PSL vs. UPGD ETF Comparison

Comparison of PowerShares Dynamic Consumer Staples (PSL) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
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

$105.47

Average Daily Volume

3,092

Number of Holdings *

42

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

Invesco Bloomberg Analyst Rating Improvers ETF

UPGD Description The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ("ANR"), an affiliate of the index provider.

Grade (RS Rating)

Last Trade

$72.90

Average Daily Volume

1,657

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period PSL UPGD
30 Days 3.44% 0.15%
60 Days 3.89% 3.31%
90 Days 5.09% 5.03%
12 Months 26.86% 31.49%
1 Overlapping Holdings
Symbol Grade Weight in PSL Weight in UPGD Overlap
CHD A 3.4% 1.98% 1.98%
PSL Overweight 41 Positions Relative to UPGD
Symbol Grade Weight
SFM A 4.04%
MO A 3.37%
CASY A 3.34%
SCI A 3.31%
COST A 3.29%
FRPT A 3.26%
MNST C 3.2%
KR B 3.0%
USFD A 2.96%
PG C 2.89%
ATGE B 2.86%
BRBR A 2.73%
KDP D 2.67%
LRN A 2.66%
HRB D 2.64%
BJ B 2.63%
PM A 2.58%
CALM A 2.57%
PEP F 2.38%
COKE C 2.32%
PFGC B 2.16%
INGR B 2.11%
LAUR A 2.06%
SPB C 2.02%
SYY D 1.99%
MDLZ F 1.96%
TAP B 1.95%
LOPE B 1.94%
UNFI B 1.92%
HSY F 1.81%
VITL D 1.81%
POST C 1.8%
BFAM F 1.77%
STZ D 1.7%
WDFC B 1.65%
PRDO B 1.64%
IPAR C 1.62%
STRA C 1.52%
CHEF B 1.5%
HAIN D 1.41%
KLG D 1.39%
PSL Underweight 47 Positions Relative to UPGD
Symbol Grade Weight
PLTR A -3.48%
CVNA A -3.0%
TOST A -2.95%
KMI A -2.45%
SNAP D -2.37%
RL C -2.36%
EPAM C -2.28%
PCAR C -2.28%
IP A -2.25%
INTC C -2.2%
T A -2.15%
ODFL B -2.15%
XEL A -2.15%
CAH B -2.09%
CARR D -2.06%
CLX A -2.06%
SHW C -2.05%
CHRW B -2.04%
HPQ B -2.01%
CTSH C -2.0%
EBAY D -2.0%
NOC D -1.98%
DGX A -1.97%
MMM D -1.94%
LMT D -1.94%
BBY D -1.93%
ECL D -1.91%
SO C -1.9%
MOS D -1.89%
EIX C -1.87%
VZ C -1.85%
HSIC C -1.84%
STX D -1.83%
SJM D -1.77%
BALL D -1.77%
AMCR D -1.77%
HRL D -1.76%
TSN B -1.75%
KMX C -1.75%
KHC F -1.73%
KMB C -1.73%
CPB D -1.66%
LYB F -1.65%
SIRI D -1.58%
TFX F -1.56%
HII F -1.43%
DG F -1.16%
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