PHDG vs. SHE ETF Comparison

Comparison of PowerShares S&P 500 Downside Hedged Portfolio (PHDG) to SPDR SSGA Gender Diversity Index ETF (SHE)

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

$37.73

Average Daily Volume

14,585

Number of Holdings ^*

500

* may have additional holdings in another (foreign) market

SHE

SPDR SSGA Gender Diversity Index ETF

SHE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$113.99

Average Daily Volume

3,897

Number of Holdings ^*

236

* may have additional holdings in another (foreign) market

Performance

Period	PHDG	SHE
30 Days	0.56%	1.27%
60 Days	0.60%	7.83%
90 Days	0.65%	4.16%
12 Months	23.76%	37.79%

209 Overlapping Holdings

	Symbol	Grade	Weight in PHDG	Weight in SHE	Overlap
	AAPL	C	3.97%	4.37%	3.97%
	ABNB	D	0.07%	0.36%	0.07%
	ABT	B	0.23%	0.73%	0.23%
	ACN	B	0.25%	4.32%	0.25%
	ADM	D	0.03%	0.1%	0.03%
	ADSK	B	0.07%	1.13%	0.07%
	AEE	A	0.03%	0.08%	0.03%
	AEP	C	0.06%	0.18%	0.06%
	AIG	F	0.05%	0.2%	0.05%
	AIZ	A	0.01%	0.04%	0.01%
	AKAM	D	0.02%	0.26%	0.02%
	ALB	D	0.01%	0.03%	0.01%
	ALL	B	0.06%	0.18%	0.06%
	AMCR	B	0.02%	0.07%	0.02%
	ANSS	D	0.03%	0.49%	0.03%
	APA	F	0.01%	0.03%	0.01%
	APTV	D	0.02%	0.15%	0.02%
	AVB	C	0.04%	0.11%	0.04%
	AWK	B	0.03%	0.14%	0.03%
	AXP	A	0.17%	0.63%	0.17%
	BA	F	0.1%	0.29%	0.1%
	BAC	D	0.3%	1.07%	0.3%
	BBWI	F	0.01%	0.04%	0.01%
	BBY	B	0.02%	0.1%	0.02%
	BIIB	F	0.03%	0.11%	0.03%
	BK	C	0.06%	0.2%	0.06%
	BKNG	C	0.16%	1.18%	0.16%
	BKR	B	0.04%	0.12%	0.04%
	BR	B	0.03%	0.09%	0.03%
	C	B	0.14%	0.48%	0.14%
	CAH	B	0.03%	0.11%	0.03%
	CARR	A	0.08%	0.21%	0.08%
	CAT	A	0.22%	0.99%	0.22%
	CDW	D	0.04%	0.56%	0.04%
	CE	D	0.02%	0.06%	0.02%
	CHD	C	0.03%	0.08%	0.03%
	CHTR	D	0.04%	0.15%	0.04%
	CI	D	0.11%	0.35%	0.11%
	CL	D	0.1%	0.31%	0.1%
	CLX	B	0.02%	0.09%	0.02%
	CMG	C	0.09%	0.63%	0.09%
	CMI	B	0.05%	0.23%	0.05%
	CMS	A	0.02%	0.07%	0.02%
	CNC	F	0.05%	0.16%	0.05%
	CNP	B	0.02%	0.08%	0.02%
	COF	C	0.07%	0.2%	0.07%
	COST	C	0.45%	1.12%	0.45%
	CPB	D	0.01%	0.03%	0.01%
	CRL	F	0.01%	0.04%	0.01%
	CSCO	A	0.24%	3.77%	0.24%
	CSGP	F	0.04%	0.14%	0.04%
	CVS	D	0.09%	0.3%	0.09%
	CVX	B	0.28%	0.94%	0.28%
	D	A	0.06%	0.24%	0.06%
	DAL	C	0.04%	0.03%	0.03%
	DAY	B	0.01%	0.03%	0.01%
	DD	B	0.04%	0.12%	0.04%
	DE	A	0.12%	0.36%	0.12%
	DECK	B	0.03%	0.13%	0.03%
	DG	F	0.02%	0.08%	0.02%
	DHI	C	0.06%	0.27%	0.06%
	DLR	C	0.06%	0.21%	0.06%
	DOW	B	0.04%	0.15%	0.04%
	DTE	A	0.03%	0.13%	0.03%
	DUK	A	0.1%	0.29%	0.1%
	EA	D	0.04%	0.12%	0.04%
	EBAY	A	0.04%	0.15%	0.04%
	ECL	B	0.07%	0.21%	0.07%
	ED	A	0.04%	0.14%	0.04%
	EIX	A	0.04%	0.15%	0.04%
	EL	D	0.03%	0.1%	0.03%
	EMR	B	0.07%	0.22%	0.07%
	EOG	B	0.08%	0.2%	0.08%
	EQIX	B	0.1%	0.26%	0.1%
	EQR	C	0.03%	0.09%	0.03%
	EQT	B	0.02%	0.06%	0.02%
	ETN	C	0.15%	0.47%	0.15%
	ETR	A	0.03%	0.1%	0.03%
	EXC	A	0.05%	0.15%	0.05%
	EXR	C	0.04%	0.13%	0.04%
	FANG	D	0.04%	0.11%	0.04%
	FDS	C	0.02%	0.07%	0.02%
	FDX	D	0.07%	0.21%	0.07%
	FIS	C	0.05%	0.17%	0.05%
	FITB	C	0.03%	0.12%	0.03%
	FTNT	A	0.06%	0.89%	0.06%
	FTV	B	0.03%	0.11%	0.03%
	GDDY	D	0.03%	0.41%	0.03%
	GE	C	0.23%	0.61%	0.23%
	GILD	A	0.12%	0.39%	0.12%
	GIS	C	0.05%	0.16%	0.05%
	GPN	F	0.03%	0.09%	0.03%
	GWW	A	0.05%	0.15%	0.05%
	HIG	A	0.04%	0.16%	0.04%
	HLT	A	0.07%	0.52%	0.07%
	HON	C	0.16%	0.48%	0.16%
	HRL	F	0.01%	0.04%	0.01%
	HST	D	0.01%	0.06%	0.01%
	HSY	D	0.03%	0.11%	0.03%
	HUBB	A	0.03%	0.09%	0.03%
	IDXX	D	0.05%	0.17%	0.05%
	IFF	C	0.03%	0.09%	0.03%
	INCY	B	0.01%	0.04%	0.01%
	INTC	D	0.12%	1.87%	0.12%
	INTU	F	0.2%	3.26%	0.2%
	INVH	D	0.02%	0.09%	0.02%
	IPG	C	0.01%	0.06%	0.01%
	IRM	A	0.04%	0.13%	0.04%
	ITW	A	0.08%	0.29%	0.08%
	J	D	0.02%	0.08%	0.02%
	JCI	B	0.06%	0.23%	0.06%
	JNJ	D	0.44%	1.55%	0.44%
	JPM	D	0.68%	2.45%	0.68%
	KEY	C	0.02%	0.06%	0.02%
	KIM	C	0.02%	0.07%	0.02%
	KMX	F	0.01%	0.07%	0.01%
	KO	C	0.32%	1.17%	0.32%
	KR	C	0.04%	0.15%	0.04%
	LDOS	A	0.02%	0.08%	0.02%
	LIN	B	0.26%	0.97%	0.26%
	LLY	D	0.79%	2.62%	0.79%
	LOW	A	0.17%	0.98%	0.17%
	LULU	D	0.04%	0.29%	0.04%
	LUV	B	0.02%	0.02%	0.02%
	LVS	B	0.02%	0.1%	0.02%
	LYB	D	0.03%	0.08%	0.03%
	MAA	C	0.02%	0.07%	0.02%
	MAR	B	0.07%	0.59%	0.07%
	MCK	F	0.07%	0.25%	0.07%
	MCO	D	0.09%	0.34%	0.09%
	MDT	B	0.13%	0.44%	0.13%
	META	A	1.42%	4.68%	1.42%
	MGM	D	0.01%	0.07%	0.01%
	MMC	D	0.13%	0.45%	0.13%
	MMM	C	0.09%	0.27%	0.09%
	MRK	F	0.33%	1.06%	0.33%
	MSFT	D	3.65%	4.37%	3.65%
	MTB	C	0.03%	0.12%	0.03%
	NEM	C	0.07%	0.28%	0.07%
	NFLX	A	0.35%	1.58%	0.35%
	NKE	D	0.12%	0.51%	0.12%
	NOC	B	0.08%	0.32%	0.08%
	NSC	C	0.06%	0.18%	0.06%
	NTRS	C	0.02%	0.07%	0.02%
	NVDA	C	3.42%	4.14%	3.42%
	NWSA	D	0.01%	0.03%	0.01%
	O	A	0.06%	0.18%	0.06%
	OMC	C	0.02%	0.07%	0.02%
	OXY	F	0.04%	0.15%	0.04%
	PARA	F	0.01%	0.04%	0.01%
	PEG	A	0.05%	0.18%	0.05%
	PFG	C	0.02%	0.08%	0.02%
	PG	C	0.47%	1.64%	0.47%
	PGR	C	0.17%	0.67%	0.17%
	PNC	C	0.08%	0.29%	0.08%
	PNR	C	0.02%	0.06%	0.02%
	PPL	A	0.03%	0.09%	0.03%
	PRU	C	0.05%	0.2%	0.05%
	PSA	C	0.07%	0.21%	0.07%
	PSX	D	0.06%	0.16%	0.06%
	RCL	C	0.05%	0.25%	0.05%
	RF	C	0.02%	0.08%	0.02%
	ROK	D	0.04%	0.11%	0.04%
	ROST	C	0.06%	0.47%	0.06%
	RTX	A	0.18%	0.5%	0.18%
	SBUX	B	0.13%	0.96%	0.13%
	SCHW	D	0.11%	0.4%	0.11%
	SJM	C	0.01%	0.05%	0.01%
	SPG	A	0.06%	0.21%	0.06%
	SPGI	C	0.19%	0.6%	0.19%
	STZ	B	0.05%	0.13%	0.05%
	SW	C	0.03%	0.08%	0.03%
	SWK	A	0.02%	0.07%	0.02%
	SYF	B	0.02%	0.07%	0.02%
	T	A	0.18%	0.64%	0.18%
	TFC	D	0.07%	0.23%	0.07%
	TFX	C	0.01%	0.05%	0.01%
	TGT	C	0.08%	0.29%	0.08%
	TJX	C	0.15%	1.22%	0.15%
	TMUS	A	0.11%	0.46%	0.11%
	TROW	D	0.03%	0.09%	0.03%
	TSCO	A	0.04%	0.28%	0.04%
	TSN	D	0.02%	0.05%	0.02%
	TT	A	0.1%	0.33%	0.1%
	TTWO	F	0.03%	0.08%	0.03%
	TXT	F	0.02%	0.05%	0.02%
	TYL	B	0.03%	0.43%	0.03%
	UBER	C	0.18%	0.63%	0.18%
	ULTA	D	0.02%	0.18%	0.02%
	UNH	B	0.61%	1.75%	0.61%
	V	C	0.53%	1.5%	0.53%
	VICI	C	0.04%	0.15%	0.04%
	VLTO	A	0.03%	0.13%	0.03%
	VRTX	D	0.14%	0.44%	0.14%
	VST	A	0.04%	0.17%	0.04%
	VTR	C	0.03%	0.12%	0.03%
	VZ	A	0.22%	0.88%	0.22%
	WAB	A	0.04%	0.1%	0.04%
	WBA	F	0.01%	0.03%	0.01%
	WBD	D	0.02%	0.1%	0.02%
	WEC	A	0.03%	0.11%	0.03%
	WFC	D	0.22%	0.78%	0.22%
	WTW	B	0.03%	0.13%	0.03%
	WY	B	0.03%	0.08%	0.03%
	WYNN	B	0.01%	0.05%	0.01%
	XEL	A	0.04%	0.12%	0.04%
	XOM	A	0.59%	1.45%	0.59%
	XYL	C	0.04%	0.13%	0.04%
	ZTS	C	0.1%	0.35%	0.1%

PHDG Overweight 291 Positions Relative to SHE

	Symbol	Grade	Weight
	AMZN	C	2.01%
	GOOGL	B	1.1%
	BRK.A	C	0.96%
	AVGO	C	0.92%
	GOOG	B	0.91%
	TSLA	C	0.83%
	MA	A	0.47%
	HD	A	0.45%
	WMT	A	0.4%
	ABBV	A	0.39%
	AMD	D	0.31%
	CRM	B	0.31%
	ORCL	B	0.31%
	PEP	D	0.27%
	TMO	C	0.27%
	ADBE	F	0.26%
	MCD	A	0.25%
	IBM	B	0.23%
	PM	C	0.22%
	QCOM	D	0.22%
	TXN	C	0.22%
	NOW	C	0.21%
	ISRG	A	0.2%
	DIS	D	0.2%
	AMGN	D	0.2%
	NEE	A	0.2%
	DHR	C	0.2%
	PFE	D	0.19%
	AMAT	B	0.19%
	GS	C	0.18%
	CMCSA	B	0.18%
	UNP	D	0.17%
	MS	B	0.15%
	BLK	A	0.15%
	MU	D	0.14%
	ELV	F	0.14%
	COP	D	0.14%
	SYK	C	0.14%
	BSX	A	0.14%
	LMT	A	0.14%
	REGN	D	0.13%
	BX	C	0.13%
	ADP	A	0.13%
	ADI	C	0.13%
	PLD	D	0.13%
	FI	A	0.12%
	BMY	B	0.12%
	KLAC	B	0.12%
	AMT	C	0.12%
	CB	A	0.12%
	LRCX	D	0.12%
	PANW	D	0.12%
	ANET	A	0.11%
	UPS	D	0.11%
	SO	A	0.11%
	MDLZ	C	0.11%
	MO	D	0.1%
	KKR	A	0.1%
	SHW	B	0.1%
	ICE	A	0.1%
	MSI	A	0.09%
	HCA	B	0.09%
	CDNS	D	0.09%
	WM	B	0.09%
	AON	A	0.09%
	GD	A	0.09%
	APH	D	0.09%
	SNPS	F	0.09%
	CME	A	0.09%
	TDG	A	0.09%
	PYPL	C	0.09%
	CEG	B	0.09%
	PH	A	0.09%
	CRWD	D	0.08%
	ORLY	A	0.08%
	APD	C	0.08%
	CSX	D	0.08%
	GEV	B	0.08%
	BDX	B	0.08%
	CTAS	B	0.08%
	USB	C	0.08%
	WELL	C	0.08%
	PLTR	A	0.08%
	FCX	B	0.08%
	ROP	C	0.07%
	SLB	D	0.07%
	AJG	D	0.07%
	NXPI	F	0.07%
	KMB	B	0.06%
	MET	A	0.06%
	CCI	C	0.06%
	PCAR	D	0.06%
	OKE	B	0.06%
	SRE	A	0.06%
	GM	D	0.06%
	TRV	C	0.06%
	AZO	D	0.06%
	URI	C	0.06%
	MPC	F	0.06%
	WMB	A	0.06%
	AFL	A	0.06%
	YUM	A	0.05%
	IR	A	0.05%
	IT	C	0.05%
	AME	D	0.05%
	EW	F	0.05%
	IQV	F	0.05%
	RSG	D	0.05%
	CTVA	A	0.05%
	FAST	B	0.05%
	KMI	A	0.05%
	OTIS	A	0.05%
	F	D	0.05%
	PCG	B	0.05%
	ACGL	A	0.05%
	PAYX	A	0.05%
	A	B	0.05%
	PWR	B	0.05%
	MCHP	F	0.05%
	VLO	F	0.05%
	LHX	A	0.05%
	KVUE	C	0.05%
	MPWR	B	0.05%
	CPRT	B	0.05%
	MSCI	B	0.05%
	LEN	B	0.05%
	TEL	D	0.05%
	AMP	A	0.05%
	FICO	A	0.05%
	KHC	D	0.04%
	PPG	D	0.04%
	MTD	B	0.04%
	ON	F	0.04%
	TRGP	B	0.04%
	VMC	D	0.04%
	MLM	D	0.04%
	DELL	C	0.04%
	HPQ	C	0.04%
	GLW	B	0.04%
	DFS	C	0.04%
	RMD	C	0.04%
	EFX	C	0.04%
	NUE	D	0.04%
	ODFL	D	0.04%
	HES	D	0.04%
	CBRE	A	0.04%
	MNST	D	0.04%
	COR	F	0.04%
	VRSK	D	0.04%
	CTSH	B	0.04%
	HWM	A	0.04%
	HUM	F	0.04%
	SYY	B	0.04%
	GEHC	C	0.04%
	KDP	C	0.04%
	PTC	D	0.03%
	CPAY	A	0.03%
	MRNA	F	0.03%
	ZBH	F	0.03%
	BLDR	B	0.03%
	WDC	C	0.03%
	WST	D	0.03%
	FE	B	0.03%
	RJF	B	0.03%
	STE	D	0.03%
	ES	C	0.03%
	BRO	A	0.03%
	DVN	F	0.03%
	NTAP	D	0.03%
	HAL	F	0.03%
	SBAC	B	0.03%
	HPE	B	0.03%
	DOV	C	0.03%
	STT	C	0.03%
	DXCM	F	0.03%
	GRMN	D	0.03%
	FSLR	C	0.03%
	KEYS	B	0.03%
	AXON	A	0.03%
	NVR	A	0.03%
	NDAQ	C	0.03%
	PHM	A	0.03%
	CPT	C	0.02%
	EMN	C	0.02%
	ERIE	A	0.02%
	UDR	C	0.02%
	UHS	D	0.02%
	VTRS	D	0.02%
	BG	F	0.02%
	JBHT	D	0.02%
	ROL	B	0.02%
	NDSN	B	0.02%
	EVRG	C	0.02%
	AES	B	0.02%
	L	D	0.02%
	POOL	B	0.02%
	JBL	D	0.02%
	MRO	D	0.02%
	DPZ	D	0.02%
	TRMB	B	0.02%
	GEN	B	0.02%
	DLTR	F	0.02%
	SNA	A	0.02%
	NI	A	0.02%
	LYV	A	0.02%
	CAG	D	0.02%
	RVTY	B	0.02%
	LNT	A	0.02%
	ENPH	D	0.02%
	CF	A	0.02%
	SWKS	F	0.02%
	DOC	C	0.02%
	IEX	D	0.02%
	PODD	C	0.02%
	VRSN	B	0.02%
	IP	C	0.02%
	EG	B	0.02%
	WRB	B	0.02%
	DGX	B	0.02%
	CTRA	D	0.02%
	ALGN	D	0.02%
	AVY	C	0.02%
	EXPD	C	0.02%
	MAS	A	0.02%
	CFG	D	0.02%
	STLD	B	0.02%
	CCL	C	0.02%
	HOLX	D	0.02%
	EXPE	B	0.02%
	ESS	C	0.02%
	ZBRA	A	0.02%
	ARE	D	0.02%
	NRG	A	0.02%
	UAL	B	0.02%
	PKG	C	0.02%
	GPC	D	0.02%
	BAX	D	0.02%
	DRI	C	0.02%
	MOH	D	0.02%
	TDY	A	0.02%
	ATO	A	0.02%
	BALL	C	0.02%
	MKC	C	0.02%
	TER	C	0.02%
	WAT	B	0.02%
	SMCI	F	0.02%
	HBAN	D	0.02%
	STX	B	0.02%
	K	B	0.02%
	CINF	A	0.02%
	CBOE	A	0.02%
	FOX	A	0.01%
	BEN	F	0.01%
	RL	B	0.01%
	IVZ	A	0.01%
	PAYC	D	0.01%
	FMC	B	0.01%
	BWA	B	0.01%
	MHK	B	0.01%
	DVA	C	0.01%
	FRT	D	0.01%
	MOS	D	0.01%
	GL	C	0.01%
	NCLH	C	0.01%
	CZR	B	0.01%
	SOLV	C	0.01%
	HSIC	D	0.01%
	GNRC	B	0.01%
	HAS	A	0.01%
	LW	D	0.01%
	MKTX	C	0.01%
	FOXA	A	0.01%
	QRVO	F	0.01%
	PNW	A	0.01%
	MTCH	B	0.01%
	HII	F	0.01%
	TAP	D	0.01%
	LKQ	F	0.01%
	CTLT	A	0.01%
	AOS	B	0.01%
	TPR	B	0.01%
	EPAM	F	0.01%
	BXP	C	0.01%
	REG	C	0.01%
	TECH	C	0.01%
	ALLE	A	0.01%
	JNPR	B	0.01%
	CHRW	A	0.01%
	FFIV	B	0.01%
	JKHY	A	0.01%
	NWS	D	0.0%

PHDG Underweight 27 Positions Relative to SHE

	Symbol	Grade	Weight
	HUBS	D	-0.47%
	FLUT	C	-0.3%
	WCN	D	-0.21%
	TWLO	B	-0.19%
	WSM	B	-0.17%
	BURL	D	-0.16%
	LNG	A	-0.15%
	SQ	D	-0.14%
	ALNY	C	-0.13%
	TTD	C	-0.12%
	DKS	D	-0.09%
	ILMN	B	-0.08%
	TRU	A	-0.07%
	SSNC	C	-0.07%
	PINS	D	-0.07%
	SNAP	D	-0.06%
	LPLA	D	-0.06%
	AMH	D	-0.05%
	RPM	A	-0.05%
	ACM	C	-0.05%
	UTHR	C	-0.05%
	OC	C	-0.05%
	Z	C	-0.04%
	OVV	F	-0.04%
	RIVN	F	-0.04%
	NBIX	F	-0.04%
	ACI	F	-0.03%

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 Aerospace Chemical Real Estate Investment Trust Telecommunications Medicine Bank Semiconductor Banking Insurance Products Petroleum Industry Transport Investment Bank

SHE: Top Represented Industries & Keywords

Industries: Software - Application Utilities - Regulated Electric Diversified Industrials Banks - Regional - US Oil & Gas E&P Specialty Chemicals Specialty Retail Biotechnology Business Services Capital Markets Drug Manufacturers - Major Household & Personal Products REIT - Residential Aerospace & Defense Apparel Stores Banks - Global Credit Services Discount Stores Health Care Plans Internet Content & Information

Keywords: S&P 500 Nasdaq 100 Natural Gas Dow Jones Component Banking Electricity Bank Chemical Insurance Computing Real Estate Investment Trust Electronics Aerospace Investment Bank Mining Mobile Devices Telecommunications Cash Management Acid Disability