PEZ vs. HAUS ETF Comparison

Comparison of PowerShares Dynamic Consumer Discretionary (PEZ) to Home Appreciation U.S. REIT ETF (HAUS)
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

$109.62

Average Daily Volume

2,910

Number of Holdings *

38

* may have additional holdings in another (foreign) market
HAUS

Home Appreciation U.S. REIT ETF

HAUS Description Home Appreciation U.S. REIT ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund is co-managed by Armada ETF Advisors LLC. It invests in the public equity markets of the United States. It invests in stocks of companies operating across financials, diversified financials, mortgage real estate investment trusts (reits), real estate, equity real estate investment trusts (reits) sectors. It invests in growth and value stocks of companies across diversified market capitalization. Home Appreciation U.S. REIT ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$19.83

Average Daily Volume

6,874

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period PEZ HAUS
30 Days 4.67% 2.35%
60 Days 5.09% -0.97%
90 Days 5.85% 1.92%
12 Months 52.21% 34.84%
0 Overlapping Holdings
Symbol Grade Weight in PEZ Weight in HAUS Overlap
PEZ Overweight 38 Positions Relative to HAUS
Symbol Grade Weight
CVNA B 6.12%
MOD A 5.43%
RCL A 5.12%
TOL B 4.08%
AMZN C 3.79%
NFLX A 3.78%
MUSA B 3.75%
DASH B 3.09%
TXRH B 3.02%
PHM D 2.92%
WING D 2.86%
NVR D 2.8%
SKYW C 2.75%
HLT A 2.57%
KBH D 2.48%
SHAK C 2.44%
H B 2.42%
DHI F 2.3%
LEN D 2.29%
MTH D 2.25%
GPI B 2.25%
OLLI D 2.23%
TJX A 2.22%
MHO D 2.05%
BOOT C 1.99%
SKY A 1.99%
LNW F 1.83%
GRBK D 1.74%
TMHC C 1.71%
PLCE C 1.66%
TPH D 1.41%
LAMR C 1.39%
LTH C 1.35%
CCS D 1.17%
GOLF B 1.07%
GIII D 0.93%
DFH D 0.87%
SNBR F 0.67%
PEZ Underweight 22 Positions Relative to HAUS
Symbol Grade Weight
NXRT B -4.58%
VRE B -4.51%
WELL A -4.51%
ESS B -4.49%
IRT A -4.49%
AVB B -4.47%
CSR B -4.46%
ELS C -4.43%
MAA B -4.42%
BRT A -4.4%
UMH B -4.37%
EQR C -4.33%
CPT B -4.33%
UDR B -4.28%
CTRE C -4.22%
AMH C -4.22%
ELME D -4.21%
INVH D -4.21%
AIV C -4.16%
SUI C -4.04%
PSA C -4.02%
EXR C -3.95%
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