PFI vs. HLGE ETF Comparison

Comparison of PowerShares Dynamic Financial (PFI) to Hartford Longevity Economy ETF (HLGE)
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

$55.46

Average Daily Volume

3,081

Number of Holdings *

39

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

Hartford Longevity Economy ETF

HLGE Description The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.

Grade (RS Rating)

Last Trade

$31.44

Average Daily Volume

734

Number of Holdings *

338

* may have additional holdings in another (foreign) market
Performance
Period PFI HLGE
30 Days 5.26% 1.00%
60 Days 5.93% 1.97%
90 Days 14.48% 3.13%
12 Months 36.08% 28.50%
18 Overlapping Holdings
Symbol Grade Weight in PFI Weight in HLGE Overlap
ACGL B 2.55% 0.06% 0.06%
AIG D 1.91% 0.06% 0.06%
APO B 3.47% 0.03% 0.03%
AXP B 2.89% 0.25% 0.25%
BPOP C 1.61% 0.08% 0.08%
CB B 2.09% 0.25% 0.25%
EVR A 1.97% 0.05% 0.05%
FCNCA D 3.04% 0.14% 0.14%
HLI A 2.09% 0.04% 0.04%
JEF B 1.94% 0.09% 0.09%
JPM D 3.71% 0.32% 0.32%
JXN B 2.04% 0.1% 0.1%
OFG C 1.56% 0.07% 0.07%
PGR A 2.6% 0.2% 0.2%
PIPR A 2.22% 0.01% 0.01%
SPG A 2.23% 0.17% 0.17%
SYF C 2.01% 0.19% 0.19%
VCTR B 2.24% 0.03% 0.03%
PFI Overweight 21 Positions Relative to HLGE
Symbol Grade Weight
MA B 5.36%
ARES A 4.3%
KKR A 3.86%
V C 3.65%
BRO C 3.05%
COOP C 2.97%
MMC C 2.85%
HOOD C 2.23%
PRI B 2.17%
RGA B 2.16%
IBKR A 2.04%
SLG B 1.85%
BGC B 1.84%
MTG B 1.78%
ENVA C 1.69%
RYAN C 1.63%
SKT A 1.59%
HASI C 1.53%
OMF D 1.47%
UWMC D 1.41%
CIFR F 0.86%
PFI Underweight 320 Positions Relative to HLGE
Symbol Grade Weight
EBAY B -1.06%
META A -1.01%
NVDA D -1.0%
CARG B -0.98%
AMZN C -0.97%
GOOGL D -0.95%
ORCL B -0.93%
QCOM F -0.93%
TXN C -0.91%
CARS D -0.9%
NXPI D -0.87%
MSFT C -0.86%
STX C -0.85%
YELP F -0.83%
AAPL C -0.83%
JNJ C -0.82%
NTAP D -0.82%
DELL C -0.82%
WMT B -0.81%
CL C -0.81%
PSTG F -0.8%
CVLT B -0.8%
CRUS D -0.79%
HPQ D -0.78%
JWN B -0.78%
NOW A -0.78%
MPWR C -0.78%
WDC D -0.77%
HPE D -0.74%
ELV C -0.74%
MCHP D -0.73%
LOW A -0.71%
VRTX D -0.7%
MTCH C -0.7%
FICO B -0.68%
REGN C -0.67%
OLED C -0.67%
ADI C -0.66%
DLB D -0.66%
HD A -0.65%
TJX C -0.65%
LLY C -0.64%
TMUS C -0.62%
GM B -0.62%
MTD D -0.62%
BKNG B -0.61%
DDS D -0.6%
MCK F -0.6%
LMT B -0.59%
FTNT B -0.59%
PRGS C -0.59%
UNH C -0.59%
AXNX A -0.58%
PI B -0.58%
MRK D -0.56%
TRIP F -0.55%
AVGO C -0.54%
M F -0.53%
COST B -0.53%
BSX B -0.52%
KR C -0.52%
SMCI F -0.51%
GILD B -0.51%
T C -0.51%
PINS F -0.51%
NFLX B -0.51%
CMCSA D -0.49%
PANW C -0.48%
BK A -0.48%
AMED C -0.48%
KO B -0.47%
HCA A -0.46%
ZTS C -0.46%
GS C -0.45%
OLLI C -0.45%
SWKS F -0.44%
BRK.A C -0.44%
ACI F -0.43%
EA D -0.43%
SYK C -0.41%
CI C -0.41%
XRX F -0.41%
IAC C -0.41%
VRNS C -0.41%
MCO A -0.41%
TMO C -0.4%
ABBV C -0.4%
C D -0.38%
A C -0.38%
VZ B -0.38%
SNAP F -0.38%
PEP D -0.37%
DIOD F -0.37%
TGT C -0.37%
GD B -0.37%
IRM B -0.37%
AMGN B -0.36%
PNC A -0.36%
ON F -0.36%
PG C -0.35%
ABT C -0.35%
MTB A -0.35%
MU F -0.35%
OGN D -0.35%
DUK B -0.34%
UBER C -0.34%
SO A -0.34%
BAC D -0.34%
RTX C -0.34%
QLYS F -0.33%
ISRG C -0.33%
CORT B -0.33%
MS C -0.33%
FITB B -0.33%
KMB D -0.33%
EDR A -0.32%
NVR B -0.32%
INTU C -0.32%
WELL C -0.31%
HUM F -0.31%
MDT C -0.31%
COLL C -0.31%
CW A -0.3%
BMY C -0.3%
SYY D -0.29%
YUM F -0.29%
ZETA B -0.29%
STT B -0.29%
WFC D -0.29%
TEL D -0.28%
CALM A -0.28%
MTSI D -0.28%
CNC C -0.27%
HEI A -0.27%
CRWD D -0.27%
QRVO F -0.27%
UTHR C -0.27%
PHM B -0.26%
USB B -0.26%
RF B -0.26%
CDNS D -0.26%
MCRI C -0.26%
PRU C -0.26%
ETR A -0.25%
ADSK C -0.25%
GRMN D -0.25%
PEG A -0.25%
HBAN B -0.24%
PTC D -0.24%
RMD C -0.24%
PFE C -0.24%
NYT C -0.23%
GDDY C -0.23%
MSGS B -0.23%
SMTC B -0.23%
TENB D -0.23%
TDG B -0.23%
HON D -0.22%
HRB C -0.22%
KTB A -0.22%
EHC B -0.21%
LAMR A -0.21%
TYL C -0.21%
PRG B -0.21%
ZUO F -0.21%
POWI F -0.21%
PPL B -0.21%
SNPS D -0.21%
WMK C -0.21%
FSLR C -0.2%
AVB C -0.2%
EXEL C -0.2%
CINF C -0.2%
TSCO C -0.2%
JHG B -0.2%
HSY D -0.2%
INCY C -0.2%
AMD D -0.19%
ROST C -0.19%
BJ D -0.19%
NOC A -0.19%
ITCI D -0.19%
HLT B -0.19%
ADUS C -0.18%
PSMT B -0.18%
LRN B -0.18%
DHR C -0.18%
BOX C -0.18%
ACIW B -0.18%
WAT C -0.18%
RCL A -0.18%
KVUE C -0.18%
INTC F -0.18%
VICI C -0.17%
IMKTA D -0.17%
CHE C -0.17%
AFL C -0.16%
ADBE F -0.16%
DGX C -0.16%
FE C -0.16%
KSS F -0.16%
BDX F -0.15%
CRVL B -0.15%
COF A -0.15%
MMSI B -0.15%
PDCO F -0.15%
AEP C -0.15%
TDC F -0.15%
FLO C -0.15%
ANSS D -0.15%
SPGI A -0.15%
BLK B -0.15%
NHI C -0.15%
EQR C -0.14%
APPN D -0.14%
LOPE D -0.14%
TFC D -0.13%
WSM D -0.13%
SHO C -0.13%
CHD C -0.13%
ORI B -0.13%
CRDO D -0.13%
WGO D -0.13%
SHOO B -0.13%
ICE C -0.12%
ALKT D -0.12%
HOLX C -0.12%
AMP B -0.12%
TROW D -0.12%
DHI C -0.12%
SQSP A -0.12%
EIX C -0.11%
FOXA B -0.11%
AVT C -0.11%
LHX C -0.11%
EQH C -0.11%
BKE C -0.11%
ED C -0.11%
SFM B -0.11%
AGYS D -0.11%
BBY C -0.11%
ZBH F -0.11%
GIS B -0.1%
SF A -0.1%
DFIN C -0.1%
KLG C -0.1%
VEEV C -0.1%
COKE C -0.1%
RJF C -0.1%
MOG.A B -0.1%
IDXX D -0.1%
LZB B -0.1%
ROP C -0.09%
DTE B -0.09%
VTR C -0.09%
O C -0.09%
ETSY F -0.09%
PJT B -0.08%
MET A -0.08%
HIMS D -0.08%
VTRS D -0.08%
F F -0.08%
GOLF F -0.08%
VRSN D -0.07%
LNTH D -0.07%
APP B -0.07%
CHTR D -0.07%
UNM B -0.07%
THO D -0.07%
SRE B -0.07%
WBA F -0.06%
CPRX C -0.06%
ABNB D -0.06%
DOCS A -0.06%
VSTO C -0.06%
EPC F -0.06%
AEE A -0.06%
PINC D -0.06%
FTDR B -0.06%
CAH C -0.06%
MDLZ C -0.05%
LMAT B -0.05%
PRDO D -0.05%
WOR F -0.05%
SGH F -0.05%
STE C -0.05%
NWL D -0.05%
AXS B -0.05%
DOCU C -0.05%
PBH C -0.04%
CBRE A -0.04%
WEC B -0.04%
MKL C -0.04%
BCO A -0.04%
ZS F -0.04%
FHI B -0.04%
CASY D -0.04%
BRBR C -0.03%
LYV B -0.03%
LTC D -0.03%
CTRE C -0.03%
MORN B -0.03%
CFG C -0.03%
MANH A -0.03%
MCD B -0.03%
NRG A -0.03%
DIS D -0.03%
MRVL C -0.03%
TNL D -0.02%
CASH B -0.02%
WHR C -0.02%
COLM C -0.02%
MMM A -0.02%
ALL B -0.02%
PFBC D -0.02%
SNEX B -0.02%
UE B -0.01%
CVS F -0.01%
CNK C -0.01%
SIRI C -0.0%
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