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
$60.89
Average Daily Volume
43,951
79
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
$37.93
Average Daily Volume
31,539
69
Performance
Period | XMLV | OSCV |
---|---|---|
30 Days | 4.09% | 4.52% |
60 Days | 6.17% | 3.52% |
90 Days | 10.32% | 11.13% |
12 Months | 22.16% | 23.02% |
17 Overlapping Holdings
Symbol | Grade | Weight in XMLV | Weight in OSCV | Overlap | |
---|---|---|---|---|---|
ADC | C | 1.37% | 1.05% | 1.05% | |
AMH | C | 1.36% | 1.03% | 1.03% | |
ATR | B | 1.66% | 1.43% | 1.43% | |
CHE | C | 1.25% | 2.31% | 1.25% | |
CHRD | F | 0.93% | 1.57% | 0.93% | |
CW | B | 1.59% | 1.72% | 1.59% | |
EGP | B | 1.24% | 1.53% | 1.24% | |
EHC | C | 1.39% | 1.73% | 1.39% | |
GGG | C | 1.29% | 1.12% | 1.12% | |
GNTX | F | 1.23% | 1.21% | 1.21% | |
HLI | B | 1.26% | 0.76% | 0.76% | |
LSTR | D | 1.16% | 1.14% | 1.14% | |
MUSA | D | 1.15% | 1.77% | 1.15% | |
NJR | B | 1.33% | 1.13% | 1.13% | |
PRI | B | 1.2% | 1.94% | 1.2% | |
THG | B | 1.38% | 1.93% | 1.38% | |
TXRH | C | 1.07% | 2.29% | 1.07% |
XMLV Overweight 62 Positions Relative to OSCV
Symbol | Grade | Weight | |
---|---|---|---|
SEIC | C | 1.55% | |
DTM | B | 1.5% | |
VOYA | B | 1.48% | |
INGR | B | 1.42% | |
CACI | B | 1.41% | |
ORI | B | 1.4% | |
SON | C | 1.39% | |
RGA | C | 1.39% | |
GLPI | C | 1.39% | |
AM | C | 1.38% | |
PNM | B | 1.38% | |
IDA | C | 1.37% | |
OGE | C | 1.36% | |
EPR | B | 1.35% | |
DCI | C | 1.35% | |
NNN | C | 1.34% | |
POST | C | 1.34% | |
ELS | C | 1.33% | |
FHI | A | 1.33% | |
OHI | B | 1.3% | |
AFG | B | 1.3% | |
NWE | B | 1.3% | |
ESNT | B | 1.28% | |
SR | B | 1.27% | |
G | C | 1.27% | |
RLI | B | 1.27% | |
MDU | C | 1.26% | |
USFD | B | 1.24% | |
SF | A | 1.23% | |
FLO | C | 1.23% | |
RPM | B | 1.22% | |
AMG | C | 1.21% | |
ACM | B | 1.21% | |
MTG | B | 1.2% | |
STAG | C | 1.2% | |
NFG | B | 1.2% | |
POR | C | 1.2% | |
SBRA | C | 1.2% | |
ALE | B | 1.2% | |
BRX | B | 1.19% | |
FR | B | 1.19% | |
IBKR | B | 1.18% | |
UNM | B | 1.16% | |
JEF | B | 1.16% | |
JHG | B | 1.15% | |
FLS | D | 1.15% | |
OGS | B | 1.15% | |
MSA | D | 1.14% | |
SLGN | B | 1.14% | |
SNX | D | 1.13% | |
BKH | B | 1.13% | |
GEF | D | 1.13% | |
NEU | D | 1.11% | |
MMS | C | 1.1% | |
GATX | D | 1.1% | |
AVT | C | 1.08% | |
MAN | C | 1.07% | |
KBR | D | 1.07% | |
NYT | C | 1.06% | |
PPC | D | 1.05% | |
WTRG | D | 1.04% | |
DLB | D | 1.02% |
XMLV Underweight 52 Positions Relative to OSCV
Symbol | Grade | Weight | |
---|---|---|---|
ENSG | B | -2.9% | |
CASY | D | -2.77% | |
TTEK | C | -2.6% | |
KBH | A | -2.31% | |
ICFI | B | -1.98% | |
KAI | C | -1.9% | |
HWKN | C | -1.79% | |
OC | D | -1.78% | |
UFPI | C | -1.76% | |
FIX | B | -1.75% | |
NOG | D | -1.68% | |
ACA | B | -1.62% | |
EPRT | B | -1.61% | |
EFSC | B | -1.57% | |
CWT | C | -1.47% | |
SPNS | D | -1.47% | |
SBCF | C | -1.45% | |
KFRC | D | -1.44% | |
CODI | D | -1.43% | |
SYBT | A | -1.38% | |
OTTR | F | -1.29% | |
GABC | C | -1.27% | |
LKFN | C | -1.27% | |
OSBC | C | -1.26% | |
HOMB | B | -1.21% | |
HCKT | C | -1.18% | |
GPK | B | -1.14% | |
WTBA | D | -1.14% | |
TRNO | C | -1.11% | |
HP | F | -1.07% | |
BYD | C | -1.07% | |
LADR | B | -1.07% | |
SCI | B | -1.05% | |
KMPR | D | -1.03% | |
ASH | D | -0.97% | |
NVT | D | -0.96% | |
KRP | C | -0.91% | |
HIFS | B | -0.9% | |
LECO | F | -0.89% | |
EVTC | D | -0.88% | |
NSA | B | -0.88% | |
WASH | A | -0.86% | |
CPA | D | -0.84% | |
RRC | D | -0.82% | |
CIVI | F | -0.8% | |
DOX | C | -0.8% | |
FCPT | C | -0.77% | |
USLM | B | -0.69% | |
FELE | C | -0.69% | |
BRKR | D | -0.66% | |
CHDN | C | -0.52% | |
AAON | B | -0.49% |
XMLV: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords