KBWP vs. CBSE ETF Comparison
Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to Changebridge Capital Sustainable Equity ETF (CBSE)
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio ETF
KBWP Description
The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$107.70
Average Daily Volume
20,814
24
CBSE
Changebridge Capital Sustainable Equity ETF
CBSE Description
The investment seeks capital appreciation and lower volatility than the broader market. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing securities Changebridge Capital, LLC, the fund's investment adviser, believes to have above-average financial characteristics and growth potential that exhibit positive ESG attributes. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts, of sustainable companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.36
Average Daily Volume
958
34
Performance
| Period | KBWP | CBSE |
|---|---|---|
| 30 Days | 7.04% | 15.47% |
| 60 Days | 3.63% | 14.10% |
| 90 Days | 6.70% | 15.39% |
| 12 Months | 30.42% | 31.38% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWP | Weight in CBSE | Overlap |
|---|
KBWP Overweight 24 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | A | 8.73% | |
| AIG | A | 8.4% | |
| ALL | B | 8.19% | |
| CB | C | 7.67% | |
| TRV | D | 7.54% | |
| ACGL | A | 4.33% | |
| AXS | A | 4.28% | |
| HIG | C | 3.99% | |
| EG | C | 3.96% | |
| CINF | D | 3.95% | |
| THG | A | 3.95% | |
| AFG | C | 3.92% | |
| KMPR | B | 3.87% | |
| RNR | C | 3.86% | |
| RLI | A | 3.85% | |
| AIZ | D | 3.73% | |
| SIGI | F | 3.63% | |
| WRB | D | 3.6% | |
| MCY | A | 3.14% | |
| SPNT | C | 2.09% | |
| HMN | A | 1.6% | |
| PRA | C | 0.75% | |
| UVE | B | 0.59% | |
| JRVR | D | 0.32% |
KBWP Underweight 34 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| HUMA | B | -3.47% | |
| TCOM | A | -3.29% | |
| STRL | B | -2.91% | |
| RDFN | D | -2.81% | |
| SKY | D | -2.78% | |
| AVGO | C | -2.71% | |
| NARI | F | -2.65% | |
| ASML | D | -2.61% | |
| AAPL | B | -2.61% | |
| SN | A | -2.58% | |
| MSFT | C | -2.56% | |
| MU | B | -2.55% | |
| TSM | B | -2.53% | |
| NU | C | -2.49% | |
| PANW | B | -2.47% | |
| WTTR | B | -2.45% | |
| ICFI | C | -2.44% | |
| LRCX | D | -2.43% | |
| NVDA | B | -2.42% | |
| DKNG | D | -2.4% | |
| OSW | B | -2.37% | |
| ECL | A | -2.36% | |
| ERJ | B | -2.34% | |
| TMDX | B | -2.31% | |
| TDG | A | -2.31% | |
| CHK | B | -2.26% | |
| MMYT | B | -2.21% | |
| IBN | B | -2.17% | |
| FTI | B | -2.11% | |
| BLBD | C | -2.02% | |
| GTLS | B | -2.0% | |
| HLX | B | -1.72% | |
| BRCC | D | -1.69% | |
| FCX | B | -1.58% |
KBWP: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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