SPVU vs. QUVU ETF Comparison
Comparison of PowerShares S&P 500 Value Portfolio (SPVU) to Hartford Quality Value ETF (QUVU)
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
$53.67
Average Daily Volume
6,863
99
QUVU
Hartford Quality Value ETF
QUVU Description
Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Value Index.Grade (RS Rating)
Last Trade
$26.85
Average Daily Volume
5,461
64
Performance
Period | SPVU | QUVU |
---|---|---|
30 Days | 6.88% | 1.94% |
60 Days | 8.56% | 3.58% |
90 Days | 8.93% | 4.59% |
12 Months | 34.86% | 23.79% |
12 Overlapping Holdings
Symbol | Grade | Weight in SPVU | Weight in QUVU | Overlap | |
---|---|---|---|---|---|
AIG | B | 1.24% | 1.22% | 1.22% | |
BAC | A | 5.25% | 2.19% | 2.19% | |
CE | F | 0.15% | 0.4% | 0.15% | |
CMCSA | B | 3.39% | 1.3% | 1.3% | |
CVX | A | 4.54% | 1.8% | 1.8% | |
DAL | C | 1.07% | 1.08% | 1.07% | |
FMC | D | 0.15% | 1.3% | 0.15% | |
JPM | A | 5.7% | 3.89% | 3.89% | |
LKQ | D | 0.2% | 1.25% | 0.2% | |
PFG | D | 0.32% | 1.58% | 0.32% | |
TSN | B | 0.4% | 1.05% | 0.4% | |
WFC | A | 4.93% | 3.48% | 3.48% |
SPVU Overweight 87 Positions Relative to QUVU
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | B | 5.16% | |
XOM | B | 4.91% | |
T | A | 3.92% | |
VZ | C | 2.85% | |
C | A | 2.63% | |
CVS | D | 2.46% | |
GM | B | 2.39% | |
CI | F | 1.81% | |
MPC | D | 1.63% | |
COF | B | 1.61% | |
VLO | C | 1.59% | |
PSX | C | 1.58% | |
USB | A | 1.43% | |
PNC | B | 1.43% | |
F | C | 1.43% | |
MCK | B | 1.38% | |
EMR | A | 1.27% | |
FDX | B | 1.25% | |
BK | A | 1.04% | |
UAL | A | 1.0% | |
CNC | D | 0.99% | |
KR | B | 0.96% | |
DHI | D | 0.94% | |
ADM | D | 0.93% | |
PRU | A | 0.9% | |
MTB | A | 0.84% | |
LEN | D | 0.83% | |
CHTR | C | 0.82% | |
HUM | C | 0.76% | |
NUE | C | 0.76% | |
ACGL | D | 0.73% | |
COR | B | 0.73% | |
SYF | B | 0.63% | |
HIG | B | 0.63% | |
VICI | C | 0.6% | |
STT | A | 0.6% | |
HPE | B | 0.58% | |
ETR | B | 0.57% | |
FITB | A | 0.56% | |
KHC | F | 0.56% | |
CINF | A | 0.55% | |
HBAN | A | 0.53% | |
RF | A | 0.52% | |
PHM | D | 0.51% | |
ED | D | 0.5% | |
HPQ | B | 0.5% | |
FANG | D | 0.49% | |
CFG | B | 0.46% | |
STLD | B | 0.45% | |
EG | C | 0.44% | |
DVN | F | 0.44% | |
BG | F | 0.44% | |
WBD | C | 0.42% | |
NRG | B | 0.38% | |
BALL | D | 0.38% | |
APTV | D | 0.37% | |
LYB | F | 0.37% | |
L | A | 0.37% | |
JBL | B | 0.36% | |
BAX | D | 0.36% | |
BBY | D | 0.35% | |
LUV | C | 0.33% | |
MOH | F | 0.33% | |
TAP | C | 0.32% | |
KEY | B | 0.32% | |
MRO | B | 0.3% | |
KMX | B | 0.28% | |
VTRS | A | 0.26% | |
SW | A | 0.25% | |
EVRG | A | 0.24% | |
FOXA | B | 0.24% | |
MOS | F | 0.24% | |
CAG | D | 0.24% | |
AIZ | A | 0.23% | |
GL | B | 0.22% | |
UHS | D | 0.21% | |
BWA | D | 0.2% | |
SOLV | C | 0.2% | |
CZR | F | 0.19% | |
EMN | D | 0.18% | |
APA | D | 0.17% | |
PNW | B | 0.16% | |
PARA | C | 0.15% | |
BEN | C | 0.15% | |
HII | D | 0.14% | |
WBA | F | 0.14% | |
MHK | D | 0.11% |
SPVU Underweight 52 Positions Relative to QUVU
Symbol | Grade | Weight | |
---|---|---|---|
UNH | C | -3.46% | |
MS | A | -2.98% | |
PM | B | -2.86% | |
AXP | A | -2.69% | |
WMB | A | -2.32% | |
EOG | A | -2.27% | |
KNX | B | -2.11% | |
CSCO | B | -2.04% | |
OMC | C | -1.98% | |
MDT | D | -1.91% | |
ATO | A | -1.83% | |
HON | B | -1.82% | |
CTSH | B | -1.81% | |
UL | D | -1.81% | |
AEP | D | -1.73% | |
PFE | D | -1.71% | |
DUK | C | -1.66% | |
MMC | B | -1.63% | |
SRE | A | -1.63% | |
LMT | D | -1.63% | |
TTE | F | -1.58% | |
ACN | C | -1.55% | |
AZN | D | -1.55% | |
DIS | B | -1.44% | |
ELV | F | -1.42% | |
QCOM | F | -1.42% | |
AMT | D | -1.36% | |
TXN | C | -1.33% | |
NVS | D | -1.3% | |
BDX | F | -1.28% | |
WAB | B | -1.27% | |
CB | C | -1.25% | |
ARMK | B | -1.21% | |
KDP | D | -1.21% | |
NXPI | D | -1.17% | |
SPG | B | -1.16% | |
MRK | F | -1.12% | |
OTIS | C | -0.98% | |
GOOGL | C | -0.98% | |
AMCR | D | -0.97% | |
CTRA | B | -0.96% | |
PSA | D | -0.92% | |
TJX | A | -0.9% | |
SYY | B | -0.89% | |
BHP | F | -0.88% | |
HST | C | -0.83% | |
MDLZ | F | -0.8% | |
ROP | B | -0.74% | |
MET | A | -0.67% | |
KVUE | A | -0.66% | |
LOW | D | -0.57% | |
GILD | C | -0.29% |
SPVU: Top Represented Industries & Keywords
QUVU: Top Represented Industries & Keywords