BEEZ vs. KBWR ETF Comparison
Comparison of Honeytree U.S. Equity ETF (BEEZ) to PowerShares KBW Regional Banking Portfolio ETF (KBWR)
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.
Grade (RS Rating)
Last Trade
$29.86
Average Daily Volume
1,221
10
KBWR
PowerShares KBW Regional Banking Portfolio ETF
KBWR Description
The PowerShares KBW Regional Banking Portfolio (Fund) is based on the KBW Regional Banking Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is an equal weighted float-adjusted market capitalization index that seeks to reflect the performance of publicly traded companies that do business as regional banks or thrifts listed on US stock markets. The Index is compiled, maintained and calculated by KBW and is composed of approximately 50 companies. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$47.21
Average Daily Volume
3,733
50
Performance
| Period | BEEZ | KBWR |
|---|---|---|
| 30 Days | 0.03% | -3.03% |
| 60 Days | 3.02% | -2.73% |
| 90 Days | -2.29% | -6.57% |
| 12 Months | 14.52% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BEEZ | Weight in KBWR | Overlap |
|---|
BEEZ Underweight 50 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| CBSH | C | -3.97% | |
| CFR | D | -3.59% | |
| WBS | D | -3.54% | |
| PNFP | D | -3.35% | |
| SSB | D | -3.17% | |
| FULT | C | -2.33% | |
| AUB | D | -2.24% | |
| BOKF | C | -2.18% | |
| WSFS | B | -2.15% | |
| ABCB | C | -2.15% | |
| FBP | B | -2.14% | |
| COLB | F | -2.13% | |
| HWC | C | -2.12% | |
| BPOP | C | -2.1% | |
| UMBF | C | -2.05% | |
| HOMB | C | -2.04% | |
| FIBK | C | -2.04% | |
| CADE | C | -2.04% | |
| SNV | C | -2.03% | |
| ONB | C | -2.03% | |
| TCBI | D | -2.03% | |
| ASB | D | -2.02% | |
| WTFC | C | -2.01% | |
| FNB | C | -2.01% | |
| UCBI | D | -1.99% | |
| GBCI | D | -1.99% | |
| FHB | C | -1.98% | |
| PB | D | -1.95% | |
| CATY | C | -1.92% | |
| FFIN | D | -1.88% | |
| UBSI | D | -1.88% | |
| CBU | C | -1.86% | |
| OZK | D | -1.84% | |
| EBC | C | -1.84% | |
| CVBF | D | -1.82% | |
| BOH | D | -1.8% | |
| BANC | D | -1.72% | |
| WAFD | D | -1.71% | |
| VLY | F | -1.7% | |
| SFNC | D | -1.64% | |
| BKU | C | -1.63% | |
| PPBI | D | -1.6% | |
| FFBC | C | -1.59% | |
| INDB | F | -1.56% | |
| NYCB | F | -1.46% | |
| TRMK | C | -1.4% | |
| FCF | D | -1.06% | |
| HOPE | D | -0.97% | |
| PFS | F | -0.8% | |
| BRKL | F | -0.58% |
BEEZ: Top Represented Industries & Keywords
KBWR: Top Represented Industries & Keywords
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