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      PHDG vs. EVUS ETF Comparison

      Comparison of PowerShares S&P 500 Downside Hedged Portfolio (PHDG) to iShares ESG Aware MSCI USA Value ETF (EVUS)
      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

      $38.29

      Average Daily Volume

      12,398

      Number of Holdings *

      499

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

      iShares ESG Aware MSCI USA Value ETF

      EVUS Description EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

      Grade (RS Rating)

      Last Trade

      $30.51

      Average Daily Volume

      1,875

      Number of Holdings *

      234

      * may have additional holdings in another (foreign) market
      Performance
      Period PHDG EVUS
      30 Days -1.45% 1.48%
      60 Days 1.30% 3.12%
      90 Days 1.18% 5.28%
      12 Months 18.05% 28.52%
      220 Overlapping Holdings
      Symbol Grade Weight in PHDG Weight in EVUS Overlap
      A D 0.04% 0.19% 0.04%
      ABBV F 0.32% 0.92% 0.32%
      ABT B 0.22% 0.24% 0.22%
      ACGL C 0.04% 0.16% 0.04%
      ACN B 0.24% 0.56% 0.24%
      ADI D 0.11% 0.27% 0.11%
      ADM D 0.03% 0.11% 0.03%
      ADP A 0.13% 1.24% 0.13%
      AFL B 0.06% 0.23% 0.06%
      AIZ A 0.01% 0.2% 0.01%
      AKAM D 0.01% 0.12% 0.01%
      ALLE C 0.01% 0.15% 0.01%
      AMGN F 0.17% 0.74% 0.17%
      AMT C 0.1% 0.59% 0.1%
      ANSS B 0.03% 0.35% 0.03%
      APD A 0.08% 0.11% 0.08%
      AVGO D 0.86% 2.9% 0.86%
      AVY F 0.02% 0.09% 0.02%
      AXP A 0.17% 0.9% 0.17%
      BAC A 0.33% 1.33% 0.33%
      BALL F 0.02% 0.1% 0.02%
      BBY D 0.02% 0.28% 0.02%
      BG D 0.01% 0.32% 0.01%
      BIIB F 0.03% 0.1% 0.03%
      BK A 0.06% 0.74% 0.06%
      BKR A 0.05% 0.31% 0.05%
      BLK B 0.16% 0.31% 0.16%
      BMY B 0.13% 0.42% 0.13%
      BR A 0.03% 0.73% 0.03%
      BRK.A B 0.92% 1.19% 0.92%
      BXP C 0.01% 0.12% 0.01%
      C A 0.14% 0.69% 0.14%
      CAG F 0.01% 0.09% 0.01%
      CAH B 0.03% 0.31% 0.03%
      CARR C 0.07% 0.4% 0.07%
      CAT B 0.2% 0.75% 0.2%
      CB C 0.12% 0.13% 0.12%
      CBOE C 0.02% 0.11% 0.02%
      CBRE B 0.04% 0.35% 0.04%
      CCI C 0.05% 0.6% 0.05%
      CHD A 0.03% 0.29% 0.03%
      CHRW B 0.01% 0.4% 0.01%
      CI D 0.1% 0.58% 0.1%
      CLX A 0.02% 0.43% 0.02%
      CMCSA B 0.18% 0.4% 0.18%
      CMI A 0.05% 0.78% 0.05%
      CMS C 0.02% 0.38% 0.02%
      CNC D 0.03% 0.18% 0.03%
      COF C 0.08% 0.18% 0.08%
      COP C 0.14% 0.82% 0.14%
      COR B 0.05% 0.49% 0.05%
      CPB D 0.01% 0.12% 0.01%
      CSCO B 0.25% 1.01% 0.25%
      CVS D 0.07% 0.09% 0.07%
      CVX A 0.3% 1.26% 0.3%
      D C 0.05% 0.28% 0.05%
      DAL B 0.04% 0.3% 0.04%
      DD C 0.04% 0.1% 0.04%
      DE B 0.11% 0.43% 0.11%
      DFS B 0.05% 0.45% 0.05%
      DG F 0.02% 0.06% 0.02%
      DGX A 0.02% 0.3% 0.02%
      DHI F 0.05% 0.16% 0.05%
      DHR F 0.17% 0.7% 0.17%
      DIS B 0.21% 0.88% 0.21%
      DLR B 0.06% 0.47% 0.06%
      DLTR F 0.01% 0.06% 0.01%
      DOV A 0.03% 0.1% 0.03%
      DOW F 0.03% 0.1% 0.03%
      EA A 0.04% 0.41% 0.04%
      ECL D 0.07% 0.64% 0.07%
      ED C 0.04% 0.25% 0.04%
      EIX B 0.03% 0.28% 0.03%
      ELV F 0.1% 0.65% 0.1%
      EQIX A 0.09% 0.61% 0.09%
      EQT B 0.03% 0.16% 0.03%
      ES C 0.02% 0.23% 0.02%
      ETN A 0.16% 0.29% 0.16%
      EXC C 0.04% 0.35% 0.04%
      EXPD C 0.02% 0.51% 0.02%
      FANG C 0.04% 0.11% 0.04%
      FDS B 0.02% 0.19% 0.02%
      FDX B 0.07% 0.23% 0.07%
      FI A 0.13% 0.38% 0.13%
      FIS C 0.05% 0.25% 0.05%
      FOX A 0.01% 0.13% 0.01%
      FSLR F 0.02% 0.1% 0.02%
      FTV C 0.03% 0.27% 0.03%
      GEHC D 0.04% 0.09% 0.04%
      GEN B 0.02% 0.11% 0.02%
      GEV B 0.1% 0.23% 0.1%
      GILD C 0.12% 0.96% 0.12%
      GIS D 0.04% 0.6% 0.04%
      GS A 0.2% 0.84% 0.2%
      HBAN A 0.03% 0.29% 0.03%
      HCA F 0.07% 0.3% 0.07%
      HD B 0.43% 2.07% 0.43%
      HIG B 0.04% 0.47% 0.04%
      HII F 0.01% 0.12% 0.01%
      HOLX D 0.02% 0.14% 0.02%
      HON C 0.16% 0.86% 0.16%
      HPE B 0.03% 0.35% 0.03%
      HPQ B 0.04% 0.17% 0.04%
      HRL D 0.01% 0.12% 0.01%
      HUBB B 0.03% 0.14% 0.03%
      HUM C 0.04% 0.1% 0.04%
      IBM C 0.21% 1.17% 0.21%
      ICE C 0.1% 0.1% 0.1%
      IEX C 0.02% 0.17% 0.02%
      IFF D 0.02% 0.12% 0.02%
      INTC C 0.12% 0.57% 0.12%
      IP A 0.02% 0.16% 0.02%
      IPG D 0.01% 0.08% 0.01%
      IR B 0.04% 0.15% 0.04%
      IRM C 0.04% 0.34% 0.04%
      ITW B 0.08% 0.1% 0.08%
      J D 0.02% 0.21% 0.02%
      JBHT C 0.02% 0.16% 0.02%
      JCI B 0.06% 0.38% 0.06%
      JNJ C 0.39% 1.43% 0.39%
      JNPR D 0.01% 0.11% 0.01%
      JPM A 0.74% 2.81% 0.74%
      K A 0.02% 0.89% 0.02%
      KDP F 0.04% 0.21% 0.04%
      KEYS A 0.03% 0.35% 0.03%
      KHC F 0.03% 0.26% 0.03%
      KMB C 0.05% 0.36% 0.05%
      KMI A 0.06% 0.81% 0.06%
      KMX B 0.01% 0.09% 0.01%
      KO D 0.26% 1.67% 0.26%
      KR B 0.04% 0.41% 0.04%
      LDOS C 0.02% 0.11% 0.02%
      LH B 0.02% 0.22% 0.02%
      LIN C 0.23% 0.49% 0.23%
      LKQ F 0.01% 0.39% 0.01%
      LOW C 0.17% 0.74% 0.17%
      LYB F 0.02% 0.08% 0.02%
      MCD D 0.23% 0.63% 0.23%
      MDLZ F 0.09% 0.09% 0.09%
      MET A 0.05% 0.52% 0.05%
      MKC C 0.02% 0.14% 0.02%
      MKTX D 0.01% 0.11% 0.01%
      MMC B 0.12% 0.24% 0.12%
      MMM D 0.08% 0.6% 0.08%
      MRK D 0.27% 0.52% 0.27%
      MRO B 0.02% 0.18% 0.02%
      MS A 0.18% 1.07% 0.18%
      MU D 0.12% 0.41% 0.12%
      NDAQ A 0.03% 0.38% 0.03%
      NEE C 0.17% 0.82% 0.17%
      NEM D 0.05% 0.28% 0.05%
      NI A 0.02% 0.67% 0.02%
      NKE F 0.1% 0.08% 0.08%
      NOC D 0.07% 0.4% 0.07%
      NTAP C 0.03% 0.1% 0.03%
      NTRS A 0.02% 0.16% 0.02%
      NUE C 0.04% 0.25% 0.04%
      NXPI D 0.06% 0.52% 0.06%
      OKE A 0.07% 0.77% 0.07%
      ORCL A 0.32% 1.31% 0.32%
      PAYX B 0.05% 0.12% 0.05%
      PEG A 0.05% 0.96% 0.05%
      PEP F 0.24% 0.84% 0.24%
      PFE F 0.16% 0.55% 0.16%
      PFG D 0.02% 0.12% 0.02%
      PG C 0.42% 1.5% 0.42%
      PGR A 0.16% 0.39% 0.16%
      PHM D 0.03% 0.13% 0.03%
      PLD F 0.11% 0.3% 0.11%
      PNC B 0.09% 0.62% 0.09%
      PNR A 0.02% 0.63% 0.02%
      PPG F 0.03% 0.34% 0.03%
      PRU A 0.05% 1.02% 0.05%
      PSA C 0.06% 0.11% 0.06%
      PSX C 0.06% 0.33% 0.06%
      PYPL B 0.09% 0.24% 0.09%
      QCOM F 0.2% 0.63% 0.2%
      REGN F 0.09% 0.22% 0.09%
      RMD C 0.04% 0.1% 0.04%
      ROK C 0.04% 0.13% 0.04%
      RTX D 0.17% 0.79% 0.17%
      SBUX A 0.12% 0.37% 0.12%
      SCHW B 0.13% 0.4% 0.13%
      SLB C 0.07% 0.28% 0.07%
      SOLV D 0.01% 0.11% 0.01%
      SPGI C 0.18% 0.65% 0.18%
      STE D 0.02% 0.3% 0.02%
      STLD B 0.02% 0.11% 0.02%
      STT B 0.03% 0.18% 0.03%
      STZ D 0.04% 0.09% 0.04%
      SYF B 0.03% 0.47% 0.03%
      SYY D 0.04% 0.09% 0.04%
      T A 0.17% 0.38% 0.17%
      TAP C 0.01% 0.33% 0.01%
      TFC A 0.07% 0.24% 0.07%
      TFX F 0.01% 0.15% 0.01%
      TGT F 0.08% 0.43% 0.08%
      TJX A 0.15% 0.18% 0.15%
      TMO F 0.22% 0.11% 0.11%
      TRMB B 0.02% 0.2% 0.02%
      TRV B 0.06% 0.46% 0.06%
      TSCO D 0.03% 0.23% 0.03%
      TXN C 0.2% 1.47% 0.2%
      ULTA F 0.02% 0.09% 0.02%
      UNH B 0.59% 2.04% 0.59%
      UPS C 0.1% 0.32% 0.1%
      URI C 0.06% 0.27% 0.06%
      USB A 0.08% 0.28% 0.08%
      VLO C 0.05% 0.23% 0.05%
      VZ C 0.19% 0.79% 0.19%
      WDC D 0.02% 0.11% 0.02%
      WELL A 0.08% 0.46% 0.08%
      WFC A 0.27% 0.28% 0.27%
      WMB A 0.07% 0.16% 0.07%
      WTW B 0.03% 0.14% 0.03%
      WY F 0.02% 0.26% 0.02%
      XOM B 0.58% 1.54% 0.58%
      XYL D 0.03% 0.41% 0.03%
      ZBH C 0.02% 0.23% 0.02%
      ZTS D 0.09% 0.43% 0.09%
      PHDG Overweight 279 Positions Relative to EVUS
      Symbol Grade Weight
      NVDA B 3.89%
      AAPL C 3.74%
      MSFT D 3.42%
      AMZN C 2.13%
      META D 1.36%
      GOOGL C 1.11%
      TSLA B 0.93%
      GOOG C 0.92%
      LLY F 0.67%
      V A 0.56%
      MA B 0.46%
      COST A 0.44%
      WMT A 0.4%
      NFLX A 0.39%
      CRM B 0.35%
      ADBE C 0.25%
      AMD F 0.24%
      NOW A 0.23%
      ISRG A 0.21%
      GE D 0.21%
      INTU B 0.21%
      PM B 0.21%
      BKNG A 0.18%
      AMAT F 0.17%
      UBER F 0.16%
      UNP C 0.15%
      PANW B 0.14%
      BSX A 0.14%
      BX A 0.14%
      SYK B 0.14%
      TMUS B 0.13%
      PLTR B 0.13%
      VRTX D 0.13%
      MDT D 0.12%
      LMT D 0.12%
      LRCX F 0.11%
      ANET C 0.11%
      BA F 0.11%
      KKR A 0.11%
      PH A 0.1%
      SHW B 0.1%
      TT A 0.1%
      MO A 0.1%
      SO C 0.1%
      MCK A 0.09%
      CRWD B 0.09%
      CME B 0.09%
      WM B 0.09%
      AON A 0.09%
      CMG B 0.09%
      MSI B 0.09%
      CDNS B 0.09%
      SNPS B 0.09%
      DUK C 0.09%
      KLAC F 0.09%
      APH A 0.09%
      CEG C 0.08%
      ORLY B 0.08%
      TDG D 0.08%
      EMR B 0.08%
      CTAS B 0.08%
      CL D 0.08%
      GD D 0.08%
      MCO B 0.08%
      EOG A 0.08%
      PCAR B 0.07%
      ROP B 0.07%
      HLT A 0.07%
      FCX F 0.07%
      AJG A 0.07%
      GM C 0.07%
      BDX F 0.07%
      MAR A 0.07%
      ADSK A 0.07%
      CSX C 0.07%
      ALL A 0.06%
      GWW B 0.06%
      MPC D 0.06%
      AZO C 0.06%
      SPG A 0.06%
      RCL A 0.06%
      AMP A 0.06%
      FICO B 0.06%
      SRE A 0.06%
      ABNB C 0.06%
      NSC B 0.06%
      FTNT C 0.06%
      TRGP A 0.05%
      ODFL C 0.05%
      RSG A 0.05%
      F C 0.05%
      AXON A 0.05%
      PCG A 0.05%
      AME A 0.05%
      KVUE A 0.05%
      HWM A 0.05%
      FAST B 0.05%
      LHX C 0.05%
      ROST D 0.05%
      VST A 0.05%
      PWR A 0.05%
      MSCI C 0.05%
      AIG B 0.05%
      O C 0.05%
      AEP C 0.05%
      CPRT B 0.05%
      VICI C 0.04%
      OXY D 0.04%
      WAB B 0.04%
      EXR C 0.04%
      IDXX F 0.04%
      IQV F 0.04%
      MCHP F 0.04%
      MTB A 0.04%
      MLM C 0.04%
      GLW B 0.04%
      VMC B 0.04%
      LULU C 0.04%
      CHTR C 0.04%
      XEL A 0.04%
      YUM D 0.04%
      DELL B 0.04%
      MNST C 0.04%
      CTVA C 0.04%
      EW C 0.04%
      OTIS C 0.04%
      CTSH B 0.04%
      HES B 0.04%
      VRSK A 0.04%
      LEN D 0.04%
      IT C 0.04%
      CINF A 0.03%
      SBAC D 0.03%
      AEE A 0.03%
      RF A 0.03%
      CDW F 0.03%
      PPL A 0.03%
      CCL A 0.03%
      WST C 0.03%
      DVN F 0.03%
      DTE C 0.03%
      SW A 0.03%
      EQR C 0.03%
      VLTO C 0.03%
      AWK C 0.03%
      CPAY A 0.03%
      BRO B 0.03%
      GDDY A 0.03%
      TYL B 0.03%
      VTR B 0.03%
      MTD F 0.03%
      HSY F 0.03%
      HAL C 0.03%
      TROW B 0.03%
      DECK A 0.03%
      MPWR F 0.03%
      ON D 0.03%
      NVR D 0.03%
      GPN B 0.03%
      TTWO A 0.03%
      RJF A 0.03%
      DXCM C 0.03%
      UAL A 0.03%
      WEC A 0.03%
      EBAY D 0.03%
      CSGP D 0.03%
      ETR B 0.03%
      FITB B 0.03%
      EFX F 0.03%
      AVB B 0.03%
      GRMN B 0.03%
      EPAM B 0.02%
      NDSN B 0.02%
      ROL B 0.02%
      FFIV B 0.02%
      RVTY F 0.02%
      APTV F 0.02%
      EVRG A 0.02%
      JBL C 0.02%
      AMCR C 0.02%
      DOC C 0.02%
      VTRS A 0.02%
      L A 0.02%
      EL F 0.02%
      LNT A 0.02%
      DPZ C 0.02%
      CF A 0.02%
      VRSN C 0.02%
      ALGN D 0.02%
      EG C 0.02%
      TXT D 0.02%
      BAX F 0.02%
      KIM A 0.02%
      ARE F 0.02%
      LVS B 0.02%
      GPC D 0.02%
      MAS D 0.02%
      TER F 0.02%
      KEY B 0.02%
      WRB A 0.02%
      MOH F 0.02%
      TSN B 0.02%
      PODD C 0.02%
      MAA B 0.02%
      CTRA B 0.02%
      SNA A 0.02%
      NRG B 0.02%
      INVH D 0.02%
      ESS B 0.02%
      LUV C 0.02%
      CNP A 0.02%
      DRI B 0.02%
      LYV A 0.02%
      ZBRA B 0.02%
      STX C 0.02%
      OMC C 0.02%
      CFG B 0.02%
      FE C 0.02%
      PKG A 0.02%
      BLDR D 0.02%
      WBD B 0.02%
      TDY B 0.02%
      WAT C 0.02%
      ATO A 0.02%
      EXPE B 0.02%
      PTC B 0.02%
      QRVO F 0.01%
      WBA F 0.01%
      BEN C 0.01%
      PARA C 0.01%
      FMC D 0.01%
      DVA C 0.01%
      MHK D 0.01%
      BWA D 0.01%
      IVZ B 0.01%
      CE F 0.01%
      MTCH D 0.01%
      HAS D 0.01%
      APA D 0.01%
      MOS F 0.01%
      HSIC C 0.01%
      CZR F 0.01%
      RL C 0.01%
      FRT B 0.01%
      ENPH F 0.01%
      MGM D 0.01%
      WYNN C 0.01%
      AOS F 0.01%
      SMCI F 0.01%
      GL C 0.01%
      AES F 0.01%
      CRL D 0.01%
      ERIE D 0.01%
      PNW A 0.01%
      CTLT C 0.01%
      FOXA A 0.01%
      PAYC B 0.01%
      NWSA A 0.01%
      GNRC C 0.01%
      TECH F 0.01%
      LW C 0.01%
      NCLH B 0.01%
      SJM D 0.01%
      EMN C 0.01%
      UHS D 0.01%
      ALB B 0.01%
      REG A 0.01%
      DAY B 0.01%
      HST C 0.01%
      INCY C 0.01%
      JKHY D 0.01%
      CPT B 0.01%
      SWK D 0.01%
      TPR B 0.01%
      UDR B 0.01%
      SWKS F 0.01%
      MRNA F 0.01%
      POOL C 0.01%
      NWS A 0.0%
      PHDG Underweight 14 Positions Relative to EVUS
      Symbol Grade Weight
      CRH A -0.76%
      FERG B -0.43%
      OVV B -0.39%
      FLUT A -0.36%
      COO D -0.3%
      CNH C -0.24%
      FBIN D -0.23%
      WTRG B -0.21%
      OC A -0.21%
      TWLO A -0.15%
      AZPN A -0.11%
      CCK D -0.1%
      TTC C -0.09%
      AVTR F -0.09%

      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

      EVUS: Top Represented Industries & Keywords

      Industries: Diversified Industrials Drug Manufacturers - Major Packaged Foods Business Services Capital Markets Health Care Plans Semiconductors Specialty Chemicals Credit Services Diagnostics & Research Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P Software - Application Utilities - Regulated Electric Asset Management Banks - Global Banks - Regional - US Household & Personal Products Insurance - Diversified
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Computing Bank Banking Chemical Electronics Mining Beverage Electricity Medicine Telecommunications Aerospace Disability Investment Bank Building Materials Financial Products
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