PowerShares S&P 500 Low Volatility ETF (SPLV)

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48.23 +0.46  +0.96% NYSE Arca Jan 17, 20:00 Delayed 2m USD
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SPLV Price Chart

SPLV Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -0.63% -0.61% 4.44% 100
3M 3.13% 3.19% 9.08% 98
6M 7.50% 7.50% 13.83% 97
YTD 0.06% 0.34% 3.76% 99
1Y 17.29% 17.37% 19.31% 67
3Y 9.95% 9.98% 10.64% 58
5Y 13.64% 13.63% 13.44% 49
10Y -- -- 7.80% --
As of Jan. 17, 2018. Returns for periods of 1 year and above are annualized.

SPLV Asset Allocation

Type % Net % Long % Short
Cash 0.00% 0.00% 0.00%
Stock 100.00% 100.00% 0.00
Bond 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Preferred 0.00 0.00 0.00
Other 0.00 0.00 0.00
As of Jan. 16, 2018

SPLV Region Exposure

Americas 98.99%
North America 98.99%
Latin America 0.00
Greater Europe 1.01%
United Kingdom 0.00
Europe Developed 1.01%
Europe Emerging 0.00
Africa/Middle East 0.00
Greater Asia 0.00
Japan 0.00
Australasia 0.00
Asia Developed 0.00
Asia Emerging 0.00
Market Classification
% Developed Markets 100.0%
% Emerging Markets 0.00
As of Jan. 15, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

SPLV Stock Sector Exposure

Basic Materials 3.19%
Communication Services 0.00
Consumer Cyclical 4.34%
Consumer Defensive 9.58%
Energy 2.17%
Financial Services 23.02%
Healthcare 5.94%
Industrials 20.30%
Real Estate 5.07%
Technology 6.93%
Utilities 19.46%
As of Jan. 16, 2018

SPLV Stock Market Capitalization

Giant 24.91%
Large 46.21%
Medium 28.88%
Small 0.00
Micro 0.00
As of Jan. 16, 2018

SPLV Stock Style Exposure

Large Cap Value 20.44%
Large Cap Blend 29.98%
Large Cap Growth 20.69%
Mid Cap Value 13.78%
Mid Cap Blend 10.41%
Mid Cap Growth 4.70%
Small Cap Value 0.00
Small Cap Blend 0.00
Small Cap Growth 0.00
As of Jan. 16, 2018
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SPLV Top 10 Holdings

Symbol Name % Weight Price % Chg
HON Honeywell International Inc 1.36% 158.41 +0.33%
KO Coca-Cola Co 1.32% 46.82 +0.62%
BRK.B Berkshire Hathaway Inc B 1.32% 214.16 +1.84%
PEP PepsiCo Inc 1.27% 119.18 +1.12%
RSG Republic Services Inc Class A 1.27% 68.25 +0.24%
WM Waste Management Inc 1.26% 88.53 +0.42%
ECL Ecolab Inc 1.24% 137.43 +0.30%
FISV Fiserv Inc 1.19% 138.25 +0.54%
L Loews Corp 1.18% 52.35 +0.31%
TMK Torchmark Corp 1.18% 92.03 +0.67%
As of Jan. 16, 2018
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SPLV One Page Reports

SPLV Basic Info

Style
Equity Style Large Cap/Blend
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Value
Prospectus Objective Growth
Fund Owner Firm Name PowerShares
Benchmark Index
S&P 500 Low Volatility TR USD
100.0%

SPLV Manager Info

Name Tenure
Jonathan Nixon 2.59 yrs
Michael Jeanette 6.41 yrs
Peter Hubbard 6.41 yrs
Tony Seisser 3.59 yrs

SPLV Net Fund Flows

1M 160.89M
3M -15.08M
6M 70.94M
YTD 146.44M
1Y 146.44M
3Y 689.70M
5Y 1.645B
10Y --
As of Dec. 31, 2017

SPLV Risk Info

Beta (5Y) 0.7351
Max Drawdown (All) 12.49%
Historical Sharpe (10Y) --
Historical Sortino (All) 2.025
30-Day Rolling Volatility 5.78%
Daily Value at Risk (VaR) 1% (All) 1.98%
Monthly Value at Risk (VaR) 1% (All) 6.56%

SPLV Fundamentals

Dividend Yield TTM (1-17-18) 2.01%
SEC Yield --
Weighted Average PE Ratio 25.43
Weighted Average Price to Sales Ratio 2.639
Weighted Average Price to Book Ratio 3.166
Weighted Median ROE 22.30%
Weighted Median ROA 6.90%
Forecasted Dividend Yield 2.14%
Forecasted PE Ratio 21.55
Forecasted Price to Sales Ratio 2.730
Forecasted Price to Book Ratio 3.162
Number of Holdings 102
As of Jan. 17, 2018

SPLV Growth Estimates

Forecasted 5 Yr Earnings Growth 8.71%
Forecasted Book Value Growth 3.41%
Forecasted Cash Flow Growth 0.66%
Forecasted Earnings Growth 6.03%
Forecasted Revenue Growth 0.21%
As of Jan. 17, 2018

SPLV Comparables

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SPLV Attributes

Key Dates
Inception Date 5/5/2011
Termination Date
Last Annual Report Date 10/31/2017
Last Prospectus Date 2/24/2017
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

SPLV Excel Add-In Codes

  • Name: =YCI("SPLV","name")
  • Broad Asset Class: =YCI("SPLV", "broad_asset_class")
  • Broad Category: =YCI("SPLV", "broad_category_group")
  • Prospectus Objective: =YCI("SPLV", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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