ETEC vs. PSCC ETF Comparison

Comparison of iShares Breakthrough Environmental Solutions ETF (ETEC) to PowerShares S&P SmallCap Consumer Staples Portfolio (PSCC)
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

$21.85

Average Daily Volume

327

Number of Holdings *

13

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

PowerShares S&P SmallCap Consumer Staples Portfolio

PSCC Description The PowerShares S&P SmallCap Consumer Staples Portfolio (Fund) is based on the S&P SmallCap 600® Capped Consumer Staples 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 measure the overall performance of common stocks of US consumer staples companies. These companies are principally engaged in the business of providing consumer goods and services that have non-cyclical characteristics, including tobacco, textiles, food and beverage, and nondiscretionary retail. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$36.16

Average Daily Volume

14,073

Number of Holdings *

29

* may have additional holdings in another (foreign) market
Performance
Period ETEC PSCC
30 Days 1.62% -0.38%
60 Days 0.07% -3.27%
90 Days 8.28% -5.15%
12 Months -6.74% -1.24%
0 Overlapping Holdings
Symbol Grade Weight in ETEC Weight in PSCC Overlap
ETEC Overweight 13 Positions Relative to PSCC
Symbol Grade Weight
BWA B 6.39%
OLED D 5.79%
FSLR B 4.05%
TSLA D 4.02%
XYL A 3.19%
ENPH F 3.16%
NIO D 2.2%
XPEV D 2.14%
SEDG F 2.04%
LI D 2.02%
PLUG F 1.4%
LCID F 1.14%
DQ F 0.88%
ETEC Underweight 29 Positions Relative to PSCC
Symbol Grade Weight
SMPL A -8.08%
WDFC D -7.85%
CALM C -6.07%
JJSF F -5.52%
IPAR F -5.43%
PSMT A -5.16%
CENTA C -4.88%
ANDE B -4.64%
ENR B -4.62%
THS D -4.58%
EPC A -4.55%
KLG A -4.18%
VGR F -3.57%
UVV B -3.28%
MGPI D -3.22%
CHEF B -3.02%
FIZZ D -2.65%
JBSS C -2.38%
FDP A -2.26%
BGS B -2.24%
SPTN D -1.74%
NUS F -1.58%
HAIN F -1.42%
TR F -1.4%
UNFI F -1.37%
CVGW B -1.27%
USNA D -1.25%
CENT C -1.0%
MED F -0.94%
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