KBWP vs. JPSV ETF Comparison

Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to JPMorgan Active Small Cap Value ETF (JPSV)
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

$103.71

Average Daily Volume

22,000

Number of Holdings *

24

* may have additional holdings in another (foreign) market
JPSV

JPMorgan Active Small Cap Value ETF

JPSV Description Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Value Index stocks at the time of purchase.

Grade (RS Rating)

Last Trade

$54.46

Average Daily Volume

1,901

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period KBWP JPSV
30 Days -2.80% -0.86%
60 Days 2.76% 1.00%
90 Days 6.27% 3.56%
12 Months 27.47% 19.43%
1 Overlapping Holdings
Symbol Grade Weight in KBWP Weight in JPSV Overlap
SIGI C 3.82% 2.21% 2.21%
KBWP Overweight 23 Positions Relative to JPSV
Symbol Grade Weight
PGR A 8.75%
ALL A 8.56%
AIG A 8.01%
CB B 7.78%
TRV C 7.55%
ACGL A 4.17%
CINF B 4.13%
HIG C 4.05%
THG A 3.95%
RNR C 3.93%
AFG C 3.93%
EG D 3.93%
WRB D 3.88%
AXS C 3.87%
KMPR B 3.8%
AIZ C 3.75%
RLI B 3.75%
MCY A 3.1%
SPNT C 2.09%
HMN A 1.51%
PRA B 0.71%
UVE A 0.58%
JRVR D 0.35%
KBWP Underweight 8 Positions Relative to JPSV
Symbol Grade Weight
EHC A -1.65%
MTDR D -1.41%
SAFT C -1.39%
FIX D -1.37%
FUL D -1.36%
IBCP A -1.34%
PDCO F -1.33%
SSB D -1.33%
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