PHO vs. EQTY ETF Comparison
Comparison of Invesco Water Resources ETF (PHO) to Kovitz Core Equity ETF (EQTY)
PHO
Invesco Water Resources ETF
PHO Description
The PowerShares Water Resources Portfolio (Fund) is based on the NASDAQ OMX US Water Index. The Fund generally will invest at least 90% of its total assets in common stocks and American depositary receipts (ADRs) of companies in the water industry that comprise the Underlying Index. The Underlying Index seeks to track the performance of US exchange-listed companies that create products designed to conserve and purify water for homes, businesses and industries. The Fund and the Index are rebalanced quarterly and reconstituted annually in April.
Grade (RS Rating)
Last Trade
$68.41
Average Daily Volume
74,284
37
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$21.86
Average Daily Volume
46,076
10
Performance
| Period | PHO | EQTY |
|---|---|---|
| 30 Days | 8.52% | 4.30% |
| 60 Days | 6.66% | 2.31% |
| 90 Days | 9.07% | 5.18% |
| 12 Months | 28.53% | 23.57% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PHO | Weight in EQTY | Overlap |
|---|
PHO Overweight 37 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| DHR | C | 7.72% | |
| ECL | A | 7.69% | |
| ROP | D | 7.24% | |
| AWK | B | 6.8% | |
| CNM | A | 4.82% | |
| VLTO | A | 4.25% | |
| XYL | A | 4.2% | |
| PNR | C | 4.06% | |
| WAT | D | 3.98% | |
| AOS | C | 3.79% | |
| TTC | F | 3.64% | |
| WMS | C | 3.56% | |
| WTRG | B | 3.55% | |
| IEX | D | 3.53% | |
| ACM | C | 3.46% | |
| TTEK | B | 2.58% | |
| VMI | B | 2.37% | |
| MLI | B | 1.79% | |
| ZWS | C | 1.7% | |
| ITRI | A | 1.61% | |
| BMI | A | 1.61% | |
| WTS | C | 1.29% | |
| MWA | A | 0.86% | |
| AWR | C | 0.84% | |
| FELE | D | 0.82% | |
| CWT | B | 0.82% | |
| SBS | C | 0.64% | |
| LNN | C | 0.55% | |
| SJW | D | 0.54% | |
| MSEX | C | 0.52% | |
| ERII | F | 0.33% | |
| CWCO | D | 0.2% | |
| YORW | B | 0.11% | |
| GRC | F | 0.09% | |
| ARTNA | C | 0.08% | |
| NWPX | C | 0.08% | |
| GWRS | B | 0.02% |
PHO: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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