KBWP vs. BCHP ETF Comparison
Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to Principal Focused Blue Chip ETF (BCHP)
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio ETF
KBWP Description
The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$122.70
Average Daily Volume
59,759
24
BCHP
Principal Focused Blue Chip ETF
BCHP Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company. Blue chip companies are firms that, in PGI"s view, are well established in their industries and have the potential for growth of capital and an expectation for above-average earnings. The fund is non-diversified.Grade (RS Rating)
Last Trade
$33.97
Average Daily Volume
5,845
22
Performance
Period | KBWP | BCHP |
---|---|---|
30 Days | 4.37% | 2.39% |
60 Days | 6.56% | 2.42% |
90 Days | 9.65% | 5.95% |
12 Months | 37.41% | 23.68% |
1 Overlapping Holdings
Symbol | Grade | Weight in KBWP | Weight in BCHP | Overlap | |
---|---|---|---|---|---|
PGR | A | 7.83% | 4.88% | 4.88% |
KBWP Overweight 23 Positions Relative to BCHP
KBWP Underweight 21 Positions Relative to BCHP
KBWP: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords