SPLV:ARCA-PowerShares S&P 500 Low Volatility Portfolio

ETF | Large Value | NYSE Arca

Last Closing Price

USD 47.77

Change

-0.14 (-0.29)%

Market Cap

USD 7.49B

Volume

1.62M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500? Low Volatility Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations (increases or decreases in a stock's price) over time. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.

Inception Date: 05/05/2011

Primary Benchmark: S&P 500 Low Volatility TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.25 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-01-16 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
IWD iShares Russell 1000 Value 0.20 %

-0.47 (-0.37%)

USD 41.19B
VTV Vanguard Value 0.06 %

-0.35 (-0.32%)

USD 37.82B
DIA SPDR Dow Jones Industrial Aver.. 0.15 %

-0.10 (-0.04%)

USD 23.88B
VYM Vanguard High Dividend Yield 0.08 %

-0.25 (-0.28%)

USD 21.76B
SDY SPDR S&P Dividend 0.35 %

-0.38 (-0.40%)

USD 16.54B
IVE iShares S&P 500 Value 0.18 %

-0.51 (-0.43%)

USD 15.89B
SCHD Schwab US Dividend Equity 0.07 %

-0.09 (-0.17%)

USD 7.44B
HDV iShares Core High Dividend 0.10 %

-0.04 (-0.04%)

USD 6.77B
PRF Powershares FTSE RAFI US 1000 .. 0.39 %

-0.63 (-0.53%)

USD 5.53B
FVD First Trust VL Dividend 0.70 %

-0.02 (-0.06%)

USD 4.25B

ETFs Containing SPLV

ULV.U:CA PowerShares S&P 500 Low V.. 97.25 % 0.00 %

N/A

CAD 2.18M
ULV.C:CA PowerShares S&P 500 Low V.. 97.25 % 0.00 %

N/A

CAD 4.39M
ULV.F:CA PowerShares S&P 500 Low V.. 97.25 % 0.36 %

-0.23 (-0.22%)

CAD 0.23B
PLV:CA PowerShares Low Volatilit.. 13.21 % 0.58 %

-0.06 (-0.22%)

CAD 0.04B
DWLV PowerShares DWA Momentum .. 10.08 % 0.15 %

-0.07 (-0.22%)

USD 7.99M

Market Performance

  Market Performance vs.
Industry/Classification (Large Value)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.06% 5% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.06% 5% F 34% F
Trailing 12 Months  
Capital Gain 15.00% 35% F 63% D
Dividend Return 2.15% 22% F 33% F
Total Return 17.15% 32% F 61% D-
Trailing 5 Years  
Capital Gain 68.92% 38% F 72% C-
Dividend Return 15.02% 18% F 46% F
Total Return 83.94% 38% F 72% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.55% 82% B- 73% C
Dividend Return 11.92% 72% C- 73% C
Total Return 2.37% 39% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 4.90% 100% A+ 91% A-
Risk Adjusted Return 243.18% 100% A+ 99% A+
Market Capitalization 6.27B 89% B+ 82% B-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.