SPVM vs. EQWL ETF Comparison
Comparison of Invesco S&P 500 Value with Momentum ETF (SPVM) to PowerShares Russell Top 200 Equal Weight Portfolio (EQWL)
SPVM
Invesco S&P 500 Value with Momentum ETF
SPVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 100 stocks in the S&P 500® that have the highest value and momentum scores.
Grade (RS Rating)
Last Trade
$62.54
Average Daily Volume
1,261
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
EQWL
PowerShares Russell Top 200 Equal Weight Portfolio
EQWL Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to the securities of the largest 200 companies in the U.S. equity market.Grade (RS Rating)
Last Trade
$106.55
Average Daily Volume
61,555
Number of Holdings
*
101
* may have additional holdings in another (foreign) market
Performance
| Period | SPVM | EQWL |
|---|---|---|
| 30 Days | 6.18% | 3.32% |
| 60 Days | 7.47% | 4.89% |
| 90 Days | 8.80% | 7.38% |
| 12 Months | 29.90% | 31.93% |
20 Overlapping Holdings
| Symbol | Grade | Weight in SPVM | Weight in EQWL | Overlap | |
|---|---|---|---|---|---|
| AIG | B | 1.16% | 0.98% | 0.98% | |
| BAC | A | 1.07% | 1.13% | 1.07% | |
| BK | A | 1.19% | 1.07% | 1.07% | |
| BRK.A | B | 1.01% | 0.99% | 0.99% | |
| C | A | 1.15% | 1.12% | 1.12% | |
| COF | B | 1.6% | 1.25% | 1.25% | |
| COP | C | 0.67% | 1.03% | 0.67% | |
| DOW | F | 0.53% | 0.84% | 0.53% | |
| DUK | C | 0.66% | 0.89% | 0.66% | |
| EMR | A | 1.04% | 1.2% | 1.04% | |
| FDX | B | 1.12% | 0.97% | 0.97% | |
| GM | B | 2.4% | 1.18% | 1.18% | |
| GS | A | 0.97% | 1.17% | 0.97% | |
| JPM | A | 0.96% | 1.12% | 0.96% | |
| MET | A | 1.01% | 1.03% | 1.01% | |
| USB | A | 1.18% | 1.07% | 1.07% | |
| VZ | C | 0.86% | 0.87% | 0.86% | |
| WFC | A | 1.19% | 1.31% | 1.19% | |
| WMT | A | 0.72% | 0.99% | 0.72% | |
| XOM | B | 0.84% | 1.03% | 0.84% |
SPVM Overweight 79 Positions Relative to EQWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| SYF | B | 1.84% | |
| MTB | A | 1.74% | |
| DAL | C | 1.71% | |
| CINF | A | 1.57% | |
| VLO | C | 1.55% | |
| BG | F | 1.49% | |
| KR | B | 1.44% | |
| L | A | 1.4% | |
| STT | A | 1.38% | |
| HBAN | A | 1.37% | |
| PSX | C | 1.35% | |
| AIZ | A | 1.35% | |
| HPE | B | 1.33% | |
| MPC | D | 1.31% | |
| KEY | B | 1.25% | |
| JBL | B | 1.23% | |
| PNC | B | 1.18% | |
| STLD | B | 1.16% | |
| FITB | A | 1.15% | |
| BBY | D | 1.12% | |
| DHI | D | 1.11% | |
| LEN | D | 1.09% | |
| PRU | A | 1.08% | |
| NRG | B | 1.08% | |
| HIG | B | 1.07% | |
| AFL | B | 1.06% | |
| PHM | D | 1.06% | |
| VTRS | A | 1.05% | |
| KMI | A | 1.03% | |
| TRV | B | 1.02% | |
| COR | B | 1.01% | |
| ACGL | D | 1.0% | |
| CAH | B | 0.98% | |
| CBRE | B | 0.98% | |
| BKR | B | 0.97% | |
| UHS | D | 0.96% | |
| MCK | B | 0.96% | |
| NUE | C | 0.96% | |
| MOH | F | 0.94% | |
| MRO | B | 0.93% | |
| SW | A | 0.93% | |
| CI | F | 0.93% | |
| CB | C | 0.92% | |
| RJF | A | 0.92% | |
| BALL | D | 0.91% | |
| EOG | A | 0.9% | |
| ATO | A | 0.89% | |
| CCL | B | 0.87% | |
| NCLH | B | 0.86% | |
| BLDR | D | 0.86% | |
| ALL | A | 0.85% | |
| IP | B | 0.84% | |
| SNA | A | 0.83% | |
| OMC | C | 0.83% | |
| PCAR | B | 0.83% | |
| CTSH | B | 0.83% | |
| EMN | D | 0.82% | |
| WRB | A | 0.79% | |
| CMI | A | 0.77% | |
| EBAY | D | 0.77% | |
| LYB | F | 0.76% | |
| EQT | B | 0.75% | |
| OKE | A | 0.74% | |
| FANG | D | 0.72% | |
| DGX | A | 0.71% | |
| HII | D | 0.71% | |
| TXT | D | 0.7% | |
| LH | C | 0.7% | |
| BXP | D | 0.69% | |
| HST | C | 0.65% | |
| HAL | C | 0.64% | |
| SWK | D | 0.64% | |
| CTRA | B | 0.64% | |
| J | F | 0.64% | |
| PEG | A | 0.61% | |
| ELV | F | 0.6% | |
| DVA | B | 0.6% | |
| CE | F | 0.51% | |
| SWKS | F | 0.48% |
SPVM Underweight 81 Positions Relative to EQWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | -1.29% | |
| MS | A | -1.28% | |
| CRM | B | -1.24% | |
| SCHW | B | -1.23% | |
| INTC | D | -1.21% | |
| BKNG | A | -1.2% | |
| PYPL | B | -1.17% | |
| NVDA | C | -1.17% | |
| DIS | B | -1.14% | |
| NFLX | A | -1.14% | |
| BMY | B | -1.13% | |
| TMUS | B | -1.12% | |
| BLK | C | -1.12% | |
| CSCO | B | -1.1% | |
| CHTR | C | -1.1% | |
| CVX | A | -1.09% | |
| ORCL | B | -1.09% | |
| AMZN | C | -1.08% | |
| HON | B | -1.07% | |
| AXP | A | -1.06% | |
| GILD | C | -1.06% | |
| CAT | B | -1.06% | |
| CMCSA | B | -1.04% | |
| META | D | -1.04% | |
| SPG | B | -1.03% | |
| HD | A | -1.02% | |
| V | A | -1.02% | |
| INTU | C | -1.02% | |
| LOW | D | -1.0% | |
| MA | C | -1.0% | |
| UPS | C | -0.99% | |
| MO | A | -0.99% | |
| TXN | C | -0.98% | |
| F | C | -0.98% | |
| ACN | C | -0.98% | |
| PM | B | -0.97% | |
| AVGO | D | -0.97% | |
| AAPL | C | -0.97% | |
| T | A | -0.97% | |
| MCD | D | -0.96% | |
| COST | B | -0.96% | |
| TGT | F | -0.96% | |
| RTX | C | -0.95% | |
| UNH | C | -0.95% | |
| GE | D | -0.95% | |
| DE | A | -0.95% | |
| SBUX | A | -0.95% | |
| ABT | B | -0.94% | |
| ADBE | C | -0.94% | |
| MSFT | F | -0.94% | |
| MMM | D | -0.94% | |
| IBM | C | -0.93% | |
| QCOM | F | -0.93% | |
| SO | D | -0.92% | |
| LIN | D | -0.92% | |
| MDT | D | -0.91% | |
| NKE | D | -0.91% | |
| PG | A | -0.91% | |
| GD | F | -0.91% | |
| UNP | C | -0.9% | |
| CVS | D | -0.9% | |
| LMT | D | -0.9% | |
| PEP | F | -0.88% | |
| AMD | F | -0.87% | |
| JNJ | D | -0.87% | |
| KHC | F | -0.85% | |
| BA | F | -0.84% | |
| PFE | D | -0.84% | |
| NEE | D | -0.84% | |
| AMGN | D | -0.84% | |
| MDLZ | F | -0.83% | |
| TMO | F | -0.83% | |
| KO | D | -0.83% | |
| DHR | F | -0.83% | |
| ABBV | D | -0.83% | |
| CL | D | -0.82% | |
| LLY | F | -0.81% | |
| MRK | F | -0.8% | |
| AMT | D | -0.77% | |
| GOOGL | C | -0.58% | |
| GOOG | C | -0.48% |
SPVM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Insurance - Property & Casualty
Oil & Gas E&P
Insurance - Diversified
Banks - Global
Chemicals
Health Care Plans
Insurance - Life
Medical Distribution
Oil & Gas Refining & Marketing
Packaging & Containers
Residential Construction
Aerospace & Defense
Asset Management
Capital Markets
Credit Services
Diagnostics & Research
Diversified Industrials
Leisure
Medical Care
Keywords:
S&P 500
Insurance
Natural Gas
Bank
Insurance Products
Banking
Cash Management
Petroleum Industry
Disability
Investment Bank
Natural Gas Liquids
Asset Management Services
Casualty Insurance
Investment Management
Life Insurance
Commercial Banking
Crude Oil
Dow Jones Component
Financial Products
Investment Banking
EQWL: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Credit Services
Aerospace & Defense
Banks - Global
Telecom Services
Auto Manufacturers
Capital Markets
Discount Stores
Diversified Industrials
Internet Content & Information
Software - Application
Utilities - Regulated Electric
Asset Management
Beverages - Soft Drinks
Diagnostics & Research
Farm & Construction Equipment
Health Care Plans
Home Improvement Stores
Household & Personal Products
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