CZAR vs. PFI ETF Comparison
Comparison of Themes Natural Monopoly ETF (CZAR) to PowerShares Dynamic Financial (PFI)
CZAR
Themes Natural Monopoly ETF
CZAR Description
The index is designed to provide exposure to companies in the large- and mid- capitalization segments that exhibit a strong competitive advantage in their respective sector. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.37
Average Daily Volume
1,206
9
PFI
PowerShares Dynamic Financial
PFI Description
The PowerShares Dynamic Financial Sector Portfolio (Fund) is based on the Dynamic Financial Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US financial services companies. These are companies that are principally engaged in the business of providing services and products, including banking, investment services, insurance and real estate finance services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$47.05
Average Daily Volume
5,499
43
Performance
| Period | CZAR | PFI |
|---|---|---|
| 30 Days | -5.01% | -4.16% |
| 60 Days | -4.18% | -1.52% |
| 90 Days | 0.76% | 4.47% |
| 12 Months | 20.54% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CZAR | Weight in PFI | Overlap | |
|---|---|---|---|---|---|
| AJG | C | 3.19% | 2.9% | 2.9% |
CZAR Underweight 42 Positions Relative to PFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | D | -5.63% | |
| KNSL | F | -5.04% | |
| ARES | B | -4.74% | |
| JPM | A | -4.15% | |
| APO | C | -4.04% | |
| V | C | -3.46% | |
| KKR | C | -3.07% | |
| COOP | A | -3.04% | |
| COIN | D | -2.95% | |
| FCNCA | A | -2.69% | |
| AXP | A | -2.64% | |
| MMC | C | -2.47% | |
| BRO | C | -2.44% | |
| PGR | A | -2.1% | |
| AIG | A | -1.87% | |
| HOOD | D | -1.86% | |
| SPG | D | -1.84% | |
| PRI | D | -1.74% | |
| RHP | D | -1.73% | |
| JXN | A | -1.71% | |
| CB | B | -1.68% | |
| HLI | A | -1.67% | |
| PIPR | A | -1.58% | |
| DFIN | B | -1.5% | |
| VCTR | A | -1.5% | |
| OMF | A | -1.48% | |
| EVR | C | -1.46% | |
| SFBS | D | -1.45% | |
| BGC | A | -1.4% | |
| AGO | D | -1.39% | |
| AGM | A | -1.36% | |
| SLG | B | -1.34% | |
| ORI | A | -1.33% | |
| RGA | A | -1.31% | |
| ERIE | C | -1.31% | |
| MTG | B | -1.31% | |
| SKT | C | -1.28% | |
| OFG | A | -1.22% | |
| HCI | A | -1.22% | |
| ENVA | B | -1.19% | |
| RYAN | B | -1.15% | |
| TREE | B | -1.13% |
CZAR: Top Represented Industries & Keywords
PFI: Top Represented Industries & Keywords
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