SPLV vs. JXI ETF Comparison
Comparison of PowerShares S&P 500 Low Volatility Portfolio ETF (SPLV) to iShares Global Utilities ETF (JXI)
SPLV
PowerShares S&P 500 Low Volatility Portfolio ETF
SPLV Description
The PowerShares S&P 500 Low Volatility Portfolio (Fund) is based on the S&P 500 Low Volatility Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's and consists of the 100 stocks from the S&P 500 Index with the lowest realized volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$71.53
Average Daily Volume
2,031,888
99
JXI
iShares Global Utilities ETF
JXI Description
The investment seeks to track the investment results of an index composed of global equities in the utilities sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Utilities Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the utilities sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.Grade (RS Rating)
Last Trade
$70.25
Average Daily Volume
15,121
31
Performance
Period | SPLV | JXI |
---|---|---|
30 Days | 0.50% | 4.09% |
60 Days | 7.36% | 11.39% |
90 Days | 10.16% | 15.30% |
12 Months | 25.49% | 40.22% |
13 Overlapping Holdings
Symbol | Grade | Weight in SPLV | Weight in JXI | Overlap | |
---|---|---|---|---|---|
ATO | A | 1.08% | 1.17% | 1.08% | |
CMS | A | 0.95% | 1.14% | 0.95% | |
DUK | C | 1.01% | 4.86% | 1.01% | |
ED | C | 0.95% | 1.96% | 0.95% | |
ETR | A | 0.99% | 1.53% | 0.99% | |
EVRG | C | 0.89% | 0.78% | 0.78% | |
FE | C | 0.93% | 1.23% | 0.93% | |
LNT | B | 0.95% | 0.85% | 0.85% | |
PEG | A | 0.99% | 2.4% | 0.99% | |
PPL | C | 0.99% | 1.32% | 0.99% | |
SO | A | 0.97% | 5.35% | 0.97% | |
SRE | C | 0.94% | 2.87% | 0.94% | |
WEC | B | 0.91% | 1.64% | 0.91% |
SPLV Overweight 86 Positions Relative to JXI
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | B | 1.4% | |
KO | C | 1.32% | |
TMUS | A | 1.28% | |
V | B | 1.2% | |
L | C | 1.18% | |
RSG | D | 1.17% | |
CL | D | 1.16% | |
MMC | D | 1.16% | |
PG | D | 1.16% | |
WMT | A | 1.15% | |
MA | A | 1.13% | |
ITW | C | 1.12% | |
TJX | D | 1.12% | |
LIN | C | 1.12% | |
FI | A | 1.11% | |
MCD | A | 1.11% | |
HON | C | 1.08% | |
AMP | A | 1.07% | |
JNJ | D | 1.07% | |
BK | A | 1.07% | |
ROP | D | 1.07% | |
MET | A | 1.06% | |
CB | A | 1.06% | |
YUM | C | 1.05% | |
AVY | D | 1.05% | |
OTIS | A | 1.05% | |
CME | A | 1.04% | |
CSCO | A | 1.04% | |
MSI | A | 1.04% | |
ICE | A | 1.04% | |
HIG | A | 1.03% | |
PM | D | 1.03% | |
KMI | A | 1.03% | |
IEX | D | 1.02% | |
MDLZ | D | 1.01% | |
VRSN | C | 1.0% | |
PRU | B | 1.0% | |
AME | C | 1.0% | |
PFG | A | 1.0% | |
DRI | C | 0.99% | |
UNP | F | 0.99% | |
LMT | A | 0.99% | |
JPM | C | 0.98% | |
GD | C | 0.98% | |
WMB | A | 0.98% | |
SPGI | C | 0.98% | |
PPG | D | 0.97% | |
ADP | A | 0.97% | |
KDP | C | 0.97% | |
PKG | B | 0.97% | |
HLT | A | 0.97% | |
OMC | C | 0.96% | |
PEP | F | 0.96% | |
AFL | A | 0.96% | |
CHD | D | 0.96% | |
OKE | A | 0.96% | |
STZ | D | 0.96% | |
KMB | D | 0.95% | |
CTAS | C | 0.95% | |
CSX | D | 0.95% | |
COST | C | 0.95% | |
WELL | C | 0.94% | |
WM | B | 0.94% | |
AIG | C | 0.94% | |
MDT | C | 0.94% | |
GIS | C | 0.93% | |
COR | F | 0.93% | |
ECL | C | 0.93% | |
BRO | A | 0.92% | |
AVB | C | 0.92% | |
PAYX | B | 0.92% | |
ABBV | C | 0.91% | |
REGN | D | 0.91% | |
AJG | C | 0.91% | |
MO | D | 0.9% | |
DGX | D | 0.9% | |
LYB | B | 0.9% | |
ABT | C | 0.9% | |
DOW | B | 0.9% | |
EA | D | 0.89% | |
BR | B | 0.89% | |
SYY | D | 0.88% | |
HOLX | D | 0.88% | |
CBOE | B | 0.85% | |
ELV | F | 0.85% | |
MCK | F | 0.72% |
SPLV: Top Represented Industries & Keywords
JXI: Top Represented Industries & Keywords