XSHD vs. IBHH ETF Comparison

Comparison of PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD) to iShares iBonds 2028 Term High Yield and Income ETF (IBHH)
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

$14.59

Average Daily Volume

47,939

Number of Holdings *

51

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

iShares iBonds 2028 Term High Yield and Income ETF

IBHH Description The investment seeks to track the investment results of the Bloomberg 2028 Term High Yield and Income Index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2028. The index is composed of U.S. dollar denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2028 and December 15, 2028, inclusive. The fund will invest in non-U.S. issuers to the extent necessary for it to track the index. It is non-diversified.

Grade (RS Rating)

Last Trade

$23.42

Average Daily Volume

58,873

Number of Holdings *

158

* may have additional holdings in another (foreign) market
Performance
Period XSHD IBHH
30 Days -2.91% -0.49%
60 Days -6.08% 0.93%
90 Days -4.43% 2.81%
12 Months 5.75% 12.33%
5 Overlapping Holdings
Symbol Grade Weight in XSHD Weight in IBHH Overlap
CVI F 1.94% 1.0% 1.0%
ENR B 1.66% 1.0% 1.0%
NOG F 1.56% 1.0% 1.0%
SEE A 0.9% 1.0% 0.9%
TRN C 1.54% 1.0% 1.0%
XSHD Overweight 46 Positions Relative to IBHH
Symbol Grade Weight
BXMT C 3.71%
KREF D 3.58%
KW C 3.56%
HIW C 3.44%
EFC D 3.39%
DEA C 3.34%
CCOI B 3.31%
GNL D 3.2%
ARI F 2.92%
RC F 2.69%
CWEN C 2.65%
UVV C 2.48%
NWN C 2.08%
ETD F 2.07%
AVA D 2.01%
FDP A 1.96%
SPTN D 1.87%
BLMN F 1.74%
PINC A 1.74%
DLX F 1.67%
CALM B 1.57%
UPBD D 1.44%
PDCO F 1.4%
KMT B 1.35%
RHI C 1.3%
MYE F 1.3%
CABO C 1.27%
SXC A 1.26%
MATW D 1.24%
UTL D 1.21%
ASIX C 1.18%
CSGS D 1.14%
AROC D 1.13%
HNI D 1.12%
SJW F 1.04%
AWR C 0.93%
MGEE C 0.93%
WKC D 0.92%
MSEX B 0.92%
CRC B 0.92%
CPK C 0.89%
IPAR D 0.84%
CWT D 0.84%
SXT C 0.82%
NHC C 0.78%
SCHL F 0.72%
XSHD Underweight 153 Positions Relative to IBHH
Symbol Grade Weight
NINE F -1.0%
KBR B -1.0%
CLW F -1.0%
CENX B -1.0%
FUL F -1.0%
FOR F -1.0%
LIND D -1.0%
CENT D -1.0%
IBP F -1.0%
TILE A -1.0%
WGO D -1.0%
OII D -1.0%
FUN C -1.0%
AAP F -1.0%
EAF B -1.0%
HPP F -1.0%
DFH F -1.0%
CSTM F -1.0%
CLMT A -1.0%
JWN C -1.0%
SWN C -1.0%
POST D -1.0%
VSAT F -1.0%
SVC F -1.0%
VAC B -1.0%
RIG D -1.0%
TPH D -1.0%
MUR F -1.0%
NOVA F -1.0%
QVCD C -1.0%
WNC F -1.0%
GOLF D -1.0%
NBR C -1.0%
BDN C -1.0%
BWXT B -1.0%
MTX C -1.0%
ENTG D -1.0%
ABG C -1.0%
MHO D -1.0%
SAIC A -1.0%
PBH A -1.0%
ATGE A -1.0%
DAN F -1.0%
HOLX A -1.0%
TWI F -1.0%
VTOL D -1.0%
CRS B -1.0%
AXL F -1.0%
SM F -1.0%
CARS D -1.0%
PRAA D -1.0%
DKL D -1.0%
RHP B -1.0%
CCSI B -1.0%
GPK D -1.0%
LGIH F -1.0%
ENVA A -1.0%
MMLP B -1.0%
BBWI F -1.0%
ACHC F -1.0%
FLL A -1.0%
ANGI F -1.0%
TMHC A -1.0%
THS F -1.0%
FCFS F -1.0%
CAR C -1.0%
UNFI A -1.0%
KALU B -1.0%
LYV A -1.0%
UONE F -1.0%
LXU B -1.0%
NAVI F -1.0%
WH A -1.0%
PTC B -1.0%
PTVE D -1.0%
HL C -1.0%
TFX F -1.0%
CRL F -1.0%
MSTR B -1.0%
LW B -1.0%
HLT A -1.0%
NGVT C -1.0%
ADNT F -1.0%
AA B -1.0%
MTDR D -1.0%
SUN F -1.0%
ASGN F -1.0%
HESM D -1.0%
UAN D -1.0%
FPH A -1.0%
SLGN A -1.0%
ATSG A -1.0%
LAMR B -1.0%
FLR B -1.0%
NCLH A -1.0%
XRX F -1.0%
STR C -1.0%
AM C -1.0%
VYX F -1.0%
CACC F -1.0%
RRR F -1.0%
ON D -1.0%
CWK C -1.0%
SPR C -1.0%
CHDN B -1.0%
GEL F -1.0%
GPI C -1.0%
CNSL A -1.0%
ACI C -1.0%
HHH C -1.0%
LNW D -1.0%
PK F -1.0%
MGM D -1.0%
CC F -1.0%
CNK A -1.0%
EPC D -1.0%
AAL A -1.0%
ESI A -1.0%
ELAN D -1.0%
OMF A -1.0%
MOH D -1.0%
EHC A -1.0%
BALL F -1.0%
VRT B -1.0%
KNTK B -1.0%
COOP D -1.0%
NRG B -1.0%
IRM B -1.0%
BGS C -1.0%
COIN C -1.0%
CCO F -1.0%
NXST A -1.0%
GFF F -1.0%
TGNA B -1.0%
PCG B -1.0%
FTAI A -1.0%
TGI C -1.0%
ARMK B -1.0%
HEES B -1.0%
WCC A -1.0%
CIVI F -1.0%
AVTR F -1.0%
FYBR A -1.0%
RCL B -1.0%
URI B -1.0%
TEN F -1.0%
SIRI C -1.0%
OGN D -1.0%
TDG C -1.0%
CCL A -1.0%
CHTR B -1.0%
THC C -1.0%
UNIT C -1.0%
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