XRLV vs. LGLV ETF Comparison

Comparison of PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV) to SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)

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

$53.65

Average Daily Volume

1,014

Number of Holdings ^*

* may have additional holdings in another (foreign) market

LGLV

SPDR SSGA US Large Cap Low Volatility Index ETF

LGLV Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Large Cap Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$168.10

Average Daily Volume

31,648

Number of Holdings ^*

159

* may have additional holdings in another (foreign) market

Performance

Period	XRLV	LGLV
30 Days	2.57%	2.86%
60 Days	6.84%	7.11%
90 Days	8.49%	9.59%
12 Months	18.12%	23.81%

54 Overlapping Holdings

Symbol	Grade	Weight in XRLV	Weight in LGLV	Overlap
ABT	C	0.95%	0.66%	0.66%
ADP	B	1.0%	0.71%	0.71%
AFL	B	0.95%	0.71%	0.71%
AJG	C	0.98%	0.87%	0.87%
AME	C	0.98%	0.48%	0.48%
AVB	B	0.96%	1.11%	0.96%
AVY	D	1.05%	0.64%	0.64%
BDX	F	0.86%	0.77%	0.77%
BR	D	0.89%	0.53%	0.53%
BRK.A	C	1.4%	0.96%	0.96%
BRO	C	0.93%	0.79%	0.79%
CB	B	1.07%	0.75%	0.75%
CL	C	1.2%	1.48%	1.2%
CME	C	1.05%	0.83%	0.83%
CMS	A	0.95%	0.75%	0.75%
CSCO	B	0.99%	0.46%	0.46%
DUK	C	1.02%	1.15%	1.02%
EA	D	0.9%	0.63%	0.63%
ED	C	0.96%	1.02%	0.96%
GD	B	1.0%	0.75%	0.75%
GIS	B	0.92%	1.25%	0.92%
HON	D	1.08%	0.56%	0.56%
IEX	D	0.95%	0.55%	0.55%
ITW	B	1.07%	0.49%	0.49%
JKHY	B	0.89%	0.47%	0.47%
JNJ	B	1.11%	1.09%	1.09%
KMI	A	1.01%	0.64%	0.64%
L	B	1.19%	0.53%	0.53%
LIN	B	1.11%	1.21%	1.11%
LMT	C	0.98%	0.84%	0.84%
MCD	C	1.09%	0.85%	0.85%
MCK	F	0.77%	0.67%	0.67%
MDT	C	0.97%	0.65%	0.65%
MMC	C	1.21%	0.94%	0.94%
MSI	C	1.04%	0.74%	0.74%
NI	B	0.92%	0.56%	0.56%
PAYX	C	0.95%	0.65%	0.65%
PEG	B	0.95%	1.07%	0.95%
PEP	C	1.02%	1.36%	1.02%
PG	C	1.18%	1.08%	1.08%
PKG	B	0.95%	0.67%	0.67%
ROP	C	1.08%	0.59%	0.59%
RSG	D	1.23%	1.05%	1.05%
SO	B	0.96%	1.07%	0.96%
TJX	C	1.15%	0.66%	0.66%
UNP	B	1.02%	0.52%	0.52%
V	B	1.27%	0.61%	0.61%
VRSK	D	0.88%	0.57%	0.57%
VRSN	D	0.96%	0.51%	0.51%
WEC	B	0.92%	1.0%	0.92%
WM	D	0.96%	0.84%	0.84%
WMB	B	1.0%	0.46%	0.46%
WMT	B	1.16%	1.26%	1.16%
YUM	D	1.01%	0.42%	0.42%

XRLV Overweight 43 Positions Relative to LGLV

Symbol	Grade	Weight
KO	B	1.33%
TMUS	C	1.28%
MA	B	1.15%
PM	C	1.08%
ATO	B	1.07%
BK	A	1.05%
HIG	A	1.03%
REGN	C	1.03%
MDLZ	B	1.03%
AMP	B	1.01%
KDP	A	0.98%
JPM	D	0.98%
PPL	C	0.98%
OKE	B	0.98%
MET	A	0.98%
CTAS	C	0.98%
CHD	C	0.97%
PRU	C	0.97%
KMB	D	0.96%
WELL	B	0.96%
ETR	A	0.95%
PFG	B	0.95%
FE	C	0.95%
AIG	D	0.95%
STZ	C	0.95%
DRI	C	0.95%
CSX	D	0.94%
SRE	B	0.94%
MO	C	0.94%
LNT	A	0.94%
ECL	B	0.93%
OMC	A	0.93%
PPG	C	0.92%
ABBV	C	0.92%
HLT	B	0.91%
DGX	B	0.91%
ELV	C	0.9%
LYB	F	0.89%
CBOE	C	0.89%
HOLX	B	0.89%
EVRG	A	0.88%
SYY	D	0.88%
DOW	D	0.84%

XRLV Underweight 105 Positions Relative to LGLV

Symbol	Grade	Weight
XEL	A	-1.15%
PSA	B	-1.13%
EQR	B	-1.09%
APD	B	-1.04%
PGR	A	-0.99%
AMT	C	-0.96%
VZ	B	-0.96%
DTE	B	-0.95%
EQIX	B	-0.9%
VMC	D	-0.86%
K	A	-0.85%
AEE	B	-0.83%
NDAQ	B	-0.82%
INVH	C	-0.82%
UNH	C	-0.8%
ALL	A	-0.79%
TRV	B	-0.79%
MMM	B	-0.76%
NOC	B	-0.74%
ICE	B	-0.73%
MAA	B	-0.73%
MKL	C	-0.72%
BAH	B	-0.72%
COST	C	-0.71%
T	B	-0.69%
MSFT	C	-0.69%
WTW	B	-0.68%
BMY	C	-0.68%
CHKP	C	-0.68%
J	D	-0.66%
AON	B	-0.66%
SUI	B	-0.65%
GRMN	D	-0.65%
WRB	C	-0.64%
OTIS	D	-0.64%
TYL	C	-0.64%
MRK	D	-0.63%
IBM	B	-0.63%
FDS	C	-0.62%
ORCL	B	-0.6%
TXN	C	-0.58%
AMCR	C	-0.58%
UDR	B	-0.56%
ETN	C	-0.54%
TSCO	C	-0.53%
ELS	C	-0.52%
FOXA	B	-0.52%
GGG	C	-0.51%
AZO	D	-0.51%
FAST	C	-0.51%
CASY	D	-0.51%
CNA	C	-0.5%
AMH	C	-0.5%
ORLY	B	-0.5%
ROL	C	-0.49%
RYAN	C	-0.49%
HD	B	-0.49%
CPT	B	-0.48%
PCAR	D	-0.48%
GOOGL	D	-0.47%
NDSN	C	-0.47%
SBUX	C	-0.46%
NVR	B	-0.45%
ACN	C	-0.44%
CHRW	B	-0.43%
SCI	B	-0.42%
CMCSA	D	-0.42%
AKAM	D	-0.41%
FTV	C	-0.4%
CACI	B	-0.39%
HLI	B	-0.39%
CSGP	D	-0.39%
LNG	D	-0.37%
DOX	C	-0.37%
ATR	B	-0.37%
LOW	B	-0.37%
AIZ	B	-0.36%
GL	C	-0.35%
GPK	B	-0.33%
ORI	A	-0.33%
TTC	D	-0.32%
EGP	B	-0.32%
DCI	D	-0.31%
CHE	C	-0.31%
CVX	D	-0.3%
XOM	D	-0.3%
ADC	C	-0.29%
CHK	D	-0.29%
FR	C	-0.28%
CBSH	C	-0.28%
SEIC	B	-0.27%
DTM	B	-0.27%
SAIC	C	-0.26%
GNTX	F	-0.25%
LSTR	D	-0.24%
DLB	D	-0.24%
MSA	C	-0.23%
DG	F	-0.22%
CWST	D	-0.22%
RLI	B	-0.22%
MMS	D	-0.19%
SIGI	C	-0.19%
SON	C	-0.19%
NEU	D	-0.14%
SOLV	C	-0.1%