SPMO vs. SIZE ETF Comparison

Comparison of PowerShares S&P 500 Momentum Portfolio (SPMO) to iShares MSCI USA Size Factor (SIZE)

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 ^*

* may have additional holdings in another (foreign) market

SIZE

iShares MSCI USA Size Factor

SIZE Description

The investment seeks to track the performance of MSCI USA Risk Weighted Index that measures the performance of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Risk Weighted Index (the "underlying index") is based on a traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid- capitalization stocks.

Grade (RS Rating)

Last Trade

$148.92

Average Daily Volume

4,181

Number of Holdings ^*

123

* may have additional holdings in another (foreign) market

Performance

Period	SPMO	SIZE
30 Days	1.35%	3.97%
60 Days	4.91%	5.92%
90 Days	3.78%	8.19%
12 Months	56.00%	25.37%

31 Overlapping Holdings

Symbol	Grade	Weight in SPMO	Weight in SIZE	Overlap
AAPL	C	9.83%	5.47%	5.47%
ACGL	C	0.14%	0.29%	0.14%
ACN	C	0.91%	1.68%	0.91%
ADBE	F	1.4%	1.91%	1.4%
AMAT	D	0.61%	1.33%	0.61%
ANET	B	0.51%	0.71%	0.51%
APH	D	0.31%	0.46%	0.31%
CBOE	C	0.15%	0.15%	0.15%
CDNS	D	0.38%	0.55%	0.38%
CMG	C	0.37%	1.23%	0.37%
COST	B	2.3%	2.62%	2.3%
CTAS	B	0.37%	0.59%	0.37%
DHI	B	0.24%	0.86%	0.24%
FAST	C	0.19%	0.36%	0.19%
GWW	B	0.23%	0.5%	0.23%
KLAC	D	0.42%	0.95%	0.42%
LIN	B	0.84%	1.21%	0.84%
LLY	C	5.4%	4.3%	4.3%
LRCX	F	0.48%	0.81%	0.48%
LULU	D	0.12%	0.56%	0.12%
META	B	8.55%	3.93%	3.93%
MSFT	C	8.23%	4.74%	4.74%
NFLX	B	1.26%	1.51%	1.26%
NVDA	D	12.01%	5.9%	5.9%
NVR	B	0.11%	0.55%	0.11%
PHM	B	0.2%	0.48%	0.2%
SHW	B	0.34%	0.58%	0.34%
SNPS	D	0.35%	0.48%	0.35%
TJX	B	0.45%	2.06%	0.45%
VRTX	D	0.47%	0.66%	0.47%
WST	D	0.09%	0.12%	0.09%

SPMO Overweight 66 Positions Relative to SIZE

Symbol	Grade	Weight
AMZN	C	7.28%
AVGO	C	5.44%
BRK.A	C	3.7%
JPM	D	2.3%
AMD	D	1.51%
CRM	D	1.41%
GE	B	1.24%
WMT	C	1.12%
IBM	B	1.12%
NOW	B	1.02%
UBER	C	1.0%
INTU	C	0.84%
ISRG	B	0.82%
PANW	D	0.75%
AMGN	B	0.68%
ETN	C	0.64%
BKNG	C	0.62%
BSX	B	0.58%
SYK	C	0.49%
TDG	B	0.46%
REGN	C	0.4%
TT	B	0.36%
FICO	B	0.33%
PH	B	0.33%
MDLZ	B	0.32%
INTC	F	0.32%
WM	D	0.3%
MCK	F	0.29%
MSI	B	0.28%
ROP	C	0.27%
RSG	D	0.27%
CEG	C	0.27%
PCAR	D	0.26%
ECL	B	0.26%
ORLY	C	0.26%
RCL	B	0.25%
MAR	C	0.25%
PSX	F	0.25%
HLT	B	0.22%
CPRT	D	0.22%
LEN	B	0.2%
AJG	D	0.2%
MPC	F	0.19%
VRSK	D	0.18%
HWM	B	0.17%
IR	C	0.17%
URI	B	0.16%
CAH	C	0.15%
IT	B	0.15%
BLDR	C	0.14%
MLM	D	0.14%
IRM	C	0.13%
PWR	B	0.12%
BR	D	0.12%
WAB	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%
CCL	C	0.06%
JBL	D	0.06%
PNR	B	0.06%
AKAM	D	0.06%

SPMO Underweight 92 Positions Relative to SIZE

Symbol	Grade	Weight
V	C	-4.24%
MA	B	-4.06%
UNH	C	-2.87%
JNJ	C	-2.35%
KO	C	-1.69%
ADP	B	-1.66%
GOOGL	D	-1.65%
COP	D	-1.62%
CSCO	C	-1.53%
NKE	D	-1.47%
GOOG	D	-1.43%
TXN	C	-1.36%
CAT	B	-1.28%
PEP	C	-1.25%
QCOM	D	-1.22%
LMT	C	-1.17%
SRE	C	-0.85%
BLK	B	-0.85%
SLB	F	-0.84%
PLD	C	-0.83%
MMC	C	-0.78%
ITW	C	-0.69%
PEG	B	-0.67%
PSA	B	-0.6%
ZTS	C	-0.56%
MCO	B	-0.55%
ED	C	-0.55%
MMM	B	-0.53%
CME	C	-0.51%
PAYX	C	-0.47%
TSCO	C	-0.45%
DECK	C	-0.44%
GRMN	D	-0.41%
AFL	C	-0.41%
ATO	B	-0.38%
IDXX	C	-0.36%
TPL	B	-0.35%
ULTA	D	-0.33%
APD	B	-0.32%
CBRE	A	-0.32%
WSM	D	-0.32%
BBY	C	-0.31%
ODFL	D	-0.3%
MPWR	C	-0.29%
CSGP	D	-0.29%
FERG	D	-0.28%
AMP	A	-0.26%
AVB	B	-0.25%
EW	F	-0.25%
VLTO	C	-0.23%
NTAP	D	-0.22%
POOL	C	-0.22%
A	C	-0.22%
MNST	D	-0.21%
APA	F	-0.2%
ROK	D	-0.2%
RMD	C	-0.19%
MANH	B	-0.19%
EQR	B	-0.19%
EQT	D	-0.18%
HSY	C	-0.18%
EA	D	-0.18%
TROW	D	-0.17%
PPG	D	-0.16%
KEYS	C	-0.16%
VEEV	C	-0.16%
SMCI	F	-0.15%
EXPD	C	-0.13%
EME	B	-0.13%
MOH	D	-0.12%
LPLA	D	-0.12%
ROL	C	-0.12%
WAT	C	-0.12%
OMC	B	-0.11%
ENPH	D	-0.11%
WSO	C	-0.11%
ERIE	B	-0.11%
FDS	C	-0.11%
JKHY	B	-0.1%
GGG	C	-0.1%
AVY	C	-0.09%
PKG	B	-0.09%
UTHR	C	-0.08%
RS	D	-0.08%
AOS	D	-0.07%
MKTX	C	-0.07%
IPG	C	-0.06%
SEIC	C	-0.06%
AFG	B	-0.06%
PAYC	D	-0.06%
SOLV	C	-0.05%
WBA	F	-0.03%