 2.17% 1.07% 1.07%
KBWP Overweight 21 Positions Relative to XSVM
Symbol Grade Weight
TRV B 8.62%
ALL A 7.94%
PGR B 7.83%
CB D 7.74%
AIG D 7.54%
RLI A 4.35%
THG A 4.23%
AIZ A 4.21%
CINF A 4.18%
SIGI C 4.17%
AXS A 4.08%
AFG A 4.07%
KMPR A 3.94%
RNR C 3.86%
HIG A 3.84%
WRB A 3.83%
EG C 3.58%
ACGL D 3.39%
PRA B 0.74%
UVE A 0.55%
JRVR F 0.15%
KBWP Underweight 110 Positions Relative to XSVM
Symbol Grade Weight
SNEX A -1.77%
GPI B -1.73%
JXN C -1.66%
BFH B -1.61%
KSS F -1.42%
SAH B -1.38%
LNC B -1.31%
GIII F -1.31%
GEO A -1.31%
EZPW A -1.28%
KELYA F -1.23%
VBTX B -1.23%
ABG B -1.22%
ANDE F -1.22%
TWI F -1.18%
CXW C -1.18%
RUSHA B -1.14%
AGO A -1.1%
BKU A -1.1%
SXC A -1.1%
CUBI C -1.09%
SCSC B -1.07%
GBX B -1.07%
CPF B -1.06%
FCF B -1.04%
PARR F -1.04%
STBA B -1.03%
DXPE B -1.02%
ENVA B -1.02%
HSII B -1.0%
MHO D -1.0%
TILE A -1.0%
EIG B -1.0%
ABM B -0.99%
AX B -0.99%
PHIN A -0.98%
TDS B -0.98%
ABCB B -0.96%
AL B -0.95%
TRMK B -0.92%
DNOW B -0.92%
CALM A -0.91%
FHB B -0.9%
WSFS B -0.9%
FULT B -0.89%
CCS F -0.89%
CASH B -0.88%
CENX B -0.87%
SANM B -0.86%
VTLE C -0.86%
AMWD B -0.85%
BHE B -0.85%
INVA D -0.84%
CEIX B -0.84%
CAL F -0.83%
ODP F -0.83%
SKYW B -0.82%
PFBC B -0.82%
OMI F -0.8%
PMT D -0.8%
LZB B -0.8%
TPH D -0.8%
RDN D -0.79%
FBRT C -0.79%
ABR C -0.79%
MTH D -0.78%
COOP B -0.78%
WGO D -0.78%
DLX B -0.78%
STC B -0.76%
GRBK D -0.76%
TTMI B -0.75%
KOP C -0.74%
HUBG A -0.74%
PUMP D -0.73%
OFG B -0.73%
NMIH C -0.73%
WABC B -0.7%
CVI D -0.7%
GES F -0.68%
CRC A -0.68%
EFC D -0.68%
SHO D -0.68%
ETD D -0.67%
PSMT D -0.67%
HP C -0.67%
CNXN D -0.66%
MLKN F -0.66%
CENTA C -0.66%
VTOL B -0.65%
NOG A -0.65%
BCC C -0.65%
GMS B -0.64%
SIG C -0.63%
SCVL F -0.62%
NX C -0.61%
HCC B -0.6%
ARCH B -0.6%
REX D -0.58%
URBN D -0.57%
SM C -0.55%
KALU C -0.53%
NVRI D -0.5%
WOR F -0.49%
MTUS D -0.48%
MYE F -0.47%
LBRT F -0.47%
AMR C -0.46%
BLMN F -0.41%
LPG F -0.36%
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