XMLV vs. OSCV ETF Comparison

Comparison of PowerShares S&P MidCap Low Volatility Portfolio (XMLV) to Opus Small Cap Value Plus ETF (OSCV)
XMLV

PowerShares S&P MidCap Low Volatility Portfolio

XMLV Description

The PowerShares S&P MidCap Low Volatility Portfolio (Fund) is based on the S&P MidCap 400 Low Volatility Index (Index). The Fund generally will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's, consisting of 80 out of 400 medium-capitalization range securities from the S&P MidCap 400 Index with the lowest realized volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$64.83

Average Daily Volume

30,461

Number of Holdings *

79

* may have additional holdings in another (foreign) market
OSCV

Opus Small Cap Value Plus ETF

OSCV Description The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$40.58

Average Daily Volume

74,482

Number of Holdings *

66

* may have additional holdings in another (foreign) market
Performance
Period XMLV OSCV
30 Days 5.64% 7.61%
60 Days 6.68% 7.76%
90 Days 9.27% 8.89%
12 Months 30.39% 30.21%
16 Overlapping Holdings
Symbol Grade Weight in XMLV Weight in OSCV Overlap
ADC B 1.29% 0.96% 0.96%
AMH D 1.19% 0.88% 0.88%
ATR B 1.8% 1.45% 1.45%
CHE D 1.17% 2.03% 1.17%
CHRD D 0.87% 1.41% 0.87%
CW B 1.78% 1.91% 1.78%
EGP F 1.09% 1.29% 1.09%
EHC B 1.44% 1.7% 1.44%
GGG B 1.32% 1.24% 1.24%
HLI B 1.45% 1.68% 1.45%
LSTR D 1.13% 1.03% 1.03%
MUSA A 1.07% 1.62% 1.07%
NJR A 1.28% 1.07% 1.07%
PRI A 1.33% 2.07% 1.33%
THG A 1.45% 1.96% 1.45%
TXRH C 1.25% 2.53% 1.25%
XMLV Overweight 63 Positions Relative to OSCV
Symbol Grade Weight
DTM B 1.87%
SEIC B 1.8%
IBKR A 1.61%
SF B 1.6%
FHI A 1.55%
VOYA B 1.52%
INGR B 1.49%
IDA A 1.47%
UNM A 1.46%
ORI A 1.44%
PNM F 1.44%
RGA A 1.43%
DCI B 1.41%
JEF A 1.41%
G B 1.4%
RLI B 1.4%
JHG A 1.39%
CACI D 1.39%
FLS B 1.39%
AM A 1.35%
OGE B 1.34%
AFG A 1.32%
RPM A 1.32%
USFD A 1.31%
ACM A 1.28%
AMG B 1.28%
GLPI C 1.23%
SON D 1.22%
PPC C 1.22%
NWE B 1.22%
GNTX C 1.22%
OHI C 1.21%
SR A 1.21%
ELS C 1.2%
GEF A 1.2%
POST C 1.19%
EPR D 1.18%
BRX A 1.17%
GATX A 1.16%
NFG A 1.16%
SLGN A 1.16%
ALE A 1.15%
OGS A 1.14%
BKH A 1.13%
SBRA C 1.13%
MTG C 1.13%
SNX C 1.11%
FLO D 1.11%
POR C 1.1%
ESNT D 1.09%
NNN D 1.09%
CDP C 1.08%
AVT C 1.08%
FR C 1.07%
MSA D 1.07%
NEU C 1.04%
STAG F 1.04%
NYT C 1.03%
DLB B 1.01%
KBR F 0.99%
WTRG B 0.98%
MMS F 0.97%
MAN D 0.92%
XMLV Underweight 50 Positions Relative to OSCV
Symbol Grade Weight
CASY A -2.78%
ENSG D -2.52%
FIX A -2.4%
KAI A -2.21%
TTEK F -2.06%
KBH D -2.04%
OC A -1.99%
ACA A -1.89%
SYBT B -1.88%
NOG A -1.88%
EFSC B -1.87%
HWKN B -1.83%
UFPI B -1.8%
SBCF A -1.76%
GABC B -1.65%
HOMB A -1.58%
WTFC A -1.56%
CASH A -1.55%
PRIM A -1.53%
EPRT B -1.53%
LKFN B -1.51%
ICFI F -1.51%
CODI B -1.47%
WTBA B -1.31%
HCKT B -1.3%
CWT D -1.25%
OTTR C -1.23%
CHDN B -1.2%
KFRC D -1.2%
BYD C -1.18%
GPK C -1.12%
KMPR B -1.1%
HP B -1.08%
LADR B -1.05%
VCTR B -1.04%
SPNS F -1.04%
NVT B -1.04%
SCI B -1.03%
CPA D -0.95%
RRC B -0.94%
USLM A -0.91%
HIFS B -0.91%
TRNO F -0.88%
KRP B -0.87%
NSA D -0.75%
DOX D -0.72%
CIVI D -0.71%
FELE B -0.69%
FCPT C -0.69%
AAON B -0.66%
Compare ETFs