SPVU vs. IYF ETF Comparison
Comparison of PowerShares S&P 500 Value Portfolio (SPVU) to iShares U.S. Financial ETF (IYF)
SPVU
PowerShares S&P 500 Value Portfolio
SPVU Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Enhanced Value 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 "value score," which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$52.62
Average Daily Volume
6,982
99
IYF
iShares U.S. Financial ETF
IYF Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$115.68
Average Daily Volume
279,104
135
Performance
Period | SPVU | IYF |
---|---|---|
30 Days | 4.51% | 5.64% |
60 Days | 6.64% | 10.54% |
90 Days | 8.61% | 13.81% |
12 Months | 32.87% | 47.70% |
26 Overlapping Holdings
Symbol | Grade | Weight in SPVU | Weight in IYF | Overlap | |
---|---|---|---|---|---|
ACGL | D | 0.73% | 0.61% | 0.61% | |
AIG | D | 1.24% | 0.82% | 0.82% | |
AIZ | A | 0.23% | 0.19% | 0.19% | |
BAC | A | 5.25% | 4.69% | 4.69% | |
BEN | C | 0.15% | 0.11% | 0.11% | |
BK | B | 1.04% | 0.97% | 0.97% | |
BRK.A | B | 5.16% | 11.69% | 5.16% | |
C | B | 2.63% | 2.2% | 2.2% | |
CFG | B | 0.46% | 0.35% | 0.35% | |
CINF | A | 0.55% | 0.39% | 0.39% | |
EG | C | 0.44% | 0.27% | 0.27% | |
FITB | B | 0.56% | 0.54% | 0.54% | |
GL | C | 0.22% | 0.17% | 0.17% | |
HBAN | B | 0.53% | 0.43% | 0.43% | |
HIG | A | 0.63% | 0.58% | 0.58% | |
JPM | B | 5.7% | 9.82% | 5.7% | |
KEY | B | 0.32% | 0.3% | 0.3% | |
L | A | 0.37% | 0.26% | 0.26% | |
MTB | A | 0.84% | 0.6% | 0.6% | |
PFG | C | 0.32% | 0.33% | 0.32% | |
PNC | B | 1.43% | 1.38% | 1.38% | |
PRU | B | 0.9% | 0.77% | 0.77% | |
RF | A | 0.52% | 0.41% | 0.41% | |
STT | A | 0.6% | 0.48% | 0.48% | |
USB | A | 1.43% | 1.3% | 1.3% | |
WFC | A | 4.93% | 4.36% | 4.36% |
SPVU Overweight 73 Positions Relative to IYF
Symbol | Grade | Weight | |
---|---|---|---|
XOM | A | 4.91% | |
CVX | A | 4.54% | |
T | A | 3.92% | |
CMCSA | B | 3.39% | |
VZ | C | 2.85% | |
CVS | D | 2.46% | |
GM | B | 2.39% | |
CI | D | 1.81% | |
MPC | C | 1.63% | |
COF | B | 1.61% | |
VLO | C | 1.59% | |
PSX | C | 1.58% | |
F | C | 1.43% | |
MCK | A | 1.38% | |
EMR | A | 1.27% | |
FDX | B | 1.25% | |
DAL | A | 1.07% | |
UAL | A | 1.0% | |
CNC | F | 0.99% | |
KR | B | 0.96% | |
DHI | D | 0.94% | |
ADM | D | 0.93% | |
LEN | D | 0.83% | |
CHTR | B | 0.82% | |
HUM | C | 0.76% | |
NUE | D | 0.76% | |
COR | B | 0.73% | |
SYF | B | 0.63% | |
VICI | C | 0.6% | |
HPE | B | 0.58% | |
ETR | A | 0.57% | |
KHC | F | 0.56% | |
PHM | D | 0.51% | |
ED | C | 0.5% | |
HPQ | B | 0.5% | |
FANG | C | 0.49% | |
STLD | B | 0.45% | |
DVN | F | 0.44% | |
BG | D | 0.44% | |
WBD | B | 0.42% | |
TSN | B | 0.4% | |
NRG | B | 0.38% | |
BALL | D | 0.38% | |
APTV | F | 0.37% | |
LYB | F | 0.37% | |
JBL | C | 0.36% | |
BAX | F | 0.36% | |
BBY | D | 0.35% | |
LUV | B | 0.33% | |
MOH | F | 0.33% | |
TAP | C | 0.32% | |
MRO | A | 0.3% | |
KMX | C | 0.28% | |
VTRS | A | 0.26% | |
SW | A | 0.25% | |
EVRG | A | 0.24% | |
FOXA | B | 0.24% | |
MOS | D | 0.24% | |
CAG | D | 0.24% | |
UHS | D | 0.21% | |
BWA | D | 0.2% | |
SOLV | F | 0.2% | |
LKQ | F | 0.2% | |
CZR | F | 0.19% | |
EMN | D | 0.18% | |
APA | F | 0.17% | |
PNW | A | 0.16% | |
PARA | D | 0.15% | |
CE | F | 0.15% | |
FMC | D | 0.15% | |
HII | F | 0.14% | |
WBA | F | 0.14% | |
MHK | D | 0.11% |
SPVU Underweight 109 Positions Relative to IYF
Symbol | Grade | Weight | |
---|---|---|---|
GS | B | -3.13% | |
SPGI | D | -2.63% | |
MS | B | -2.6% | |
BLK | B | -2.59% | |
PGR | B | -2.5% | |
BX | A | -2.14% | |
SCHW | A | -2.01% | |
CB | D | -1.95% | |
MMC | D | -1.83% | |
KKR | B | -1.69% | |
ICE | D | -1.48% | |
APO | B | -1.43% | |
CME | A | -1.35% | |
MCO | B | -1.25% | |
AON | B | -1.24% | |
AJG | A | -1.07% | |
AFL | C | -1.04% | |
TFC | B | -1.04% | |
COIN | B | -1.01% | |
TRV | B | -1.0% | |
AMP | A | -0.94% | |
ALL | A | -0.86% | |
MET | A | -0.82% | |
MSCI | C | -0.76% | |
DFS | B | -0.74% | |
NDAQ | A | -0.54% | |
WTW | B | -0.53% | |
RJF | A | -0.51% | |
ARES | A | -0.51% | |
FCNCA | A | -0.45% | |
BR | B | -0.45% | |
TROW | B | -0.44% | |
BRO | B | -0.44% | |
LPLA | A | -0.39% | |
MKL | A | -0.37% | |
NTRS | A | -0.36% | |
HOOD | B | -0.36% | |
CBOE | C | -0.35% | |
IBKR | A | -0.32% | |
FDS | B | -0.31% | |
WRB | A | -0.3% | |
RGA | B | -0.26% | |
FNF | D | -0.25% | |
TW | A | -0.25% | |
SOFI | A | -0.24% | |
EWBC | A | -0.24% | |
JEF | A | -0.22% | |
RNR | C | -0.22% | |
UNM | A | -0.21% | |
SF | B | -0.2% | |
EQH | B | -0.2% | |
CG | B | -0.19% | |
FHN | B | -0.19% | |
OWL | A | -0.19% | |
WBS | A | -0.18% | |
PRI | B | -0.18% | |
EVR | B | -0.18% | |
ALLY | C | -0.17% | |
NLY | D | -0.17% | |
AFG | A | -0.17% | |
KNSL | B | -0.17% | |
PNFP | B | -0.16% | |
ORI | A | -0.16% | |
HLI | A | -0.16% | |
MKTX | D | -0.16% | |
WAL | B | -0.16% | |
WTFC | B | -0.15% | |
MORN | B | -0.15% | |
CFR | B | -0.14% | |
VOYA | B | -0.14% | |
SNV | B | -0.14% | |
CMA | B | -0.14% | |
CBSH | B | -0.14% | |
ZION | B | -0.14% | |
RYAN | B | -0.13% | |
SEIC | B | -0.13% | |
AXS | A | -0.12% | |
AGNC | C | -0.12% | |
BPOP | C | -0.12% | |
RLI | A | -0.12% | |
PB | B | -0.12% | |
MTG | C | -0.11% | |
COLB | B | -0.11% | |
OMF | A | -0.11% | |
FAF | A | -0.11% | |
IVZ | B | -0.11% | |
TPG | A | -0.1% | |
RITM | D | -0.1% | |
THG | A | -0.1% | |
AMG | B | -0.1% | |
JHG | B | -0.1% | |
STWD | C | -0.1% | |
FNB | B | -0.1% | |
LAZ | B | -0.1% | |
WTM | A | -0.09% | |
OZK | B | -0.09% | |
SLM | A | -0.09% | |
KMPR | A | -0.08% | |
AGO | A | -0.08% | |
LNC | B | -0.07% | |
BHF | B | -0.06% | |
FHB | B | -0.06% | |
CACC | D | -0.05% | |
VIRT | A | -0.05% | |
BOKF | B | -0.04% | |
RKT | F | -0.03% | |
CNA | C | -0.02% | |
UWMC | D | -0.01% | |
TFSL | B | -0.01% |
SPVU: Top Represented Industries & Keywords
IYF: Top Represented Industries & Keywords