XRLV vs. IVW ETF Comparison
Comparison of PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV) to iShares S&P 500 Growth ETF (IVW)
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
$53.83
Average Daily Volume
1,017
Number of Holdings
*
97
* may have additional holdings in another (foreign) market
IVW
iShares S&P 500 Growth ETF
IVW Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$95.05
Average Daily Volume
2,559,522
Number of Holdings
*
231
* may have additional holdings in another (foreign) market
Performance
| Period | XRLV | IVW |
|---|---|---|
| 30 Days | 2.88% | 1.47% |
| 60 Days | 7.20% | 3.29% |
| 90 Days | 8.61% | 3.00% |
| 12 Months | 18.19% | 36.71% |
41 Overlapping Holdings
| Symbol | Grade | Weight in XRLV | Weight in IVW | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 0.92% | 1.0% | 0.92% | |
| ADP | B | 1.0% | 1.0% | 1.0% | |
| AJG | D | 0.98% | 1.0% | 0.98% | |
| AME | C | 0.98% | 1.0% | 0.98% | |
| AMP | A | 1.01% | 1.0% | 1.0% | |
| BR | D | 0.89% | 1.0% | 0.89% | |
| BRO | C | 0.93% | 1.0% | 0.93% | |
| CBOE | C | 0.89% | 1.0% | 0.89% | |
| CHD | D | 0.97% | 1.0% | 0.97% | |
| CL | D | 1.2% | 1.0% | 1.0% | |
| CME | C | 1.05% | 1.0% | 1.0% | |
| CSX | D | 0.94% | 1.0% | 0.94% | |
| CTAS | B | 0.98% | 1.0% | 0.98% | |
| DRI | B | 0.95% | 1.0% | 0.95% | |
| EA | D | 0.9% | 1.0% | 0.9% | |
| ECL | B | 0.93% | 1.0% | 0.93% | |
| HLT | B | 0.91% | 1.0% | 0.91% | |
| ITW | C | 1.07% | 1.0% | 1.0% | |
| KO | C | 1.33% | 1.0% | 1.0% | |
| LIN | B | 1.11% | 1.0% | 1.0% | |
| MA | B | 1.15% | 1.0% | 1.0% | |
| MCD | B | 1.09% | 1.0% | 1.0% | |
| MDLZ | B | 1.03% | 1.0% | 1.0% | |
| MMC | C | 1.21% | 1.0% | 1.0% | |
| MSI | B | 1.04% | 1.0% | 1.0% | |
| OKE | B | 0.98% | 1.0% | 0.98% | |
| PAYX | C | 0.95% | 1.0% | 0.95% | |
| PEP | C | 1.02% | 1.0% | 1.0% | |
| PG | C | 1.18% | 1.0% | 1.0% | |
| PM | C | 1.08% | 1.0% | 1.0% | |
| REGN | C | 1.03% | 1.0% | 1.0% | |
| ROP | C | 1.08% | 1.0% | 1.0% | |
| RSG | D | 1.23% | 1.0% | 1.0% | |
| TJX | B | 1.15% | 1.0% | 1.0% | |
| UNP | C | 1.02% | 1.0% | 1.0% | |
| V | C | 1.27% | 1.0% | 1.0% | |
| VRSK | D | 0.88% | 1.0% | 0.88% | |
| VRSN | D | 0.96% | 1.0% | 0.96% | |
| WM | D | 0.96% | 1.0% | 0.96% | |
| WMB | B | 1.0% | 1.0% | 1.0% | |
| YUM | D | 1.01% | 1.0% | 1.0% |
XRLV Overweight 56 Positions Relative to IVW
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | 1.4% | |
| TMUS | C | 1.28% | |
| L | C | 1.19% | |
| WMT | C | 1.16% | |
| JNJ | C | 1.11% | |
| HON | D | 1.08% | |
| ATO | B | 1.07% | |
| CB | B | 1.07% | |
| AVY | C | 1.05% | |
| BK | B | 1.05% | |
| HIG | B | 1.03% | |
| DUK | C | 1.02% | |
| KMI | B | 1.01% | |
| GD | B | 1.0% | |
| CSCO | C | 0.99% | |
| KDP | B | 0.98% | |
| JPM | D | 0.98% | |
| PPL | C | 0.98% | |
| MET | B | 0.98% | |
| LMT | C | 0.98% | |
| MDT | C | 0.97% | |
| PRU | C | 0.97% | |
| ED | C | 0.96% | |
| AVB | B | 0.96% | |
| KMB | D | 0.96% | |
| WELL | C | 0.96% | |
| SO | B | 0.96% | |
| ETR | B | 0.95% | |
| PFG | B | 0.95% | |
| FE | C | 0.95% | |
| ABT | C | 0.95% | |
| PEG | B | 0.95% | |
| CMS | C | 0.95% | |
| AFL | C | 0.95% | |
| PKG | B | 0.95% | |
| AIG | D | 0.95% | |
| STZ | D | 0.95% | |
| IEX | D | 0.95% | |
| SRE | C | 0.94% | |
| MO | C | 0.94% | |
| LNT | B | 0.94% | |
| OMC | B | 0.93% | |
| PPG | D | 0.92% | |
| NI | B | 0.92% | |
| GIS | B | 0.92% | |
| WEC | C | 0.92% | |
| DGX | B | 0.91% | |
| ELV | C | 0.9% | |
| LYB | D | 0.89% | |
| HOLX | B | 0.89% | |
| JKHY | B | 0.89% | |
| EVRG | B | 0.88% | |
| SYY | D | 0.88% | |
| BDX | D | 0.86% | |
| DOW | D | 0.84% | |
| MCK | F | 0.77% |
XRLV Underweight 190 Positions Relative to IVW
| Symbol | Grade | Weight | |
|---|---|---|---|
| ETSY | F | -1.0% | |
| PAYC | D | -1.0% | |
| RL | C | -1.0% | |
| DVA | B | -1.0% | |
| CZR | C | -1.0% | |
| ALLE | B | -1.0% | |
| EPAM | F | -1.0% | |
| DAY | D | -1.0% | |
| GNRC | D | -1.0% | |
| ENPH | D | -1.0% | |
| DPZ | F | -1.0% | |
| AOS | D | -1.0% | |
| ROL | C | -1.0% | |
| LW | D | -1.0% | |
| MGM | F | -1.0% | |
| PODD | B | -1.0% | |
| EXPD | C | -1.0% | |
| SNA | C | -1.0% | |
| JBL | D | -1.0% | |
| AKAM | D | -1.0% | |
| WAT | C | -1.0% | |
| WYNN | D | -1.0% | |
| HST | C | -1.0% | |
| POOL | C | -1.0% | |
| CF | C | -1.0% | |
| MRO | C | -1.0% | |
| FDS | C | -1.0% | |
| STX | C | -1.0% | |
| NCLH | C | -1.0% | |
| APA | F | -1.0% | |
| LVS | D | -1.0% | |
| ALGN | D | -1.0% | |
| NTAP | D | -1.0% | |
| COO | B | -1.0% | |
| MAS | B | -1.0% | |
| HUBB | B | -1.0% | |
| STLD | F | -1.0% | |
| SBAC | C | -1.0% | |
| PNR | B | -1.0% | |
| HSY | C | -1.0% | |
| CTRA | D | -1.0% | |
| MTD | D | -1.0% | |
| ULTA | D | -1.0% | |
| CE | F | -1.0% | |
| CCL | C | -1.0% | |
| TTWO | C | -1.0% | |
| MOH | D | -1.0% | |
| PTC | D | -1.0% | |
| CDW | D | -1.0% | |
| TSCO | C | -1.0% | |
| ON | D | -1.0% | |
| STE | C | -1.0% | |
| CSGP | D | -1.0% | |
| LYV | B | -1.0% | |
| ROK | D | -1.0% | |
| EFX | B | -1.0% | |
| OTIS | C | -1.0% | |
| GRMN | D | -1.0% | |
| EW | F | -1.0% | |
| CHTR | D | -1.0% | |
| ANSS | D | -1.0% | |
| DAL | C | -1.0% | |
| IQV | C | -1.0% | |
| DXCM | F | -1.0% | |
| EXPE | C | -1.0% | |
| TEL | D | -1.0% | |
| IRM | C | -1.0% | |
| DFS | B | -1.0% | |
| SPG | B | -1.0% | |
| FAST | C | -1.0% | |
| VMC | D | -1.0% | |
| MLM | D | -1.0% | |
| HWM | B | -1.0% | |
| NUE | F | -1.0% | |
| MNST | D | -1.0% | |
| DLR | B | -1.0% | |
| BLDR | C | -1.0% | |
| CPAY | B | -1.0% | |
| GDDY | C | -1.0% | |
| WST | D | -1.0% | |
| SMCI | F | -1.0% | |
| IDXX | C | -1.0% | |
| DECK | C | -1.0% | |
| PSA | B | -1.0% | |
| MCHP | F | -1.0% | |
| TYL | C | -1.0% | |
| LEN | B | -1.0% | |
| MSCI | C | -1.0% | |
| GEV | B | -1.0% | |
| FTV | C | -1.0% | |
| ABNB | D | -1.0% | |
| VST | C | -1.0% | |
| CEG | C | -1.0% | |
| PWR | B | -1.0% | |
| AXON | B | -1.0% | |
| IR | C | -1.0% | |
| NVR | B | -1.0% | |
| PHM | B | -1.0% | |
| ADSK | C | -1.0% | |
| LULU | D | -1.0% | |
| FCX | D | -1.0% | |
| CARR | B | -1.0% | |
| FANG | D | -1.0% | |
| MPC | F | -1.0% | |
| TRGP | B | -1.0% | |
| GWW | B | -1.0% | |
| ODFL | D | -1.0% | |
| HES | F | -1.0% | |
| MCO | B | -1.0% | |
| PCAR | D | -1.0% | |
| HCA | B | -1.0% | |
| AZO | D | -1.0% | |
| AON | B | -1.0% | |
| EQIX | C | -1.0% | |
| RCL | B | -1.0% | |
| IT | B | -1.0% | |
| NKE | D | -1.0% | |
| ACGL | C | -1.0% | |
| BA | F | -1.0% | |
| APH | D | -1.0% | |
| NXPI | F | -1.0% | |
| CPRT | D | -1.0% | |
| MPWR | C | -1.0% | |
| SHW | B | -1.0% | |
| EOG | D | -1.0% | |
| AMT | C | -1.0% | |
| FICO | B | -1.0% | |
| FTNT | C | -1.0% | |
| URI | B | -1.0% | |
| ZTS | C | -1.0% | |
| ORLY | C | -1.0% | |
| ROST | C | -1.0% | |
| FI | A | -1.0% | |
| MAR | C | -1.0% | |
| DHI | B | -1.0% | |
| TT | B | -1.0% | |
| DE | B | -1.0% | |
| PH | B | -1.0% | |
| CRWD | D | -1.0% | |
| ADI | C | -1.0% | |
| TXN | C | -1.0% | |
| SBUX | C | -1.0% | |
| BSX | B | -1.0% | |
| PGR | B | -1.0% | |
| SPGI | B | -1.0% | |
| CDNS | D | -1.0% | |
| SNPS | D | -1.0% | |
| ETN | C | -1.0% | |
| BX | B | -1.0% | |
| TDG | B | -1.0% | |
| CMG | C | -1.0% | |
| VRTX | D | -1.0% | |
| SYK | C | -1.0% | |
| GE | B | -1.0% | |
| KKR | B | -1.0% | |
| COP | D | -1.0% | |
| TMO | B | -1.0% | |
| ANET | B | -1.0% | |
| QCOM | D | -1.0% | |
| CAT | B | -1.0% | |
| LRCX | F | -1.0% | |
| KLAC | D | -1.0% | |
| AXP | B | -1.0% | |
| PANW | D | -1.0% | |
| ISRG | B | -1.0% | |
| MRK | D | -1.0% | |
| ACN | C | -1.0% | |
| BKNG | C | -1.0% | |
| HD | B | -1.0% | |
| UBER | C | -1.0% | |
| AMAT | D | -1.0% | |
| COST | B | -1.0% | |
| INTU | C | -1.0% | |
| NOW | B | -1.0% | |
| UNH | C | -1.0% | |
| AMD | D | -1.0% | |
| CRM | D | -1.0% | |
| ORCL | C | -1.0% | |
| ADBE | F | -1.0% | |
| NFLX | B | -1.0% | |
| TSLA | C | -1.0% | |
| AVGO | C | -1.0% | |
| GOOG | D | -1.0% | |
| LLY | C | -1.0% | |
| GOOGL | D | -1.0% | |
| AMZN | C | -1.0% | |
| META | B | -1.0% | |
| NVDA | D | -1.0% | |
| MSFT | C | -1.0% | |
| AAPL | C | -1.0% |
XRLV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Diversified Industrials
Household & Personal Products
Insurance - Life
Specialty Chemicals
Utilities - Diversified
Beverages - Soft Drinks
Insurance - Diversified
Insurance Brokers
Oil & Gas Midstream
Restaurants
Aerospace & Defense
Asset Management
Communication Equipment
Credit Services
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Insurance - Property & Casualty
Medical Devices
IVW: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Specialty Retail
Internet Content & Information
Leisure
Medical Devices
Specialty Industrial Machinery
Building Materials
Capital Markets
Credit Services
Information Technology Services
Insurance Brokers
Medical Instruments & Supplies
Residential Construction
Resorts & Casinos
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