XRLV vs. MOTE ETF Comparison
Comparison of PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV) to VanEck Morningstar ESG Moat ETF (MOTE)
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
MOTE
VanEck Morningstar ESG Moat ETF
MOTE Description
VanEck Morningstar ESG Moat ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the Morningstar US Sustainability Moat Focus Index. The fund was formed on October 5, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$29.55
Average Daily Volume
398
Number of Holdings
*
62
* may have additional holdings in another (foreign) market
Performance
| Period | XRLV | MOTE |
|---|---|---|
| 30 Days | 2.47% | 2.25% |
| 60 Days | 4.00% | 3.24% |
| 90 Days | 6.43% | 5.31% |
| 12 Months | 23.64% | 25.23% |
15 Overlapping Holdings
| Symbol | Grade | Weight in XRLV | Weight in MOTE | Overlap | |
|---|---|---|---|---|---|
| BK | A | 1.16% | 1.68% | 1.16% | |
| CME | A | 1.06% | 2.36% | 1.06% | |
| CSCO | B | 1.11% | 1.25% | 1.11% | |
| CSX | B | 0.96% | 1.2% | 0.96% | |
| ECL | D | 0.88% | 1.27% | 0.88% | |
| JKHY | D | 0.86% | 1.19% | 0.86% | |
| MA | C | 1.19% | 1.3% | 1.19% | |
| MDLZ | F | 0.87% | 0.97% | 0.87% | |
| MDT | D | 0.91% | 1.09% | 0.91% | |
| PEP | F | 0.89% | 2.17% | 0.89% | |
| ROP | B | 1.06% | 1.02% | 1.02% | |
| STZ | D | 0.87% | 2.1% | 0.87% | |
| SYY | B | 0.84% | 1.17% | 0.84% | |
| VRSN | F | 0.93% | 0.84% | 0.84% | |
| YUM | B | 0.99% | 2.21% | 0.99% |
XRLV Overweight 85 Positions Relative to MOTE
| 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% | |
| WMT | A | 1.19% | |
| HON | B | 1.18% | |
| OKE | A | 1.16% | |
| MMC | B | 1.14% | |
| PG | A | 1.13% | |
| ITW | B | 1.13% | |
| MSI | B | 1.13% | |
| TJX | A | 1.13% | |
| ATO | A | 1.12% | |
| KO | D | 1.12% | |
| JPM | A | 1.12% | |
| AME | A | 1.11% | |
| ETR | B | 1.11% | |
| PM | B | 1.08% | |
| IEX | B | 1.07% | |
| 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% | |
| SRE | A | 1.03% | |
| CL | D | 1.03% | |
| HLT | A | 1.02% | |
| JNJ | D | 1.01% | |
| CTAS | B | 1.0% | |
| PPL | B | 1.0% | |
| PEG | A | 0.99% | |
| WELL | A | 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% | |
| NI | A | 0.97% | |
| BRO | B | 0.97% | |
| EA | A | 0.97% | |
| AIG | B | 0.96% | |
| DUK | C | 0.96% | |
| AJG | B | 0.95% | |
| AFL | B | 0.95% | |
| UNP | C | 0.94% | |
| BR | A | 0.94% | |
| LNT | A | 0.94% | |
| WEC | A | 0.93% | |
| GD | F | 0.93% | |
| SO | D | 0.93% | |
| ABT | B | 0.92% | |
| DGX | A | 0.92% | |
| AVB | B | 0.92% | |
| AVY | D | 0.92% | |
| CMS | C | 0.91% | |
| LH | C | 0.91% | |
| LMT | D | 0.9% | |
| VRSK | A | 0.9% | |
| EVRG | A | 0.9% | |
| OMC | C | 0.89% | |
| KMB | D | 0.88% | |
| MCK | B | 0.88% | |
| FE | C | 0.87% | |
| PPG | F | 0.87% | |
| ED | D | 0.87% | |
| HOLX | D | 0.85% | |
| 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 47 Positions Relative to MOTE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRU | D | -3.01% | |
| TYL | B | -2.97% | |
| EMR | A | -2.86% | |
| ADSK | A | -2.8% | |
| NTRS | A | -2.74% | |
| ALLE | D | -2.69% | |
| ICE | C | -2.65% | |
| VEEV | C | -2.55% | |
| MAS | D | -2.55% | |
| DIS | B | -2.44% | |
| GOOGL | C | -2.42% | |
| CMCSA | B | -2.39% | |
| EFX | F | -2.31% | |
| TMO | F | -2.1% | |
| AXP | A | -1.87% | |
| FTNT | C | -1.81% | |
| NOW | A | -1.59% | |
| CRM | B | -1.56% | |
| BLK | C | -1.51% | |
| LNG | B | -1.47% | |
| STT | A | -1.44% | |
| WDAY | B | -1.43% | |
| USB | A | -1.42% | |
| WAT | B | -1.38% | |
| PANW | C | -1.37% | |
| LOW | D | -1.33% | |
| ADBE | C | -1.27% | |
| APD | A | -1.24% | |
| OTIS | C | -1.19% | |
| AMAT | F | -1.18% | |
| CLX | B | -1.18% | |
| ADI | D | -1.17% | |
| GILD | C | -1.17% | |
| KLAC | D | -1.13% | |
| TROW | B | -1.12% | |
| TER | D | -1.12% | |
| MSFT | F | -1.1% | |
| AMGN | D | -1.09% | |
| HOG | D | -1.08% | |
| A | D | -1.08% | |
| CSGP | D | -1.07% | |
| SBUX | A | -1.05% | |
| ROK | B | -1.03% | |
| ZBH | C | -1.02% | |
| IFF | D | -1.02% | |
| MKTX | D | -1.01% | |
| NKE | D | -0.67% |
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
Diagnostics & Research
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Insurance - Property & Casualty
MOTE: Top Represented Industries & Keywords
Industries:
Software - Application
Asset Management
Business Services
Diagnostics & Research
Diversified Industrials
Semiconductor Equipment & Materials
Credit Services
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Internet Content & Information
Medical Devices
Restaurants
Specialty Chemicals
Banks - Regional - US
Beverages - Soft Drinks
Beverages - Wineries & Distilleries
Building Materials
Capital Markets
Chemicals
Communication Equipment
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