XSHD vs. IPDP ETF Comparison

Comparison of PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD) to Dividend Performers ETF (IPDP)
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

$15.47

Average Daily Volume

53,105

Number of Holdings *

51

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

Dividend Performers ETF

IPDP Description The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.

Grade (RS Rating)

Last Trade

$20.77

Average Daily Volume

1,324

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period XSHD IPDP
30 Days 3.80% 5.99%
60 Days 2.05% 7.03%
90 Days 0.54% 8.82%
12 Months 9.24% 33.16%
2 Overlapping Holdings
Symbol Grade Weight in XSHD Weight in IPDP Overlap
CSGS B 1.28% 2.0% 1.28%
HNI B 1.21% 2.0% 1.21%
XSHD Overweight 49 Positions Relative to IPDP
Symbol Grade Weight
BXMT C 3.59%
KREF D 3.43%
KW B 3.42%
EFC C 3.25%
CCOI B 3.21%
HIW D 3.09%
ARI C 2.91%
DEA D 2.87%
GNL F 2.83%
RC D 2.69%
UVV B 2.6%
CWEN C 2.59%
FDP B 2.22%
NWN A 2.12%
CVI F 2.06%
AVA A 2.01%
ETD C 1.99%
DLX B 1.88%
ENR B 1.87%
PINC B 1.86%
SXC A 1.79%
NOG A 1.73%
UPBD B 1.66%
CALM A 1.63%
SPTN D 1.56%
TRN C 1.55%
CABO C 1.48%
KMT B 1.47%
AROC B 1.33%
RHI B 1.32%
PDCO D 1.29%
BLMN F 1.25%
MATW C 1.25%
MYE F 1.23%
UTL B 1.2%
ASIX A 1.2%
MGEE C 1.05%
CRC B 1.0%
SJW D 1.0%
MSEX B 0.94%
WKC D 0.94%
CPK A 0.93%
AWR B 0.93%
SEE C 0.84%
IPAR B 0.83%
CWT D 0.81%
NHC C 0.79%
SXT B 0.78%
SCHL D 0.68%
XSHD Underweight 48 Positions Relative to IPDP
Symbol Grade Weight
MCK B -2.04%
UNH C -2.03%
HIG B -2.03%
RTX C -2.02%
ALL A -2.02%
ABT B -2.02%
CTAS B -2.02%
JNJ D -2.02%
ORI A -2.02%
MMC B -2.01%
TRV B -2.01%
TT A -2.01%
AAPL C -2.01%
SYK C -2.01%
MSI B -2.0%
COR B -2.0%
AMP A -2.0%
ABM B -2.0%
SNA A -2.0%
BRO B -2.0%
GWW B -2.0%
THG A -2.0%
CAH B -1.99%
PRI A -1.99%
CSCO B -1.99%
FAST B -1.99%
ETN A -1.99%
A D -1.98%
ADP B -1.98%
ABBV D -1.98%
RGA A -1.98%
MRK F -1.98%
AOS F -1.97%
ACN C -1.97%
APH A -1.96%
DCI B -1.96%
LECO B -1.96%
APOG B -1.96%
SEIC B -1.96%
DOV A -1.96%
AIT A -1.96%
TROW B -1.96%
IEX B -1.95%
WTS B -1.95%
ECL D -1.95%
KLAC D -1.92%
BRC D -1.9%
QCOM F -1.88%
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