SPMO vs. FTC ETF Comparison

Comparison of PowerShares S&P 500 Momentum Portfolio (SPMO) to First Trust Large Cap Growth AlphaDEX Fund (based on the Defined Large Cap Growth Index) (FTC)

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

$94.62

Average Daily Volume

707,684

Number of Holdings ^*

* may have additional holdings in another (foreign) market

FTC

First Trust Large Cap Growth AlphaDEX Fund (based on the Defined Large Cap Growth Index)

FTC Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Defined Large Cap Growth Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by S&P to objectively identify and select stocks from the S&P 500(R) Growth Index that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.

Grade (RS Rating)

Last Trade

$142.99

Average Daily Volume

32,288

Number of Holdings ^*

186

* may have additional holdings in another (foreign) market

Performance

Period	SPMO	FTC
30 Days	0.58%	5.36%
60 Days	4.60%	10.08%
90 Days	5.41%	13.53%
12 Months	52.65%	38.90%

66 Overlapping Holdings

Symbol	Grade	Weight in SPMO	Weight in FTC	Overlap
AJG	B	0.44%	0.51%	0.44%
ALL	A	0.46%	0.86%	0.46%
AMGN	D	1.04%	0.31%	0.31%
AMZN	B	9.74%	0.38%	0.38%
ANET	C	0.92%	0.67%	0.67%
APH	B	0.65%	0.37%	0.37%
AVGO	C	5.46%	0.66%	0.66%
AXON	A	0.3%	1.26%	0.3%
AXP	B	1.39%	0.89%	0.89%
BK	B	0.54%	0.9%	0.54%
BR	B	0.15%	0.51%	0.15%
BRK.A	B	6.07%	0.49%	0.49%
BRO	B	0.21%	0.7%	0.21%
BSX	A	0.98%	0.7%	0.7%
CBOE	C	0.13%	0.32%	0.13%
CEG	C	0.58%	0.72%	0.58%
CL	D	0.62%	0.43%	0.43%
CMG	C	0.47%	0.17%	0.17%
COST	A	3.79%	0.69%	0.69%
CTAS	B	0.72%	0.7%	0.7%
DECK	A	0.17%	0.54%	0.17%
ECL	D	0.33%	0.47%	0.33%
ETN	B	0.96%	0.36%	0.36%
FI	A	0.78%	0.78%	0.78%
FICO	B	0.57%	1.0%	0.57%
GDDY	A	0.31%	0.98%	0.31%
GE	D	2.09%	0.63%	0.63%
GRMN	B	0.29%	0.8%	0.29%
GS	B	1.47%	0.99%	0.99%
GWW	B	0.32%	0.55%	0.32%
HLT	A	0.43%	0.53%	0.43%
HWM	A	0.44%	0.94%	0.44%
IBM	C	1.27%	0.63%	0.63%
ICE	C	0.65%	0.47%	0.47%
IR	B	0.34%	0.35%	0.34%
IRM	C	0.37%	0.79%	0.37%
IT	C	0.24%	0.35%	0.24%
JPM	A	5.38%	0.76%	0.76%
KKR	A	1.23%	0.96%	0.96%
KLAC	F	0.53%	0.13%	0.13%
LLY	F	5.19%	0.3%	0.3%
META	C	6.24%	0.67%	0.67%
MSI	B	0.67%	0.73%	0.67%
NDAQ	A	0.21%	0.52%	0.21%
NRG	B	0.23%	0.84%	0.23%
NTAP	C	0.19%	0.47%	0.19%
NVDA	A	10.2%	0.81%	0.81%
PEG	C	0.27%	0.65%	0.27%
PGR	B	1.61%	0.85%	0.85%
PH	B	0.52%	0.74%	0.52%
RCL	A	0.28%	1.09%	0.28%
RSG	A	0.33%	0.35%	0.33%
TDG	D	0.56%	0.59%	0.56%
TJX	A	0.99%	0.5%	0.5%
TMUS	B	0.99%	0.77%	0.77%
TRGP	A	0.47%	1.08%	0.47%
TT	A	0.85%	0.88%	0.85%
TYL	B	0.16%	0.51%	0.16%
URI	B	0.36%	0.87%	0.36%
VLTO	C	0.21%	0.45%	0.21%
VRTX	D	0.77%	0.17%	0.17%
VST	A	0.59%	0.97%	0.59%
WAB	B	0.22%	0.9%	0.22%
WELL	A	0.57%	0.51%	0.51%
WM	B	0.44%	0.17%	0.17%
WMB	A	0.45%	0.41%	0.41%

SPMO Overweight 32 Positions Relative to FTC

Symbol	Grade	Weight
WMT	A	2.39%
T	A	1.15%
RTX	D	1.01%
C	B	0.89%
CB	C	0.84%
MCK	A	0.81%
REGN	F	0.72%
GD	D	0.55%
AFL	C	0.38%
HIG	B	0.38%
OKE	A	0.38%
PRU	B	0.33%
AIG	C	0.33%
KMI	A	0.32%
PSX	C	0.3%
MPC	D	0.27%
COR	B	0.26%
FANG	D	0.22%
LDOS	C	0.21%
FITB	B	0.2%
WTW	B	0.2%
MLM	B	0.19%
PHM	D	0.18%
SYF	B	0.17%
NVR	D	0.15%
STX	D	0.15%
PKG	B	0.14%
WRB	B	0.12%
L	A	0.11%
UHS	D	0.09%
NWSA	B	0.07%
NWS	A	0.02%

SPMO Underweight 120 Positions Relative to FTC

Symbol	Grade	Weight
APP	A	-1.81%
PLTR	A	-1.32%
CVNA	A	-1.15%
EXPE	B	-1.03%
VRT	A	-1.01%
DASH	A	-1.01%
EME	A	-0.96%
HOOD	A	-0.92%
UTHR	C	-0.9%
PWR	A	-0.9%
CCL	A	-0.88%
HEI	A	-0.88%
CPNG	D	-0.86%
BURL	A	-0.85%
THC	C	-0.82%
VTR	B	-0.82%
AMP	A	-0.8%
LYV	A	-0.79%
RBLX	B	-0.79%
FCNCA	A	-0.78%
NTRS	A	-0.78%
NOW	B	-0.77%
TPL	A	-0.75%
ACGL	D	-0.74%
GEN	B	-0.73%
ORCL	A	-0.73%
PCG	A	-0.71%
HCA	F	-0.71%
PM	A	-0.7%
SHW	C	-0.68%
LII	A	-0.68%
CAT	C	-0.66%
FSLR	F	-0.65%
APO	A	-0.64%
ERIE	F	-0.63%
RMD	C	-0.63%
BAH	D	-0.63%
ALNY	D	-0.62%
FTNT	B	-0.59%
NEE	C	-0.59%
NFLX	A	-0.57%
BKNG	A	-0.57%
TTD	B	-0.56%
CASY	A	-0.53%
ISRG	A	-0.53%
WSO	A	-0.52%
COIN	A	-0.52%
HUBB	B	-0.5%
CSL	C	-0.49%
MCO	D	-0.49%
SPGI	D	-0.48%
MANH	D	-0.48%
SO	C	-0.47%
LVS	B	-0.47%
UBER	F	-0.46%
TSCO	D	-0.46%
XYL	D	-0.44%
PSA	C	-0.44%
EFX	F	-0.43%
AMT	D	-0.41%
TSLA	A	-0.4%
CPAY	A	-0.39%
DELL	B	-0.38%
MAR	B	-0.38%
PANW	B	-0.38%
ADSK	B	-0.37%
ARES	A	-0.36%
MO	A	-0.36%
DOV	B	-0.35%
SPG	A	-0.35%
ORLY	B	-0.35%
AAPL	C	-0.33%
MCD	D	-0.33%
ROL	B	-0.33%
MMC	D	-0.33%
AZO	C	-0.33%
ROST	D	-0.32%
MSTR	A	-0.32%
OTIS	C	-0.32%
RIVN	F	-0.31%
VICI	C	-0.31%
BLD	F	-0.3%
EXR	C	-0.3%
KO	D	-0.29%
O	C	-0.29%
WSM	D	-0.28%
LPLA	A	-0.22%
MPWR	F	-0.21%
CRM	B	-0.2%
CRWD	B	-0.2%
FAST	B	-0.19%
PAYX	B	-0.18%
AON	B	-0.18%
ADP	B	-0.18%
MKL	A	-0.18%
DLR	A	-0.18%
WDAY	C	-0.18%
GPN	C	-0.18%
ESS	A	-0.17%
ITW	B	-0.17%
CHD	A	-0.17%
MSCI	B	-0.17%
WAT	C	-0.17%
DKNG	B	-0.17%
MA	B	-0.17%
GOOGL	B	-0.17%
SYK	A	-0.17%
MU	D	-0.16%
QCOM	F	-0.16%
PG	C	-0.16%
EQIX	A	-0.16%
AVB	B	-0.16%
SBAC	D	-0.15%
KMB	C	-0.15%
GLPI	C	-0.15%
LIN	D	-0.15%
CCI	C	-0.14%
A	F	-0.14%
ZTS	D	-0.14%
MTD	F	-0.13%