KBWP vs. DDIV ETF Comparison
Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to First Trust Dorsey Wright Momentum & Dividend ETF (DDIV)
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
$103.75
Average Daily Volume
21,666
Number of Holdings
*
24
* may have additional holdings in another (foreign) market
DDIV
First Trust Dorsey Wright Momentum & Dividend ETF
DDIV Description
The First Trust Dorsey Wright Momentum & Dividend ETF, formerly the First Trust RBA Quality Income ETF, seeks investment results that correspond generally to the price and yield (before the Fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Dividend Yield Index (the "Index"). Under normal conditions, the Fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the Index. The Fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the performance of the Index. The Fund's investment advisor seeks a correlation of 0.95 or better (before fees and expenses) between the Fund's performance and the performance of the Index; a figure of 1.00 would represent perfect correlation. The Index is owned and was developed by Nasdaq, Inc. (the "Index Provider"). The Dorsey Wright Momentum Plus Dividend Yield Index is a rules-based equity index that is designed to track the overall performance of the 50 highest dividend yielding stocks within the NASDAQ US Large Mid Cap Index that maintain high levels of relative strength. To construct the index, Dorsey, Wright & Associates (DWA) begins with the eligible constituents of the NASDAQ US Large Mid Cap Index. These eligible constituents are determined after meeting certain criteria, including maintaining a minimum average daily dollar volume of $1 million for the 30-day period prior to evaluation. Each security is assigned a relative strength score based on its forward price momentum compared to the momentum of a broad market benchmark index. Securities that exhibit a minimum level of relative strength are eligible for inclusion in the index. Eligible securities are then ranked based upon their current dividend yield, and the top 50 securities with the highest dividend yield are selected for inclusion in the index. The securities are then weighted, with greater weights given to securities with higher dividend yields. The index is reconstituted and rebalanced quarterly.Grade (RS Rating)
Last Trade
$32.69
Average Daily Volume
7,908
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
Performance
| Period | KBWP | DDIV |
|---|---|---|
| 30 Days | -2.68% | -3.43% |
| 60 Days | 2.77% | 2.02% |
| 90 Days | 6.31% | 9.14% |
| 12 Months | 28.61% | 23.87% |
KBWP Overweight 21 Positions Relative to DDIV
KBWP Underweight 47 Positions Relative to DDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| STWD | C | -5.39% | |
| OMF | A | -5.36% | |
| OKE | C | -4.1% | |
| SPG | D | -4.05% | |
| LAMR | B | -3.65% | |
| ORI | A | -2.94% | |
| CRBG | A | -2.83% | |
| RHP | D | -2.82% | |
| DRI | F | -2.76% | |
| IRM | D | -2.75% | |
| TPR | D | -2.68% | |
| IBM | D | -2.61% | |
| STX | D | -2.57% | |
| OWL | C | -2.47% | |
| CG | D | -2.45% | |
| ARES | C | -2.44% | |
| WELL | A | -2.42% | |
| HRB | D | -2.4% | |
| PSX | D | -2.22% | |
| PKG | C | -2.14% | |
| GPS | D | -2.02% | |
| WSO | A | -1.99% | |
| BX | D | -1.93% | |
| SSB | D | -1.88% | |
| AFL | B | -1.82% | |
| VLO | C | -1.77% | |
| NRG | A | -1.68% | |
| JPM | B | -1.68% | |
| DKS | B | -1.46% | |
| ITW | F | -1.45% | |
| KR | C | -1.42% | |
| GRMN | A | -1.28% | |
| NTAP | C | -1.24% | |
| FAST | D | -1.23% | |
| RGA | A | -1.14% | |
| CAH | F | -1.12% | |
| RL | D | -1.04% | |
| FANG | B | -1.03% | |
| TRGP | B | -1.02% | |
| PBF | C | -0.95% | |
| TXRH | A | -0.91% | |
| COF | B | -0.89% | |
| HLI | A | -0.88% | |
| CE | C | -0.88% | |
| RPM | D | -0.8% | |
| AVGO | D | -0.79% | |
| NXPI | A | -0.79% |
KBWP: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Insurance - Diversified
Insurance - Reinsurance
Keywords:
Insurance
Insurance Products
Casualty Insurance
S&P 500
General Insurance
Reinsurance
Actuarial Science
Insurance Coverage
Liability Insurance
Casualty Insurance Products
Health Insurance
Property Insurance
Disability
Health Insurance Products
Homeowners Insurance
Insurance Agents
Insurance Industry
Life Insurance
Medical Malpractice
Insurance Broker
DDIV: Top Represented Industries & Keywords
Industries:
Asset Management
Oil & Gas Refining & Marketing
Credit Services
Data Storage
Insurance - Diversified
Insurance - Property & Casualty
Oil & Gas Midstream
REIT - Diversified
Restaurants
Semiconductors
Apparel Manufacturing
Apparel Stores
Banks - Global
Banks - Regional - US
Business Services
Capital Markets
Chemicals
Diversified Industrials
Electronics Distribution
Grocery Stores
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