PFI vs. KBWR ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to PowerShares KBW Regional Banking Portfolio ETF (KBWR)
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
$47.85
Average Daily Volume
6,437
43
KBWR
PowerShares KBW Regional Banking Portfolio ETF
KBWR Description
The PowerShares KBW Regional Banking Portfolio (Fund) is based on the KBW Regional Banking Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is an equal weighted float-adjusted market capitalization index that seeks to reflect the performance of publicly traded companies that do business as regional banks or thrifts listed on US stock markets. The Index is compiled, maintained and calculated by KBW and is composed of approximately 50 companies. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$49.29
Average Daily Volume
5,091
50
Performance
| Period | PFI | KBWR |
|---|---|---|
| 30 Days | -1.31% | 0.02% |
| 60 Days | 2.98% | 0.71% |
| 90 Days | 7.94% | -8.02% |
| 12 Months | 20.67% | 14.26% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PFI | Weight in KBWR | Overlap |
|---|
PFI Overweight 43 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | C | 5.8% | |
| KNSL | C | 5.09% | |
| 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% | |
| PGR | A | 2.12% | |
| SPG | C | 1.91% | |
| HOOD | A | 1.91% | |
| AIG | B | 1.89% | |
| RHP | D | 1.82% | |
| CB | C | 1.75% | |
| PRI | D | 1.73% | |
| HLI | B | 1.67% | |
| JXN | A | 1.61% | |
| PIPR | B | 1.57% | |
| EVR | A | 1.51% | |
| DFIN | A | 1.46% | |
| AGO | C | 1.45% | |
| SFBS | C | 1.42% | |
| OMF | B | 1.4% | |
| BGC | B | 1.36% | |
| ERIE | C | 1.34% | |
| SLG | A | 1.32% | |
| AGM | B | 1.32% | |
| VCTR | A | 1.32% | |
| MTG | C | 1.31% | |
| ORI | A | 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 50 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| WBS | D | -4.02% | |
| CFR | A | -3.99% | |
| CBSH | A | -3.83% | |
| PNFP | C | -3.54% | |
| SSB | C | -3.42% | |
| BOKF | A | -2.12% | |
| WTFC | B | -2.09% | |
| FHB | B | -2.08% | |
| BPOP | A | -2.05% | |
| WSFS | B | -2.04% | |
| HWC | B | -2.04% | |
| UMBF | B | -2.04% | |
| FBP | B | -2.04% | |
| COLB | C | -2.03% | |
| ABCB | B | -2.03% | |
| ASB | B | -2.03% | |
| HOMB | B | -2.03% | |
| FNB | B | -2.03% | |
| PB | B | -2.02% | |
| GBCI | B | -2.02% | |
| OZK | A | -2.02% | |
| SNV | C | -2.02% | |
| CADE | B | -2.02% | |
| TCBI | B | -2.01% | |
| ONB | B | -2.0% | |
| UCBI | B | -2.0% | |
| FFIN | C | -1.98% | |
| UBSI | B | -1.98% | |
| FIBK | B | -1.97% | |
| FULT | B | -1.94% | |
| AUB | C | -1.91% | |
| VLY | C | -1.89% | |
| BANC | D | -1.88% | |
| CATY | F | -1.87% | |
| BOH | C | -1.85% | |
| CBU | D | -1.81% | |
| CVBF | C | -1.79% | |
| SFNC | B | -1.78% | |
| EBC | C | -1.77% | |
| PPBI | D | -1.66% | |
| INDB | C | -1.65% | |
| FFBC | B | -1.6% | |
| BKU | B | -1.48% | |
| WAFD | B | -1.4% | |
| NYCB | F | -1.4% | |
| TRMK | B | -1.27% | |
| FCF | B | -1.03% | |
| HOPE | B | -1.01% | |
| PFS | C | -0.84% | |
| BRKL | C | -0.65% |
PFI: Top Represented Industries & Keywords
KBWR: Top Represented Industries & Keywords
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