FDM vs. KBWR ETF Comparison
Comparison of First Trust DJ Select MicroCap ETF (FDM) to PowerShares KBW Regional Banking Portfolio ETF (KBWR)
FDM
First Trust DJ Select MicroCap ETF
FDM Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Select MicroCap Index(SM) (the "index"). The fund will normally invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in common stocks of U.S. micro-capitalization companies which are publicly traded in the United States. The index is comprised of selected U.S. micro-capitalization companies chosen from all common stocks traded on the NewYork Stock Exchange, the NYSE MKT and NASDAQ(R) with limited partnerships excluded.
Grade (RS Rating)
Last Trade
$59.04
Average Daily Volume
7,662
Number of Holdings
*
152
* may have additional holdings in another (foreign) market
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
$48.01
Average Daily Volume
4,139
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
Performance
| Period | FDM | KBWR |
|---|---|---|
| 30 Days | -4.55% | -0.56% |
| 60 Days | -1.42% | -1.08% |
| 90 Days | -5.13% | -4.93% |
| 12 Months | 8.19% | 15.43% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FDM | Weight in KBWR | Overlap |
|---|
FDM Overweight 152 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| POWL | D | 2.34% | |
| VSEC | B | 2.3% | |
| CRGY | B | 2.05% | |
| CRAI | B | 2.02% | |
| SCSC | D | 1.79% | |
| ACMR | D | 1.75% | |
| GNK | C | 1.51% | |
| BBSI | B | 1.46% | |
| CLW | B | 1.37% | |
| CGEM | D | 1.33% | |
| SXC | D | 1.33% | |
| DCO | B | 1.29% | |
| CECO | A | 1.28% | |
| HAYN | C | 1.24% | |
| VVI | D | 1.2% | |
| IDT | D | 1.18% | |
| ARHS | C | 1.16% | |
| REX | F | 1.13% | |
| EGY | C | 1.12% | |
| UWMC | C | 1.1% | |
| MLR | C | 1.07% | |
| UVSP | B | 1.06% | |
| BELFB | C | 1.05% | |
| WSR | B | 1.04% | |
| DXPE | D | 1.0% | |
| LEU | F | 0.99% | |
| CFB | B | 0.97% | |
| LMB | B | 0.97% | |
| OSBC | C | 0.95% | |
| MBWM | C | 0.93% | |
| AMBC | D | 0.93% | |
| HCKT | D | 0.9% | |
| KE | F | 0.89% | |
| EZPW | C | 0.88% | |
| PLOW | F | 0.87% | |
| IBCP | C | 0.86% | |
| MYE | F | 0.85% | |
| GATO | D | 0.82% | |
| BFST | C | 0.81% | |
| HTBK | C | 0.81% | |
| CCB | B | 0.79% | |
| AMAL | B | 0.76% | |
| GSBC | B | 0.76% | |
| OSG | A | 0.75% | |
| LQDT | B | 0.74% | |
| HTBI | B | 0.73% | |
| BRY | D | 0.72% | |
| ZEUS | F | 0.72% | |
| SD | D | 0.68% | |
| LYTS | D | 0.67% | |
| TTI | D | 0.67% | |
| SMBC | B | 0.66% | |
| NPK | D | 0.65% | |
| DHIL | F | 0.65% | |
| CWCO | D | 0.63% | |
| BHB | C | 0.63% | |
| VPG | F | 0.62% | |
| KODK | C | 0.62% | |
| CENT | F | 0.62% | |
| RICK | F | 0.62% | |
| THFF | D | 0.62% | |
| NBN | B | 0.61% | |
| CYH | D | 0.61% | |
| CSV | C | 0.61% | |
| OLP | B | 0.61% | |
| PAHC | B | 0.6% | |
| AVNW | F | 0.6% | |
| DENN | D | 0.6% | |
| FSBC | B | 0.59% | |
| KRNY | D | 0.59% | |
| CCBG | C | 0.59% | |
| GLRE | B | 0.58% | |
| ARTNA | D | 0.57% | |
| HDSN | F | 0.57% | |
| VYGR | F | 0.56% | |
| RMR | D | 0.55% | |
| NWPX | C | 0.55% | |
| TITN | F | 0.54% | |
| HVT | F | 0.54% | |
| ODC | F | 0.54% | |
| BBW | D | 0.53% | |
| OSUR | F | 0.52% | |
| LINC | C | 0.52% | |
| NRIM | B | 0.51% | |
| SPFI | D | 0.51% | |
| GNE | F | 0.51% | |
| MOFG | C | 0.5% | |
| SPOK | D | 0.49% | |
| BOOM | C | 0.48% | |
| LOCO | B | 0.48% | |
| NEWT | D | 0.48% | |
| SIGA | D | 0.48% | |
| ESQ | D | 0.48% | |
| ONEW | C | 0.48% | |
| MCFT | F | 0.47% | |
| BSRR | B | 0.45% | |
| PANL | B | 0.45% | |
| NECB | B | 0.41% | |
| HBT | C | 0.41% | |
| SOI | C | 0.41% | |
| AMPY | C | 0.4% | |
| RM | D | 0.4% | |
| FSBW | B | 0.39% | |
| OMER | C | 0.38% | |
| AVD | F | 0.38% | |
| JOUT | F | 0.38% | |
| INSE | C | 0.38% | |
| MVBF | F | 0.36% | |
| IPI | C | 0.36% | |
| CVLY | C | 0.34% | |
| TSBK | C | 0.34% | |
| WTI | D | 0.34% | |
| OBT | C | 0.33% | |
| BCML | D | 0.33% | |
| PKOH | D | 0.33% | |
| HNRG | C | 0.33% | |
| FET | F | 0.32% | |
| PBPB | D | 0.32% | |
| RLGT | C | 0.31% | |
| GENC | C | 0.31% | |
| AFCG | B | 0.31% | |
| NATH | B | 0.31% | |
| MEC | B | 0.3% | |
| QUAD | B | 0.29% | |
| CMPO | C | 0.27% | |
| PLBC | D | 0.27% | |
| OVLY | C | 0.26% | |
| KFS | C | 0.26% | |
| EPM | D | 0.26% | |
| LEGH | C | 0.26% | |
| FF | C | 0.23% | |
| RNGR | C | 0.23% | |
| ATLC | C | 0.21% | |
| MPX | F | 0.2% | |
| CMT | F | 0.2% | |
| TSQ | C | 0.2% | |
| EVC | F | 0.2% | |
| INTT | F | 0.19% | |
| ASRT | C | 0.19% | |
| STKS | F | 0.18% | |
| MNSB | C | 0.18% | |
| RCMT | F | 0.17% | |
| CCRD | B | 0.16% | |
| LSEA | F | 0.16% | |
| III | D | 0.15% | |
| KLXE | F | 0.12% | |
| HGBL | D | 0.12% | |
| TUSK | F | 0.12% | |
| REI | D | 0.11% | |
| BGFV | F | 0.11% | |
| TZOO | F | 0.08% | |
| CMBM | F | 0.06% |
FDM 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 | D | -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 | C | -2.03% | |
| ASB | C | -2.02% | |
| WTFC | C | -2.01% | |
| FNB | C | -2.01% | |
| UCBI | D | -1.99% | |
| GBCI | C | -1.99% | |
| FHB | C | -1.98% | |
| PB | C | -1.95% | |
| CATY | B | -1.92% | |
| FFIN | C | -1.88% | |
| UBSI | D | -1.88% | |
| CBU | C | -1.86% | |
| OZK | D | -1.84% | |
| EBC | C | -1.84% | |
| CVBF | C | -1.82% | |
| BOH | D | -1.8% | |
| BANC | F | -1.72% | |
| WAFD | C | -1.71% | |
| VLY | F | -1.7% | |
| SFNC | D | -1.64% | |
| BKU | C | -1.63% | |
| PPBI | C | -1.6% | |
| FFBC | C | -1.59% | |
| INDB | D | -1.56% | |
| NYCB | F | -1.46% | |
| TRMK | C | -1.4% | |
| FCF | C | -1.06% | |
| HOPE | C | -0.97% | |
| PFS | D | -0.8% | |
| BRKL | D | -0.58% |
FDM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Restaurants
Metal Fabrication
Oil & Gas Equipment & Services
Biotechnology
Business Services
Banks - Regional
Credit Services
Electronic Components
Engineering & Construction
Industrial Distribution
Recreational Vehicles
Savings & Cooperative Banks
Shipping & Ports
Specialty Retail
Aerospace & Defense
Agricultural Inputs
Asset Management
Auto Parts
KBWR: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Savings & Cooperative Banks
Banks - Regional
Keywords:
Bank
Banking
Deposit Products
Commercial Banking
Real Estate Loans
Commercial Bank
Trust Services
Banking Services
Cash Management
Individual Retirement Account
Retail Banking
Cash Management Services
Investment Services
ATM
Deposit Services
Internet Banking
Investment Advisory Services
Investment Management
Banking Products
Business Loans
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