DWLD vs. KBWR ETF Comparison
Comparison of Davis Select Worldwide ETF (DWLD) to PowerShares KBW Regional Banking Portfolio ETF (KBWR)
DWLD
Davis Select Worldwide ETF
DWLD Description
The investment seeks long-term growth of capital. The fund's investment adviser, uses the Davis Investment Discipline to invest the fund's portfolio principally in common stocks issued by both United States and foreign companies, including countries with developed or emerging markets. It will invest significantly in issuers (i) organized or located outside of the U.S.; (ii) whose primary trading market is located outside the U.S.; or (iii) doing a substantial amount of business outside the U.S., which the adviser considers to be a company that derives at least 50% of its revenue from business outside the U.S. or has at least 50% of its assets outside the U.S.
Grade (RS Rating)
Last Trade
$35.09
Average Daily Volume
9,867
22
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
$50.74
Average Daily Volume
4,336
50
Performance
| Period | DWLD | KBWR |
|---|---|---|
| 30 Days | 11.08% | 5.11% |
| 60 Days | 8.67% | 1.28% |
| 90 Days | 15.68% | 3.06% |
| 12 Months | 29.04% | 27.33% |
0 Overlapping Holdings
| Symbol | Grade | Weight in DWLD | Weight in KBWR | Overlap |
|---|
DWLD Overweight 22 Positions Relative to KBWR
DWLD Underweight 50 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| CBSH | A | -3.85% | |
| WBS | D | -3.72% | |
| CFR | D | -3.58% | |
| PNFP | C | -3.39% | |
| SSB | C | -3.23% | |
| FULT | A | -2.31% | |
| AUB | C | -2.23% | |
| COLB | C | -2.15% | |
| BOKF | A | -2.14% | |
| BPOP | A | -2.11% | |
| HWC | B | -2.1% | |
| OZK | B | -2.09% | |
| ABCB | B | -2.07% | |
| WSFS | B | -2.05% | |
| WTFC | B | -2.03% | |
| FBP | A | -2.03% | |
| TCBI | B | -2.03% | |
| ONB | A | -2.03% | |
| ASB | A | -2.03% | |
| CADE | B | -2.02% | |
| FHB | B | -2.01% | |
| FIBK | B | -2.01% | |
| HOMB | B | -2.01% | |
| FNB | A | -2.01% | |
| SNV | A | -2.0% | |
| UMBF | C | -1.98% | |
| GBCI | C | -1.98% | |
| UCBI | B | -1.97% | |
| PB | B | -1.95% | |
| FFIN | C | -1.92% | |
| UBSI | C | -1.91% | |
| CBU | B | -1.88% | |
| CATY | C | -1.86% | |
| EBC | B | -1.84% | |
| VLY | D | -1.82% | |
| WAFD | B | -1.77% | |
| CVBF | C | -1.76% | |
| BANC | B | -1.74% | |
| BOH | D | -1.73% | |
| SFNC | D | -1.68% | |
| FFBC | B | -1.64% | |
| PPBI | B | -1.64% | |
| BKU | B | -1.63% | |
| INDB | C | -1.63% | |
| NYCB | D | -1.62% | |
| TRMK | A | -1.37% | |
| FCF | B | -1.05% | |
| HOPE | C | -0.95% | |
| PFS | B | -0.89% | |
| BRKL | D | -0.59% |
DWLD: Top Represented Industries & Keywords
KBWR: Top Represented Industries & Keywords
Compare ETFs
