KBWB vs. IYG ETF Comparison
Comparison of PowerShares KBW Bank Portfolio ETF (KBWB) to iShares U.S. Financial Services ETF (IYG)
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
$52.49
Average Daily Volume
714,787
24
IYG
iShares U.S. Financial Services ETF
IYG Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$64.56
Average Daily Volume
69,049
102
Performance
| Period | KBWB | IYG |
|---|---|---|
| 30 Days | 1.02% | -0.89% |
| 60 Days | 7.42% | 2.20% |
| 90 Days | 7.11% | 6.72% |
| 12 Months | 34.63% | 31.64% |
24 Overlapping Holdings
| Symbol | Grade | Weight in KBWB | Weight in IYG | Overlap | |
|---|---|---|---|---|---|
| BAC | A | 8.03% | 5.27% | 5.27% | |
| BK | A | 3.85% | 0.87% | 0.87% | |
| C | A | 4.11% | 2.38% | 2.38% | |
| CFG | A | 3.04% | 0.33% | 0.33% | |
| CMA | A | 1.35% | 0.14% | 0.14% | |
| COF | A | 3.96% | 1.13% | 1.13% | |
| EWBC | B | 2.04% | 0.21% | 0.21% | |
| FHN | B | 1.59% | 0.16% | 0.16% | |
| FITB | A | 3.97% | 0.51% | 0.51% | |
| GS | A | 8.16% | 2.76% | 2.76% | |
| HBAN | A | 3.86% | 0.4% | 0.4% | |
| JPM | B | 7.77% | 11.08% | 7.77% | |
| KEY | C | 2.71% | 0.28% | 0.28% | |
| MS | A | 8.29% | 2.35% | 2.35% | |
| MTB | A | 3.93% | 0.49% | 0.49% | |
| NTRS | B | 3.33% | 0.34% | 0.34% | |
| PNC | A | 3.98% | 1.25% | 1.25% | |
| RF | B | 3.53% | 0.36% | 0.36% | |
| STT | B | 3.96% | 0.45% | 0.45% | |
| TFC | A | 4.07% | 1.03% | 1.03% | |
| USB | C | 3.9% | 1.28% | 1.28% | |
| WAL | C | 1.24% | 0.13% | 0.13% | |
| WFC | A | 8.11% | 4.38% | 4.38% | |
| ZION | B | 1.2% | 0.12% | 0.12% |
KBWB Overweight 0 Positions Relative to IYG
| Symbol | Grade | Weight |
|---|
KBWB Underweight 78 Positions Relative to IYG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | -14.84% | |
| V | C | -8.65% | |
| MA | C | -7.62% | |
| AXP | A | -2.72% | |
| SPGI | C | -2.65% | |
| SCHW | A | -2.23% | |
| BLK | C | -2.14% | |
| BX | C | -1.78% | |
| CME | B | -1.56% | |
| ICE | C | -1.51% | |
| KKR | C | -1.3% | |
| MCO | C | -1.2% | |
| APO | B | -0.99% | |
| AMP | C | -0.82% | |
| COIN | D | -0.81% | |
| MSCI | F | -0.7% | |
| DFS | A | -0.64% | |
| TROW | D | -0.5% | |
| RJF | B | -0.48% | |
| NDAQ | A | -0.46% | |
| ARES | B | -0.46% | |
| LPLA | B | -0.4% | |
| FCNCA | A | -0.39% | |
| SYF | A | -0.35% | |
| FDS | D | -0.32% | |
| IBKR | A | -0.25% | |
| TW | C | -0.24% | |
| EQH | A | -0.24% | |
| ALLY | A | -0.22% | |
| CG | C | -0.2% | |
| HOOD | B | -0.18% | |
| MORN | D | -0.16% | |
| SF | A | -0.16% | |
| CFR | A | -0.15% | |
| SOFI | D | -0.15% | |
| OWL | A | -0.15% | |
| WBS | D | -0.15% | |
| JEF | B | -0.15% | |
| BEN | D | -0.15% | |
| MKTX | F | -0.15% | |
| HLI | B | -0.14% | |
| VOYA | D | -0.14% | |
| BPOP | A | -0.13% | |
| CBSH | A | -0.13% | |
| IVZ | D | -0.13% | |
| SEIC | C | -0.13% | |
| ESNT | C | -0.12% | |
| PB | B | -0.12% | |
| OMF | A | -0.12% | |
| PNFP | C | -0.12% | |
| SSB | C | -0.12% | |
| WTFC | B | -0.12% | |
| SNV | C | -0.11% | |
| AMG | C | -0.11% | |
| MTG | C | -0.11% | |
| HOMB | B | -0.1% | |
| RDN | C | -0.1% | |
| SLM | A | -0.1% | |
| OZK | A | -0.1% | |
| FNB | B | -0.1% | |
| FCFS | B | -0.1% | |
| JHG | C | -0.09% | |
| LAZ | C | -0.09% | |
| UBSI | D | -0.09% | |
| FFIN | C | -0.08% | |
| GBCI | C | -0.08% | |
| VLY | D | -0.07% | |
| TPG | C | -0.07% | |
| UMBF | B | -0.07% | |
| FHI | D | -0.06% | |
| CACC | D | -0.06% | |
| NYCB | F | -0.05% | |
| BOKF | A | -0.05% | |
| VIRT | A | -0.04% | |
| NATL | A | -0.03% | |
| RKT | C | -0.03% | |
| TFSL | D | -0.01% | |
| UWMC | C | -0.01% |
KBWB: Top Represented Industries & Keywords
IYG: Top Represented Industries & Keywords
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