XRLV vs. JXI ETF Comparison

Comparison of PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV) to iShares Global Utilities ETF (JXI)

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

JXI

iShares Global Utilities ETF

JXI Description

The investment seeks to track the investment results of an index composed of global equities in the utilities sector. 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 Global 1200 Utilities Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the utilities sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$69.01

Average Daily Volume

15,370

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	XRLV	JXI
30 Days	2.47%	-2.29%
60 Days	4.00%	-1.72%
90 Days	6.43%	3.81%
12 Months	23.64%	24.22%

14 Overlapping Holdings

Symbol	Grade	Weight in XRLV	Weight in JXI	Overlap
ATO	A	1.12%	1.29%	1.12%
CMS	C	0.91%	1.16%	0.91%
DUK	C	0.96%	4.93%	0.96%
ED	D	0.87%	1.91%	0.87%
ETR	B	1.11%	1.82%	1.11%
EVRG	A	0.9%	0.84%	0.84%
FE	C	0.87%	1.22%	0.87%
LNT	A	0.94%	0.89%	0.89%
NI	A	0.97%	0.94%	0.94%
PEG	A	0.99%	2.53%	0.99%
PPL	B	1.0%	1.42%	1.0%
SO	D	0.93%	5.47%	0.93%
SRE	A	1.03%	3.33%	1.03%
WEC	A	0.93%	1.77%	0.93%

XRLV Overweight 86 Positions Relative to JXI

Symbol	Grade	Weight
TMUS	B	1.45%
BRK.A	B	1.43%
V	A	1.34%
FI	A	1.3%
KMI	A	1.28%
AMP	A	1.26%
L	A	1.24%
WMB	A	1.22%
RSG	A	1.21%
MA	C	1.19%
WMT	A	1.19%
HON	B	1.18%
BK	A	1.16%
OKE	A	1.16%
MMC	B	1.14%
PG	A	1.13%
ITW	B	1.13%
MSI	B	1.13%
TJX	A	1.13%
KO	D	1.12%
JPM	A	1.12%
AME	A	1.11%
CSCO	B	1.11%
PM	B	1.08%
IEX	B	1.07%
ROP	B	1.06%
CME	A	1.06%
MCD	D	1.06%
MET	A	1.05%
CB	C	1.04%
PRU	A	1.04%
ADP	B	1.04%
LIN	D	1.04%
PKG	A	1.04%
HIG	B	1.03%
CL	D	1.03%
HLT	A	1.02%
JNJ	D	1.01%
CTAS	B	1.0%
WELL	A	0.99%
YUM	B	0.99%
CHD	B	0.99%
PFG	D	0.99%
DRI	B	0.98%
COR	B	0.98%
PAYX	C	0.98%
WM	A	0.98%
MO	A	0.97%
BRO	B	0.97%
EA	A	0.97%
CSX	B	0.96%
AIG	B	0.96%
AJG	B	0.95%
AFL	B	0.95%
UNP	C	0.94%
BR	A	0.94%
GD	F	0.93%
VRSN	F	0.93%
ABT	B	0.92%
DGX	A	0.92%
AVB	B	0.92%
AVY	D	0.92%
MDT	D	0.91%
LH	C	0.91%
LMT	D	0.9%
VRSK	A	0.9%
PEP	F	0.89%
OMC	C	0.89%
KMB	D	0.88%
MCK	B	0.88%
ECL	D	0.88%
MDLZ	F	0.87%
PPG	F	0.87%
STZ	D	0.87%
JKHY	D	0.86%
HOLX	D	0.85%
SYY	B	0.84%
CBOE	B	0.83%
KDP	D	0.81%
BDX	F	0.8%
GIS	D	0.78%
ABBV	D	0.76%
LYB	F	0.76%
DOW	F	0.71%
REGN	F	0.66%
ELV	F	0.64%

XRLV Underweight 17 Positions Relative to JXI

Symbol	Grade	Weight
NEE	D	-8.93%
CEG	D	-4.0%
AEP	D	-2.93%
VST	B	-2.79%
D	C	-2.76%
PCG	A	-2.57%
EXC	C	-2.23%
XEL	A	-2.21%
EIX	B	-1.85%
AWK	D	-1.49%
DTE	C	-1.42%
AEE	A	-1.39%
ES	D	-1.26%
CNP	B	-1.15%
NRG	B	-1.09%
PNW	B	-0.6%
AES	F	-0.57%