XSHD vs. IWIN ETF Comparison

Comparison of PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD) to Amplify Inflation Fighter ETF (IWIN)
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

$15.11

Average Daily Volume

44,631

Number of Holdings *

51

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

Amplify Inflation Fighter ETF

IWIN Description Amplify Inflation Fighter ETF sponsored by Amplify Investments, has over $4.4 billion in assets across its suite of ETFs (as of 12/31/2021). Amplify believes the ETF structure empowers investors through efficiency, transparency and flexibility. Amplify ETFs deliver expanded investment opportunities for investors seeking growth, income, and risk-managed strategies. The Fund’s investment objective and strategy differs substantially from the market indices, which are included for comparison purposes only.

Grade (RS Rating)

Last Trade

$27.81

Average Daily Volume

2,469

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period XSHD IWIN
30 Days -3.27% 6.02%
60 Days -1.56% 4.12%
90 Days 6.18% 1.71%
12 Months 10.30% 14.23%
0 Overlapping Holdings
Symbol Grade Weight in XSHD Weight in IWIN Overlap
XSHD Overweight 51 Positions Relative to IWIN
Symbol Grade Weight
BXMT C 3.58%
KREF C 3.51%
VGR B 3.28%
KW B 3.25%
EFC D 3.23%
GNL D 3.13%
HIW C 3.03%
DEA D 2.98%
ARI F 2.82%
CCOI B 2.76%
RC F 2.75%
CWEN C 2.62%
CVI F 2.38%
UVV D 2.36%
ETD C 2.02%
NWN C 1.9%
AVA D 1.87%
FDP C 1.81%
SPTN B 1.8%
BLMN F 1.58%
PINC F 1.56%
DLX F 1.51%
MOV F 1.48%
ENR B 1.42%
MYE F 1.37%
NOG F 1.35%
TRN C 1.34%
PDCO F 1.3%
KMT C 1.28%
CABO F 1.18%
CALM B 1.18%
RHI D 1.16%
ASIX A 1.15%
SXC F 1.13%
MATW F 1.12%
UTL C 1.11%
HNI B 1.08%
CSGS C 1.06%
AROC B 1.04%
SJW D 0.98%
MSEX C 0.86%
MGEE C 0.85%
AWR A 0.84%
CPK C 0.83%
SEE C 0.83%
CRC B 0.8%
IPAR D 0.79%
CWT D 0.79%
SCHL F 0.78%
SXT C 0.77%
NHC D 0.75%
XSHD Underweight 1 Positions Relative to IWIN
Symbol Grade Weight
SEG D -0.0%

IWIN: Top Represented Industries & Keywords

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