USMV vs. PFM ETF Comparison
Comparison of iShares MSCI USA Minimum Volatility ETF (USMV) to PowerShares Dividend Achievers (PFM)
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$93.46
Average Daily Volume
1,630,912
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
PFM
PowerShares Dividend Achievers
PFM Description
The PowerShares Dividend AchieversTM Portfolio (Fund) seeks to replicate, before fees and expenses, the NASDAQ US Broad Dividend AchieversTM Index (Index), which is designed to identify a diversified group of dividend-paying companies. The Fund will normally invest at least 90% of its total assets in dividend paying common stocks that comprise Index. These companies have increased their annual dividend for 10 or more consecutive fiscal years. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc., replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Broad Dividend Achievers Index to NASDAQ US Broad Dividend Achievers Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.Grade (RS Rating)
Last Trade
$47.68
Average Daily Volume
24,412
Number of Holdings
*
416
* may have additional holdings in another (foreign) market
Performance
| Period | USMV | PFM |
|---|---|---|
| 30 Days | 1.70% | 2.19% |
| 60 Days | 2.42% | 2.87% |
| 90 Days | 4.02% | 5.56% |
| 12 Months | 25.63% | 26.89% |
87 Overlapping Holdings
| Symbol | Grade | Weight in USMV | Weight in PFM | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.99% | 3.9% | 0.99% | |
| ABBV | D | 1.04% | 1.27% | 1.04% | |
| ABT | B | 0.09% | 0.88% | 0.09% | |
| ACN | C | 1.29% | 0.95% | 0.95% | |
| ADI | D | 0.23% | 0.45% | 0.23% | |
| ADP | B | 0.09% | 0.53% | 0.09% | |
| AEE | A | 0.24% | 0.11% | 0.11% | |
| AEP | D | 0.39% | 0.22% | 0.22% | |
| AFG | A | 0.35% | 0.05% | 0.05% | |
| AIZ | A | 0.32% | 0.05% | 0.05% | |
| AJG | B | 1.27% | 0.28% | 0.28% | |
| AMGN | D | 0.59% | 0.65% | 0.59% | |
| AON | A | 0.53% | 0.36% | 0.36% | |
| APH | A | 1.44% | 0.37% | 0.37% | |
| ATO | A | 0.06% | 0.1% | 0.06% | |
| AVGO | D | 1.19% | 3.32% | 1.19% | |
| BAH | F | 0.39% | 0.08% | 0.08% | |
| BDX | F | 0.56% | 0.28% | 0.28% | |
| BMY | B | 0.49% | 0.5% | 0.49% | |
| BR | A | 0.05% | 0.12% | 0.05% | |
| CB | C | 1.47% | 0.5% | 0.5% | |
| CBOE | B | 0.85% | 0.09% | 0.09% | |
| CDW | F | 0.35% | 0.1% | 0.1% | |
| CHD | B | 0.4% | 0.12% | 0.12% | |
| CL | D | 0.41% | 0.33% | 0.33% | |
| CMCSA | B | 0.39% | 0.72% | 0.39% | |
| CME | A | 0.53% | 0.35% | 0.35% | |
| CMS | C | 0.19% | 0.09% | 0.09% | |
| COR | B | 0.67% | 0.21% | 0.21% | |
| CSCO | B | 1.47% | 1.0% | 1.0% | |
| CVX | A | 0.34% | 1.27% | 0.34% | |
| DGX | A | 0.11% | 0.08% | 0.08% | |
| DPZ | C | 0.19% | 0.07% | 0.07% | |
| DTE | C | 0.2% | 0.11% | 0.11% | |
| DUK | C | 1.49% | 0.38% | 0.38% | |
| ED | D | 1.13% | 0.14% | 0.14% | |
| ELV | F | 0.52% | 0.4% | 0.4% | |
| ERIE | D | 0.42% | 0.08% | 0.08% | |
| GD | F | 0.05% | 0.34% | 0.05% | |
| GLW | B | 0.31% | 0.17% | 0.17% | |
| HD | A | 0.3% | 1.76% | 0.3% | |
| HIG | B | 0.12% | 0.15% | 0.12% | |
| HON | B | 0.25% | 0.64% | 0.25% | |
| HRL | D | 0.21% | 0.07% | 0.07% | |
| HSY | F | 0.3% | 0.11% | 0.11% | |
| HUM | C | 0.4% | 0.14% | 0.14% | |
| IBM | C | 1.66% | 0.83% | 0.83% | |
| ICE | C | 0.28% | 0.39% | 0.28% | |
| JNJ | D | 1.18% | 1.61% | 1.18% | |
| KMB | D | 0.21% | 0.2% | 0.2% | |
| KO | D | 0.1% | 1.15% | 0.1% | |
| KR | B | 0.61% | 0.18% | 0.18% | |
| LIN | D | 0.16% | 0.93% | 0.16% | |
| LMT | D | 0.82% | 0.55% | 0.55% | |
| LNT | A | 0.1% | 0.07% | 0.07% | |
| MA | C | 0.7% | 2.06% | 0.7% | |
| MCD | D | 1.25% | 0.9% | 0.9% | |
| MCK | B | 1.35% | 0.34% | 0.34% | |
| MDLZ | F | 0.44% | 0.37% | 0.37% | |
| MDT | D | 0.13% | 0.48% | 0.13% | |
| MMC | B | 1.11% | 0.48% | 0.48% | |
| MRK | F | 1.01% | 1.06% | 1.01% | |
| MSFT | F | 1.34% | 3.91% | 1.34% | |
| MSI | B | 1.81% | 0.35% | 0.35% | |
| NOC | D | 1.43% | 0.31% | 0.31% | |
| ORCL | B | 1.31% | 2.21% | 1.31% | |
| PEP | F | 1.01% | 0.94% | 0.94% | |
| PFE | D | 0.2% | 0.61% | 0.2% | |
| PG | A | 1.23% | 1.73% | 1.23% | |
| PKG | A | 0.2% | 0.09% | 0.09% | |
| PSX | C | 0.06% | 0.24% | 0.06% | |
| ROP | B | 1.3% | 0.26% | 0.26% | |
| RSG | A | 1.55% | 0.28% | 0.28% | |
| RTX | C | 0.09% | 0.69% | 0.09% | |
| SO | D | 1.35% | 0.42% | 0.42% | |
| TRV | B | 1.15% | 0.26% | 0.26% | |
| TSN | B | 0.71% | 0.08% | 0.08% | |
| TXN | C | 1.39% | 0.82% | 0.82% | |
| UNH | C | 1.34% | 2.35% | 1.34% | |
| V | A | 0.9% | 2.25% | 0.9% | |
| VZ | C | 1.35% | 0.77% | 0.77% | |
| WEC | A | 0.78% | 0.13% | 0.13% | |
| WM | A | 1.44% | 0.38% | 0.38% | |
| WMT | A | 1.78% | 2.92% | 1.78% | |
| WRB | A | 0.31% | 0.1% | 0.1% | |
| XEL | A | 0.46% | 0.17% | 0.17% | |
| XOM | B | 0.45% | 2.31% | 0.45% |
USMV Overweight 83 Positions Relative to PFM
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | 1.95% | |
| PGR | A | 1.67% | |
| WCN | A | 1.56% | |
| BRK.A | B | 1.55% | |
| LLY | F | 1.25% | |
| GDDY | A | 1.0% | |
| AZO | C | 0.98% | |
| GILD | C | 0.94% | |
| EA | A | 0.89% | |
| FCNCA | A | 0.88% | |
| K | A | 0.8% | |
| CTSH | B | 0.76% | |
| NOW | A | 0.75% | |
| T | A | 0.74% | |
| VRTX | F | 0.69% | |
| FI | A | 0.69% | |
| ORLY | B | 0.68% | |
| ACGL | D | 0.68% | |
| NVDA | C | 0.67% | |
| GIS | D | 0.66% | |
| VRSN | F | 0.64% | |
| FICO | B | 0.59% | |
| REGN | F | 0.59% | |
| KDP | D | 0.59% | |
| TDY | B | 0.57% | |
| KEYS | A | 0.55% | |
| FANG | D | 0.55% | |
| FFIV | B | 0.55% | |
| MPC | D | 0.54% | |
| INCY | C | 0.53% | |
| PTC | A | 0.52% | |
| YUM | B | 0.5% | |
| NEM | D | 0.46% | |
| UBER | D | 0.45% | |
| JNPR | F | 0.45% | |
| TJX | A | 0.45% | |
| WDAY | B | 0.43% | |
| EG | C | 0.43% | |
| VRSK | A | 0.42% | |
| AKAM | D | 0.39% | |
| KHC | F | 0.38% | |
| WTW | B | 0.38% | |
| CTVA | C | 0.38% | |
| ROL | B | 0.36% | |
| IT | C | 0.35% | |
| GEN | B | 0.35% | |
| MKL | A | 0.34% | |
| GRMN | B | 0.33% | |
| CPB | D | 0.33% | |
| NBIX | C | 0.32% | |
| WMB | A | 0.31% | |
| FWONK | B | 0.31% | |
| ANET | C | 0.29% | |
| L | A | 0.28% | |
| HUBS | A | 0.24% | |
| D | C | 0.23% | |
| AZPN | A | 0.23% | |
| ALNY | D | 0.22% | |
| NTAP | C | 0.22% | |
| BMRN | D | 0.22% | |
| CI | F | 0.21% | |
| TW | A | 0.2% | |
| CRWD | B | 0.19% | |
| CDNS | B | 0.18% | |
| MELI | D | 0.18% | |
| MOH | F | 0.18% | |
| SNPS | B | 0.18% | |
| EOG | A | 0.17% | |
| HOLX | D | 0.16% | |
| STX | D | 0.16% | |
| GOOG | C | 0.16% | |
| UTHR | C | 0.14% | |
| AMZN | C | 0.14% | |
| DELL | C | 0.12% | |
| OXY | D | 0.12% | |
| OTIS | C | 0.07% | |
| TEL | B | 0.07% | |
| FSLR | F | 0.06% | |
| KNX | B | 0.06% | |
| VLO | C | 0.05% | |
| CRM | B | 0.05% | |
| ULTA | F | 0.04% | |
| CVS | D | 0.04% |
USMV Underweight 329 Positions Relative to PFM
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -3.01% | |
| COST | B | -1.76% | |
| BAC | A | -1.56% | |
| MS | A | -0.94% | |
| PM | B | -0.88% | |
| INTU | C | -0.82% | |
| CAT | B | -0.81% | |
| GS | A | -0.8% | |
| QCOM | F | -0.79% | |
| DHR | F | -0.72% | |
| NEE | D | -0.68% | |
| SPGI | C | -0.68% | |
| BLK | C | -0.67% | |
| LOW | D | -0.66% | |
| SYK | C | -0.64% | |
| ETN | A | -0.62% | |
| UNP | C | -0.62% | |
| SBUX | A | -0.49% | |
| PLD | D | -0.46% | |
| UPS | C | -0.43% | |
| SHW | A | -0.41% | |
| MO | A | -0.41% | |
| TT | A | -0.4% | |
| AMT | D | -0.4% | |
| NKE | D | -0.39% | |
| CTAS | B | -0.38% | |
| MCO | B | -0.37% | |
| KLAC | D | -0.36% | |
| ZTS | D | -0.35% | |
| ITW | B | -0.35% | |
| PNC | B | -0.35% | |
| USB | A | -0.34% | |
| APD | A | -0.32% | |
| EMR | A | -0.32% | |
| MMM | D | -0.31% | |
| TGT | F | -0.31% | |
| ECL | D | -0.3% | |
| CSX | B | -0.29% | |
| EPD | A | -0.29% | |
| TFC | A | -0.27% | |
| AFL | B | -0.27% | |
| GWW | B | -0.25% | |
| BK | A | -0.25% | |
| MET | A | -0.25% | |
| SRE | A | -0.25% | |
| AMP | A | -0.24% | |
| ALL | A | -0.23% | |
| PAYX | C | -0.22% | |
| MPLX | A | -0.21% | |
| O | D | -0.21% | |
| CMI | A | -0.21% | |
| PRU | A | -0.2% | |
| LHX | C | -0.2% | |
| NDAQ | A | -0.2% | |
| FAST | B | -0.2% | |
| DFS | B | -0.19% | |
| PEG | A | -0.19% | |
| HPQ | B | -0.16% | |
| A | D | -0.16% | |
| VMC | B | -0.16% | |
| SYY | B | -0.16% | |
| RJF | A | -0.15% | |
| EXR | D | -0.15% | |
| MCHP | D | -0.15% | |
| RMD | C | -0.15% | |
| NUE | C | -0.15% | |
| FITB | A | -0.14% | |
| ROK | B | -0.14% | |
| EIX | B | -0.14% | |
| CAH | B | -0.13% | |
| TSCO | D | -0.13% | |
| XYL | D | -0.13% | |
| BRO | B | -0.13% | |
| LYB | F | -0.12% | |
| DOV | A | -0.12% | |
| PPG | F | -0.12% | |
| STT | A | -0.12% | |
| ADM | D | -0.11% | |
| AWK | D | -0.11% | |
| TROW | B | -0.11% | |
| ES | D | -0.1% | |
| WST | C | -0.1% | |
| CINF | A | -0.1% | |
| HUBB | B | -0.1% | |
| RF | A | -0.1% | |
| CSL | C | -0.09% | |
| PFG | D | -0.09% | |
| CLX | B | -0.09% | |
| STE | F | -0.09% | |
| STLD | B | -0.09% | |
| LII | A | -0.09% | |
| RPM | A | -0.08% | |
| KEY | B | -0.08% | |
| ARE | D | -0.08% | |
| FDS | B | -0.08% | |
| WSO | A | -0.08% | |
| MAA | B | -0.08% | |
| MKC | D | -0.08% | |
| SNA | A | -0.08% | |
| JBHT | C | -0.08% | |
| BBY | D | -0.08% | |
| ESS | B | -0.08% | |
| GGG | B | -0.07% | |
| RGA | A | -0.07% | |
| AVY | D | -0.07% | |
| FIX | A | -0.07% | |
| WLK | D | -0.07% | |
| NI | A | -0.07% | |
| FNF | B | -0.07% | |
| WSM | B | -0.07% | |
| MAS | D | -0.07% | |
| RS | B | -0.07% | |
| EXPD | D | -0.07% | |
| IEX | B | -0.07% | |
| GPC | D | -0.07% | |
| CHRW | C | -0.06% | |
| ELS | C | -0.06% | |
| SWK | D | -0.06% | |
| UNM | A | -0.06% | |
| REG | B | -0.06% | |
| POOL | C | -0.06% | |
| RNR | C | -0.06% | |
| MORN | B | -0.06% | |
| NDSN | B | -0.06% | |
| UDR | B | -0.06% | |
| EVRG | A | -0.06% | |
| HEI | B | -0.06% | |
| CASY | A | -0.06% | |
| SEIC | B | -0.05% | |
| WTRG | B | -0.05% | |
| CUBE | D | -0.05% | |
| ATR | B | -0.05% | |
| EVR | B | -0.05% | |
| BEN | C | -0.05% | |
| RRX | B | -0.05% | |
| SJM | D | -0.05% | |
| LECO | B | -0.05% | |
| EMN | D | -0.05% | |
| ALB | C | -0.05% | |
| ITT | A | -0.05% | |
| SCI | B | -0.05% | |
| JKHY | D | -0.05% | |
| ENSG | D | -0.04% | |
| EGP | F | -0.04% | |
| CHE | D | -0.04% | |
| TTC | D | -0.04% | |
| OGE | B | -0.04% | |
| ZION | B | -0.04% | |
| AOS | F | -0.04% | |
| WTFC | A | -0.04% | |
| CFR | B | -0.04% | |
| INGR | B | -0.04% | |
| DCI | B | -0.04% | |
| REXR | F | -0.04% | |
| CBSH | A | -0.04% | |
| RGLD | C | -0.04% | |
| AES | F | -0.04% | |
| ORI | A | -0.04% | |
| GL | B | -0.04% | |
| MKTX | D | -0.04% | |
| LAD | A | -0.04% | |
| AIT | A | -0.04% | |
| CHDN | B | -0.04% | |
| PRI | A | -0.04% | |
| PNW | B | -0.04% | |
| IPG | D | -0.04% | |
| THG | A | -0.03% | |
| TRNO | F | -0.03% | |
| THO | B | -0.03% | |
| FFIN | B | -0.03% | |
| UMBF | B | -0.03% | |
| SIGI | C | -0.03% | |
| LFUS | F | -0.03% | |
| IDA | A | -0.03% | |
| CBT | C | -0.03% | |
| HOMB | A | -0.03% | |
| BMI | B | -0.03% | |
| STAG | F | -0.03% | |
| MSA | D | -0.03% | |
| FAF | A | -0.03% | |
| CADE | B | -0.03% | |
| FR | C | -0.03% | |
| AGCO | D | -0.03% | |
| R | B | -0.03% | |
| OSK | B | -0.03% | |
| AXS | A | -0.03% | |
| WBA | F | -0.03% | |
| BOKF | B | -0.03% | |
| SSD | D | -0.03% | |
| ADC | B | -0.03% | |
| RHI | B | -0.03% | |
| HII | D | -0.03% | |
| NNN | D | -0.03% | |
| PB | A | -0.03% | |
| SSB | B | -0.03% | |
| UFPI | B | -0.03% | |
| RLI | B | -0.03% | |
| WSFS | A | -0.02% | |
| CBU | B | -0.02% | |
| PRGO | B | -0.02% | |
| SR | A | -0.02% | |
| PII | D | -0.02% | |
| MGEE | C | -0.02% | |
| GFF | A | -0.02% | |
| AUB | B | -0.02% | |
| MDU | D | -0.02% | |
| CCOI | B | -0.02% | |
| WDFC | B | -0.02% | |
| ASH | D | -0.02% | |
| BANF | B | -0.02% | |
| ASB | B | -0.02% | |
| FUL | F | -0.02% | |
| CNO | A | -0.02% | |
| BKH | A | -0.02% | |
| IBOC | A | -0.02% | |
| AVNT | B | -0.02% | |
| FLO | D | -0.02% | |
| POR | C | -0.02% | |
| KAI | A | -0.02% | |
| NJR | A | -0.02% | |
| AVT | C | -0.02% | |
| EXPO | D | -0.02% | |
| FELE | B | -0.02% | |
| LANC | C | -0.02% | |
| SON | D | -0.02% | |
| CNS | B | -0.02% | |
| NXST | C | -0.02% | |
| AGO | B | -0.02% | |
| UGI | A | -0.02% | |
| TKR | D | -0.02% | |
| MATX | C | -0.02% | |
| AL | B | -0.02% | |
| GATX | A | -0.02% | |
| DDS | B | -0.02% | |
| OZK | B | -0.02% | |
| BC | C | -0.02% | |
| SWX | B | -0.02% | |
| UBSI | B | -0.02% | |
| BCPC | B | -0.02% | |
| WTS | B | -0.02% | |
| NFG | A | -0.02% | |
| SLGN | A | -0.02% | |
| MSEX | B | -0.01% | |
| GABC | B | -0.01% | |
| TR | B | -0.01% | |
| UVV | B | -0.01% | |
| LNN | B | -0.01% | |
| WABC | B | -0.01% | |
| NWN | A | -0.01% | |
| CSGS | B | -0.01% | |
| TCBK | B | -0.01% | |
| STBA | B | -0.01% | |
| SRCE | B | -0.01% | |
| ANDE | D | -0.01% | |
| TNC | D | -0.01% | |
| HMN | B | -0.01% | |
| DKL | C | -0.01% | |
| SCL | C | -0.01% | |
| GTY | B | -0.01% | |
| SJW | D | -0.01% | |
| APOG | B | -0.01% | |
| LKFN | B | -0.01% | |
| NHC | C | -0.01% | |
| CHCO | B | -0.01% | |
| AGM | C | -0.01% | |
| WOR | F | -0.01% | |
| WSBC | A | -0.01% | |
| SYBT | B | -0.01% | |
| HI | C | -0.01% | |
| NBTB | B | -0.01% | |
| LMAT | A | -0.01% | |
| MTRN | C | -0.01% | |
| SXI | B | -0.01% | |
| HNI | B | -0.01% | |
| FRME | B | -0.01% | |
| TOWN | B | -0.01% | |
| HWKN | B | -0.01% | |
| NSP | D | -0.01% | |
| ABR | C | -0.01% | |
| CPK | A | -0.01% | |
| CWT | D | -0.01% | |
| WAFD | B | -0.01% | |
| IOSP | B | -0.01% | |
| MAN | D | -0.01% | |
| AVA | A | -0.01% | |
| INDB | B | -0.01% | |
| SFNC | B | -0.01% | |
| TRN | C | -0.01% | |
| KWR | C | -0.01% | |
| AWR | B | -0.01% | |
| BRC | D | -0.01% | |
| JJSF | B | -0.01% | |
| OTTR | C | -0.01% | |
| NWE | B | -0.01% | |
| POWI | D | -0.01% | |
| FIBK | A | -0.01% | |
| ABM | B | -0.01% | |
| JOUT | D | -0.0% | |
| FLIC | B | -0.0% | |
| ARTNA | D | -0.0% | |
| HVT | D | -0.0% | |
| ODC | C | -0.0% | |
| BMRC | B | -0.0% | |
| CTO | B | -0.0% | |
| YORW | D | -0.0% | |
| AROW | B | -0.0% | |
| UHT | D | -0.0% | |
| THFF | B | -0.0% | |
| PLOW | D | -0.0% | |
| HIFS | B | -0.0% | |
| CASS | B | -0.0% | |
| SPTN | D | -0.0% | |
| WASH | C | -0.0% | |
| MATW | C | -0.0% | |
| GSBC | B | -0.0% | |
| SMBC | B | -0.0% | |
| HY | D | -0.0% | |
| MBWM | B | -0.0% | |
| HBNC | B | -0.0% | |
| MNRO | D | -0.0% | |
| FCBC | B | -0.0% | |
| HFWA | B | -0.0% | |
| SCVL | F | -0.0% | |
| PFC | A | -0.0% | |
| GRC | A | -0.0% | |
| SBSI | B | -0.0% | |
| CTBI | B | -0.0% | |
| TMP | B | -0.0% | |
| AMSF | B | -0.0% |
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
PFM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Specialty Chemicals
Utilities - Regulated Electric
Insurance - Property & Casualty
Business Services
Asset Management
Capital Markets
Insurance - Life
REIT - Industrial
Utilities - Diversified
Utilities - Regulated Gas
Utilities - Regulated Water
Packaged Foods
Aerospace & Defense
Drug Manufacturers - Major
Semiconductors
Tools & Accessories
Building Materials
Household & Personal Products
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