SPMO vs. CGUS ETF Comparison

Comparison of PowerShares S&P 500 Momentum Portfolio (SPMO) to Capital Group Core Equity ETF (CGUS)

SPMO

PowerShares S&P 500 Momentum Portfolio

SPMO Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$90.24

Average Daily Volume

998,623

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CGUS

Capital Group Core Equity ETF

CGUS Description

Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$34.01

Average Daily Volume

560,214

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SPMO	CGUS
30 Days	1.28%	1.43%
60 Days	9.96%	6.42%
90 Days	1.26%	4.73%
12 Months	60.92%	39.07%

20 Overlapping Holdings

Symbol	Grade	Weight in SPMO	Weight in CGUS	Overlap
AJG	D	0.43%	0.42%	0.42%
AMZN	C	9.38%	3.82%	3.82%
AVGO	C	5.94%	3.42%	3.42%
BRK.A	C	6.14%	0.48%	0.48%
CB	A	0.88%	0.36%	0.36%
GD	A	0.6%	0.76%	0.6%
GE	C	2.28%	1.82%	1.82%
IR	A	0.33%	0.69%	0.33%
JPM	D	4.79%	1.67%	1.67%
LLY	D	6.34%	1.8%	1.8%
META	A	6.63%	4.86%	4.86%
NVDA	C	9.05%	2.41%	2.41%
RCL	C	0.23%	0.7%	0.23%
REGN	D	1.03%	0.35%	0.35%
RTX	A	1.07%	2.2%	1.07%
STX	B	0.18%	0.47%	0.18%
TDG	A	0.65%	0.53%	0.53%
URI	C	0.37%	0.7%	0.37%
VRTX	D	0.8%	0.99%	0.8%
WELL	C	0.55%	0.32%	0.32%

SPMO Overweight 77 Positions Relative to CGUS

Symbol	Grade	Weight
COST	C	3.84%
WMT	A	2.35%
PGR	C	1.64%
IBM	B	1.43%
AXP	A	1.37%
GS	C	1.28%
AMGN	D	1.23%
T	A	1.15%
KKR	A	1.13%
TJX	C	1.01%
ANET	A	0.97%
BSX	A	0.97%
ETN	C	0.91%
TMUS	A	0.89%
TT	A	0.83%
C	B	0.83%
CL	D	0.71%
KLAC	B	0.7%
CTAS	B	0.7%
ICE	A	0.69%
CEG	B	0.69%
MCK	F	0.68%
FI	A	0.68%
MSI	A	0.64%
APH	D	0.63%
BK	C	0.51%
VST	A	0.51%
FICO	A	0.5%
PH	A	0.49%
CMG	C	0.48%
ALL	B	0.45%
HLT	A	0.43%
WM	B	0.43%
HWM	A	0.41%
AFL	A	0.39%
HIG	A	0.39%
WMB	A	0.38%
IRM	A	0.38%
ECL	B	0.36%
TRGP	B	0.36%
OKE	B	0.33%
RSG	D	0.33%
AIG	F	0.33%
PRU	C	0.32%
PSX	D	0.31%
GWW	A	0.29%
MPC	F	0.29%
GDDY	D	0.28%
PEG	A	0.28%
KMI	A	0.27%
GRMN	D	0.25%
IT	C	0.24%
NRG	A	0.23%
VLTO	A	0.23%
FANG	D	0.22%
LDOS	A	0.21%
WAB	A	0.21%
WTW	B	0.2%
BRO	A	0.2%
AXON	A	0.2%
NTAP	D	0.2%
PHM	A	0.2%
NDAQ	C	0.2%
MLM	D	0.19%
FITB	C	0.19%
NVR	A	0.17%
TYL	B	0.16%
DECK	B	0.16%
BR	B	0.15%
CBOE	A	0.14%
SYF	B	0.13%
PKG	C	0.13%
UHS	D	0.11%
WRB	B	0.11%
L	D	0.1%
NWSA	D	0.07%
NWS	D	0.02%

SPMO Underweight 60 Positions Relative to CGUS

Symbol	Grade	Weight
MSFT	D	-6.66%
AAPL	C	-5.06%
UNH	B	-3.35%
GOOGL	B	-2.57%
MA	A	-1.84%
ACN	B	-1.83%
ABBV	A	-1.73%
GOOG	B	-1.59%
TXN	C	-1.53%
ADP	A	-1.5%
BA	F	-1.43%
FIS	C	-1.41%
APD	C	-1.31%
CRM	B	-1.23%
CARR	A	-1.18%
ABT	B	-1.12%
BKR	B	-1.06%
TMO	C	-1.04%
WH	C	-1.03%
BLK	A	-1.02%
GEHC	C	-0.98%
VICI	C	-0.97%
DHR	C	-0.97%
PCG	B	-0.96%
SPGI	C	-0.9%
PM	C	-0.82%
NFLX	A	-0.8%
V	C	-0.8%
EQIX	B	-0.76%
PNC	C	-0.75%
COF	C	-0.75%
LIN	B	-0.72%
MMC	D	-0.71%
TSLA	C	-0.68%
EIX	A	-0.65%
HON	C	-0.61%
HD	A	-0.6%
XOM	A	-0.56%
WWD	B	-0.54%
CE	D	-0.51%
GIS	C	-0.49%
CVX	B	-0.49%
CNP	B	-0.48%
CHDN	D	-0.47%
ORCL	B	-0.46%
STZ	B	-0.44%
CMCSA	B	-0.44%
EMN	C	-0.44%
MDLZ	C	-0.4%
SRE	A	-0.39%
NOW	C	-0.38%
XPO	F	-0.38%
TSM	C	-0.37%
WFC	D	-0.37%
MS	B	-0.36%
TPR	B	-0.36%
UNP	D	-0.35%
STT	C	-0.32%
FCX	B	-0.29%
INTC	D	-0.03%