PBJ vs. EHLS ETF Comparison
Comparison of PowerShares Dynamic Food & Beverage (PBJ) to Even Herd Long Short ETF (EHLS)
PBJ
PowerShares Dynamic Food & Beverage
PBJ Description
The PowerShares Dynamic Food & Beverage Portfolio (Fund) is based on the Dynamic Food & Beverage 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 is designed to provide capital appreciation by thoroughly evaluating 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 30 US food and beverage companies. These are companies that are principally engaged in the manufacture, sale or distribution of sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$48.36
Average Daily Volume
9,875
29
EHLS
Even Herd Long Short ETF
EHLS Description
EHLS seeks long-term capital appreciation through a momentum-focused strategy that takes both long and short positions in US equity securities. In selecting securities, the fund employs a proprietary algorithm that emphasizes a dynamic, trend-focused analysis, instead of a strictly bottom-up valuation analysis, driven by price movements and other data points based on market trends and stock momentum. The sub-adviser may adjust its proprietary system that is continuously optimized and refined. The fund strategy involves taking long positions in equity securities exhibiting strong upward momentum and short positions in those showing downward momentum. The actively managed fund targets a net equity exposure from 40% to 90% net long, subject to adjustments based on market conditions. The fund aims to maintain 100% long and 10-60% short exposure. Short sales may include entering into swap agreements or the use of leverage.Grade (RS Rating)
Last Trade
$20.68
Average Daily Volume
3,186
9
Performance
| Period | PBJ | EHLS |
|---|---|---|
| 30 Days | 2.51% | 1.13% |
| 60 Days | 6.33% | 5.93% |
| 90 Days | 6.24% | 2.62% |
| 12 Months | 15.24% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PBJ | Weight in EHLS | Overlap |
|---|
PBJ Overweight 29 Positions Relative to EHLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| KR | B | 5.18% | |
| STZ | C | 5.13% | |
| CTVA | B | 5.08% | |
| KDP | B | 5.07% | |
| GIS | B | 5.06% | |
| SYY | C | 4.89% | |
| KO | B | 4.86% | |
| KHC | C | 4.73% | |
| VITL | C | 2.93% | |
| AGRO | C | 2.85% | |
| SFM | B | 2.82% | |
| WING | C | 2.79% | |
| CALM | B | 2.79% | |
| DOLE | B | 2.78% | |
| CAG | B | 2.75% | |
| FRPT | C | 2.75% | |
| WMK | D | 2.73% | |
| NOMD | C | 2.71% | |
| TAP | D | 2.71% | |
| FDP | C | 2.68% | |
| ANDE | D | 2.67% | |
| ADM | D | 2.67% | |
| IMKTA | D | 2.63% | |
| CHEF | C | 2.59% | |
| COKE | C | 2.58% | |
| BG | F | 2.57% | |
| KLG | D | 2.56% | |
| PPC | D | 2.56% | |
| TSN | D | 2.52% |
PBJ: Top Represented Industries & Keywords
EHLS: Top Represented Industries & Keywords
Compare ETFs
