PFI vs. WTBN ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to WisdomTree Bianco Total Return Fund (WTBN)
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
$63.14
Average Daily Volume
6,473
40
WTBN
WisdomTree Bianco Total Return Fund
WTBN Description
Under normal circumstances, the fund primarily invests in the constituent exchange-traded funds ("ETF") of the index. The index, created by Bianco Research Advisors LLC, is composed of approximately 5 to 20 fixed income ETFs that are specifically selected and weighted using a modified market-capitalization weighting scheme to achieve specified factor exposures.Grade (RS Rating)
Last Trade
$25.17
Average Daily Volume
26,313
10
Performance
| Period | PFI | WTBN |
|---|---|---|
| 30 Days | 12.13% | 0.08% |
| 60 Days | 13.64% | -2.15% |
| 90 Days | 17.59% | -1.29% |
| 12 Months | 50.72% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PFI | Weight in WTBN | Overlap |
|---|
PFI Overweight 40 Positions Relative to WTBN
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | C | 5.06% | |
| AMP | A | 4.56% | |
| ARES | A | 4.16% | |
| KKR | A | 3.74% | |
| JPM | A | 3.65% | |
| V | A | 3.27% | |
| HOOD | B | 2.99% | |
| FCNCA | A | 2.87% | |
| EVR | B | 2.81% | |
| WAL | B | 2.68% | |
| JEF | A | 2.59% | |
| BRO | B | 2.54% | |
| AXP | A | 2.54% | |
| KNSL | B | 2.38% | |
| COOP | B | 2.38% | |
| MMC | B | 2.3% | |
| AFL | B | 2.15% | |
| WRB | A | 2.11% | |
| PIPR | B | 2.08% | |
| PRI | A | 2.07% | |
| PGR | A | 2.06% | |
| SPG | B | 2.0% | |
| HLI | B | 1.95% | |
| ICE | C | 1.85% | |
| ACGL | D | 1.77% | |
| JXN | C | 1.74% | |
| SFBS | B | 1.67% | |
| HLNE | B | 1.58% | |
| VCTR | B | 1.55% | |
| SLG | B | 1.54% | |
| BGC | C | 1.54% | |
| ENVA | B | 1.48% | |
| MTG | C | 1.35% | |
| BPOP | B | 1.24% | |
| OFG | B | 1.21% | |
| RDFN | D | 1.19% | |
| ERIE | D | 1.16% | |
| NMRK | B | 1.05% | |
| TREE | F | 0.95% | |
| UWMC | D | 0.75% |
PFI: Top Represented Industries & Keywords
WTBN: Top Represented Industries & Keywords
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