PowerShares S&P 500 Low Volatility ETF (SPLV)

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44.72 -0.01  -0.02% NYSE Arca May 26, 20:00 Delayed 2m USD
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SPLV Price Chart

SPLV Key Stats

SPLV Performance

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 2.01% -0.16% 2
3M 3.06% -0.27% 2
6M 10.40% 6.15% 2
1Y 12.07% 15.49% 82
3Y 10.68% 7.08% 1
5Y 12.93% 13.13% 36
As of May 26, 2017
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 100.0% 100.0% 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 May 25, 2017

SPLV Region Exposure

Americas 98.88%
North America 98.88%
Latin America 0.00
Greater Europe 1.12%
United Kingdom 0.00
Europe Developed 1.12%
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 May 29, 2017
Region breakdown data is calculated by using the long position holdings of the portfolio.

SPLV Stock Sector Exposure

Basic Materials 3.93%
Communication Services 4.03%
Consumer Cyclical 6.97%
Consumer Defensive 14.48%
Energy 1.85%
Financial Services 17.60%
Healthcare 6.91%
Industrials 19.85%
Real Estate 1.78%
Technology 6.62%
Utilities 15.98%
As of May 25, 2017

SPLV Stock Market Capitalization

Giant 30.42%
Large 45.43%
Medium 24.15%
Small 0.00
Micro 0.00
As of May 25, 2017

SPLV Stock Style Exposure

Large Cap Value 27.15%
Large Cap Blend 33.44%
Large Cap Growth 15.48%
Mid Cap Value 12.27%
Mid Cap Blend 7.86%
Mid Cap Growth 3.80%
Small Cap Value 0.00
Small Cap Blend 0.00
Small Cap Growth 0.00
As of May 25, 2017
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SPLV Top 10 Holdings

Symbol Name % Weight Price % Chg
JNJ Johnson & Johnson 1.30% 126.92 -0.48%
RSG Republic Services Inc Class A 1.30% 63.07 +0.37%
MMM 3M Co 1.28% 200.67 +0.57%
PEP PepsiCo Inc 1.28% 117.91 +0.32%
WM Waste Management Inc 1.25% 71.84 +0.38%
ALL Allstate Corp 1.25% 86.50 +0.26%
KO Coca-Cola Co 1.24% 45.39 -0.04%
DIS Walt Disney Co 1.19% 108.41 +1.06%
ECL Ecolab Inc 1.16% 131.30 +0.76%
MMC Marsh & McLennan Companies Inc 1.13% 76.37 -0.21%
As of May 25, 2017
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SPLV Ratings

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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 2.18 yrs
Michael Jeanette 5.99 yrs
Peter Hubbard 5.99 yrs
Tony Seisser 3.17 yrs

SPLV Net Fund Flows

1M 81.02M
3M 231.56M
6M -328.20M
YTD -78.64M
1Y -800.88M
3Y 1.438B
5Y 2.891B
10Y --
As of April 30, 2017

SPLV Risk Info

Beta (5Y) 0.6882
Max Drawdown (All) 12.88%
Historical Sharpe (10Y) --
Historical Sortino (All) 1.961
30-Day Rolling Volatility 6.48%
Daily Value at Risk (VaR) 1% (All) 2.03%
Monthly Value at Risk (VaR) 1% (All) 6.69%

SPLV Fundamentals

Dividend Yield TTM (5-26-17) 1.97%
SEC Yield --
Weighted Average PE Ratio 22.57
Weighted Average Price to Sales Ratio 2.322
Weighted Average Price to Book Ratio 3.394
Weighted Median ROE 26.61%
Weighted Median ROA 8.24%
Forecasted Dividend Yield 2.47%
Forecasted PE Ratio 20.40
Forecasted Price to Sales Ratio 2.291
Forecasted Price to Book Ratio 3.223
Number of Holdings 101
As of May 25, 2017

SPLV Growth Estimates

Forecasted 5 Yr Earnings Growth 7.98%
Forecasted Book Value Growth 2.96%
Forecasted Cash Flow Growth 1.12%
Forecasted Earnings Growth 4.49%
Forecasted Revenue Growth 1.28%
As of May 25, 2017

SPLV Comparables

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SPLV Attributes

Key Dates
Inception Date 5/5/2011
Last Annual Report Date 10/31/2016
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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