PBJ vs. JFWD ETF Comparison
Comparison of PowerShares Dynamic Food & Beverage (PBJ) to Jacob Funds Inc. Jacob Forward ETF (JFWD)
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
$46.46
Average Daily Volume
8,814
29
JFWD
Jacob Funds Inc. Jacob Forward ETF
JFWD Description
The Jacob Forward ETF is an exchange-traded fund incorporated in the US. This fund seeks long-term growth of capital. The Fund seeks to achieve its investment objective by investing in common stocks and other equity securities of companies of all sizes. The Fund may have significant exposure to the information technology sector.Grade (RS Rating)
Last Trade
$10.84
Average Daily Volume
304
35
Performance
| Period | PBJ | JFWD |
|---|---|---|
| 30 Days | -2.63% | 1.71% |
| 60 Days | -2.10% | 1.69% |
| 90 Days | 1.45% | 11.53% |
| 12 Months | 11.48% | 53.96% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PBJ | Weight in JFWD | Overlap |
|---|
PBJ Overweight 29 Positions Relative to JFWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| CTVA | A | 5.48% | |
| KR | A | 5.38% | |
| STZ | F | 5.02% | |
| KHC | D | 4.91% | |
| SYY | D | 4.89% | |
| GIS | D | 4.83% | |
| KDP | F | 4.81% | |
| KO | D | 4.71% | |
| CALM | B | 3.45% | |
| SFM | A | 3.16% | |
| AGRO | B | 2.95% | |
| VITL | C | 2.93% | |
| TAP | D | 2.86% | |
| PPC | A | 2.84% | |
| DOLE | C | 2.73% | |
| FDP | A | 2.72% | |
| FRPT | D | 2.68% | |
| WMK | D | 2.63% | |
| CHEF | D | 2.62% | |
| KLG | F | 2.61% | |
| COKE | D | 2.59% | |
| NOMD | D | 2.59% | |
| CAG | D | 2.56% | |
| ADM | F | 2.55% | |
| ANDE | F | 2.53% | |
| TSN | D | 2.52% | |
| BG | F | 2.45% | |
| WING | F | 2.41% | |
| IMKTA | D | 2.32% |
PBJ Underweight 35 Positions Relative to JFWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| HROW | C | -8.41% | |
| CDNA | D | -5.36% | |
| ESPR | C | -4.93% | |
| INSE | A | -4.66% | |
| PRCH | C | -4.65% | |
| DKNG | F | -4.63% | |
| AIOT | C | -4.59% | |
| SQ | B | -4.45% | |
| Z | D | -4.44% | |
| HRTX | F | -4.14% | |
| DOCS | A | -3.93% | |
| MDB | F | -3.91% | |
| NET | B | -3.44% | |
| ATEC | C | -2.63% | |
| KRYS | C | -2.6% | |
| OPRX | F | -2.6% | |
| BRZE | F | -2.35% | |
| CFLT | A | -2.29% | |
| TELA | C | -2.27% | |
| CDXS | A | -2.25% | |
| APPS | B | -2.13% | |
| SOFI | A | -2.04% | |
| PHR | F | -1.88% | |
| IMMR | F | -1.32% | |
| COIN | C | -1.25% | |
| FLUT | A | -1.2% | |
| IDYA | F | -1.05% | |
| HUYA | D | -1.02% | |
| ATHM | D | -1.02% | |
| CELC | D | -0.91% | |
| BEAM | F | -0.87% | |
| CRSP | C | -0.78% | |
| ARCT | F | -0.76% | |
| PI | C | -0.71% | |
| INVE | D | -0.7% |
PBJ: Top Represented Industries & Keywords
JFWD: Top Represented Industries & Keywords
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