PFI vs. YLDE ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to ClearBridge Dividend Strategy ESG ETF (YLDE)
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
$47.86
Average Daily Volume
5,314
43
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$45.67
Average Daily Volume
2,200
53
Performance
| Period | PFI | YLDE |
|---|---|---|
| 30 Days | -1.44% | -1.85% |
| 60 Days | 0.23% | -0.88% |
| 90 Days | 5.97% | 1.35% |
| 12 Months | 24.24% | 15.41% |
PFI Overweight 39 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | D | 5.63% | |
| KNSL | F | 5.04% | |
| ARES | C | 4.74% | |
| KKR | D | 3.07% | |
| COOP | A | 3.04% | |
| COIN | D | 2.95% | |
| AJG | C | 2.9% | |
| FCNCA | B | 2.69% | |
| AXP | B | 2.64% | |
| MMC | D | 2.47% | |
| BRO | C | 2.44% | |
| PGR | B | 2.1% | |
| HOOD | C | 1.86% | |
| SPG | D | 1.84% | |
| PRI | D | 1.74% | |
| RHP | D | 1.73% | |
| JXN | A | 1.71% | |
| CB | C | 1.68% | |
| HLI | A | 1.67% | |
| PIPR | A | 1.58% | |
| DFIN | A | 1.5% | |
| VCTR | A | 1.5% | |
| OMF | A | 1.48% | |
| EVR | B | 1.46% | |
| SFBS | C | 1.45% | |
| BGC | B | 1.4% | |
| AGO | D | 1.39% | |
| AGM | A | 1.36% | |
| SLG | B | 1.34% | |
| ORI | A | 1.33% | |
| RGA | A | 1.31% | |
| ERIE | C | 1.31% | |
| MTG | C | 1.31% | |
| SKT | D | 1.28% | |
| OFG | A | 1.22% | |
| HCI | B | 1.22% | |
| ENVA | B | 1.19% | |
| RYAN | D | 1.15% | |
| TREE | A | 1.13% |
PFI Underweight 49 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | C | -4.45% | |
| WMB | B | -3.76% | |
| SRE | B | -3.06% | |
| CMCSA | F | -2.91% | |
| BDX | F | -2.8% | |
| LIN | D | -2.74% | |
| TRV | C | -2.61% | |
| VMC | C | -2.42% | |
| MRK | B | -2.41% | |
| AVGO | D | -2.33% | |
| TMUS | A | -2.27% | |
| KO | A | -2.06% | |
| UNP | C | -1.95% | |
| KMI | A | -1.93% | |
| ORCL | D | -1.88% | |
| AVB | A | -1.83% | |
| AAPL | C | -1.78% | |
| PG | A | -1.76% | |
| COF | B | -1.76% | |
| SAP | D | -1.73% | |
| WM | C | -1.73% | |
| AMT | D | -1.67% | |
| HD | D | -1.56% | |
| UNH | C | -1.54% | |
| HON | C | -1.53% | |
| MET | D | -1.48% | |
| PPG | D | -1.41% | |
| JNJ | F | -1.38% | |
| MDLZ | D | -1.33% | |
| AZN | A | -1.24% | |
| EQT | B | -1.19% | |
| CL | A | -1.16% | |
| SBUX | F | -1.16% | |
| PNC | A | -1.15% | |
| NUE | D | -1.15% | |
| FCX | A | -1.1% | |
| CSCO | F | -1.1% | |
| EIX | A | -1.09% | |
| INTC | F | -1.05% | |
| DTE | A | -1.02% | |
| APD | C | -1.01% | |
| UPS | F | -0.99% | |
| PSA | D | -0.98% | |
| DIS | C | -0.98% | |
| KVUE | D | -0.98% | |
| GILD | F | -0.92% | |
| GM | B | -0.88% | |
| HLN | C | -0.79% | |
| TXN | A | -0.66% |
PFI: Top Represented Industries & Keywords
YLDE: Top Represented Industries & Keywords
Compare ETFs
