SIMS vs. PBW ETF Comparison

Comparison of SPDR S&P Kensho Intelligent Structures ETF (SIMS) to PowerShares WilderHill Clean Energy Portfolio (PBW)
SIMS

SPDR S&P Kensho Intelligent Structures ETF

SIMS Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$35.06

Average Daily Volume

5,344

Number of Holdings *

43

* may have additional holdings in another (foreign) market
PBW

PowerShares WilderHill Clean Energy Portfolio

PBW Description The PowerShares WilderHill Clean Energy Portfolio (Fund) is based on the WilderHill Clean Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to deliver capital appreciation through the selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$21.89

Average Daily Volume

340,207

Number of Holdings *

59

* may have additional holdings in another (foreign) market
Performance
Period SIMS PBW
30 Days 10.14% 9.61%
60 Days 5.56% 2.58%
90 Days 3.07% -12.81%
12 Months 6.39% -38.59%
7 Overlapping Holdings
Symbol Grade Weight in SIMS Weight in PBW Overlap
BE C 2.11% 1.87% 1.87%
BLNK C 2.54% 1.57% 1.57%
CHPT D 2.17% 1.39% 1.39%
ITRI B 3.68% 1.79% 1.79%
SHLS F 1.25% 0.89% 0.89%
STEM F 1.06% 0.93% 0.93%
WBX D 0.26% 1.52% 0.26%
SIMS Overweight 36 Positions Relative to PBW
Symbol Grade Weight
AYI C 3.4%
XYL A 3.22%
TTEK A 3.16%
BMI B 3.11%
REZI C 3.09%
PNR B 3.01%
CARR B 2.95%
ALRM D 2.93%
JCI B 2.92%
PSN D 2.92%
SLAB D 2.82%
ADTN D 2.79%
GNRC C 2.79%
AY B 2.64%
CNM B 2.48%
HON B 2.47%
DOOR A 2.26%
QCOM B 2.25%
MWA B 2.19%
GTLS C 2.05%
EMR B 2.02%
ERII F 1.86%
TEL B 1.76%
BP D 1.69%
AME D 1.67%
LOGI C 1.6%
ON D 1.54%
ROP C 1.51%
BIDU D 1.49%
NVEE F 1.46%
STM F 1.37%
CWCO D 1.06%
ROKU F 0.94%
MVIS F 0.5%
REKR F 0.4%
LUNA F 0.11%
SIMS Underweight 52 Positions Relative to PBW
Symbol Grade Weight
FSLR C -2.14%
FLNC D -2.11%
AMRC D -1.96%
FREY D -1.85%
SLDP D -1.78%
ORA C -1.77%
JKS F -1.73%
MP C -1.72%
SLI D -1.7%
ENVX D -1.67%
PLL D -1.65%
ESE C -1.64%
ALB D -1.63%
AMPS F -1.62%
BELFB C -1.62%
AEIS C -1.61%
ARRY F -1.6%
NIO D -1.59%
OLED C -1.58%
PWR C -1.55%
CSIQ F -1.55%
TSLA D -1.54%
ENPH D -1.5%
PLPC D -1.48%
AMSC C -1.48%
SQM D -1.46%
THRM F -1.45%
LNZA F -1.44%
JOBY F -1.43%
QS F -1.42%
RIVN D -1.4%
MYRG D -1.38%
SES F -1.37%
RUN D -1.33%
SEDG F -1.33%
WOLF F -1.31%
RNW D -1.3%
XPEV D -1.29%
PSNY F -1.21%
NRGV F -1.18%
LEV F -1.15%
NOVA F -1.15%
AMPX F -1.15%
ACHR F -1.12%
NAAS F -1.09%
PLUG F -1.08%
FCEL F -1.0%
SPWR D -0.98%
EOSE F -0.84%
TPIC D -0.68%
SOL D -0.49%
MAXN F -0.32%
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