XRLV

PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio
CLOSING PRICECHANGE (%)VOLUME
$30.66-0.09 (-0.29%)18.11K
3:59:00 p.m. (ET) 06/22/2017
BZX EXCHANGE CLOSED
LAST TRADECHANGE (%)
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BID SIZEBID ($)ASK ($)ASK SIZE
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A

74
  • Overview
  • Efficiency
  • Tradability
  • Fit

XRLV Fund Description

The PowerShares S&P 500 ex-Rate Sensitive Low Volatility ETF tracks an index of large-cap US equities, selected for positive price sensitivity to rising interest rates and for low volatility. Stocks are weighted inversely to volatility.

XRLV FactSet Analytics Insight

XRLV, launched in April 2015, offers a low-volatility US large-cap ETF tuned for rising rates. Not just bonds but dividend-paying stocks can suffer in price when rates rise. Higher-dividend stocks often find their way into low-vol ETFs since such stocks often exhibit more stable returns. XRLV aims to subdue the possible downside from rising interest rates by removing the 100 names from the S&P 500 that have tended to fair the worst when rates rise (using a 5-year comparison to 10-year Treasurys.) XRLV’s natural competitor is sister fund SPLV, the wildly popular low-vol ETF, which has at times had huge exposure to dividend-paying sectors like utilities. XRLV appears to slash its utilities exposure relative to SPLV, while both funds are currently dominated by financial firms (whose dividend-paying ability still hasn’t fully recovered from 2008). XRLV charges a reasonable fee and, as a new fund, should be traded with care.

XRLV MSCI ESG Fund metrics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2017 the PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio MSCI ESG Fund Quality Score is 4.81 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. XRLV ranks in the 40th percentile within its peer group and in the 30th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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XRLV Top 10 Countries

XRLV Top 10 Sectors

XRLV Top 10 Holdings View All

XRLV Summary Data

04/09/15
Open-Ended Fund
0.25%
$126.27 M
$567.5 K
0.10%

XRLV Portfolio Data

$81.27 B
22.50
3.96
1.50%
07/14/17
100

XRLV Index Data

S&P 500 Low Volatility Rate Response Index
Volatility
Technical
MSCI USA Large Cap

Related ETFs to XRLV

LVHB, XUSA, SCTO, OVLC, OPD
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

XRLV Portfolio Management

0.25%
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XRLV Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

XRLV Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
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LAST 10 TRADES
TIMEPRICESHARES
15:59:3230.66107
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Bats BZX Real-time Quote - 17:29:50
Average Spread
Premium/Discount
Volume

XRLV FactSet Analytics Block Liquidity

As of 06/22/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of XRLV. XRLV is rated a 5 out of 5.

XRLV Tradability

18,822
$567.5 K
13,603
$418.53 K
0.10%
$0.03
0.01%
0.44% / -0.40%
None
100.00%
50,000
0.27
0.03%
0.01%
--
$30.75
5

XRLV Performance Statistics

0.87
0.90
0.91
0.88
0.21%
MSCI USA Large Cap

XRLV MSCI ESG Fund Metrics

4.81 / 10
40.20
29.99
12.56%
3.22%
142.59