KBWD vs. BDCX ETF Comparison
Comparison of PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD) to ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN (BDCX)
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio ETF
KBWD Description
The PowerShares KBW High Dividend Yield Financial Portfolio (Fund) is based on the KBW Financial Sector Dividend Yield Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 publicly listed financial companies that are principally engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The Index may also include securities of BDCs and equity and mortgage REITs. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$15.29
Average Daily Volume
130,040
32
BDCX
ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN
BDCX Description
The investment seeks to provide 1.5 times leveraged long exposure to the compounded quarterly performance of the Wells Fargo Business Development Company Index, reduced by the Accrued Fees. The index is intended to measure the performance of all business development companies listed on the New York Stock Exchange, NYSE AMEX or The Nasdaq Stock Market, Inc. that satisfy specified market capitalization and other eligibility requirements. It is a proprietary index of Wells Fargo Securities, LLC.Grade (RS Rating)
Last Trade
$32.99
Average Daily Volume
3,732
23
Performance
| Period | KBWD | BDCX |
|---|---|---|
| 30 Days | -1.53% | 1.41% |
| 60 Days | 2.41% | 6.85% |
| 90 Days | 0.66% | 6.58% |
| 12 Months | 17.20% | 39.28% |
KBWD Overweight 23 Positions Relative to BDCX
| Symbol | Grade | Weight | |
|---|---|---|---|
| EFC | B | 3.98% | |
| AGNC | B | 3.59% | |
| TRIN | A | 3.44% | |
| RC | D | 3.32% | |
| TRTX | B | 3.23% | |
| RILY | A | 3.17% | |
| ARI | D | 2.97% | |
| ACRE | D | 2.9% | |
| DX | C | 2.9% | |
| KREF | F | 2.56% | |
| OMF | A | 2.18% | |
| WASH | B | 2.15% | |
| FIBK | A | 1.75% | |
| WU | B | 1.72% | |
| EGBN | F | 1.71% | |
| NWBI | D | 1.67% | |
| LNC | D | 1.66% | |
| APAM | D | 1.54% | |
| JXN | A | 1.53% | |
| KEY | C | 1.46% | |
| JHG | C | 1.24% | |
| PRU | C | 1.21% | |
| NYCB | F | 0.67% |
KBWD: Top Represented Industries & Keywords
BDCX: Top Represented Industries & Keywords
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