MORT vs. PFI ETF Comparison
Comparison of Market Vectors Mortgage REIT Income ETF (MORT) to PowerShares Dynamic Financial (PFI)
MORT
Market Vectors Mortgage REIT Income ETF
MORT Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors® Global Mortgage REITs Index (the "Mortgage REITs Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Mortgage REITs Index is comprised of stocks of publicly traded U.S. mortgage REITs that derive at least 50% of their revenues (or, where applicable, have at least 50% of their assets) from mortgage-related activity. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$10.51
Average Daily Volume
273,152
17
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
$46.41
Average Daily Volume
7,890
43
Performance
| Period | MORT | PFI |
|---|---|---|
| 30 Days | -3.69% | -3.51% |
| 60 Days | -3.17% | -1.44% |
| 90 Days | -6.68% | 5.34% |
| 12 Months | 4.61% | 15.87% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MORT | Weight in PFI | Overlap |
|---|
MORT Underweight 43 Positions Relative to PFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | C | -5.8% | |
| KNSL | C | -5.09% | |
| ARES | C | -4.67% | |
| JPM | B | -4.07% | |
| APO | B | -4.0% | |
| V | C | -3.53% | |
| KKR | B | -3.15% | |
| COIN | B | -3.05% | |
| AJG | C | -2.95% | |
| COOP | A | -2.91% | |
| FCNCA | B | -2.62% | |
| MMC | B | -2.52% | |
| AXP | B | -2.5% | |
| BRO | C | -2.5% | |
| PGR | A | -2.12% | |
| SPG | C | -1.91% | |
| HOOD | A | -1.91% | |
| AIG | B | -1.89% | |
| RHP | C | -1.82% | |
| CB | C | -1.75% | |
| PRI | D | -1.73% | |
| HLI | B | -1.67% | |
| JXN | A | -1.61% | |
| PIPR | B | -1.57% | |
| EVR | B | -1.51% | |
| DFIN | B | -1.46% | |
| AGO | D | -1.45% | |
| SFBS | C | -1.42% | |
| OMF | A | -1.4% | |
| BGC | B | -1.36% | |
| ERIE | C | -1.34% | |
| SLG | B | -1.32% | |
| AGM | C | -1.32% | |
| VCTR | A | -1.32% | |
| MTG | C | -1.31% | |
| ORI | B | -1.31% | |
| RGA | A | -1.29% | |
| HCI | A | -1.23% | |
| SKT | C | -1.23% | |
| RYAN | C | -1.16% | |
| OFG | C | -1.16% | |
| ENVA | C | -1.15% | |
| TREE | D | -1.1% |
MORT: Top Represented Industries & Keywords
PFI: Top Represented Industries & Keywords
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