ETEC vs. PEZ ETF Comparison
Comparison of iShares Breakthrough Environmental Solutions ETF (ETEC) to PowerShares Dynamic Consumer Discretionary (PEZ)
ETEC
iShares Breakthrough Environmental Solutions ETF
ETEC Description
ETEC provides exposure to global equities categorized as emerging green technology. Selection begins with the initial index universe that then excludes companies involved in controversial issues against UNGC principles. Stocks are reviewed to meet revenue derived from eight sustainable themes: energy efficiency, green buildings and transportation, pollution prevention and reduction, renewable energy, resource efficiency technologies and services, water, and sustainable agriculture, food, and forestry. The fund excludes companies with total sustainable product revenue less than 25%. The remaining stocks are screened further to only include companies classified as green technologies. Stocks are scored within the Rogers innovation adoption curve to determine their position across the innovators-laggards spectrum, which contributes to an aggregate score. The top 50 companies with the highest aggregate scores are selected. The market cap-weighted index is reconstituted annually in December and rebalanced quarterly.
Grade (RS Rating)
Last Trade
$22.05
Average Daily Volume
360
13
PEZ
PowerShares Dynamic Consumer Discretionary
PEZ Description
The PowerShares Dynamic Consumer Discretionary Sector Portfolio (Fund) is based on the Dynamic Consumer Discretionary 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 consumer companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that are cyclical in nature, including retail, automotive, leisure and recreation, media and real estate. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$94.30
Average Daily Volume
5,917
39
Performance
| Period | ETEC | PEZ |
|---|---|---|
| 30 Days | 4.60% | 0.62% |
| 60 Days | 0.32% | 4.37% |
| 90 Days | 7.82% | 13.25% |
| 12 Months | -7.78% | 39.17% |
0 Overlapping Holdings
| Symbol | Grade | Weight in ETEC | Weight in PEZ | Overlap |
|---|
ETEC Underweight 39 Positions Relative to PEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| MOD | A | -5.86% | |
| ANF | C | -5.24% | |
| CMG | A | -5.1% | |
| DKS | B | -4.76% | |
| WING | A | -4.02% | |
| TOL | B | -3.83% | |
| DECK | D | -3.71% | |
| TPX | D | -3.64% | |
| RCL | A | -3.16% | |
| DUOL | A | -2.91% | |
| MCK | A | -2.88% | |
| CVNA | B | -2.83% | |
| DKNG | D | -2.66% | |
| PHM | B | -2.63% | |
| CAH | D | -2.53% | |
| NFLX | C | -2.49% | |
| NVR | C | -2.45% | |
| TXRH | B | -2.43% | |
| BLD | D | -2.32% | |
| H | D | -2.3% | |
| DASH | D | -2.26% | |
| SIG | D | -2.15% | |
| RRR | D | -2.14% | |
| GPS | D | -2.11% | |
| RL | D | -2.1% | |
| SKYW | B | -2.04% | |
| BECN | B | -2.04% | |
| MHO | D | -1.99% | |
| PVH | D | -1.94% | |
| KTB | B | -1.78% | |
| IBP | D | -1.71% | |
| SKY | D | -1.63% | |
| GTX | D | -1.52% | |
| TMHC | C | -1.41% | |
| SGBX | D | -1.4% | |
| DFH | D | -1.08% | |
| GRBK | C | -1.02% | |
| BZH | D | -0.89% | |
| ARHS | D | -0.84% |
ETEC: Top Represented Industries & Keywords
PEZ: Top Represented Industries & Keywords
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