SPMO vs. XPND ETF Comparison

Comparison of PowerShares S&P 500 Momentum Portfolio (SPMO) to First Trust Expanded Technology ETF (XPND)

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 ^*

* may have additional holdings in another (foreign) market

XPND

First Trust Expanded Technology ETF

XPND Description

The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.

Grade (RS Rating)

Last Trade

$30.47

Average Daily Volume

2,788

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SPMO	XPND
30 Days	2.84%	4.85%
60 Days	5.10%	6.75%
90 Days	6.74%	8.85%
12 Months	54.82%	36.30%

13 Overlapping Holdings

Symbol	Grade	Weight in SPMO	Weight in XPND	Overlap
ANET	C	0.92%	2.11%	0.92%
APH	A	0.65%	1.51%	0.65%
AVGO	D	5.46%	4.19%	4.19%
FI	A	0.78%	2.21%	0.78%
IBM	C	1.27%	3.49%	1.27%
IT	C	0.24%	0.24%	0.24%
KLAC	D	0.53%	1.46%	0.53%
META	D	6.24%	4.53%	4.53%
MSI	B	0.67%	1.45%	0.67%
NTAP	C	0.19%	0.24%	0.19%
NVDA	C	10.2%	5.1%	5.1%
TMUS	B	0.99%	4.84%	0.99%
TYL	B	0.16%	0.24%	0.16%

SPMO Overweight 85 Positions Relative to XPND

Symbol	Grade	Weight
AMZN	C	9.74%
BRK.A	B	6.07%
JPM	A	5.38%
LLY	F	5.19%
COST	B	3.79%
WMT	A	2.39%
GE	D	2.09%
PGR	A	1.61%
GS	A	1.47%
AXP	A	1.39%
KKR	A	1.23%
T	A	1.15%
AMGN	D	1.04%
RTX	C	1.01%
TJX	A	0.99%
BSX	B	0.98%
ETN	A	0.96%
C	A	0.89%
TT	A	0.85%
CB	C	0.84%
MCK	B	0.81%
VRTX	F	0.77%
CTAS	B	0.72%
REGN	F	0.72%
ICE	C	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%
BK	A	0.54%
PH	A	0.52%
TRGP	B	0.47%
CMG	B	0.47%
ALL	A	0.46%
WMB	A	0.45%
AJG	B	0.44%
WM	A	0.44%
HWM	A	0.44%
HLT	A	0.43%
AFL	B	0.38%
HIG	B	0.38%
OKE	A	0.38%
IRM	D	0.37%
URI	B	0.36%
IR	B	0.34%
PRU	A	0.33%
RSG	A	0.33%
AIG	B	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%
NRG	B	0.23%
FANG	D	0.22%
WAB	B	0.22%
LDOS	C	0.21%
VLTO	D	0.21%
BRO	B	0.21%
NDAQ	A	0.21%
FITB	A	0.2%
WTW	B	0.2%
MLM	B	0.19%
PHM	D	0.18%
SYF	B	0.17%
DECK	A	0.17%
NVR	D	0.15%
STX	D	0.15%
BR	A	0.15%
PKG	A	0.14%
CBOE	B	0.13%
WRB	A	0.12%
L	A	0.11%
UHS	D	0.09%
NWSA	B	0.07%
NWS	B	0.02%

SPMO Underweight 37 Positions Relative to XPND

Symbol	Grade	Weight
ORCL	B	-5.64%
CRM	B	-5.38%
V	A	-4.64%
GOOGL	C	-4.5%
MA	C	-4.43%
AAPL	C	-4.18%
MSFT	F	-4.16%
NOW	A	-3.71%
ADBE	C	-3.63%
INTU	C	-3.21%
TXN	C	-3.19%
QCOM	F	-3.03%
AMAT	F	-2.48%
PANW	C	-2.24%
LRCX	F	-1.6%
PYPL	B	-1.53%
CRWD	B	-1.51%
MRVL	B	-1.37%
WDAY	B	-1.21%
ADSK	A	-1.17%
CHTR	C	-0.98%
APP	B	-0.81%
CPAY	A	-0.27%
WMG	C	-0.27%
FOXA	B	-0.26%
GEN	B	-0.26%
TDY	B	-0.25%
HPE	B	-0.25%
EA	A	-0.25%
MANH	D	-0.24%
PTC	A	-0.24%
OMC	C	-0.23%
BSY	D	-0.21%
TER	D	-0.18%
SWKS	F	-0.18%
CDW	F	-0.18%
MPWR	F	-0.14%