PFI vs. LCG ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to Sterling Capital Focus Equity ETF (LCG)
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
$49.71
Average Daily Volume
19,137
51
LCG
Sterling Capital Focus Equity ETF
LCG Description
Seeks positions featuring attractive and sustainable multi-year return profiles underpinned by businesses perceived to possess: Robust financial returns and visible reinvestment opportunities Talented management Exposure to the four pillars: operating growth, strong balance sheets, high profitability, and attractive valuationsGrade (RS Rating)
Last Trade
$30.59
Average Daily Volume
8,634
19
Performance
Period | PFI | LCG |
---|---|---|
30 Days | 5.10% | 2.03% |
60 Days | 10.34% | 6.92% |
90 Days | 10.88% | 7.41% |
12 Months | 28.77% | 37.97% |
0 Overlapping Holdings
Symbol | Grade | Weight in PFI | Weight in LCG | Overlap |
---|
PFI Overweight 51 Positions Relative to LCG
Symbol | Grade | Weight | |
---|---|---|---|
MA | B | 5.68% | |
ARES | B | 5.09% | |
JPM | B | 4.61% | |
APO | B | 4.42% | |
V | C | 3.85% | |
COIN | C | 3.83% | |
KKR | B | 3.46% | |
AJG | C | 3.27% | |
COOP | B | 2.8% | |
BRO | B | 2.79% | |
FCNCA | B | 2.78% | |
MMC | C | 2.68% | |
WAL | C | 2.36% | |
SLG | B | 2.13% | |
PRI | B | 2.12% | |
AFL | B | 2.08% | |
RHP | B | 1.95% | |
SPG | C | 1.95% | |
FBP | B | 1.78% | |
AGO | C | 1.74% | |
JXN | B | 1.65% | |
HLI | C | 1.65% | |
EVR | B | 1.58% | |
ERIE | C | 1.49% | |
MTG | B | 1.43% | |
OMF | B | 1.42% | |
SOFI | F | 1.4% | |
HCI | A | 1.39% | |
TREE | C | 1.32% | |
DFIN | D | 1.31% | |
AGM | B | 1.28% | |
ORI | B | 1.27% | |
SKT | B | 1.26% | |
BPOP | B | 1.24% | |
SFBS | C | 1.22% | |
GSHD | F | 1.2% | |
ENVA | C | 1.16% | |
MC | B | 1.16% | |
GNW | C | 1.16% | |
PIPR | B | 1.13% | |
BGC | C | 1.13% | |
OFG | D | 1.08% | |
CUBI | D | 1.05% | |
UPST | F | 1.03% | |
UWMC | A | 0.98% | |
AMBC | D | 0.85% | |
CASH | D | 0.84% | |
BANF | F | 0.8% | |
LOB | C | 0.79% | |
TBBK | F | 0.68% | |
MBI | C | 0.43% |
PFI Underweight 19 Positions Relative to LCG
PFI: Top Represented Industries & Keywords
LCG: Top Represented Industries & Keywords