KBWD vs. WCEO ETF Comparison
Comparison of PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD) to Hypatia Women CEO ETF (WCEO)
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
$15.67
Average Daily Volume
131,796
32
WCEO
Hypatia Women CEO ETF
WCEO Description
Hypatia Women CEO ETF ("Fund") seeks to provide capital appreciation. There is no guarantee that the Fund will meet its investment objective. Actively managed Exchange Traded fund (“ETF”) which invests in all publicly traded American companies who have female Chief Executive Officers from small cap to mega cap.Grade (RS Rating)
Last Trade
$29.17
Average Daily Volume
636
10
Performance
| Period | KBWD | WCEO |
|---|---|---|
| 30 Days | 8.65% | 6.55% |
| 60 Days | 6.57% | 3.52% |
| 90 Days | 7.52% | 2.91% |
| 12 Months | 23.16% | 20.04% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KBWD | Weight in WCEO | Overlap | |
|---|---|---|---|---|---|
| JXN | C | 1.63% | 1.3% | 1.3% |
KBWD Overweight 31 Positions Relative to WCEO
| Symbol | Grade | Weight | |
|---|---|---|---|
| RILY | D | 4.51% | |
| EFC | B | 3.96% | |
| FSK | B | 3.67% | |
| TRTX | A | 3.64% | |
| AGNC | A | 3.61% | |
| TRIN | B | 3.38% | |
| FDUS | C | 3.22% | |
| PNNT | B | 3.14% | |
| RC | D | 3.13% | |
| TCPC | C | 3.0% | |
| GSBD | C | 3.0% | |
| DX | B | 3.0% | |
| PSEC | C | 2.97% | |
| ACRE | F | 2.92% | |
| ARI | F | 2.67% | |
| TPVG | F | 2.58% | |
| BBDC | B | 2.46% | |
| KREF | D | 2.42% | |
| OMF | C | 2.23% | |
| WASH | C | 2.17% | |
| FIBK | C | 1.82% | |
| WU | D | 1.68% | |
| LNC | C | 1.67% | |
| NWBI | C | 1.63% | |
| APAM | B | 1.55% | |
| EGBN | F | 1.51% | |
| KEY | B | 1.46% | |
| JHG | B | 1.27% | |
| PRU | A | 1.23% | |
| NYCB | D | 0.75% | |
| CSWC | C | 0.07% |
KBWD: Top Represented Industries & Keywords
WCEO: Top Represented Industries & Keywords
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