PFI vs. TOGA ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to Managed Portfolio Series Tremblant Global ETF (TOGA)
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
$62.51
Average Daily Volume
6,476
40
TOGA
Managed Portfolio Series Tremblant Global ETF
TOGA Description
Under normal conditions, the fund will invest: (1) at least 40% (unless market conditions are not deemed favorable, in which case at least 30%) of its net assets in investments that are economically tied to, or located in, countries or regions other than the United States; and (2) in investments that are economically tied to, or located in, at least three different countries, including the United States.Grade (RS Rating)
Last Trade
$30.90
Average Daily Volume
15,442
30
Performance
| Period | PFI | TOGA |
|---|---|---|
| 30 Days | 9.19% | 6.74% |
| 60 Days | 13.02% | 11.97% |
| 90 Days | 16.42% | 16.82% |
| 12 Months | 49.21% |
PFI Overweight 36 Positions Relative to TOGA
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMP | A | 4.44% | |
| ARES | A | 4.16% | |
| KKR | A | 3.73% | |
| JPM | A | 3.48% | |
| FCNCA | A | 2.8% | |
| HOOD | B | 2.73% | |
| WAL | B | 2.73% | |
| AXP | A | 2.54% | |
| JEF | A | 2.53% | |
| BRO | B | 2.52% | |
| COOP | B | 2.42% | |
| KNSL | B | 2.39% | |
| MMC | B | 2.24% | |
| AFL | B | 2.07% | |
| PIPR | A | 2.06% | |
| WRB | A | 2.04% | |
| PRI | B | 2.02% | |
| HLI | A | 1.96% | |
| SPG | A | 1.96% | |
| JXN | C | 1.91% | |
| ICE | C | 1.8% | |
| ACGL | C | 1.79% | |
| SFBS | C | 1.72% | |
| VCTR | B | 1.65% | |
| BGC | C | 1.63% | |
| HLNE | B | 1.62% | |
| SLG | B | 1.59% | |
| ENVA | B | 1.49% | |
| RDFN | D | 1.43% | |
| MTG | C | 1.32% | |
| BPOP | C | 1.23% | |
| OFG | B | 1.22% | |
| ERIE | D | 1.15% | |
| TREE | F | 1.11% | |
| NMRK | C | 1.05% | |
| UWMC | D | 0.77% |
PFI Underweight 26 Positions Relative to TOGA
| Symbol | Grade | Weight | |
|---|---|---|---|
| GRAB | A | -6.37% | |
| SPOT | B | -4.71% | |
| DASH | B | -4.26% | |
| WH | B | -4.14% | |
| TKO | A | -3.83% | |
| FIVN | C | -3.79% | |
| SKX | D | -3.75% | |
| AMZN | C | -3.5% | |
| CHTR | C | -3.47% | |
| MELI | C | -3.42% | |
| DKNG | B | -3.19% | |
| VSCO | C | -3.19% | |
| VRNS | D | -2.96% | |
| CPNG | D | -2.84% | |
| UBER | F | -2.76% | |
| QTWO | A | -2.73% | |
| BIDU | F | -2.62% | |
| CSGP | D | -2.53% | |
| GOOGL | C | -2.52% | |
| PG | C | -2.43% | |
| MTCH | D | -2.21% | |
| EL | F | -2.2% | |
| EMN | C | -2.18% | |
| PANW | B | -2.16% | |
| META | D | -2.14% | |
| NCNO | C | -1.82% |
PFI: Top Represented Industries & Keywords
TOGA: Top Represented Industries & Keywords
Compare ETFs
