KBWD vs. SDVY ETF Comparison
Comparison of PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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
126,723
32
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.Grade (RS Rating)
Last Trade
$33.48
Average Daily Volume
1,028,698
99
Performance
| Period | KBWD | SDVY |
|---|---|---|
| 30 Days | 2.02% | -1.76% |
| 60 Days | 4.61% | 2.98% |
| 90 Days | -0.65% | 3.71% |
| 12 Months | 19.83% | 32.66% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KBWD | Weight in SDVY | Overlap | |
|---|---|---|---|---|---|
| JXN | A | 1.53% | 1.06% | 1.06% |
KBWD Overweight 31 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| EFC | C | 3.98% | |
| FSK | A | 3.77% | |
| AGNC | C | 3.59% | |
| TRIN | A | 3.44% | |
| FDUS | A | 3.36% | |
| RC | C | 3.32% | |
| TRTX | A | 3.23% | |
| RILY | B | 3.17% | |
| PSEC | C | 3.16% | |
| PNNT | A | 3.16% | |
| GSBD | A | 3.06% | |
| TCPC | D | 2.97% | |
| ARI | B | 2.97% | |
| ACRE | D | 2.9% | |
| DX | C | 2.9% | |
| TPVG | D | 2.75% | |
| KREF | B | 2.56% | |
| BBDC | A | 2.5% | |
| OMF | A | 2.18% | |
| WASH | C | 2.15% | |
| FIBK | B | 1.75% | |
| WU | B | 1.72% | |
| EGBN | C | 1.71% | |
| NWBI | D | 1.67% | |
| LNC | B | 1.66% | |
| APAM | D | 1.54% | |
| KEY | B | 1.46% | |
| JHG | C | 1.24% | |
| PRU | B | 1.21% | |
| NYCB | F | 0.67% | |
| CSWC | A | 0.06% |
KBWD Underweight 98 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| DELL | A | -1.14% | |
| AMR | D | -1.13% | |
| CHX | B | -1.12% | |
| MGY | A | -1.11% | |
| NSP | A | -1.1% | |
| EDR | A | -1.08% | |
| SM | A | -1.08% | |
| TPL | B | -1.08% | |
| CHK | A | -1.07% | |
| BCC | B | -1.07% | |
| WHD | A | -1.06% | |
| CMC | B | -1.06% | |
| CRBG | A | -1.06% | |
| TEX | B | -1.05% | |
| EME | B | -1.05% | |
| CALM | B | -1.04% | |
| OC | A | -1.04% | |
| SXC | D | -1.03% | |
| RS | D | -1.03% | |
| PHIN | A | -1.03% | |
| SLVM | A | -1.03% | |
| WTTR | A | -1.03% | |
| MATX | C | -1.03% | |
| CMA | A | -1.03% | |
| STLD | B | -1.03% | |
| HBAN | A | -1.03% | |
| EQH | A | -1.03% | |
| WLK | B | -1.03% | |
| WSM | A | -1.02% | |
| CRC | B | -1.02% | |
| AGCO | B | -1.02% | |
| AESI | B | -1.02% | |
| SLM | A | -1.02% | |
| OMC | A | -1.02% | |
| ITT | B | -1.01% | |
| NTAP | B | -1.01% | |
| CFG | A | -1.01% | |
| FBP | A | -1.01% | |
| ZION | B | -1.01% | |
| RF | B | -1.01% | |
| MLI | A | -1.01% | |
| AOS | A | -1.01% | |
| IBOC | A | -1.0% | |
| WTFC | B | -1.0% | |
| SNA | D | -1.0% | |
| OZK | A | -1.0% | |
| MCRI | D | -1.0% | |
| BPOP | A | -1.0% | |
| CADE | B | -1.0% | |
| UFPI | C | -0.99% | |
| SNV | C | -0.99% | |
| FITB | A | -0.99% | |
| GRMN | A | -0.99% | |
| FIX | A | -0.99% | |
| RGA | A | -0.99% | |
| PHM | B | -0.98% | |
| J | D | -0.98% | |
| WMS | C | -0.98% | |
| VOYA | C | -0.98% | |
| DINO | D | -0.98% | |
| CINF | A | -0.98% | |
| UNM | B | -0.98% | |
| AMKR | D | -0.98% | |
| ALLY | A | -0.98% | |
| IEX | D | -0.97% | |
| ESNT | C | -0.97% | |
| GGG | C | -0.97% | |
| SYF | A | -0.97% | |
| VSH | C | -0.97% | |
| EWBC | B | -0.97% | |
| LECO | D | -0.97% | |
| ETD | B | -0.97% | |
| PRDO | B | -0.97% | |
| EXPD | D | -0.97% | |
| MTH | C | -0.97% | |
| RDN | B | -0.96% | |
| IBP | C | -0.96% | |
| AFG | B | -0.96% | |
| BKE | C | -0.96% | |
| WGO | D | -0.96% | |
| TOL | B | -0.96% | |
| KTB | B | -0.95% | |
| LEA | D | -0.95% | |
| DKS | A | -0.95% | |
| CF | C | -0.95% | |
| IPG | C | -0.95% | |
| BEN | D | -0.94% | |
| G | D | -0.94% | |
| MTG | B | -0.94% | |
| EBC | B | -0.94% | |
| EG | D | -0.93% | |
| LSTR | D | -0.93% | |
| KBH | C | -0.92% | |
| CCS | C | -0.92% | |
| RL | C | -0.9% | |
| RHI | D | -0.9% | |
| CRI | C | -0.85% | |
| SSTK | D | -0.85% |
KBWD: Top Represented Industries & Keywords
SDVY: Top Represented Industries & Keywords
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