GK vs. PEZ ETF Comparison
Comparison of AdvisorShares Gerber Kawasaki ETF (GK) to PowerShares Dynamic Consumer Discretionary (PEZ)
GK
AdvisorShares Gerber Kawasaki ETF
GK Description
GK seeks to provide a broad thematic exposure by actively investing in a growth-focused portfolio of US companies across a variety of long-term macro trends. It uses a multi-thematic approach to concentrate on disruptive investment themes while ensuring diversification across holdings. In selecting stocks, the fund adviser uses a three-part system which involves fundamental, technical, and qualitative analysis on firms that could benefit from long-term changes in the market. The funds investments may be of any market capitalization and may focus on innovative companies related to renewable energy and sustainable transportation, technology frontiers, video gaming and Esports, cannabis, online gambling, top consumer brands, pet and animal wellness, real estate disruption, healthcare and biotechnology, and the media industry. The fund seeks long-term capital appreciation.
Grade (RS Rating)
Last Trade
$22.35
Average Daily Volume
3,086
30
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
$108.05
Average Daily Volume
2,910
38
Performance
| Period | GK | PEZ |
|---|---|---|
| 30 Days | 2.12% | 4.67% |
| 60 Days | 5.20% | 5.09% |
| 90 Days | 5.09% | 5.85% |
| 12 Months | 29.73% | 52.21% |
GK Overweight 27 Positions Relative to PEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | 8.86% | |
| MSFT | D | 7.4% | |
| AAPL | C | 6.39% | |
| TT | A | 5.6% | |
| BX | A | 5.01% | |
| DIS | B | 4.88% | |
| NVO | F | 4.35% | |
| GOOG | C | 4.25% | |
| IBIT | A | 3.94% | |
| MGM | D | 3.75% | |
| AVGO | D | 3.52% | |
| ORCL | A | 3.46% | |
| HD | B | 2.7% | |
| DELL | B | 2.15% | |
| SYK | B | 1.81% | |
| WMT | A | 1.8% | |
| UBER | F | 1.63% | |
| LPLA | A | 1.61% | |
| ASML | F | 1.47% | |
| ONON | A | 1.38% | |
| GD | D | 1.38% | |
| AMD | F | 1.38% | |
| VICI | C | 1.07% | |
| LLY | F | 1.0% | |
| FLUT | A | 0.91% | |
| TSLA | B | 0.53% | |
| REGN | F | 0.42% |
GK Underweight 35 Positions Relative to PEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| CVNA | B | -6.03% | |
| MOD | A | -5.48% | |
| RCL | A | -5.0% | |
| TOL | B | -4.07% | |
| MUSA | B | -3.62% | |
| DASH | B | -3.02% | |
| PHM | D | -2.92% | |
| WING | D | -2.91% | |
| TXRH | B | -2.89% | |
| NVR | D | -2.82% | |
| SKYW | B | -2.77% | |
| SHAK | C | -2.64% | |
| KBH | D | -2.56% | |
| HLT | A | -2.5% | |
| H | B | -2.4% | |
| MTH | D | -2.33% | |
| OLLI | D | -2.33% | |
| DHI | F | -2.3% | |
| GPI | B | -2.23% | |
| TJX | A | -2.12% | |
| MHO | D | -2.12% | |
| LNW | F | -1.97% | |
| BOOT | C | -1.95% | |
| SKY | A | -1.92% | |
| GRBK | D | -1.77% | |
| TMHC | C | -1.73% | |
| PLCE | C | -1.69% | |
| TPH | D | -1.42% | |
| LAMR | C | -1.36% | |
| LTH | C | -1.35% | |
| CCS | D | -1.19% | |
| GOLF | B | -1.09% | |
| DFH | D | -0.96% | |
| GIII | D | -0.94% | |
| SNBR | F | -0.79% |
GK: Top Represented Industries & Keywords
PEZ: Top Represented Industries & Keywords
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