KBWB vs. RULE ETF Comparison
Comparison of PowerShares KBW Bank Portfolio ETF (KBWB) to Adaptive Core ETF (RULE)
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
$54.50
Average Daily Volume
683,481
24
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$21.66
Average Daily Volume
6,623
28
Performance
| Period | KBWB | RULE |
|---|---|---|
| 30 Days | 2.53% | -0.84% |
| 60 Days | 7.10% | -0.18% |
| 90 Days | 13.78% | 1.67% |
| 12 Months | 47.82% | 13.34% |
KBWB Overweight 21 Positions Relative to RULE
KBWB Underweight 25 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRWD | C | -5.33% | |
| APH | A | -3.8% | |
| META | D | -3.79% | |
| URI | D | -3.62% | |
| FCX | B | -3.61% | |
| AAPL | B | -3.59% | |
| FSLR | B | -3.56% | |
| XOM | B | -3.54% | |
| K | B | -3.51% | |
| PAYX | D | -3.49% | |
| MCHP | B | -3.48% | |
| HUBS | D | -3.47% | |
| GD | A | -3.45% | |
| WM | B | -3.45% | |
| BRK.A | D | -3.45% | |
| WMB | A | -3.43% | |
| ETN | A | -3.37% | |
| CMI | B | -3.36% | |
| TGT | D | -3.34% | |
| LRCX | D | -3.28% | |
| LIN | D | -3.27% | |
| SQ | D | -3.15% | |
| CMG | A | -3.15% | |
| GPN | F | -2.69% | |
| NVDA | B | -1.64% |
KBWB: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
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