PFI vs. FINX ETF Comparison

Comparison of PowerShares Dynamic Financial (PFI) to Global X FinTech Thematic ETF (FINX)
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

$47.86

Average Daily Volume

5,314

Number of Holdings *

43

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

Global X FinTech Thematic ETF

FINX Description The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$25.32

Average Daily Volume

80,637

Number of Holdings *

41

* may have additional holdings in another (foreign) market
Performance
Period PFI FINX
30 Days -1.44% -6.01%
60 Days 0.23% -5.56%
90 Days 5.97% 3.43%
12 Months 24.24% 27.55%
2 Overlapping Holdings
Symbol Grade Weight in PFI Weight in FINX Overlap
COIN D 2.95% 5.05% 2.95%
TREE A 1.13% 0.19% 0.19%
PFI Overweight 41 Positions Relative to FINX
Symbol Grade Weight
MA D 5.63%
KNSL F 5.04%
ARES C 4.74%
JPM B 4.15%
APO D 4.04%
V D 3.46%
KKR D 3.07%
COOP A 3.04%
AJG C 2.9%
FCNCA B 2.69%
AXP B 2.64%
MMC D 2.47%
BRO C 2.44%
PGR B 2.1%
AIG A 1.87%
HOOD C 1.86%
SPG D 1.84%
PRI D 1.74%
RHP D 1.73%
JXN A 1.71%
CB C 1.68%
HLI A 1.67%
PIPR A 1.58%
DFIN A 1.5%
VCTR A 1.5%
OMF A 1.48%
EVR B 1.46%
SFBS C 1.45%
BGC B 1.4%
AGO D 1.39%
AGM A 1.36%
SLG B 1.34%
ORI A 1.33%
RGA A 1.31%
ERIE C 1.31%
MTG C 1.31%
SKT D 1.28%
OFG A 1.22%
HCI B 1.22%
ENVA B 1.19%
RYAN D 1.15%
PFI Underweight 39 Positions Relative to FINX
Symbol Grade Weight
PYPL B -7.14%
FIS C -6.33%
INTU C -6.05%
SQ D -5.48%
SSNC C -4.6%
GPN F -4.11%
XRX F -3.67%
JKHY D -3.59%
TOST D -2.99%
GWRE C -2.75%
AFRM C -2.53%
HQY D -2.08%
SOFI F -2.05%
BILL F -2.0%
STNE C -1.34%
ACIW A -1.13%
MARA D -1.08%
NCNO D -1.03%
ENV B -1.03%
FOUR F -1.0%
PAGS D -0.76%
AMK D -0.76%
FLYW F -0.74%
DLO F -0.69%
RIOT F -0.61%
UPST F -0.6%
VIRT A -0.59%
VERX D -0.53%
SPNS B -0.51%
MLNK F -0.39%
LMND B -0.37%
LC B -0.3%
CIFR B -0.28%
LPRO F -0.18%
MITK C -0.17%
IIIV C -0.16%
BLND D -0.16%
CTLP F -0.13%
PAY B -0.12%
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