JPEF vs. PXI ETF Comparison
Comparison of JPMorgan Equity Focus ETF (JPEF) to PowerShares Dynamic Energy (PXI)
JPEF
JPMorgan Equity Focus ETF
JPEF Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.
Grade (RS Rating)
Last Trade
$65.22
Average Daily Volume
64,118
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
PXI
PowerShares Dynamic Energy
PXI Description
The PowerShares Dynamic Energy Sector Portfolio (Fund) is based on the Dynamic Energy 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 stocks of 60 U.S. energy companies. These companies are principally engaged in the business of producing, distributing or servicing energy-related products, including oil and gas exploration and production, refining, oil services, pipeline, and solar, wind and other non-oil based energy. The Fund is rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$43.07
Average Daily Volume
4,321
Number of Holdings
*
41
* may have additional holdings in another (foreign) market
Performance
| Period | JPEF | PXI |
|---|---|---|
| 30 Days | 2.08% | -4.31% |
| 60 Days | 5.13% | -9.34% |
| 90 Days | 4.59% | -8.60% |
| 12 Months | 37.66% | -7.30% |
JPEF Underweight 39 Positions Relative to PXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRGP | C | -6.01% | |
| WMB | C | -4.4% | |
| WFRD | F | -4.14% | |
| TDW | F | -3.59% | |
| FANG | F | -3.52% | |
| MPC | F | -3.2% | |
| PR | F | -3.11% | |
| AROC | D | -2.84% | |
| XOM | D | -2.81% | |
| CHRD | F | -2.72% | |
| COP | F | -2.52% | |
| RIG | F | -2.5% | |
| MGY | D | -2.42% | |
| VLO | F | -2.42% | |
| AR | C | -2.29% | |
| GPOR | C | -2.28% | |
| DVN | F | -2.2% | |
| OII | D | -2.15% | |
| AMR | D | -2.12% | |
| CEIX | C | -2.12% | |
| CVX | F | -2.1% | |
| HCC | D | -2.06% | |
| NOG | F | -2.03% | |
| LEU | B | -2.01% | |
| LBRT | F | -1.97% | |
| HLX | D | -1.94% | |
| PBF | F | -1.91% | |
| OXY | F | -1.9% | |
| SM | F | -1.83% | |
| WTTR | D | -1.8% | |
| ARCH | D | -1.64% | |
| MUR | F | -1.6% | |
| EGY | D | -1.52% | |
| CVI | F | -1.38% | |
| XPRO | F | -1.37% | |
| VAL | F | -1.25% | |
| PARR | F | -1.23% | |
| METC | F | -1.18% | |
| NEXT | F | -0.93% |
JPEF: Top Represented Industries & Keywords
PXI: Top Represented Industries & Keywords
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