PFI vs. IAK ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to iShares U.S. Insurance ETF (IAK)
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
$48.29
Average Daily Volume
6,437
43
IAK
iShares U.S. Insurance ETF
IAK Description
The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$113.74
Average Daily Volume
85,718
55
Performance
| Period | PFI | IAK |
|---|---|---|
| 30 Days | -1.31% | -0.91% |
| 60 Days | 2.98% | 2.63% |
| 90 Days | 7.94% | 7.09% |
| 12 Months | 20.67% | 32.54% |
PFI Overweight 35 Positions Relative to IAK
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | C | 5.8% | |
| ARES | A | 4.67% | |
| JPM | B | 4.07% | |
| APO | B | 4.0% | |
| V | C | 3.53% | |
| KKR | B | 3.15% | |
| COIN | A | 3.05% | |
| AJG | C | 2.95% | |
| COOP | A | 2.91% | |
| FCNCA | A | 2.62% | |
| MMC | C | 2.52% | |
| AXP | A | 2.5% | |
| BRO | C | 2.5% | |
| SPG | C | 1.91% | |
| HOOD | A | 1.91% | |
| RHP | D | 1.82% | |
| HLI | B | 1.67% | |
| JXN | A | 1.61% | |
| PIPR | B | 1.57% | |
| EVR | A | 1.51% | |
| DFIN | A | 1.46% | |
| SFBS | C | 1.42% | |
| OMF | B | 1.4% | |
| BGC | B | 1.36% | |
| SLG | A | 1.32% | |
| AGM | B | 1.32% | |
| VCTR | A | 1.32% | |
| MTG | C | 1.31% | |
| RGA | A | 1.29% | |
| HCI | A | 1.23% | |
| SKT | B | 1.23% | |
| RYAN | C | 1.16% | |
| OFG | B | 1.16% | |
| ENVA | A | 1.15% | |
| TREE | C | 1.1% |
PFI Underweight 47 Positions Relative to IAK
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRV | D | -6.06% | |
| MET | B | -5.29% | |
| ALL | A | -4.95% | |
| AFL | B | -4.55% | |
| PRU | B | -4.52% | |
| ACGL | A | -4.5% | |
| HIG | A | -3.87% | |
| MKL | C | -2.5% | |
| CINF | A | -2.47% | |
| PFG | B | -2.32% | |
| WRB | D | -2.18% | |
| L | B | -1.81% | |
| FNF | B | -1.56% | |
| AIZ | C | -1.18% | |
| UNM | B | -1.14% | |
| AFG | B | -1.1% | |
| SIGI | B | -0.83% | |
| GL | D | -0.76% | |
| FAF | B | -0.76% | |
| RLI | B | -0.75% | |
| AXS | C | -0.65% | |
| WTM | D | -0.61% | |
| THG | B | -0.61% | |
| AEL | A | -0.47% | |
| LNC | A | -0.47% | |
| KMPR | B | -0.47% | |
| BHF | B | -0.43% | |
| CNO | B | -0.38% | |
| OSCR | A | -0.31% | |
| PLMR | A | -0.26% | |
| GNW | C | -0.22% | |
| STC | B | -0.2% | |
| MCY | A | -0.2% | |
| HMN | B | -0.18% | |
| CNA | C | -0.17% | |
| LMND | B | -0.15% | |
| AMSF | B | -0.15% | |
| NWLI | A | -0.15% | |
| SKWD | A | -0.15% | |
| TRUP | F | -0.12% | |
| SAFT | B | -0.11% | |
| EIG | B | -0.1% | |
| PRA | B | -0.09% | |
| AMBC | C | -0.09% | |
| UFCS | B | -0.08% | |
| JRVR | D | -0.05% | |
| MBI | C | -0.05% |
PFI: Top Represented Industries & Keywords
IAK: Top Represented Industries & Keywords
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