PSL vs. XSMO ETF Comparison

Comparison of PowerShares Dynamic Consumer Staples (PSL) to Invesco S&P SmallCap Momentum ETF (XSMO)
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
XSMO

Invesco S&P SmallCap Momentum ETF

XSMO Description The Invesco S&P SmallCap Momentum ETF (Fund) is based on the S&P Smallcap 600 Momentum Index (Index). The Fund will invest at least 90% of its total assets in the component securities that comprise the Index. The Index is composed of securities 120 securities in the S&P SmallCap 600® Index having the highest “momentum scores,” calculated pursuant to the index methodology. which are computed by measuring the upward price movements of each security as compared to other eligible stocks within the S&P Midcap 600 Index. The Fund and the Index are rebalanced and reconstituted semi-annually.

Grade (RS Rating)

Last Trade

$71.09

Average Daily Volume

379,655

Number of Holdings *

111

* may have additional holdings in another (foreign) market
Performance
Period PSL XSMO
30 Days 3.44% 5.41%
60 Days 3.89% 7.91%
90 Days 5.09% 10.35%
12 Months 26.86% 41.08%
6 Overlapping Holdings
Symbol Grade Weight in PSL Weight in XSMO Overlap
ATGE B 2.79% 0.87% 0.87%
CALM A 2.61% 1.01% 1.01%
KLG D 1.35% 0.31% 0.31%
LRN A 2.68% 1.62% 1.62%
PRDO B 1.78% 0.44% 0.44%
STRA C 1.49% 0.44% 0.44%
PSL Overweight 36 Positions Relative to XSMO
Symbol Grade Weight
SFM A 4.04%
CHD A 3.56%
MO A 3.56%
CASY A 3.32%
SCI A 3.27%
COST A 3.23%
FRPT A 3.19%
MNST C 3.14%
PG C 2.98%
KR B 2.97%
USFD A 2.92%
BRBR A 2.84%
HRB D 2.74%
PM A 2.68%
KDP D 2.63%
BJ B 2.59%
PEP F 2.34%
COKE C 2.34%
PFGC B 2.13%
TAP B 2.08%
LAUR A 2.07%
INGR B 2.0%
UNFI B 1.98%
SYY D 1.97%
SPB C 1.96%
MDLZ F 1.95%
LOPE B 1.83%
HSY F 1.8%
STZ D 1.76%
POST C 1.76%
WDFC B 1.69%
VITL D 1.68%
IPAR C 1.61%
BFAM F 1.61%
CHEF B 1.48%
HAIN D 1.41%
PSL Underweight 105 Positions Relative to XSMO
Symbol Grade Weight
MLI B -3.61%
CRS A -3.51%
JXN C -3.09%
MOG.A B -2.4%
AWI B -2.3%
PIPR B -2.15%
ACIW B -1.97%
COOP B -1.8%
DY C -1.71%
FSS B -1.67%
RDNT B -1.41%
AVAV C -1.38%
GKOS A -1.37%
SKYW B -1.33%
AROC A -1.32%
IBP F -1.32%
EAT A -1.31%
BGC C -1.3%
PJT B -1.28%
STEP B -1.24%
RDN D -1.24%
GVA A -1.2%
KTB A -1.19%
NSIT F -1.18%
SLG B -1.17%
CTRE C -1.16%
MATX B -1.16%
BCPC B -1.14%
MC B -1.11%
GEO A -1.08%
HNI B -1.05%
AGO A -1.05%
EPRT A -1.05%
GPI B -1.01%
BCC C -1.0%
MHO D -0.98%
HWKN B -0.97%
KFY B -0.92%
IDCC B -0.91%
GTES A -0.89%
VRRM F -0.89%
ABCB B -0.87%
GFF B -0.86%
FBP B -0.85%
POWL C -0.82%
AZZ A -0.82%
IIPR F -0.81%
NMIH D -0.81%
AX B -0.81%
FULT B -0.78%
PRK B -0.77%
BRC C -0.77%
TPH D -0.73%
CRVL A -0.73%
AEO F -0.7%
PATK D -0.67%
SHOO D -0.67%
SKT A -0.67%
VIRT A -0.66%
HCC B -0.66%
TDS B -0.65%
NHC B -0.64%
MCY B -0.62%
AKR A -0.61%
EPAC B -0.6%
PTGX D -0.59%
ENVA B -0.57%
SLVM C -0.56%
LBRT F -0.55%
PHIN B -0.54%
PLMR A -0.53%
PLUS F -0.52%
SNEX B -0.52%
BHE B -0.5%
AMR C -0.5%
STC B -0.5%
UFPT C -0.45%
LGND C -0.45%
WT A -0.45%
OFG B -0.43%
TRMK B -0.43%
CXW B -0.41%
APOG B -0.39%
TILE B -0.39%
DFIN D -0.36%
SPNT A -0.36%
TNC F -0.34%
QNST C -0.34%
STBA B -0.34%
MLKN F -0.32%
SCSC B -0.32%
VECO F -0.29%
CUBI C -0.29%
EIG B -0.27%
INVA C -0.26%
COLL F -0.24%
CNXN D -0.22%
CPF B -0.21%
AORT B -0.2%
HSII B -0.18%
HCI C -0.18%
LPG F -0.18%
WSR A -0.14%
HSTM A -0.14%
SCVL F -0.14%
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