XRLV vs. SUSA ETF Comparison

Comparison of PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV) to iShares MSCI USA ESG Select ETF (SUSA)

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

$56.10

Average Daily Volume

875

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$125.15

Average Daily Volume

61,125

Number of Holdings ^*

175

* may have additional holdings in another (foreign) market

Performance

Period	XRLV	SUSA
30 Days	4.06%	4.08%
60 Days	4.48%	4.22%
90 Days	6.04%	6.77%
12 Months	23.43%	33.26%

28 Overlapping Holdings

Symbol	Grade	Weight in XRLV	Weight in SUSA	Overlap
ADP	B	1.04%	1.29%	1.04%
BK	A	1.16%	0.67%	0.67%
BR	A	0.94%	0.54%	0.54%
CHD	B	0.99%	0.22%	0.22%
CSCO	A	1.11%	0.73%	0.73%
DGX	B	0.92%	0.45%	0.45%
EA	C	0.97%	0.72%	0.72%
ECL	D	0.88%	1.3%	0.88%
ED	D	0.87%	0.27%	0.27%
ELV	F	0.64%	0.52%	0.52%
GIS	D	0.78%	0.74%	0.74%
HOLX	D	0.85%	0.19%	0.19%
KDP	D	0.81%	0.13%	0.13%
KMB	C	0.88%	0.41%	0.41%
KO	D	1.12%	1.62%	1.12%
LH	B	0.91%	0.18%	0.18%
LIN	D	1.04%	0.09%	0.09%
MA	B	1.19%	0.95%	0.95%
MMC	A	1.14%	0.29%	0.29%
NI	A	0.97%	0.11%	0.11%
OKE	C	1.16%	1.53%	1.16%
PEP	F	0.89%	0.81%	0.81%
PG	A	1.13%	0.46%	0.46%
PPG	D	0.87%	0.09%	0.09%
PRU	A	1.04%	0.8%	0.8%
REGN	F	0.66%	0.08%	0.08%
V	A	1.34%	0.99%	0.99%
WELL	C	0.99%	0.29%	0.29%

XRLV Overweight 72 Positions Relative to SUSA

Symbol	Grade	Weight
TMUS	A	1.45%
BRK.A	B	1.43%
FI	A	1.3%
KMI	B	1.28%
AMP	B	1.26%
L	B	1.24%
WMB	B	1.22%
RSG	A	1.21%
WMT	B	1.19%
HON	B	1.18%
ITW	A	1.13%
MSI	C	1.13%
TJX	A	1.13%
ATO	A	1.12%
JPM	B	1.12%
AME	A	1.11%
ETR	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	D	1.04%
PKG	B	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%
YUM	B	0.99%
PFG	C	0.99%
DRI	B	0.98%
COR	C	0.98%
PAYX	B	0.98%
WM	A	0.98%
MO	A	0.97%
BRO	B	0.97%
CSX	B	0.96%
AIG	B	0.96%
DUK	C	0.96%
AJG	A	0.95%
AFL	B	0.95%
UNP	C	0.94%
LNT	A	0.94%
WEC	A	0.93%
GD	F	0.93%
SO	D	0.93%
VRSN	F	0.93%
ABT	B	0.92%
AVB	B	0.92%
AVY	D	0.92%
CMS	C	0.91%
MDT	D	0.91%
LMT	D	0.9%
VRSK	A	0.9%
EVRG	A	0.9%
OMC	C	0.89%
MCK	C	0.88%
FE	D	0.87%
MDLZ	F	0.87%
STZ	D	0.87%
JKHY	D	0.86%
SYY	C	0.84%
CBOE	B	0.83%
BDX	F	0.8%
ABBV	D	0.76%
LYB	F	0.76%
DOW	F	0.71%

XRLV Underweight 147 Positions Relative to SUSA

Symbol	Grade	Weight
NVDA	C	-5.47%
AAPL	B	-4.77%
MSFT	D	-4.66%
GOOGL	C	-2.0%
GOOG	C	-1.91%
TSLA	B	-1.8%
HD	A	-1.68%
AVGO	D	-1.56%
TT	B	-1.5%
K	A	-1.38%
LLY	F	-1.31%
TXN	D	-1.28%
CRH	A	-1.19%
CRM	B	-1.18%
GILD	B	-1.14%
MS	B	-1.12%
INTU	C	-1.06%
ADBE	C	-1.02%
AXP	A	-1.02%
PNR	B	-0.92%
NOW	B	-0.91%
LNG	B	-0.85%
ADSK	B	-0.84%
AMAT	F	-0.81%
ZTS	D	-0.8%
GWW	A	-0.78%
TRGP	B	-0.78%
EXPD	C	-0.77%
MMM	D	-0.77%
IBM	C	-0.76%
DECK	A	-0.74%
LOW	C	-0.72%
CDNS	B	-0.71%
PGR	A	-0.69%
ACN	B	-0.67%
CMI	A	-0.67%
AMGN	D	-0.66%
HPE	B	-0.65%
FERG	B	-0.63%
DIS	B	-0.62%
DHR	D	-0.6%
GE	D	-0.59%
SPGI	C	-0.59%
EQIX	A	-0.58%
CCI	D	-0.58%
CLX	C	-0.58%
COST	B	-0.57%
CHRW	C	-0.57%
AMD	F	-0.55%
MCO	A	-0.54%
XYL	D	-0.51%
MRK	F	-0.51%
WDAY	C	-0.51%
BKR	C	-0.51%
VZ	B	-0.5%
LKQ	D	-0.49%
NFLX	B	-0.49%
AXON	B	-0.48%
VLTO	C	-0.47%
LRCX	F	-0.46%
TRV	B	-0.45%
BG	F	-0.45%
NXPI	D	-0.44%
IDXX	F	-0.44%
LII	A	-0.44%
WSM	B	-0.42%
CBRE	B	-0.42%
HBAN	B	-0.41%
WAT	B	-0.4%
ES	D	-0.4%
INTC	C	-0.39%
BBY	D	-0.39%
GDDY	B	-0.39%
BKNG	B	-0.38%
A	D	-0.37%
AMT	D	-0.36%
VRTX	D	-0.35%
EW	C	-0.34%
SLB	C	-0.34%
KEYS	B	-0.34%
TWLO	B	-0.31%
ANET	C	-0.31%
PANW	C	-0.31%
JCI	C	-0.3%
QCOM	F	-0.29%
SNPS	B	-0.29%
PNC	A	-0.29%
VLO	C	-0.28%
STE	F	-0.28%
DVA	B	-0.27%
TGT	F	-0.27%
FIS	D	-0.27%
NDAQ	A	-0.26%
MU	D	-0.26%
TSCO	C	-0.25%
TRMB	B	-0.25%
ANSS	B	-0.24%
WST	C	-0.23%
ACGL	D	-0.23%
HCA	F	-0.23%
ZBH	C	-0.22%
HPQ	B	-0.21%
CARR	C	-0.21%
IRM	C	-0.21%
TEAM	B	-0.2%
COO	D	-0.2%
KR	A	-0.2%
HUBS	B	-0.19%
SYF	A	-0.19%
MELI	C	-0.19%
MRVL	B	-0.19%
NEM	F	-0.18%
MOH	F	-0.18%
NTRS	A	-0.18%
CNH	A	-0.17%
FDS	B	-0.16%
IFF	D	-0.15%
BALL	D	-0.14%
RCL	B	-0.14%
ALNY	D	-0.14%
STT	A	-0.13%
CAT	B	-0.13%
FSLR	F	-0.13%
PTC	A	-0.13%
MDB	C	-0.13%
MTD	F	-0.12%
PWR	A	-0.12%
MKC	D	-0.12%
TFC	B	-0.11%
SOLV	C	-0.11%
IPG	C	-0.11%
LULU	C	-0.11%
FBIN	D	-0.11%
NUE	D	-0.11%
OC	B	-0.11%
APTV	F	-0.1%
WDC	C	-0.1%
DXCM	C	-0.1%
STX	D	-0.1%
IT	C	-0.1%
RIVN	D	-0.09%
SNOW	C	-0.09%
BIIB	F	-0.08%
AVTR	F	-0.08%
HUM	C	-0.08%
KHC	D	-0.08%
AKAM	F	-0.08%