PEZ vs. DWAS ETF Comparison
Comparison of PowerShares Dynamic Consumer Discretionary (PEZ) to PowerShares DWA SmallCap Technical Leaders Portfolio (DWAS)
PEZ
PowerShares Dynamic Consumer Discretionary
PEZ Description
The PowerShares Dynamic Consumer Discretionary Sector Portfolio (Fund) is based on the Dynamic Consumer Discretionary 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 consumer companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that are cyclical in nature, including retail, automotive, leisure and recreation, media and real estate. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$89.39
Average Daily Volume
5,136
Number of Holdings
*
39
* may have additional holdings in another (foreign) market
DWAS
PowerShares DWA SmallCap Technical Leaders Portfolio
DWAS Description
The PowerShares DWA SmallCap Momentum Portfolio (the Fund) seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright SmallCap Technical Leaders™ Index (the Underlying Index). The Fund generally will invest at least 90% of its total assets in equity securities of small capitalization companies that comprise the Underlying Index. The Index includes securities pursuant to a Dorsey, Wright & Associates, LLC (Dorsey Wright or the Index Provider) proprietary selection methodology that is designed to identify companies that demonstrate powerful relative strength characteristics. The Index Provider determines a company’s relative strength characteristics based on that company’s market performance. The Index Provider selects approximately 200 companies for inclusion in the Underlying Index from a small-cap universe of approximately 2,000 of the smallest U.S. companies selected from a broader set of 3,000 companies. The Fund and the Index are rebalanced and reconstituted quarterly. Effective on or about Oct. 4, 2013, the name of the Fund changed from PowerShares DWA SmallCap Technical Leaders to PowerShares DWA SmallCap Momentum Portfolio.Grade (RS Rating)
Last Trade
$84.03
Average Daily Volume
59,116
Number of Holdings
*
182
* may have additional holdings in another (foreign) market
Performance
| Period | PEZ | DWAS |
|---|---|---|
| 30 Days | -5.45% | -5.81% |
| 60 Days | 1.26% | -4.58% |
| 90 Days | 8.99% | 1.68% |
| 12 Months | 31.59% | 19.29% |
16 Overlapping Holdings
| Symbol | Grade | Weight in PEZ | Weight in DWAS | Overlap | |
|---|---|---|---|---|---|
| ANF | C | 5.1% | 1.01% | 1.01% | |
| ARHS | B | 0.98% | 0.39% | 0.39% | |
| BECN | A | 2.03% | 0.44% | 0.44% | |
| BZH | D | 0.85% | 0.35% | 0.35% | |
| CVNA | C | 2.32% | 0.34% | 0.34% | |
| DFH | D | 1.07% | 0.42% | 0.42% | |
| GRBK | C | 1.0% | 0.65% | 0.65% | |
| GTX | B | 1.53% | 0.57% | 0.57% | |
| IBP | C | 1.64% | 0.39% | 0.39% | |
| KTB | B | 1.62% | 0.36% | 0.36% | |
| MHO | C | 1.97% | 0.36% | 0.36% | |
| MOD | B | 5.62% | 1.63% | 1.63% | |
| RRR | A | 2.43% | 1.05% | 1.05% | |
| SGBX | F | 1.51% | 0.36% | 0.36% | |
| SKY | D | 1.67% | 0.4% | 0.4% | |
| SKYW | A | 1.92% | 0.42% | 0.42% |
PEZ Overweight 23 Positions Relative to DWAS
PEZ Underweight 166 Positions Relative to DWAS
| Symbol | Grade | Weight | |
|---|---|---|---|
| TDW | A | -1.56% | |
| STRL | C | -1.34% | |
| TRNS | A | -1.33% | |
| IMNM | D | -1.22% | |
| ALPN | A | -1.21% | |
| DFIN | A | -1.19% | |
| NUVL | C | -1.17% | |
| LFMD | A | -1.15% | |
| COOP | A | -1.15% | |
| VERA | D | -1.06% | |
| KAI | D | -1.01% | |
| UFPT | B | -0.97% | |
| LMB | C | -0.96% | |
| POWL | B | -0.92% | |
| ADMA | A | -0.83% | |
| HRI | D | -0.78% | |
| RXST | B | -0.75% | |
| HRTG | A | -0.75% | |
| SERA | A | -0.73% | |
| PLAY | D | -0.72% | |
| CBZ | A | -0.69% | |
| ALG | D | -0.67% | |
| ARCB | B | -0.62% | |
| BYRN | B | -0.62% | |
| RYI | F | -0.62% | |
| ZEUS | B | -0.61% | |
| BCC | B | -0.59% | |
| WIRE | A | -0.59% | |
| ARQT | D | -0.57% | |
| GMS | D | -0.55% | |
| ATI | B | -0.53% | |
| MYRG | B | -0.52% | |
| CSWI | A | -0.51% | |
| KRYS | B | -0.5% | |
| AROC | A | -0.5% | |
| GHM | B | -0.48% | |
| IESC | A | -0.48% | |
| FSS | A | -0.47% | |
| USAP | A | -0.47% | |
| NRIX | B | -0.47% | |
| SMHI | B | -0.47% | |
| IDYA | D | -0.46% | |
| CHX | B | -0.45% | |
| CMPR | D | -0.45% | |
| MACK | C | -0.45% | |
| EVH | F | -0.45% | |
| EVER | A | -0.44% | |
| VCTR | A | -0.44% | |
| RNA | A | -0.44% | |
| TRAK | B | -0.43% | |
| SPRY | B | -0.43% | |
| GKOS | A | -0.43% | |
| GES | A | -0.43% | |
| HWKN | A | -0.42% | |
| BMI | A | -0.42% | |
| ALSN | A | -0.41% | |
| RDNT | A | -0.41% | |
| RUSHA | D | -0.41% | |
| SFM | A | -0.41% | |
| ANDE | B | -0.41% | |
| VECO | D | -0.41% | |
| ROAD | B | -0.41% | |
| LBRT | A | -0.41% | |
| MATX | C | -0.41% | |
| ORIC | F | -0.41% | |
| KOP | B | -0.41% | |
| CACC | D | -0.4% | |
| HCI | A | -0.4% | |
| MOG.A | A | -0.4% | |
| DXPE | A | -0.4% | |
| CELC | D | -0.4% | |
| ACMR | A | -0.4% | |
| NBN | C | -0.4% | |
| FOR | D | -0.4% | |
| HEES | B | -0.4% | |
| JXN | A | -0.4% | |
| CRAI | A | -0.4% | |
| ESAB | A | -0.4% | |
| EZPW | A | -0.4% | |
| AMRX | B | -0.4% | |
| TPC | A | -0.4% | |
| SKT | B | -0.4% | |
| ASPN | B | -0.39% | |
| ENVA | B | -0.39% | |
| LQDA | D | -0.39% | |
| UTI | C | -0.39% | |
| MAX | D | -0.39% | |
| INBK | B | -0.39% | |
| NR | B | -0.39% | |
| AVAV | A | -0.39% | |
| KRUS | B | -0.39% | |
| VERX | B | -0.39% | |
| GFF | C | -0.39% | |
| OFG | B | -0.39% | |
| NPO | D | -0.39% | |
| MLI | A | -0.39% | |
| ORN | A | -0.39% | |
| GVA | A | -0.39% | |
| CLSK | B | -0.39% | |
| BSIG | A | -0.39% | |
| ASO | C | -0.39% | |
| VSEC | A | -0.39% | |
| SMID | D | -0.38% | |
| CRNX | B | -0.38% | |
| ANNX | D | -0.38% | |
| AMSC | D | -0.38% | |
| CRVL | C | -0.38% | |
| FRPT | D | -0.38% | |
| ESQ | D | -0.38% | |
| PIPR | B | -0.38% | |
| ANIP | B | -0.38% | |
| USLM | A | -0.38% | |
| SILK | B | -0.38% | |
| GPOR | A | -0.38% | |
| GOLF | C | -0.38% | |
| SLVM | A | -0.38% | |
| FELE | B | -0.38% | |
| PLAB | C | -0.38% | |
| SXC | D | -0.38% | |
| BKD | A | -0.38% | |
| ICFI | C | -0.37% | |
| DYN | D | -0.37% | |
| OCUL | F | -0.37% | |
| TREE | C | -0.37% | |
| BGC | B | -0.37% | |
| MTRX | D | -0.37% | |
| SUM | D | -0.37% | |
| PACK | A | -0.37% | |
| SXI | C | -0.37% | |
| MTRN | D | -0.37% | |
| LPX | C | -0.37% | |
| CDRE | C | -0.37% | |
| AGM | B | -0.37% | |
| APPF | D | -0.37% | |
| KD | C | -0.36% | |
| ACVA | A | -0.36% | |
| CUBI | C | -0.36% | |
| MRUS | C | -0.36% | |
| COLL | C | -0.36% | |
| VVV | C | -0.36% | |
| CDLX | B | -0.36% | |
| LSEA | D | -0.36% | |
| MBIN | C | -0.36% | |
| SPNT | C | -0.36% | |
| PCT | F | -0.35% | |
| BLZE | C | -0.35% | |
| PARR | F | -0.35% | |
| KROS | D | -0.35% | |
| AGO | C | -0.35% | |
| ARLO | C | -0.35% | |
| KYMR | C | -0.34% | |
| LYRA | D | -0.34% | |
| KURA | C | -0.34% | |
| VRNS | C | -0.34% | |
| RYAN | C | -0.34% | |
| PAY | A | -0.33% | |
| APLT | D | -0.32% | |
| QUIK | D | -0.32% | |
| FATE | D | -0.32% | |
| MDXG | D | -0.31% | |
| AQST | C | -0.3% | |
| BWMN | C | -0.3% | |
| FULC | D | -0.3% | |
| KOD | F | -0.28% | |
| SOUN | D | -0.27% | |
| IRON | F | -0.24% |
PEZ: Top Represented Industries & Keywords
Industries:
Residential Construction
Apparel Manufacturing
Building Materials
Restaurants
Apparel Stores
Auto Parts
Medical Distribution
Specialty Retail
Airlines
Footwear & Accessories
Gambling
Home Furnishings & Fixtures
Home Improvement Retail
Internet Content & Information
Leisure
Lodging
Luxury Goods
Media - Diversified
Metal Fabrication
Real Estate - General
DWAS: Top Represented Industries & Keywords
Industries:
Biotechnology
Building Materials
Engineering & Construction
Banks - Regional - US
Diversified Industrials
Metal Fabrication
Oil & Gas Equipment & Services
Software - Application
Aerospace & Defense
Asset Management
Credit Services
Residential Construction
Software - Infrastructure
Auto Parts
Business Services
Diagnostics & Research
Medical Devices
Semiconductor Equipment & Materials
Apparel Stores
Capital Markets
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