PSR vs. XLRE ETF Comparison

Comparison of PowerShares Active U.S. Real Estate Fund (PSR) to Real Estate Select Sector SPDR Fund (The) (XLRE)
PSR

PowerShares Active U.S. Real Estate Fund

PSR Description

The PowerShares Active U.S. Real Estate Fund (Fund) structures and selects its investments primarily from a universe of securities that are included within the FTSE NAREIT All Equity REITs Index at the time of purchase. The selection methodology uses quantitative and statistical metrics to identify attractively priced securities and manage risk. The Fund will invest principally in equity real estate investment trusts (REITs). The Fund is rebalanced and reconstituted monthly.

Grade (RS Rating)

Last Trade

$96.25

Average Daily Volume

3,238

Number of Holdings *

28

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

Real Estate Select Sector SPDR Fund (The)

XLRE Description The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSgA Funds Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating in the real estate sector including companies engaged in real estate management and development and REITs, excluding mortgage REITs. The fund invests in stocks of large-cap companies. It seeks to replicate the performance of The Real Estate Select Sector Index, by investing in stocks of companies as per their weightings in the index. The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund is domiciled in the United States.

Grade (RS Rating)

Last Trade

$43.52

Average Daily Volume

5,655,417

Number of Holdings *

31

* may have additional holdings in another (foreign) market
Performance
Period PSR XLRE
30 Days 0.32% 0.17%
60 Days 7.57% 7.81%
90 Days 13.49% 14.43%
12 Months 28.36% 34.75%
16 Overlapping Holdings
Symbol Grade Weight in PSR Weight in XLRE Overlap
AMT D 7.12% 9.55% 7.12%
ARE D 3.85% 1.67% 1.67%
CCI D 3.56% 4.4% 3.56%
CPT C 0.97% 1.17% 0.97%
DLR C 3.72% 4.4% 3.72%
DOC C 2.64% 1.4% 1.4%
EQIX C 8.27% 7.37% 7.37%
EQR C 4.64% 2.24% 2.24%
INVH D 3.76% 1.76% 1.76%
KIM C 2.43% 1.36% 1.36%
O C 4.65% 4.8% 4.65%
PLD D 4.02% 10.23% 4.02%
PSA C 3.41% 4.96% 3.41%
SBAC C 4.77% 2.24% 2.24%
SPG A 3.07% 4.5% 3.07%
WELL C 8.83% 6.46% 6.46%
PSR Overweight 12 Positions Relative to XLRE
Symbol Grade Weight
BRX C 4.72%
REXR D 4.49%
CUBE C 3.74%
KRC C 2.48%
ADC C 2.48%
EGP D 2.42%
GLPI C 2.34%
RYN C 2.21%
ESRT C 2.0%
EPRT C 1.49%
PEB D 0.97%
RLJ D 0.93%
PSR Underweight 15 Positions Relative to XLRE
Symbol Grade Weight
EXR D -3.3%
CBRE C -3.28%
IRM B -3.04%
VICI C -3.04%
AVB C -2.84%
CSGP F -2.7%
VTR C -2.33%
WY C -2.13%
ESS D -1.66%
MAA D -1.63%
UDR C -1.2%
HST D -1.13%
BXP B -1.03%
REG C -1.02%
FRT D -0.75%
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