LDSF vs. PFI ETF Comparison
Comparison of First Trust Low Duration Strategic Focus ETF (LDSF) to PowerShares Dynamic Financial (PFI)
LDSF
First Trust Low Duration Strategic Focus ETF
LDSF Description
The investment seeks to generate current income, with a secondary objective of preservation of capital. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds ("ETFs") that principally invest in income-generating securities that provide it with a duration of three years or less. A significant portion of the ETFs in which the fund invests may be advised by First Trust. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$18.66
Average Daily Volume
71,985
6
PFI
PowerShares Dynamic Financial
PFI Description
The PowerShares Dynamic Financial Sector Portfolio (Fund) is based on the Dynamic Financial 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 common stocks of 60 US financial services companies. These are companies that are principally engaged in the business of providing services and products, including banking, investment services, insurance and real estate finance services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$49.54
Average Daily Volume
3,583
43
Performance
| Period | LDSF | PFI |
|---|---|---|
| 30 Days | 0.89% | 5.29% |
| 60 Days | 0.49% | 0.91% |
| 90 Days | 0.59% | 3.69% |
| 12 Months | 4.79% | 27.74% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LDSF | Weight in PFI | Overlap |
|---|
LDSF Underweight 43 Positions Relative to PFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | D | -5.34% | |
| ARES | B | -4.95% | |
| JPM | B | -4.19% | |
| KNSL | F | -4.18% | |
| APO | A | -4.03% | |
| V | C | -3.35% | |
| KKR | B | -3.29% | |
| COIN | C | -3.04% | |
| AJG | B | -3.01% | |
| COOP | B | -2.97% | |
| FCNCA | A | -2.84% | |
| BRO | B | -2.58% | |
| AXP | B | -2.55% | |
| MMC | B | -2.48% | |
| HOOD | B | -2.14% | |
| PGR | D | -1.96% | |
| AIG | B | -1.89% | |
| SPG | C | -1.85% | |
| JXN | C | -1.84% | |
| CB | C | -1.77% | |
| PRI | D | -1.73% | |
| HLI | B | -1.72% | |
| PIPR | B | -1.68% | |
| RHP | D | -1.63% | |
| VCTR | B | -1.58% | |
| EVR | B | -1.56% | |
| BGC | C | -1.46% | |
| SFBS | C | -1.4% | |
| RGA | B | -1.39% | |
| DFIN | C | -1.38% | |
| OMF | C | -1.36% | |
| ORI | B | -1.34% | |
| AGO | D | -1.31% | |
| TREE | B | -1.31% | |
| MTG | C | -1.29% | |
| ERIE | D | -1.29% | |
| SLG | C | -1.26% | |
| RYAN | B | -1.21% | |
| AGM | D | -1.21% | |
| OFG | C | -1.18% | |
| SKT | D | -1.18% | |
| ENVA | D | -1.09% | |
| HCI | D | -1.01% |
LDSF: Top Represented Industries & Keywords
PFI: Top Represented Industries & Keywords
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