SPMO vs. XLF ETF Comparison

Comparison of PowerShares S&P 500 Momentum Portfolio (SPMO) to SPDR Select Sector Fund - Financial (XLF)

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

$95.58

Average Daily Volume

717,934

Number of Holdings ^*

98

* may have additional holdings in another (foreign) market

XLF

SPDR Select Sector Fund - Financial

XLF Description

The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in The Financial Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: diversified financial services; insurance; commercial banks; capital markets; REITs; consumer finance; thrifts & mortgage finance; and real estate management & development. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$50.73

Average Daily Volume

39,210,793

Number of Holdings ^*

72

* may have additional holdings in another (foreign) market

Performance

Period	SPMO	XLF
30 Days	2.84%	7.68%
60 Days	5.10%	11.64%
90 Days	6.74%	14.59%
12 Months	54.82%	46.19%

25 Overlapping Holdings

	Symbol	Grade	Weight in SPMO	Weight in XLF	Overlap
	AFL	B	0.38%	0.8%	0.38%
	AIG	B	0.33%	0.71%	0.33%
	AJG	B	0.44%	0.94%	0.44%
	ALL	A	0.46%	0.75%	0.46%
	AXP	A	1.39%	2.36%	1.39%
	BK	A	0.54%	0.83%	0.54%
	BRK.A	B	6.07%	12.45%	6.07%
	BRO	B	0.21%	0.38%	0.21%
	C	A	0.89%	1.89%	0.89%
	CB	C	0.84%	1.57%	0.84%
	CBOE	B	0.13%	0.3%	0.13%
	FI	A	0.78%	1.76%	0.78%
	FITB	A	0.2%	0.46%	0.2%
	GS	A	1.47%	2.7%	1.47%
	HIG	B	0.38%	0.5%	0.38%
	ICE	C	0.65%	1.31%	0.65%
	JPM	A	5.38%	10.0%	5.38%
	KKR	A	1.23%	1.48%	1.23%
	L	A	0.11%	0.22%	0.11%
	NDAQ	A	0.21%	0.47%	0.21%
	PGR	A	1.61%	2.19%	1.61%
	PRU	A	0.33%	0.65%	0.33%
	SYF	B	0.17%	0.37%	0.17%
	WRB	A	0.12%	0.26%	0.12%
	WTW	B	0.2%	0.46%	0.2%

SPMO Overweight 73 Positions Relative to XLF

	Symbol	Grade	Weight
	NVDA	C	10.2%
	AMZN	C	9.74%
	META	D	6.24%
	AVGO	D	5.46%
	LLY	F	5.19%
	COST	B	3.79%
	WMT	A	2.39%
	GE	D	2.09%
	IBM	C	1.27%
	T	A	1.15%
	AMGN	D	1.04%
	RTX	C	1.01%
	TMUS	B	0.99%
	TJX	A	0.99%
	BSX	B	0.98%
	ETN	A	0.96%
	ANET	C	0.92%
	TT	A	0.85%
	MCK	B	0.81%
	VRTX	F	0.77%
	CTAS	B	0.72%
	REGN	F	0.72%
	MSI	B	0.67%
	APH	A	0.65%
	CL	D	0.62%
	VST	B	0.59%
	CEG	D	0.58%
	WELL	A	0.57%
	FICO	B	0.57%
	TDG	D	0.56%
	GD	F	0.55%
	KLAC	D	0.53%
	PH	A	0.52%
	TRGP	B	0.47%
	CMG	B	0.47%
	WMB	A	0.45%
	WM	A	0.44%
	HWM	A	0.44%
	HLT	A	0.43%
	OKE	A	0.38%
	IRM	D	0.37%
	URI	B	0.36%
	IR	B	0.34%
	RSG	A	0.33%
	ECL	D	0.33%
	GWW	B	0.32%
	KMI	A	0.32%
	GDDY	A	0.31%
	AXON	A	0.3%
	PSX	C	0.3%
	GRMN	B	0.29%
	RCL	A	0.28%
	MPC	D	0.27%
	PEG	A	0.27%
	COR	B	0.26%
	IT	C	0.24%
	NRG	B	0.23%
	FANG	D	0.22%
	WAB	B	0.22%
	LDOS	C	0.21%
	VLTO	D	0.21%
	NTAP	C	0.19%
	MLM	B	0.19%
	PHM	D	0.18%
	DECK	A	0.17%
	TYL	B	0.16%
	NVR	D	0.15%
	STX	D	0.15%
	BR	A	0.15%
	PKG	A	0.14%
	UHS	D	0.09%
	NWSA	B	0.07%
	NWS	B	0.02%

SPMO Underweight 47 Positions Relative to XLF

	Symbol	Grade	Weight
	V	A	-7.49%
	MA	C	-6.24%
	BAC	A	-4.5%
	WFC	A	-3.6%
	MS	A	-2.4%
	SPGI	C	-2.38%
	BLK	C	-2.12%
	BX	A	-1.9%
	SCHW	B	-1.74%
	MMC	B	-1.58%
	PYPL	B	-1.27%
	PNC	B	-1.2%
	AON	A	-1.19%
	CME	A	-1.17%
	USB	A	-1.14%
	MCO	B	-1.1%
	COF	B	-1.02%
	TFC	A	-0.9%
	TRV	B	-0.85%
	AMP	A	-0.8%
	MET	A	-0.71%
	FIS	C	-0.7%
	MSCI	C	-0.69%
	DFS	B	-0.63%
	ACGL	D	-0.54%
	MTB	A	-0.52%
	GPN	B	-0.43%
	RJF	A	-0.43%
	STT	A	-0.41%
	TROW	B	-0.39%
	HBAN	A	-0.37%
	CPAY	A	-0.37%
	RF	A	-0.35%
	CINF	A	-0.34%
	NTRS	A	-0.31%
	CFG	B	-0.3%
	PFG	D	-0.27%
	FDS	B	-0.27%
	KEY	B	-0.26%
	EG	C	-0.23%
	JKHY	D	-0.18%
	AIZ	A	-0.16%
	MKTX	D	-0.15%
	ERIE	D	-0.15%
	GL	B	-0.14%
	IVZ	B	-0.12%
	BEN	C	-0.1%

SPMO: Top Represented Industries & Keywords

Industries: Insurance - Property & Casualty Aerospace & Defense Business Services Oil & Gas Midstream Specialty Industrial Machinery Financial Data & Stock Exchanges Information Technology Services Insurance - Diversified Insurance Brokers Asset Management Banks - Global Biotechnology Broadcasting - TV Credit Services Data Storage Discount Stores Diversified Industrials Drug Manufacturers - Major Insurance - Life Internet Content & Information

Keywords: S&P 500 Nasdaq 100 Insurance Natural Gas Dow Jones Component IBD 50 Insurance Products Advisory Services Aerospace Casualty Insurance Computing Disability Electricity Natural Gas Liquids Propane Risk Management Services Technology Products Bank Banking Cash Management

XLF: Top Represented Industries & Keywords

Industries: Asset Management Banks - Regional - US Capital Markets Credit Services Insurance - Property & Casualty Insurance Brokers Business Services Insurance - Diversified Insurance - Life Banks - Global Financial Data & Stock Exchanges Insurance - Reinsurance

Keywords: S&P 500 Insurance Bank Banking Insurance Products Investment Bank Cash Management Disability Casualty Insurance Financial Products Investment Management Risk Management Commercial Banking Life Insurance Hedge Funds Investment Product Payment Systems Risk Management Services Advisory Services Asset Management Services