KBWB vs. SURE ETF Comparison

Comparison of PowerShares KBW Bank Portfolio ETF (KBWB) to AdvisorShares Insider Advantage ETF (SURE)
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

$53.81

Average Daily Volume

685,916

Number of Holdings *

24

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

AdvisorShares Insider Advantage ETF

SURE Description Sonora Resources Corp., a mining exploration company, engage in the acquisition, exploration, and development of gold and silver mineral resources in Mexico. It has interests in the Los Amoles property covering 2,166 hectares located in the State of Sonora. The company was formerly known as Nature's Call Brands Inc. and changed its name to Sonora Resources Corp. in May 2011. Sonora Resources Corp. was founded in 2007 and is based in Guadalupe, Mexico.

Grade (RS Rating)

Last Trade

$112.97

Average Daily Volume

417

Number of Holdings *

47

* may have additional holdings in another (foreign) market
Performance
Period KBWB SURE
30 Days 1.78% -3.05%
60 Days 6.12% 1.10%
90 Days 13.01% 6.89%
12 Months 44.63% 30.65%
5 Overlapping Holdings
Symbol Grade Weight in KBWB Weight in SURE Overlap
C A 4.2% 2.62% 2.62%
CFG A 3.09% 1.77% 1.77%
COF B 3.91% 0.9% 0.9%
STT C 3.77% 2.09% 2.09%
WFC A 8.13% 3.46% 3.46%
KBWB Overweight 19 Positions Relative to SURE
Symbol Grade Weight
GS A 8.34%
BAC B 8.13%
MS A 8.08%
JPM B 7.83%
TFC B 4.13%
FITB A 4.1%
MTB A 3.97%
PNC B 3.97%
HBAN A 3.84%
BK A 3.82%
USB D 3.72%
RF B 3.49%
NTRS C 3.3%
KEY C 2.67%
EWBC A 2.05%
FHN A 1.63%
CMA B 1.32%
WAL B 1.26%
ZION B 1.2%
KBWB Underweight 42 Positions Relative to SURE
Symbol Grade Weight
CVX B -3.51%
AZN A -3.04%
EOG B -2.85%
GOOGL B -2.84%
MSFT C -2.76%
VZ D -2.69%
CB C -2.63%
BA F -2.59%
CVS F -2.55%
ICE C -2.42%
PM A -2.37%
MDLZ B -2.32%
CI D -2.27%
PRU A -2.26%
SNY B -2.26%
ELV A -2.22%
KBR B -2.2%
MDT D -2.2%
VLO D -2.09%
TJX C -2.04%
RTX A -2.01%
PEP B -2.0%
CMCSA D -1.98%
NVT A -1.79%
DG D -1.66%
DD A -1.66%
VNT D -1.56%
NSC D -1.51%
HRI D -1.5%
AMT D -1.48%
AAP D -1.48%
IFF A -1.45%
USFD C -1.44%
MKL A -1.4%
BMRN F -1.34%
FLEX C -1.31%
FIS C -1.25%
WBD F -0.94%
MCHP B -0.9%
BXP F -0.88%
META D -0.86%
AMZN A -0.72%
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