KBWB vs. BUFZ ETF Comparison

Comparison of PowerShares KBW Bank Portfolio ETF (KBWB) to FT Cboe Vest Laddered Moderate Buffer ETF (BUFZ)
KBWB

PowerShares KBW Bank Portfolio ETF

KBWB Description

The PowerShares KBW Bank Portfolio (Fund) is based on the KBW Bank Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is a float adjusted modified-market capitalization-weighted index that seeks to reflect the performance of companies that do business as banks or thrifts that are publicly-traded in the US. The Index is compiled, maintained and calculated by Keefe, Bruyette & Woods, Inc. and is composed of approximately 24 companies representing leading national money centers and regional banks or thrifts. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$52.37

Average Daily Volume

618,369

Number of Holdings *

24

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

FT Cboe Vest Laddered Moderate Buffer ETF

BUFZ Description The fund seeks to achieve its investment objective by providing investors with U.S. large-cap equity market exposure while attempting to limit downside risk through a laddered portfolio of FT Cboe Vest U.S. Equity Moderate Buffer ETFs. The term laddered portfolio refers to its investment in multiple underlying ETFs that have target outcome period expiration dates which occur on a rolling, or periodic, basis. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.81

Average Daily Volume

50,478

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period KBWB BUFZ
30 Days -2.10% 1.15%
60 Days 0.30% 2.91%
90 Days -0.85% 2.61%
12 Months 35.70%
0 Overlapping Holdings
Symbol Grade Weight in KBWB Weight in BUFZ Overlap
KBWB Overweight 24 Positions Relative to BUFZ
Symbol Grade Weight
GS B 8.89%
BAC B 8.76%
MS B 8.58%
WFC D 8.03%
JPM B 8.01%
C C 4.14%
PNC D 3.97%
MTB C 3.97%
BK B 3.96%
FITB C 3.96%
TFC C 3.95%
COF D 3.77%
STT C 3.71%
USB C 3.54%
HBAN C 3.49%
RF C 3.37%
NTRS D 3.28%
CFG C 3.08%
KEY C 2.45%
EWBC C 1.93%
FHN C 1.56%
WAL C 1.27%
CMA C 1.21%
ZION C 1.19%
KBWB Underweight 10 Positions Relative to BUFZ
Symbol Grade Weight
GJUN A -8.37%
GAUG A -8.35%
GSEP A -8.34%
GOCT A -8.34%
GJUL A -8.34%
GNOV A -8.33%
GFEB A -8.32%
GJAN A -8.32%
GMAY A -8.32%
GDEC A -8.32%

BUFZ: Top Represented Industries & Keywords

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