KBWY vs. IPDP ETF Comparison
Comparison of PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY) to Dividend Performers ETF (IPDP)
KBWY
PowerShares KBW Premium Yield Equity REIT Portfolio ETF
KBWY Description
The PowerShares KBW Premium Yield Equity REIT Portfolio (Fund) is based on the KBW Premium Yield Equity REIT Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 small- and mid-cap equity REITs in the United States. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$17.29
Average Daily Volume
92,088
28
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$17.79
Average Daily Volume
1,280
49
Performance
| Period | KBWY | IPDP |
|---|---|---|
| 30 Days | -2.33% | -1.75% |
| 60 Days | 2.43% | 2.04% |
| 90 Days | -4.65% | 3.68% |
| 12 Months | 11.14% | 26.03% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWY | Weight in IPDP | Overlap |
|---|
KBWY Overweight 28 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| GNL | D | 7.83% | |
| SVC | D | 4.71% | |
| GOOD | A | 4.6% | |
| UNIT | B | 4.12% | |
| DEA | B | 3.98% | |
| OUT | B | 3.9% | |
| GMRE | F | 3.82% | |
| PDM | A | 3.78% | |
| SBRA | C | 3.78% | |
| AHH | B | 3.77% | |
| OHI | B | 3.72% | |
| HIW | A | 3.67% | |
| EPR | D | 3.65% | |
| BNL | D | 3.32% | |
| LTC | A | 3.27% | |
| IIPR | B | 3.25% | |
| NXRT | B | 3.15% | |
| GTY | B | 3.13% | |
| SLG | A | 2.88% | |
| GLPI | F | 2.81% | |
| NSA | D | 2.75% | |
| AAT | B | 2.72% | |
| WPC | F | 2.71% | |
| LXP | F | 2.67% | |
| APLE | D | 2.54% | |
| FCPT | C | 2.44% | |
| KIM | D | 2.03% | |
| OPI | F | 0.51% |
KBWY Underweight 49 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| ETN | A | -2.52% | |
| AVGO | B | -2.51% | |
| TT | A | -2.37% | |
| QCOM | B | -2.37% | |
| TRV | D | -2.36% | |
| KLAC | B | -2.32% | |
| HIG | D | -2.32% | |
| APH | A | -2.28% | |
| DOV | A | -2.26% | |
| APOG | A | -2.22% | |
| DCI | A | -2.19% | |
| GWW | D | -2.18% | |
| CTAS | A | -2.18% | |
| A | C | -2.17% | |
| ITT | B | -2.14% | |
| MCK | A | -2.13% | |
| HI | A | -2.12% | |
| AIT | D | -2.11% | |
| SYK | C | -2.1% | |
| SHW | D | -2.08% | |
| SEIC | C | -2.07% | |
| FAST | C | -2.06% | |
| RGA | A | -2.06% | |
| AOS | B | -2.05% | |
| CSX | D | -2.02% | |
| BRC | A | -2.0% | |
| HD | C | -1.98% | |
| ELV | A | -1.98% | |
| ABT | C | -1.96% | |
| ABM | B | -1.95% | |
| MSI | A | -1.94% | |
| ADP | D | -1.93% | |
| GPC | A | -1.91% | |
| PAYX | D | -1.89% | |
| CHE | D | -1.89% | |
| CAH | D | -1.88% | |
| ROK | D | -1.87% | |
| WTS | D | -1.87% | |
| SNA | D | -1.86% | |
| CSCO | D | -1.81% | |
| MMC | D | -1.79% | |
| UPS | D | -1.76% | |
| JNJ | F | -1.76% | |
| ACN | F | -1.74% | |
| NSP | B | -1.71% | |
| AAPL | F | -1.62% | |
| UNH | C | -1.58% | |
| HUM | F | -1.12% | |
| GL | D | -0.93% |
KBWY: Top Represented Industries & Keywords
IPDP: Top Represented Industries & Keywords
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