XSHD vs. PEY ETF Comparison

Comparison of PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD) to PowerShares High Yield Dividend Achievers (PEY)
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

51,795

Number of Holdings *

51

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

PowerShares High Yield Dividend Achievers

PEY Description The PowerShares High Yield Equity Dividend Achievers Portfolio (Fund) is based on the NASDAQ US Dividend AchieversTM 50 Index (Index). The Fund will normally invest at least 90% of its total assets in dividend paying common stocks that comprise the Index. The Index is comprised of 50 stocks selected principally on the basis of dividend yield and consistent growth in dividends. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc., replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Mergent Dividend Achievers 50 Index to NASDAQ Dividend Achievers 50 Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.

Grade (RS Rating)

Last Trade

$22.04

Average Daily Volume

189,096

Number of Holdings *

49

* may have additional holdings in another (foreign) market
Performance
Period XSHD PEY
30 Days -1.10% 0.16%
60 Days -2.37% 2.22%
90 Days 0.23% 5.60%
12 Months 5.06% 19.68%
5 Overlapping Holdings
Symbol Grade Weight in XSHD Weight in PEY Overlap
AVA C 1.95% 2.05% 1.95%
CCOI B 3.09% 3.01% 3.01%
NWN A 2.06% 2.16% 2.06%
TRN A 1.58% 1.66% 1.58%
UVV B 2.54% 2.52% 2.52%
XSHD Overweight 46 Positions Relative to PEY
Symbol Grade Weight
BXMT D 3.53%
KREF D 3.44%
KW C 3.39%
EFC C 3.24%
HIW D 3.13%
DEA D 2.98%
ARI C 2.92%
GNL D 2.84%
RC D 2.65%
CWEN C 2.55%
FDP A 2.2%
CVI D 2.08%
ETD D 2.01%
DLX A 1.96%
PINC B 1.91%
SXC A 1.75%
NOG A 1.71%
ENR A 1.69%
UPBD C 1.68%
CALM A 1.56%
SPTN F 1.55%
KMT B 1.51%
CABO C 1.51%
RHI C 1.38%
BLMN F 1.34%
CSGS B 1.29%
AROC A 1.28%
PDCO D 1.26%
MYE F 1.24%
MATW C 1.24%
HNI B 1.22%
UTL D 1.2%
ASIX B 1.2%
MGEE A 1.07%
CRC A 1.01%
SJW F 0.99%
MSEX B 0.95%
WKC D 0.94%
AWR A 0.93%
CPK A 0.91%
SEE D 0.86%
IPAR C 0.86%
NHC B 0.82%
SXT C 0.81%
CWT D 0.8%
SCHL F 0.7%
XSHD Underweight 44 Positions Relative to PEY
Symbol Grade Weight
WBA F -3.96%
MO A -3.23%
BEN C -2.84%
FIBK A -2.83%
VZ C -2.75%
UGI C -2.57%
PFE F -2.42%
KEY A -2.4%
UPS C -2.35%
TROW A -2.34%
BMY B -2.31%
TFC A -2.16%
WSBC A -2.14%
LYB F -2.07%
NWE C -2.07%
CVX A -2.04%
EVRG A -2.01%
OGE A -2.0%
RF A -1.98%
SR A -1.95%
BKH A -1.95%
USB A -1.93%
PRU A -1.93%
PM A -1.88%
PNW A -1.82%
UBSI A -1.79%
INDB A -1.76%
POR C -1.72%
FLO D -1.69%
PNC A -1.65%
ES C -1.65%
IPG F -1.61%
WEC A -1.61%
MAN F -1.6%
PRGO C -1.56%
IBM D -1.55%
BBY D -1.48%
SON D -1.46%
EMN C -1.42%
HPQ A -1.38%
KMB C -1.35%
NXST D -1.32%
MMM D -1.28%
SWK F -1.27%
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