XSHD vs. DVLU ETF Comparison

Comparison of PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD) to First Trust Dorsey Wright Momentum & Value ETF (DVLU)
XSHD

PowerShares S&P SmallCap High Dividend Low Volatility Portfolio

XSHD Description

The PowerShares S&P SmallCap High Dividend Low Volatility Portfolio is based on the S&P SmallCap 600 Low Volatility High Dividend Index. The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 60 securities in the S&P SmallCap 600 Index that have historically provided high dividend yields with lower volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted semi-annually on the last business day in January and July.

Grade (RS Rating)

Last Trade

$14.85

Average Daily Volume

25,399

Number of Holdings *

50

* may have additional holdings in another (foreign) market
DVLU

First Trust Dorsey Wright Momentum & Value ETF

DVLU Description The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Value Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 most undervalued stocks comprising the NASDAQ US Large Mid Index that exhibit high levels of "relative strength." The fund is non-diversified.

Grade (RS Rating)

Last Trade

$28.54

Average Daily Volume

5,611

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period XSHD DVLU
30 Days 4.73% 1.65%
60 Days 0.96% -1.87%
90 Days 3.89% 0.37%
12 Months -3.25% 19.71%
0 Overlapping Holdings
Symbol Grade Weight in XSHD Weight in DVLU Overlap
XSHD Overweight 50 Positions Relative to DVLU
Symbol Grade Weight
HIW B 3.59%
OGN C 3.5%
EFC A 3.21%
IIPR A 3.03%
CALM A 2.99%
BXMT C 2.94%
RC C 2.92%
ARI C 2.91%
GNL C 2.78%
DEA B 2.76%
VGR C 2.48%
KREF D 2.45%
KW D 2.45%
DLX C 2.22%
CWEN D 2.17%
SVC F 2.15%
CVI F 2.06%
AVA D 1.9%
AROC A 1.8%
NUS F 1.71%
NWN C 1.66%
TRN D 1.64%
NOG C 1.61%
XRX F 1.47%
MOV D 1.45%
ETD D 1.45%
UVV D 1.38%
CBRL F 1.36%
ENR C 1.28%
CCOI D 1.26%
BHE C 1.24%
HNI A 1.2%
UTL A 1.19%
DIN F 1.18%
PINC F 1.14%
SPTN D 1.1%
SXT B 1.09%
SXC C 1.09%
KMT D 1.07%
SLVM D 1.07%
SEM A 1.04%
HP D 1.0%
NHC B 1.0%
FDP D 0.91%
CPK C 0.81%
SEE D 0.78%
CRC C 0.78%
SJW D 0.75%
MYE F 0.7%
CMP F 0.42%
XSHD Underweight 50 Positions Relative to DVLU
Symbol Grade Weight
CRBG C -3.41%
RGA A -3.35%
THC B -3.3%
AIG C -2.98%
FCNCA B -2.95%
ORI C -2.95%
MTH C -2.89%
TMHC C -2.84%
COF C -2.8%
OMF C -2.75%
NRG D -2.6%
CAH F -2.58%
TOL C -2.56%
PHM C -2.55%
VLO D -2.54%
LEN C -2.46%
PSX D -2.37%
KR C -2.35%
PBF F -2.34%
DHI C -2.33%
MPC F -2.27%
STWD C -2.13%
DELL C -2.12%
UFPI C -2.11%
CLF F -2.03%
TPR C -2.03%
GPS C -2.02%
OC C -1.9%
JLL A -1.82%
CROX D -1.72%
TRV D -1.7%
NUE D -1.64%
NSIT C -1.53%
MCK C -1.51%
SSB B -1.44%
STLD C -1.42%
RS C -1.36%
PR C -1.32%
USFD D -1.31%
OKE A -1.28%
AFL A -1.26%
JPM B -1.14%
RL C -1.12%
CE D -1.12%
WLK D -1.12%
HCA D -1.08%
PCAR D -1.03%
TXT C -0.93%
MOH F -0.79%
BLDR F -0.78%
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