FTCS vs. PFI ETF Comparison
Comparison of First Trust Capital Strength ETF (FTCS) to PowerShares Dynamic Financial (PFI)
FTCS
First Trust Capital Strength ETF
FTCS 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 Capital Strength Index(TM). The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. In constructing the index, the index Provider begins with the largest 500 U.S. companies included in the NASDAQ US Benchmark Index and excludes the following: companies with less than $1 billion in cash and short term investments; companies with long-term debt divided by market capitalization greater than 30%; and companies with return on equity less than 15%.
Grade (RS Rating)
Last Trade
$92.06
Average Daily Volume
235,909
50
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
$62.41
Average Daily Volume
6,405
40
Performance
| Period | FTCS | PFI |
|---|---|---|
| 30 Days | -0.96% | 6.75% |
| 60 Days | 0.84% | 10.49% |
| 90 Days | 2.87% | 15.60% |
| 12 Months | 20.18% | 46.88% |
FTCS Overweight 43 Positions Relative to PFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| EA | A | 2.28% | |
| SNA | B | 2.23% | |
| PKG | A | 2.18% | |
| COP | B | 2.17% | |
| AON | B | 2.16% | |
| SYK | A | 2.15% | |
| BLK | B | 2.12% | |
| WMT | A | 2.11% | |
| MSI | A | 2.1% | |
| CSX | C | 2.1% | |
| HON | B | 2.1% | |
| ADP | B | 2.08% | |
| TJX | A | 2.08% | |
| COST | A | 2.08% | |
| PAYX | B | 2.06% | |
| COR | B | 2.06% | |
| CSCO | B | 2.06% | |
| XOM | A | 2.03% | |
| EXPD | D | 2.03% | |
| CTSH | B | 2.02% | |
| PG | C | 2.02% | |
| MSFT | D | 2.02% | |
| HD | C | 2.01% | |
| MCO | B | 1.98% | |
| UNP | D | 1.97% | |
| CB | D | 1.95% | |
| PPG | F | 1.91% | |
| ROST | D | 1.91% | |
| ELV | F | 1.9% | |
| NOC | D | 1.9% | |
| CL | D | 1.9% | |
| JNJ | D | 1.9% | |
| GD | D | 1.9% | |
| RNR | C | 1.88% | |
| KMB | C | 1.88% | |
| LIN | D | 1.88% | |
| PEP | F | 1.85% | |
| VLTO | C | 1.84% | |
| IBM | C | 1.8% | |
| KO | D | 1.79% | |
| ABBV | F | 1.78% | |
| LMT | D | 1.78% | |
| REGN | F | 1.56% |
FTCS Underweight 33 Positions Relative to PFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARES | A | -4.16% | |
| KKR | B | -3.73% | |
| JPM | B | -3.48% | |
| EVR | B | -2.91% | |
| FCNCA | A | -2.8% | |
| HOOD | B | -2.73% | |
| WAL | B | -2.73% | |
| AXP | B | -2.54% | |
| JEF | A | -2.53% | |
| COOP | B | -2.42% | |
| KNSL | B | -2.39% | |
| PIPR | B | -2.06% | |
| WRB | A | -2.04% | |
| PGR | B | -2.03% | |
| PRI | B | -2.02% | |
| HLI | A | -1.96% | |
| SPG | A | -1.96% | |
| JXN | C | -1.91% | |
| ICE | D | -1.8% | |
| SFBS | B | -1.72% | |
| VCTR | B | -1.65% | |
| BGC | C | -1.63% | |
| HLNE | B | -1.62% | |
| SLG | B | -1.59% | |
| ENVA | B | -1.49% | |
| RDFN | F | -1.43% | |
| MTG | C | -1.32% | |
| BPOP | C | -1.23% | |
| OFG | B | -1.22% | |
| ERIE | D | -1.15% | |
| TREE | F | -1.11% | |
| NMRK | C | -1.05% | |
| UWMC | D | -0.77% |
FTCS: Top Represented Industries & Keywords
PFI: Top Represented Industries & Keywords
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