KONG vs. PXI ETF Comparison
Comparison of Formidable Fortress ETF (KONG) to PowerShares Dynamic Energy (PXI)
KONG
Formidable Fortress ETF
KONG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks, related depository receipts, real estate investment trusts (REITs), and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks of large- and mid-cap companies (the "Investable Universe"). The fund's derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; and (iii) volatility-linked exchange-traded notes (ETNs). It is non-diversified.
Grade (RS Rating)
Last Trade
$26.56
Average Daily Volume
3,068
30
PXI
PowerShares Dynamic Energy
PXI Description
The PowerShares Dynamic Energy Sector Portfolio (Fund) is based on the Dynamic Energy Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of stocks of 60 U.S. energy companies. These companies are principally engaged in the business of producing, distributing or servicing energy-related products, including oil and gas exploration and production, refining, oil services, pipeline, and solar, wind and other non-oil based energy. The Fund is rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$47.94
Average Daily Volume
6,325
38
Performance
| Period | KONG | PXI |
|---|---|---|
| 30 Days | -3.14% | -5.59% |
| 60 Days | -2.24% | 5.58% |
| 90 Days | 1.19% | 11.02% |
| 12 Months | 10.20% | 36.64% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KONG | Weight in PXI | Overlap | |
|---|---|---|---|---|---|
| TPL | B | 3.96% | 2.9% | 2.9% |
KONG Overweight 29 Positions Relative to PXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | A | 4.17% | |
| ADM | D | 3.98% | |
| GNTX | D | 3.83% | |
| CHE | F | 3.58% | |
| CPT | A | 3.51% | |
| NDSN | C | 3.42% | |
| GGG | D | 3.42% | |
| SPGI | C | 3.31% | |
| CSCO | F | 3.3% | |
| CTRA | A | 3.29% | |
| JKHY | D | 3.27% | |
| IBKR | A | 3.21% | |
| ADP | D | 3.18% | |
| JNJ | F | 3.17% | |
| UTHR | A | 3.16% | |
| RS | D | 3.14% | |
| DOX | F | 3.01% | |
| WST | F | 2.99% | |
| MNST | D | 2.97% | |
| PSA | D | 2.96% | |
| CTSH | F | 2.91% | |
| RHI | F | 2.91% | |
| GLPI | F | 2.84% | |
| VRTX | D | 2.69% | |
| REGN | B | 2.64% | |
| MKTX | F | 2.58% | |
| FAST | D | 2.39% | |
| SNA | D | 2.31% | |
| ERIE | C | 2.05% |
KONG Underweight 37 Positions Relative to PXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFRD | B | -4.66% | |
| LNG | D | -4.18% | |
| AMR | D | -4.12% | |
| FANG | B | -4.02% | |
| TRGP | B | -3.96% | |
| CHRD | B | -3.73% | |
| MUR | C | -3.17% | |
| PBF | C | -3.14% | |
| PR | B | -3.13% | |
| MPC | D | -2.99% | |
| TDW | A | -2.97% | |
| HLX | B | -2.65% | |
| XOM | B | -2.53% | |
| EOG | B | -2.5% | |
| AROC | B | -2.5% | |
| COP | C | -2.48% | |
| VLO | C | -2.47% | |
| DVN | B | -2.46% | |
| CIVI | B | -2.3% | |
| MRO | C | -2.27% | |
| GPOR | C | -2.2% | |
| CVX | B | -2.18% | |
| MGY | B | -2.18% | |
| OXY | C | -2.18% | |
| NOG | B | -2.08% | |
| HCC | B | -2.07% | |
| LBRT | B | -1.96% | |
| PARR | F | -1.92% | |
| RIG | F | -1.86% | |
| CHX | D | -1.86% | |
| DINO | F | -1.84% | |
| PSX | D | -1.83% | |
| VAL | D | -1.81% | |
| CRC | F | -1.75% | |
| SM | B | -1.68% | |
| OII | B | -1.6% | |
| DO | D | -1.5% |
KONG: Top Represented Industries & Keywords
PXI: Top Represented Industries & Keywords
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