KBWR vs. FPX ETF Comparison
Comparison of PowerShares KBW Regional Banking Portfolio ETF (KBWR) to First Trust IPOX-100 Index Fund (FPX)
KBWR
PowerShares KBW Regional Banking Portfolio ETF
KBWR Description
The PowerShares KBW Regional Banking Portfolio (Fund) is based on the KBW Regional Banking Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is an equal weighted float-adjusted market capitalization index that seeks to reflect the performance of publicly traded companies that do business as regional banks or thrifts listed on US stock markets. The Index is compiled, maintained and calculated by KBW and is composed of approximately 50 companies. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$50.93
Average Daily Volume
8,357
50
FPX
First Trust IPOX-100 Index Fund
FPX Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the IPOX(R)-100 U.S. Index. The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is a modified, value-weighted price index measuring the performance of the top U.S. companies ranked quarterly by market capitalization in the IPOX(R) Global Composite Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$105.80
Average Daily Volume
23,968
87
Performance
Period | KBWR | FPX |
---|---|---|
30 Days | 4.18% | 3.55% |
60 Days | -4.67% | 12.35% |
90 Days | -6.07% | 10.35% |
12 Months | 12.17% | 30.02% |
0 Overlapping Holdings
Symbol | Grade | Weight in KBWR | Weight in FPX | Overlap |
---|
KBWR Overweight 50 Positions Relative to FPX
Symbol | Grade | Weight | |
---|---|---|---|
WBS | C | 4.13% | |
CFR | C | 3.76% | |
CBSH | D | 3.64% | |
PNFP | D | 3.48% | |
SSB | D | 3.42% | |
BOKF | B | 2.07% | |
COLB | F | 2.06% | |
FHB | C | 2.05% | |
ONB | B | 2.04% | |
TCBI | D | 2.04% | |
WTFC | B | 2.04% | |
GBCI | D | 2.03% | |
ABCB | D | 2.03% | |
BPOP | B | 2.02% | |
CADE | C | 2.02% | |
FNB | B | 2.02% | |
SNV | B | 2.01% | |
HOMB | D | 2.0% | |
FBP | B | 1.99% | |
FFIN | C | 1.99% | |
WSFS | C | 1.99% | |
ASB | D | 1.98% | |
PB | C | 1.98% | |
OZK | D | 1.98% | |
UMBF | C | 1.97% | |
UBSI | D | 1.97% | |
HWC | D | 1.97% | |
AUB | C | 1.96% | |
FIBK | D | 1.96% | |
CATY | D | 1.94% | |
UCBI | F | 1.93% | |
FULT | D | 1.93% | |
BANC | C | 1.88% | |
VLY | F | 1.88% | |
CBU | D | 1.86% | |
BOH | D | 1.84% | |
CVBF | D | 1.81% | |
SFNC | D | 1.79% | |
EBC | D | 1.78% | |
PPBI | D | 1.68% | |
INDB | F | 1.65% | |
FFBC | D | 1.58% | |
BKU | D | 1.53% | |
NYCB | F | 1.48% | |
WAFD | D | 1.39% | |
TRMK | D | 1.23% | |
FCF | D | 1.04% | |
HOPE | D | 1.01% | |
PFS | D | 0.86% | |
BRKL | D | 0.65% |
KBWR Underweight 87 Positions Relative to FPX
Symbol | Grade | Weight | |
---|---|---|---|
IOT | C | -7.95% | |
ABNB | B | -7.0% | |
CARR | C | -5.39% | |
REGN | B | -5.39% | |
UBER | B | -4.77% | |
DASH | B | -3.74% | |
CEG | B | -3.69% | |
OTIS | B | -3.23% | |
SQ | C | -2.93% | |
GEHC | C | -2.42% | |
DUOL | C | -2.34% | |
VRT | B | -2.17% | |
CNM | A | -2.09% | |
COIN | C | -1.64% | |
DKNG | B | -1.64% | |
ON | D | -1.62% | |
SNOW | F | -1.57% | |
KVUE | D | -1.43% | |
PLTR | C | -1.27% | |
TPG | B | -1.21% | |
CRWD | C | -1.15% | |
HQY | C | -1.02% | |
CRBG | B | -0.99% | |
NET | C | -0.97% | |
ESAB | A | -0.94% | |
APP | B | -0.92% | |
VNT | B | -0.9% | |
AZEK | B | -0.84% | |
RKT | C | -0.78% | |
BRZE | D | -0.77% | |
OWL | B | -0.75% | |
BLDR | B | -0.74% | |
HOOD | C | -0.71% | |
RBLX | D | -0.7% | |
BRBR | B | -0.68% | |
VLTO | B | -0.63% | |
PR | B | -0.58% | |
PCVX | D | -0.55% | |
VERX | C | -0.54% | |
NSIT | D | -0.53% | |
GTLB | D | -0.53% | |
RYAN | B | -0.53% | |
EDR | B | -0.52% | |
DTM | A | -0.5% | |
BSY | C | -0.49% | |
INFA | A | -0.46% | |
KD | C | -0.45% | |
PSN | B | -0.44% | |
JXN | B | -0.44% | |
PCOR | A | -0.43% | |
PECO | C | -0.43% | |
FNF | B | -0.41% | |
NRG | B | -0.41% | |
PATH | D | -0.39% | |
TOST | C | -0.38% | |
KNF | A | -0.38% | |
BMY | D | -0.37% | |
BRKR | B | -0.37% | |
FOUR | D | -0.36% | |
CHK | B | -0.33% | |
LEGN | D | -0.32% | |
RIVN | F | -0.32% | |
ACT | B | -0.28% | |
AFRM | D | -0.25% | |
MKSI | C | -0.24% | |
ACLX | C | -0.23% | |
AMK | C | -0.23% | |
CIVI | C | -0.22% | |
CRDO | C | -0.2% | |
ATKR | B | -0.2% | |
S | D | -0.2% | |
NUVL | D | -0.15% | |
BBIO | D | -0.15% | |
ASO | D | -0.15% | |
SQSP | B | -0.14% | |
COOP | B | -0.14% | |
GKOS | D | -0.13% | |
IMVT | D | -0.13% | |
APLS | F | -0.1% | |
ACVA | B | -0.09% | |
HAYW | C | -0.09% | |
SGBX | F | -0.08% | |
RXO | D | -0.07% | |
KROS | C | -0.07% | |
KYMR | C | -0.07% | |
PRCT | D | -0.07% | |
JBI | B | -0.06% |
KBWR: Top Represented Industries & Keywords
FPX: Top Represented Industries & Keywords