SPMO vs. ESG ETF Comparison
Comparison of PowerShares S&P 500 Momentum Portfolio (SPMO) to FlexShares STOXX US ESG Impact Index Fund (ESG)
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
$90.59
Average Daily Volume
1,011,499
Number of Holdings
*
97
* may have additional holdings in another (foreign) market
ESG
FlexShares STOXX US ESG Impact Index Fund
ESG Description
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.Grade (RS Rating)
Last Trade
$135.32
Average Daily Volume
4,549
Number of Holdings
*
258
* may have additional holdings in another (foreign) market
Performance
| Period | SPMO | ESG |
|---|---|---|
| 30 Days | 1.35% | 2.94% |
| 60 Days | 4.91% | 3.88% |
| 90 Days | 3.78% | 5.56% |
| 12 Months | 56.00% | 26.08% |
53 Overlapping Holdings
| Symbol | Grade | Weight in SPMO | Weight in ESG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.83% | 4.93% | 4.93% | |
| ACN | C | 0.91% | 1.15% | 0.91% | |
| ADBE | F | 1.4% | 0.79% | 0.79% | |
| AJG | D | 0.2% | 0.16% | 0.16% | |
| AKAM | D | 0.06% | 0.04% | 0.04% | |
| AMAT | D | 0.61% | 0.52% | 0.52% | |
| AMD | D | 1.51% | 0.81% | 0.81% | |
| AMZN | C | 7.28% | 4.82% | 4.82% | |
| AVGO | C | 5.44% | 1.92% | 1.92% | |
| BKNG | C | 0.62% | 0.44% | 0.44% | |
| BR | D | 0.12% | 0.08% | 0.08% | |
| BRK.A | C | 3.7% | 2.88% | 2.88% | |
| BSX | B | 0.58% | 0.21% | 0.21% | |
| CAH | C | 0.15% | 0.09% | 0.09% | |
| CCL | C | 0.06% | 0.03% | 0.03% | |
| CMG | C | 0.37% | 0.25% | 0.25% | |
| COST | B | 2.3% | 0.99% | 0.99% | |
| CRM | D | 1.41% | 0.4% | 0.4% | |
| CTAS | B | 0.37% | 0.35% | 0.35% | |
| ECL | B | 0.26% | 0.17% | 0.17% | |
| GWW | B | 0.23% | 0.15% | 0.15% | |
| HLT | B | 0.22% | 0.22% | 0.22% | |
| IBM | B | 1.12% | 0.97% | 0.97% | |
| INTC | F | 0.32% | 0.34% | 0.32% | |
| INTU | C | 0.84% | 0.45% | 0.45% | |
| IRM | C | 0.13% | 0.14% | 0.13% | |
| IT | B | 0.15% | 0.15% | 0.15% | |
| JBL | D | 0.06% | 0.04% | 0.04% | |
| JPM | D | 2.3% | 2.88% | 2.3% | |
| KLAC | D | 0.42% | 0.16% | 0.16% | |
| LLY | C | 5.4% | 2.56% | 2.56% | |
| LRCX | F | 0.48% | 0.42% | 0.42% | |
| LULU | D | 0.12% | 0.16% | 0.12% | |
| MAR | C | 0.25% | 0.24% | 0.24% | |
| MCK | F | 0.29% | 0.22% | 0.22% | |
| MDLZ | B | 0.32% | 0.42% | 0.32% | |
| META | B | 8.55% | 4.93% | 4.93% | |
| MSFT | C | 8.23% | 4.63% | 4.63% | |
| NOW | B | 1.02% | 0.45% | 0.45% | |
| PANW | D | 0.75% | 0.27% | 0.27% | |
| PNR | B | 0.06% | 0.06% | 0.06% | |
| SHW | B | 0.34% | 0.15% | 0.15% | |
| SNPS | D | 0.35% | 0.24% | 0.24% | |
| SYK | C | 0.49% | 0.55% | 0.49% | |
| TJX | B | 0.45% | 0.67% | 0.45% | |
| TT | B | 0.36% | 0.34% | 0.34% | |
| UBER | C | 1.0% | 0.49% | 0.49% | |
| URI | B | 0.16% | 0.09% | 0.09% | |
| VRSK | D | 0.18% | 0.13% | 0.13% | |
| VRTX | D | 0.47% | 0.41% | 0.41% | |
| WAB | B | 0.11% | 0.08% | 0.08% | |
| WMT | C | 1.12% | 1.74% | 1.12% | |
| WST | D | 0.09% | 0.04% | 0.04% |
SPMO Overweight 44 Positions Relative to ESG
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | D | 12.01% | |
| NFLX | B | 1.26% | |
| GE | B | 1.24% | |
| LIN | B | 0.84% | |
| ISRG | B | 0.82% | |
| AMGN | B | 0.68% | |
| ETN | C | 0.64% | |
| ANET | B | 0.51% | |
| TDG | B | 0.46% | |
| REGN | C | 0.4% | |
| CDNS | D | 0.38% | |
| FICO | B | 0.33% | |
| PH | B | 0.33% | |
| APH | D | 0.31% | |
| WM | D | 0.3% | |
| MSI | B | 0.28% | |
| ROP | C | 0.27% | |
| RSG | D | 0.27% | |
| CEG | C | 0.27% | |
| PCAR | D | 0.26% | |
| ORLY | C | 0.26% | |
| RCL | B | 0.25% | |
| PSX | F | 0.25% | |
| DHI | B | 0.24% | |
| CPRT | D | 0.22% | |
| PHM | B | 0.2% | |
| LEN | B | 0.2% | |
| FAST | C | 0.19% | |
| MPC | F | 0.19% | |
| HWM | B | 0.17% | |
| IR | C | 0.17% | |
| CBOE | C | 0.15% | |
| ACGL | C | 0.14% | |
| BLDR | C | 0.14% | |
| MLM | D | 0.14% | |
| PWR | B | 0.12% | |
| NVR | B | 0.11% | |
| NRG | C | 0.1% | |
| VMC | D | 0.1% | |
| BRO | C | 0.1% | |
| TTWO | C | 0.1% | |
| CPAY | B | 0.09% | |
| PTC | D | 0.09% | |
| HUBB | B | 0.09% |
SPMO Underweight 205 Positions Relative to ESG
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | C | -3.14% | |
| XOM | C | -2.45% | |
| PG | C | -2.01% | |
| JNJ | C | -1.95% | |
| V | C | -1.85% | |
| GOOG | D | -1.46% | |
| KO | C | -1.38% | |
| UNH | C | -1.34% | |
| MRK | D | -1.21% | |
| CVX | D | -1.19% | |
| MA | B | -0.99% | |
| HD | B | -0.93% | |
| BAC | D | -0.86% | |
| GS | C | -0.76% | |
| DIS | D | -0.68% | |
| SPGI | B | -0.67% | |
| ABT | C | -0.66% | |
| CSCO | C | -0.66% | |
| ORCL | C | -0.64% | |
| UNP | C | -0.62% | |
| QCOM | D | -0.61% | |
| BLK | B | -0.61% | |
| TXN | C | -0.6% | |
| LOW | B | -0.59% | |
| C | C | -0.54% | |
| ELV | C | -0.51% | |
| MU | F | -0.5% | |
| ADP | B | -0.47% | |
| ICE | C | -0.46% | |
| VZ | B | -0.46% | |
| DE | B | -0.45% | |
| AMT | C | -0.45% | |
| CAT | B | -0.42% | |
| PEP | C | -0.4% | |
| PFE | C | -0.4% | |
| MDT | C | -0.39% | |
| CB | B | -0.37% | |
| MMC | C | -0.37% | |
| CL | D | -0.36% | |
| ZTS | C | -0.36% | |
| MCD | B | -0.35% | |
| CI | C | -0.34% | |
| USB | B | -0.34% | |
| WELL | C | -0.32% | |
| BMY | C | -0.32% | |
| NKE | D | -0.31% | |
| CVS | D | -0.29% | |
| SBUX | C | -0.28% | |
| ADSK | C | -0.28% | |
| TGT | C | -0.28% | |
| SLB | F | -0.28% | |
| GM | C | -0.26% | |
| GILD | B | -0.25% | |
| NEM | B | -0.25% | |
| AON | B | -0.25% | |
| AFL | C | -0.24% | |
| APO | C | -0.24% | |
| NXPI | F | -0.24% | |
| KMB | D | -0.23% | |
| PYPL | B | -0.23% | |
| BK | B | -0.22% | |
| FDX | C | -0.22% | |
| TRV | C | -0.22% | |
| GIS | B | -0.21% | |
| ROST | C | -0.21% | |
| CRWD | D | -0.2% | |
| COP | D | -0.2% | |
| MS | D | -0.2% | |
| TFC | C | -0.19% | |
| KR | C | -0.19% | |
| VICI | C | -0.18% | |
| BX | B | -0.18% | |
| GEHC | C | -0.18% | |
| CBRE | A | -0.18% | |
| IQV | C | -0.18% | |
| MET | B | -0.18% | |
| CMI | C | -0.17% | |
| OTIS | C | -0.16% | |
| CTSH | C | -0.16% | |
| HPQ | D | -0.16% | |
| FCX | D | -0.15% | |
| HIG | B | -0.14% | |
| EW | F | -0.14% | |
| WTW | C | -0.14% | |
| TSCO | C | -0.13% | |
| MCO | B | -0.13% | |
| AWK | B | -0.12% | |
| WY | C | -0.12% | |
| DOW | D | -0.12% | |
| HSY | C | -0.12% | |
| ITW | C | -0.12% | |
| AIG | D | -0.12% | |
| YUM | D | -0.12% | |
| BALL | C | -0.11% | |
| BDX | D | -0.11% | |
| KHC | C | -0.11% | |
| FTV | C | -0.11% | |
| EBAY | B | -0.11% | |
| VLO | F | -0.11% | |
| K | B | -0.11% | |
| TEL | D | -0.11% | |
| NDAQ | A | -0.11% | |
| SMCI | F | -0.11% | |
| DD | B | -0.11% | |
| CSX | D | -0.11% | |
| CTVA | B | -0.1% | |
| BBY | C | -0.1% | |
| EMR | D | -0.1% | |
| OMC | B | -0.1% | |
| CLX | C | -0.1% | |
| MSCI | C | -0.1% | |
| WDC | D | -0.1% | |
| HUBS | D | -0.1% | |
| ALL | B | -0.09% | |
| CCI | C | -0.09% | |
| WSM | D | -0.09% | |
| LII | B | -0.09% | |
| HPE | D | -0.09% | |
| KDP | B | -0.09% | |
| AZO | D | -0.09% | |
| AEP | C | -0.09% | |
| IDXX | C | -0.08% | |
| SW | B | -0.08% | |
| STZ | D | -0.08% | |
| EL | F | -0.08% | |
| NTAP | D | -0.08% | |
| CCEP | B | -0.08% | |
| XYL | C | -0.08% | |
| DFS | B | -0.08% | |
| NU | B | -0.08% | |
| PFG | B | -0.08% | |
| FIS | B | -0.08% | |
| VTR | C | -0.08% | |
| ARE | C | -0.08% | |
| BKR | C | -0.08% | |
| DOC | C | -0.08% | |
| DECK | C | -0.08% | |
| PEG | B | -0.07% | |
| A | C | -0.07% | |
| ESS | B | -0.07% | |
| FDS | C | -0.07% | |
| STT | A | -0.07% | |
| MKC | C | -0.07% | |
| LNG | C | -0.07% | |
| F | F | -0.07% | |
| FITB | B | -0.07% | |
| NUE | F | -0.06% | |
| GLW | C | -0.06% | |
| RPRX | C | -0.06% | |
| ZBRA | B | -0.06% | |
| HOLX | B | -0.06% | |
| DOV | B | -0.06% | |
| SUI | B | -0.06% | |
| IPG | C | -0.06% | |
| MRNA | F | -0.06% | |
| SYY | D | -0.06% | |
| NDSN | C | -0.05% | |
| SWK | B | -0.05% | |
| MAS | B | -0.05% | |
| XPO | D | -0.05% | |
| ILMN | C | -0.05% | |
| FANG | D | -0.05% | |
| MRO | C | -0.05% | |
| ROK | D | -0.05% | |
| CAG | C | -0.05% | |
| BURL | B | -0.05% | |
| NVT | D | -0.05% | |
| DOX | C | -0.05% | |
| EXPE | C | -0.05% | |
| HBAN | B | -0.05% | |
| IEX | D | -0.04% | |
| DPZ | F | -0.04% | |
| KEYS | C | -0.04% | |
| APTV | D | -0.04% | |
| RF | B | -0.04% | |
| BAX | C | -0.04% | |
| DG | F | -0.04% | |
| CHD | D | -0.04% | |
| PSTG | F | -0.03% | |
| LNT | B | -0.03% | |
| LECO | F | -0.03% | |
| OKTA | F | -0.03% | |
| SJM | C | -0.03% | |
| NTRS | A | -0.03% | |
| WBA | F | -0.03% | |
| SNAP | F | -0.03% | |
| KEY | B | -0.03% | |
| MGM | F | -0.03% | |
| HST | C | -0.03% | |
| ZBH | F | -0.03% | |
| AVTR | B | -0.03% | |
| EXPD | C | -0.03% | |
| AES | C | -0.03% | |
| DLTR | F | -0.03% | |
| STX | C | -0.03% | |
| OC | D | -0.03% | |
| LVS | D | -0.03% | |
| ACM | B | -0.02% | |
| FLEX | C | -0.02% | |
| CPT | B | -0.02% | |
| DKS | D | -0.02% | |
| RNR | C | -0.02% | |
| BG | D | -0.02% | |
| SWKS | D | -0.02% | |
| LKQ | F | -0.01% |
SPMO: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Diversified Industrials
Residential Construction
Semiconductors
Specialty Industrial Machinery
Building Materials
Information Technology Services
Semiconductor Equipment & Materials
Specialty Chemicals
Apparel Stores
Biotechnology
Discount Stores
Drug Manufacturers - Major
Electronic Components
Industrial Distribution
Insurance - Diversified
Insurance Brokers
Leisure
Lodging
ESG: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Software - Application
Semiconductors
Specialty Retail
Asset Management
Banks - Regional - US
Business Services
Capital Markets
Discount Stores
Drug Manufacturers - Major
Household & Personal Products
Medical Devices
Packaged Foods
Restaurants
Software - Infrastructure
Beverages - Soft Drinks
Credit Services
Data Storage
Diagnostics & Research
Health Care Plans
Compare ETFs
