PKW vs. SPVU ETF Comparison
Comparison of PowerShares Buyback Achievers (PKW) to PowerShares S&P 500 Value Portfolio (SPVU)
PKW
PowerShares Buyback Achievers
PKW Description
The PowerShares Buyback AchieversTM Portfolio (Fund) is based on the NASDAQ US Buyback AchieversTM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to track the performance of companies that meet the requirements to be classified as BuyBack Achievers™. To become eligible for inclusion in the Index, a company must be incorporated in the U.S., trade on a US exchange and must have repurchased at least 5% or more of its outstanding shares for the trailing 12 months. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc. replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Share Buyback Achievers Index to NASDAQ Buyback Achievers Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.
Grade (RS Rating)
Last Trade
$123.34
Average Daily Volume
16,954
191
SPVU
PowerShares S&P 500 Value Portfolio
SPVU Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Enhanced Value Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "value score," which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. The fund is non-diversified.Grade (RS Rating)
Last Trade
$53.20
Average Daily Volume
6,938
99
Performance
Period | PKW | SPVU |
---|---|---|
30 Days | 5.94% | 5.68% |
60 Days | 9.02% | 7.71% |
90 Days | 11.35% | 7.87% |
12 Months | 35.82% | 33.54% |
15 Overlapping Holdings
Symbol | Grade | Weight in PKW | Weight in SPVU | Overlap | |
---|---|---|---|---|---|
AIG | B | 1.6% | 1.24% | 1.24% | |
CFG | B | 0.68% | 0.46% | 0.46% | |
CMCSA | B | 4.88% | 3.39% | 3.39% | |
CNC | D | 1.01% | 0.99% | 0.99% | |
FOXA | A | 0.33% | 0.24% | 0.24% | |
HIG | B | 1.13% | 0.63% | 0.63% | |
L | A | 0.6% | 0.37% | 0.37% | |
MCK | A | 2.61% | 1.38% | 1.38% | |
MPC | D | 1.75% | 1.63% | 1.63% | |
PHM | D | 0.87% | 0.51% | 0.51% | |
PSX | C | 1.79% | 1.58% | 1.58% | |
STLD | B | 0.71% | 0.45% | 0.45% | |
STT | B | 0.94% | 0.6% | 0.6% | |
SYF | B | 0.83% | 0.63% | 0.63% | |
VLO | C | 1.51% | 1.59% | 1.51% |
PKW Overweight 176 Positions Relative to SPVU
Symbol | Grade | Weight | |
---|---|---|---|
BKNG | A | 5.49% | |
TMUS | B | 5.44% | |
JNJ | C | 4.53% | |
LMT | D | 4.13% | |
FI | A | 4.0% | |
DE | B | 3.61% | |
APP | B | 2.89% | |
PYPL | B | 2.83% | |
HCA | F | 2.83% | |
MAR | A | 2.59% | |
ORLY | B | 2.3% | |
CSX | C | 2.21% | |
AFL | B | 2.05% | |
HLT | A | 2.0% | |
MET | A | 1.91% | |
AZO | C | 1.77% | |
VST | A | 1.64% | |
DFS | B | 1.42% | |
VRSK | A | 1.3% | |
DD | C | 1.12% | |
CAH | B | 0.95% | |
GDDY | A | 0.85% | |
EXPE | B | 0.73% | |
BLDR | D | 0.68% | |
CSL | C | 0.66% | |
EXPD | C | 0.55% | |
TXT | D | 0.51% | |
JEF | A | 0.5% | |
TOL | B | 0.5% | |
EQH | C | 0.49% | |
THC | D | 0.48% | |
MGM | D | 0.37% | |
MUSA | B | 0.35% | |
PAG | B | 0.35% | |
WMS | F | 0.34% | |
CACI | D | 0.33% | |
EXP | B | 0.33% | |
PRI | B | 0.33% | |
ORI | A | 0.32% | |
CNM | D | 0.28% | |
DINO | D | 0.27% | |
HRB | D | 0.27% | |
WH | B | 0.25% | |
BERY | C | 0.25% | |
BRKR | D | 0.24% | |
R | B | 0.23% | |
BYD | B | 0.22% | |
MTN | C | 0.22% | |
WSC | F | 0.22% | |
CHH | A | 0.22% | |
MTG | C | 0.21% | |
AN | C | 0.21% | |
ARW | D | 0.2% | |
COOP | B | 0.2% | |
KBH | D | 0.19% | |
RH | C | 0.19% | |
CNX | A | 0.19% | |
GPI | B | 0.18% | |
VVV | D | 0.18% | |
AMG | B | 0.18% | |
PVH | C | 0.18% | |
SM | B | 0.17% | |
ABG | C | 0.17% | |
CRC | A | 0.17% | |
MATX | C | 0.17% | |
NXST | C | 0.17% | |
SLM | A | 0.17% | |
DDS | B | 0.17% | |
BC | C | 0.17% | |
OLN | F | 0.16% | |
NSIT | F | 0.16% | |
EEFT | B | 0.15% | |
IDCC | B | 0.15% | |
HGV | C | 0.14% | |
GOLF | B | 0.14% | |
TNET | F | 0.14% | |
SKYW | C | 0.14% | |
ASGN | F | 0.13% | |
CVCO | A | 0.13% | |
DXC | B | 0.12% | |
CAR | C | 0.12% | |
GFF | A | 0.12% | |
WU | F | 0.12% | |
CEIX | A | 0.12% | |
TNL | A | 0.12% | |
ASH | F | 0.12% | |
ASO | F | 0.11% | |
ATGE | B | 0.11% | |
NSA | C | 0.11% | |
HP | C | 0.11% | |
BTU | B | 0.11% | |
DOCN | C | 0.11% | |
HUN | F | 0.11% | |
FBP | C | 0.11% | |
SLVM | B | 0.11% | |
TGNA | B | 0.1% | |
LBRT | D | 0.1% | |
PK | C | 0.1% | |
DEI | B | 0.1% | |
CARG | B | 0.1% | |
BHF | C | 0.1% | |
VIRT | A | 0.1% | |
ATKR | D | 0.1% | |
AMR | C | 0.1% | |
VAC | C | 0.1% | |
GNW | A | 0.1% | |
ENVA | B | 0.09% | |
SPB | C | 0.08% | |
SEB | F | 0.08% | |
PRG | C | 0.07% | |
GBX | A | 0.07% | |
HURN | C | 0.07% | |
IART | C | 0.06% | |
AZTA | D | 0.06% | |
CASH | B | 0.06% | |
SAH | C | 0.05% | |
PLAY | D | 0.05% | |
ATSG | B | 0.05% | |
PEB | D | 0.05% | |
XHR | B | 0.05% | |
PZZA | F | 0.05% | |
CSGS | B | 0.05% | |
NAVI | F | 0.05% | |
DXPE | C | 0.04% | |
INVA | D | 0.04% | |
DK | C | 0.04% | |
HTZ | C | 0.04% | |
CNNE | B | 0.04% | |
JBGS | F | 0.04% | |
EIG | B | 0.04% | |
SNCY | C | 0.03% | |
LQDT | B | 0.03% | |
CGEM | F | 0.03% | |
RYI | C | 0.03% | |
STGW | A | 0.03% | |
HCKT | B | 0.03% | |
PRA | C | 0.03% | |
EGBN | B | 0.03% | |
ODP | F | 0.03% | |
JACK | C | 0.03% | |
ECVT | C | 0.03% | |
AMN | F | 0.03% | |
LILAK | D | 0.03% | |
XRX | F | 0.03% | |
SBSI | C | 0.03% | |
TBPH | B | 0.02% | |
ANAB | F | 0.02% | |
NFBK | C | 0.02% | |
HONE | C | 0.02% | |
FPI | B | 0.02% | |
LXU | B | 0.02% | |
OPY | B | 0.02% | |
NR | B | 0.02% | |
IMXI | B | 0.02% | |
SCHL | F | 0.02% | |
ZIP | D | 0.02% | |
LPRO | B | 0.02% | |
CHGG | C | 0.01% | |
SKIN | D | 0.01% | |
DBI | F | 0.01% | |
ZYXI | D | 0.01% | |
ONTF | C | 0.01% | |
TASK | C | 0.01% | |
WSBF | C | 0.01% | |
RLGT | B | 0.01% | |
DENN | D | 0.01% | |
MBI | B | 0.01% | |
GCO | C | 0.01% | |
CCRN | F | 0.01% | |
LWAY | C | 0.01% | |
LOCO | D | 0.01% | |
SENEA | A | 0.01% | |
LSEA | D | 0.01% | |
NECB | C | 0.01% | |
KELYA | F | 0.01% | |
MX | F | 0.0% |
PKW Underweight 84 Positions Relative to SPVU
Symbol | Grade | Weight | |
---|---|---|---|
JPM | A | -5.7% | |
BAC | A | -5.25% | |
BRK.A | B | -5.16% | |
WFC | A | -4.93% | |
XOM | B | -4.91% | |
CVX | A | -4.54% | |
T | A | -3.92% | |
VZ | C | -2.85% | |
C | A | -2.63% | |
CVS | D | -2.46% | |
GM | C | -2.39% | |
CI | D | -1.81% | |
COF | C | -1.61% | |
USB | A | -1.43% | |
PNC | B | -1.43% | |
F | C | -1.43% | |
EMR | B | -1.27% | |
FDX | B | -1.25% | |
DAL | B | -1.07% | |
BK | A | -1.04% | |
UAL | A | -1.0% | |
KR | B | -0.96% | |
DHI | F | -0.94% | |
ADM | D | -0.93% | |
PRU | A | -0.9% | |
MTB | A | -0.84% | |
LEN | D | -0.83% | |
CHTR | C | -0.82% | |
HUM | C | -0.76% | |
NUE | C | -0.76% | |
ACGL | C | -0.73% | |
COR | B | -0.73% | |
VICI | C | -0.6% | |
HPE | B | -0.58% | |
ETR | B | -0.57% | |
FITB | B | -0.56% | |
KHC | F | -0.56% | |
CINF | A | -0.55% | |
HBAN | A | -0.53% | |
RF | A | -0.52% | |
ED | C | -0.5% | |
HPQ | B | -0.5% | |
FANG | C | -0.49% | |
EG | C | -0.44% | |
DVN | F | -0.44% | |
BG | D | -0.44% | |
WBD | B | -0.42% | |
TSN | B | -0.4% | |
NRG | B | -0.38% | |
BALL | F | -0.38% | |
APTV | F | -0.37% | |
LYB | F | -0.37% | |
JBL | C | -0.36% | |
BAX | F | -0.36% | |
BBY | D | -0.35% | |
LUV | C | -0.33% | |
MOH | F | -0.33% | |
TAP | C | -0.32% | |
KEY | B | -0.32% | |
PFG | D | -0.32% | |
MRO | B | -0.3% | |
KMX | B | -0.28% | |
VTRS | A | -0.26% | |
SW | A | -0.25% | |
EVRG | A | -0.24% | |
MOS | F | -0.24% | |
CAG | F | -0.24% | |
AIZ | A | -0.23% | |
GL | C | -0.22% | |
UHS | D | -0.21% | |
BWA | D | -0.2% | |
SOLV | D | -0.2% | |
LKQ | F | -0.2% | |
CZR | F | -0.19% | |
EMN | C | -0.18% | |
APA | D | -0.17% | |
PNW | A | -0.16% | |
PARA | C | -0.15% | |
CE | F | -0.15% | |
BEN | C | -0.15% | |
FMC | D | -0.15% | |
HII | F | -0.14% | |
WBA | F | -0.14% | |
MHK | D | -0.11% |
PKW: Top Represented Industries & Keywords
SPVU: Top Represented Industries & Keywords