XRLV vs. EFIV ETF Comparison

Comparison of PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV) to SPDR S&P 500 ESG ETF (EFIV)

XRLV

PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio

XRLV Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Low Volatility Rate Response Index (the "underlying 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 include stocks exhibiting low volatility characteristics, after removing stocks that historically have performed poorly in rising interest rate environments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$56.04

Average Daily Volume

803

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$57.77

Average Daily Volume

109,257

Number of Holdings ^*

313

* may have additional holdings in another (foreign) market

Performance

Period	XRLV	EFIV
30 Days	2.47%	2.81%
60 Days	4.00%	4.79%
90 Days	6.43%	5.59%
12 Months	23.64%	30.64%

71 Overlapping Holdings

Symbol	Grade	Weight in XRLV	Weight in EFIV	Overlap
ABBV	D	0.76%	0.84%	0.76%
ABT	B	0.92%	0.56%	0.56%
ADP	B	1.04%	0.35%	0.35%
AFL	B	0.95%	0.16%	0.16%
AIG	B	0.96%	0.14%	0.14%
AJG	B	0.95%	0.18%	0.18%
AME	A	1.11%	0.13%	0.13%
AMP	A	1.26%	0.15%	0.15%
AVB	B	0.92%	0.09%	0.09%
AVY	D	0.92%	0.05%	0.05%
BDX	F	0.8%	0.19%	0.19%
BK	A	1.16%	0.16%	0.16%
BR	A	0.94%	0.07%	0.07%
CB	C	1.04%	0.3%	0.3%
CBOE	B	0.83%	0.06%	0.06%
CL	D	1.03%	0.21%	0.21%
CME	A	1.06%	0.23%	0.23%
COR	B	0.98%	0.12%	0.12%
CSCO	B	1.11%	0.66%	0.66%
CSX	B	0.96%	0.2%	0.2%
CTAS	B	1.0%	0.21%	0.21%
DGX	A	0.92%	0.05%	0.05%
DOW	F	0.71%	0.09%	0.09%
EA	A	0.97%	0.11%	0.11%
ECL	D	0.88%	0.18%	0.18%
ED	D	0.87%	0.09%	0.09%
ELV	F	0.64%	0.27%	0.27%
ETR	B	1.11%	0.09%	0.09%
FI	A	1.3%	0.34%	0.34%
GIS	D	0.78%	0.1%	0.1%
HIG	B	1.03%	0.1%	0.1%
HLT	A	1.02%	0.17%	0.17%
HOLX	D	0.85%	0.05%	0.05%
IEX	B	1.07%	0.05%	0.05%
ITW	B	1.13%	0.21%	0.21%
JKHY	D	0.86%	0.04%	0.04%
JPM	A	1.12%	1.91%	1.12%
KDP	D	0.81%	0.11%	0.11%
KMI	A	1.28%	0.14%	0.14%
KO	D	1.12%	0.68%	0.68%
LIN	D	1.04%	0.61%	0.61%
LYB	F	0.76%	0.06%	0.06%
MA	C	1.19%	1.2%	1.19%
MCD	D	1.06%	0.59%	0.59%
MDLZ	F	0.87%	0.25%	0.25%
MDT	D	0.91%	0.31%	0.31%
MET	A	1.05%	0.13%	0.13%
MMC	B	1.14%	0.31%	0.31%
OKE	A	1.16%	0.18%	0.18%
OMC	C	0.89%	0.06%	0.06%
PAYX	C	0.98%	0.13%	0.13%
PEG	A	0.99%	0.12%	0.12%
PEP	F	0.89%	0.63%	0.63%
PFG	D	0.99%	0.05%	0.05%
PG	A	1.13%	1.09%	1.09%
PPG	F	0.87%	0.08%	0.08%
PRU	A	1.04%	0.12%	0.12%
REGN	F	0.66%	0.24%	0.24%
RSG	A	1.21%	0.12%	0.12%
SRE	A	1.03%	0.16%	0.16%
SYY	B	0.84%	0.11%	0.11%
TJX	A	1.13%	0.38%	0.38%
TMUS	B	1.45%	0.33%	0.33%
UNP	C	0.94%	0.41%	0.41%
V	A	1.34%	1.44%	1.34%
VRSK	A	0.9%	0.11%	0.11%
WELL	A	0.99%	0.22%	0.22%
WM	A	0.98%	0.23%	0.23%
WMB	A	1.22%	0.19%	0.19%
WMT	A	1.19%	1.03%	1.03%
YUM	B	0.99%	0.11%	0.11%

XRLV Overweight 29 Positions Relative to EFIV

Symbol	Grade	Weight
BRK.A	B	1.43%
L	A	1.24%
HON	B	1.18%
MSI	B	1.13%
ATO	A	1.12%
PM	B	1.08%
ROP	B	1.06%
PKG	A	1.04%
JNJ	D	1.01%
PPL	B	1.0%
CHD	B	0.99%
DRI	B	0.98%
MO	A	0.97%
NI	A	0.97%
BRO	B	0.97%
DUK	C	0.96%
LNT	A	0.94%
WEC	A	0.93%
GD	F	0.93%
SO	D	0.93%
VRSN	F	0.93%
CMS	C	0.91%
LH	C	0.91%
LMT	D	0.9%
EVRG	A	0.9%
KMB	D	0.88%
MCK	B	0.88%
FE	C	0.87%
STZ	D	0.87%

XRLV Underweight 242 Positions Relative to EFIV

Symbol	Grade	Weight
NVDA	C	-10.02%
AAPL	C	-9.53%
MSFT	F	-8.8%
GOOGL	C	-2.92%
TSLA	B	-2.55%
GOOG	C	-2.42%
LLY	F	-1.79%
UNH	C	-1.56%
XOM	B	-1.5%
COST	B	-1.15%
HD	A	-1.13%
CRM	B	-0.92%
BAC	A	-0.86%
CVX	A	-0.75%
MRK	F	-0.7%
ADBE	C	-0.66%
ACN	C	-0.65%
AMD	F	-0.63%
GE	D	-0.55%
DIS	B	-0.52%
CAT	B	-0.52%
GS	A	-0.52%
QCOM	F	-0.5%
CMCSA	B	-0.47%
MS	A	-0.46%
T	A	-0.45%
AXP	A	-0.45%
AMGN	D	-0.45%
SPGI	C	-0.45%
LOW	D	-0.43%
DHR	F	-0.43%
UBER	D	-0.42%
AMAT	F	-0.42%
NEE	D	-0.42%
ETN	A	-0.41%
BLK	C	-0.4%
C	A	-0.37%
SYK	C	-0.37%
BSX	B	-0.36%
SCHW	B	-0.33%
BMY	B	-0.33%
SBUX	A	-0.32%
GILD	C	-0.32%
MU	D	-0.31%
INTC	D	-0.3%
PLD	D	-0.3%
DE	A	-0.28%
LRCX	F	-0.27%
UPS	C	-0.27%
NKE	D	-0.26%
CI	F	-0.26%
TT	A	-0.26%
PYPL	B	-0.25%
ICE	C	-0.25%
SHW	A	-0.25%
PH	A	-0.25%
AMT	D	-0.25%
EQIX	A	-0.24%
KLAC	D	-0.24%
CMG	B	-0.23%
PNC	B	-0.23%
AON	A	-0.23%
USB	A	-0.22%
ZTS	D	-0.22%
EMR	A	-0.21%
MCO	B	-0.21%
COF	B	-0.2%
TGT	F	-0.2%
MAR	B	-0.19%
ADSK	A	-0.19%
CVS	D	-0.19%
APD	A	-0.19%
CARR	D	-0.18%
GM	B	-0.18%
NSC	B	-0.17%
PCAR	B	-0.17%
SLB	C	-0.17%
FCX	D	-0.17%
TFC	A	-0.17%
JCI	C	-0.16%
URI	B	-0.16%
TRV	B	-0.16%
ALL	A	-0.15%
GWW	B	-0.15%
PSA	D	-0.15%
MPC	D	-0.15%
PSX	C	-0.15%
DLR	B	-0.15%
RCL	A	-0.15%
FIS	C	-0.14%
MSCI	C	-0.14%
CMI	A	-0.14%
ROST	C	-0.13%
NEM	D	-0.13%
DHI	D	-0.13%
PWR	A	-0.13%
DAL	C	-0.12%
IR	B	-0.12%
TRGP	B	-0.12%
BKR	B	-0.12%
AXON	A	-0.12%
DFS	B	-0.12%
VLO	C	-0.12%
ACGL	D	-0.11%
EXC	C	-0.11%
A	D	-0.11%
KR	B	-0.11%
HES	B	-0.11%
CTVA	C	-0.11%
EW	C	-0.11%
OTIS	C	-0.11%
CBRE	B	-0.11%
OXY	D	-0.1%
RMD	C	-0.1%
WAB	B	-0.1%
EXR	D	-0.1%
HUM	C	-0.1%
MTB	A	-0.1%
IDXX	F	-0.1%
HPQ	B	-0.1%
LULU	C	-0.1%
CNC	D	-0.09%
CAH	B	-0.09%
CSGP	D	-0.09%
EIX	B	-0.09%
FITB	A	-0.09%
WTW	B	-0.09%
ROK	B	-0.09%
NDAQ	A	-0.09%
FANG	D	-0.09%
IRM	D	-0.09%
DECK	A	-0.08%
HSY	F	-0.08%
DOV	A	-0.08%
KHC	F	-0.08%
STT	A	-0.08%
HPE	B	-0.08%
ON	D	-0.08%
TTWO	A	-0.08%
GPN	B	-0.08%
RJF	A	-0.08%
XYL	D	-0.08%
EBAY	D	-0.08%
TSCO	D	-0.08%
RF	A	-0.07%
HUBB	B	-0.07%
BIIB	F	-0.07%
DVN	F	-0.07%
CCL	B	-0.07%
ADM	D	-0.07%
SW	A	-0.07%
EQR	B	-0.07%
HBAN	A	-0.07%
SYF	B	-0.07%
EQT	B	-0.07%
MTD	D	-0.07%
AWK	D	-0.07%
CPAY	A	-0.07%
PHM	D	-0.07%
TROW	B	-0.07%
HAL	C	-0.07%
VTR	C	-0.07%
FTV	C	-0.07%
WDC	D	-0.06%
CFG	B	-0.06%
NTRS	A	-0.06%
ES	D	-0.06%
K	A	-0.06%
ZBH	C	-0.06%
WY	D	-0.06%
EXPE	B	-0.06%
IFF	D	-0.06%
WAT	B	-0.06%
SBAC	D	-0.06%
KIM	A	-0.05%
BAX	D	-0.05%
ARE	D	-0.05%
GPC	D	-0.05%
MAS	D	-0.05%
LVS	C	-0.05%
PNR	A	-0.05%
KEY	B	-0.05%
BBY	D	-0.05%
TSN	B	-0.05%
FDS	B	-0.05%
ULTA	F	-0.05%
BALL	D	-0.05%
MKC	D	-0.05%
ALB	C	-0.04%
INCY	C	-0.04%
POOL	C	-0.04%
CHRW	C	-0.04%
SWK	D	-0.04%
CAG	D	-0.04%
AKAM	D	-0.04%
UDR	B	-0.04%
MRNA	F	-0.04%
AMCR	D	-0.04%
EL	F	-0.04%
RVTY	F	-0.04%
APTV	D	-0.04%
JBHT	C	-0.04%
DOC	D	-0.04%
CF	B	-0.04%
EG	C	-0.04%
TFX	F	-0.03%
GL	B	-0.03%
MKTX	D	-0.03%
LKQ	D	-0.03%
NWSA	B	-0.03%
CRL	C	-0.03%
IPG	D	-0.03%
AIZ	A	-0.03%
TAP	C	-0.03%
LW	C	-0.03%
BXP	D	-0.03%
SJM	D	-0.03%
TPR	B	-0.03%
NCLH	B	-0.03%
REG	B	-0.03%
KMX	B	-0.03%
ALLE	D	-0.03%
DAY	B	-0.03%
HST	C	-0.03%
WBA	F	-0.02%
PARA	C	-0.02%
BEN	C	-0.02%
FMC	D	-0.02%
DVA	B	-0.02%
MHK	D	-0.02%
BWA	D	-0.02%
IVZ	B	-0.02%
WYNN	D	-0.02%
RL	B	-0.02%
HAS	D	-0.02%
MOS	F	-0.02%
CZR	F	-0.02%
FRT	B	-0.02%
CPB	D	-0.02%
MGM	D	-0.02%
HRL	D	-0.02%
NWS	B	-0.01%