KBWR vs. IPPP ETF Comparison
Comparison of PowerShares KBW Regional Banking Portfolio ETF (KBWR) to Preferred-Plus ETF (IPPP)
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
$50.33
Average Daily Volume
4,421
50
IPPP
Preferred-Plus ETF
IPPP Description
The investment seeks to provide income. The fund invests at least 80% of its net assets (plus any borrowings made for investment purposes) in a portfolio of preferred securities issued by U.S. and non-U.S. companies. It may invest in preferred securities of all issuer capitalizations. The fund may also invest in publicly-traded partnerships (“PTPs”). The Advisor intends to maintain approximately 10% asset exposure to a credit spread options strategy, although market conditions may dictate additional exposure.Grade (RS Rating)
Last Trade
$9.85
Average Daily Volume
11,874
18
Performance
| Period | KBWR | IPPP |
|---|---|---|
| 30 Days | 2.89% | 0.40% |
| 60 Days | 4.52% | 0.81% |
| 90 Days | 1.75% | 1.11% |
| 12 Months | 32.47% | 23.54% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWR | Weight in IPPP | Overlap |
|---|
KBWR Overweight 50 Positions Relative to IPPP
| Symbol | Grade | Weight | |
|---|---|---|---|
| CBSH | A | 4.02% | |
| CFR | C | 3.76% | |
| WBS | D | 3.75% | |
| PNFP | C | 3.35% | |
| SSB | D | 3.27% | |
| COLB | C | 2.17% | |
| BOKF | A | 2.14% | |
| HWC | A | 2.14% | |
| FULT | A | 2.13% | |
| FBP | A | 2.1% | |
| FIBK | B | 2.1% | |
| ABCB | B | 2.09% | |
| OZK | B | 2.09% | |
| BPOP | A | 2.09% | |
| ASB | A | 2.08% | |
| FHB | A | 2.07% | |
| ONB | A | 2.06% | |
| HOMB | A | 2.06% | |
| WTFC | A | 2.05% | |
| FNB | A | 2.05% | |
| CADE | B | 2.05% | |
| WSFS | A | 2.03% | |
| PB | B | 2.02% | |
| TCBI | B | 2.0% | |
| UCBI | B | 1.99% | |
| GBCI | C | 1.98% | |
| UMBF | B | 1.97% | |
| FFIN | C | 1.95% | |
| SNV | C | 1.93% | |
| UBSI | D | 1.93% | |
| AUB | C | 1.89% | |
| CBU | C | 1.82% | |
| BANC | C | 1.81% | |
| CATY | D | 1.81% | |
| CVBF | D | 1.8% | |
| VLY | D | 1.79% | |
| BOH | D | 1.77% | |
| EBC | C | 1.75% | |
| SFNC | D | 1.67% | |
| FFBC | A | 1.66% | |
| INDB | C | 1.66% | |
| PPBI | D | 1.64% | |
| NYCB | D | 1.58% | |
| BKU | B | 1.58% | |
| TRMK | A | 1.41% | |
| WAFD | B | 1.38% | |
| FCF | B | 1.06% | |
| HOPE | D | 0.95% | |
| PFS | B | 0.87% | |
| BRKL | D | 0.58% |
KBWR Underweight 18 Positions Relative to IPPP
KBWR: Top Represented Industries & Keywords
IPPP: Top Represented Industries & Keywords
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