PSL vs. HSMV ETF Comparison

Comparison of PowerShares Dynamic Consumer Staples (PSL) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)
PSL

PowerShares Dynamic Consumer Staples

PSL Description

The PowerShares Dynamic Consumer Staples Sector Portfolio (Fund) is based on the Dynamic Consumer Staples Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US consumer staples companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that have non-cyclical characteristics, including tobacco, textiles, food and beverage, and non-discretionary retail. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$102.05

Average Daily Volume

3,121

Number of Holdings *

42

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

First Trust Horizon Managed Volatility Small/Mid ETF

HSMV Description The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified.

Grade (RS Rating)

Last Trade

$36.22

Average Daily Volume

1,284

Number of Holdings *

147

* may have additional holdings in another (foreign) market
Performance
Period PSL HSMV
30 Days 0.93% -0.52%
60 Days 1.69% -0.17%
90 Days 4.19% 3.60%
12 Months 26.86% 24.45%
8 Overlapping Holdings
Symbol Grade Weight in PSL Weight in HSMV Overlap
BJ A 2.61% 0.36% 0.36%
CASY A 3.29% 0.25% 0.25%
HRB D 2.82% 0.26% 0.26%
INGR C 1.98% 1.65% 1.65%
LOPE D 1.58% 0.62% 0.62%
PFGC B 2.16% 0.45% 0.45%
POST D 1.92% 1.64% 1.64%
SCI A 3.01% 0.56% 0.56%
PSL Overweight 34 Positions Relative to HSMV
Symbol Grade Weight
SFM A 3.48%
CHD B 3.45%
MNST C 3.33%
MO A 3.28%
COST D 3.28%
PG D 3.08%
KR A 2.99%
KDP F 2.99%
FRPT D 2.91%
PM A 2.85%
USFD B 2.83%
CALM B 2.69%
BRBR A 2.64%
PEP D 2.61%
LRN A 2.54%
COKE D 2.52%
ATGE A 2.4%
MDLZ D 2.18%
VITL C 2.14%
BFAM C 2.08%
SPB C 2.05%
SYY D 2.01%
HSY F 1.97%
TAP D 1.93%
UNFI A 1.9%
STZ F 1.84%
LAUR A 1.77%
HAIN A 1.68%
WDFC A 1.67%
IPAR D 1.61%
PRDO B 1.47%
CHEF D 1.47%
KLG F 1.4%
STRA F 1.38%
PSL Underweight 139 Positions Relative to HSMV
Symbol Grade Weight
ATR A -2.18%
DTM A -1.82%
SEIC A -1.81%
ORI D -1.65%
CTRE A -1.62%
CACI A -1.62%
OGE C -1.53%
IDA A -1.48%
MSGS A -1.45%
DCI B -1.35%
ADC C -1.34%
CHE F -1.3%
AMH F -1.3%
RLI B -1.29%
FLO F -1.22%
NFG C -1.21%
NJR D -1.21%
AM C -1.2%
FHI A -1.19%
OHI B -1.17%
NWE D -1.14%
NNN D -1.13%
POR C -1.13%
GNTX B -1.07%
NYT A -1.03%
AFG D -1.03%
GLPI D -1.02%
MDU F -1.02%
MMS D -1.01%
GGG D -0.99%
DLB B -0.9%
BKH D -0.88%
KBR B -0.88%
FCPT D -0.87%
EHC A -0.87%
EPR D -0.85%
MSA F -0.81%
ELS D -0.81%
ENSG A -0.8%
EFC D -0.8%
AVA D -0.76%
LSTR D -0.76%
ESNT F -0.75%
CBSH A -0.73%
PRI B -0.73%
AWR C -0.72%
OGS C -0.71%
PBH A -0.7%
CDP B -0.7%
RNR C -0.7%
PECO B -0.7%
AMG A -0.67%
SF A -0.67%
CW B -0.67%
EGP D -0.66%
EPRT C -0.65%
RPM B -0.65%
SLGN A -0.65%
CPK C -0.64%
RGA C -0.63%
IDCC A -0.63%
AGO B -0.62%
JHG A -0.6%
PRGS B -0.59%
SBRA B -0.59%
NMIH D -0.58%
CHH A -0.56%
MTG D -0.56%
ACM A -0.56%
FELE D -0.55%
BCPC C -0.53%
CWT D -0.53%
ARW D -0.53%
COLM C -0.52%
FNF C -0.52%
GATX A -0.52%
AVT B -0.51%
FCN F -0.51%
EPC D -0.5%
RS C -0.5%
BWXT B -0.48%
FR D -0.47%
FLS A -0.47%
LANC B -0.46%
LAMR B -0.46%
BRX C -0.46%
CHDN B -0.46%
RYN C -0.45%
MSM D -0.43%
SAIC A -0.43%
BLKB D -0.43%
MUSA C -0.43%
ENR B -0.42%
PB B -0.41%
CLH C -0.41%
JEF B -0.41%
FAF D -0.4%
RDN F -0.4%
ASH F -0.4%
GPK D -0.39%
CNO A -0.39%
ITT C -0.37%
LXP D -0.36%
RGLD B -0.36%
ABM B -0.35%
IOSP F -0.34%
AGCO C -0.34%
MAN F -0.33%
LECO B -0.33%
FNB A -0.33%
EXEL A -0.32%
JJSF C -0.32%
CSL C -0.32%
COOP D -0.32%
EVR A -0.31%
G C -0.31%
KEX D -0.31%
JAZZ D -0.31%
MIDD F -0.29%
ALV F -0.29%
MTN F -0.28%
OSK C -0.28%
ONB A -0.28%
KFY C -0.27%
EVTC D -0.27%
ORA B -0.27%
LFUS D -0.26%
LII B -0.26%
R A -0.26%
CUBE D -0.25%
PLXS A -0.25%
CRI F -0.24%
HXL F -0.24%
FSS F -0.23%
AIN F -0.22%
IRT D -0.22%
REXR F -0.21%
PCH F -0.2%
NSA D -0.13%
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