KBWD vs. CZAR ETF Comparison
Comparison of PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD) to Themes Natural Monopoly ETF (CZAR)
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
$15.10
Average Daily Volume
130,040
32
CZAR
Themes Natural Monopoly ETF
CZAR Description
The index is designed to provide exposure to companies in the large- and mid- capitalization segments that exhibit a strong competitive advantage in their respective sector. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.36
Average Daily Volume
1,225
9
Performance
| Period | KBWD | CZAR |
|---|---|---|
| 30 Days | -1.53% | -5.10% |
| 60 Days | 2.41% | -4.23% |
| 90 Days | 0.66% | 0.79% |
| 12 Months | 17.20% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWD | Weight in CZAR | Overlap |
|---|
KBWD Overweight 32 Positions Relative to CZAR
| Symbol | Grade | Weight | |
|---|---|---|---|
| EFC | B | 3.98% | |
| FSK | A | 3.77% | |
| AGNC | B | 3.59% | |
| TRIN | A | 3.44% | |
| FDUS | A | 3.36% | |
| RC | D | 3.32% | |
| TRTX | B | 3.23% | |
| RILY | A | 3.17% | |
| PSEC | D | 3.16% | |
| PNNT | A | 3.16% | |
| GSBD | A | 3.06% | |
| TCPC | D | 2.97% | |
| ARI | D | 2.97% | |
| ACRE | D | 2.9% | |
| DX | C | 2.9% | |
| TPVG | D | 2.75% | |
| KREF | F | 2.56% | |
| BBDC | B | 2.5% | |
| 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% | |
| CSWC | A | 0.06% |
KBWD: Top Represented Industries & Keywords
CZAR: Top Represented Industries & Keywords
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