PUI vs. LBAY ETF Comparison
Comparison of PowerShares Dynamic Utilities (PUI) to Leatherback Long/Short Alternative Yield ETF (LBAY)
PUI
PowerShares Dynamic Utilities
PUI Description
The PowerShares Dynamic Utilities Portfolio (Fund) is based on the Dynamic Utilities 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 utilities companies. These companies are principally engaged in providing either energy, water, natural gas or telecommunications services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$36.33
Average Daily Volume
2,337
33
LBAY
Leatherback Long/Short Alternative Yield ETF
LBAY Description
The investment seeks capital appreciation and income. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing long positions in securities believed to provide sustainable shareholder yield (defined as dividends plus buybacks plus debt paydowns) and taking short positions in securities expected to decline in price. It will generally have net exposure of 75% - 110% long. The fund's long positions are generally expected to be comprised of equity securities or depositary receipts, although long positions may also include investment-grade corporate bonds and convertible bonds. It is non-diversified.Grade (RS Rating)
Last Trade
$27.46
Average Daily Volume
4,274
52
Performance
| Period | PUI | LBAY |
|---|---|---|
| 30 Days | 11.04% | 4.89% |
| 60 Days | 12.83% | 4.17% |
| 90 Days | 17.47% | 6.46% |
| 12 Months | 14.95% | 6.46% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PUI | Weight in LBAY | Overlap | |
|---|---|---|---|---|---|
| AWK | C | 3.34% | 4.15% | 3.34% |
PUI Overweight 32 Positions Relative to LBAY
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | B | 5.08% | |
| CEG | B | 4.48% | |
| NRG | B | 4.16% | |
| SO | B | 3.86% | |
| OKE | B | 3.77% | |
| DTE | B | 3.69% | |
| ATO | C | 3.48% | |
| PCG | A | 3.47% | |
| SRE | A | 3.46% | |
| NI | A | 3.43% | |
| DUK | A | 3.41% | |
| LNT | B | 3.28% | |
| WEC | C | 3.19% | |
| PNW | C | 3.15% | |
| XEL | D | 2.94% | |
| CMS | B | 2.93% | |
| EXC | C | 2.87% | |
| FYBR | B | 2.64% | |
| IDA | C | 2.58% | |
| PEG | A | 2.58% | |
| CNP | B | 2.54% | |
| ES | C | 2.43% | |
| AEP | B | 2.42% | |
| ED | B | 2.4% | |
| NJR | C | 2.39% | |
| OTTR | C | 2.38% | |
| EIX | A | 2.36% | |
| FE | B | 2.33% | |
| AEE | C | 2.29% | |
| T | B | 2.19% | |
| VZ | C | 2.16% | |
| NFG | B | 2.13% |
PUI Underweight 51 Positions Relative to LBAY
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIS | A | -5.85% | |
| XOM | B | -5.25% | |
| BG | D | -5.23% | |
| V | C | -4.93% | |
| ORI | B | -4.68% | |
| ZBH | D | -4.59% | |
| ABBV | D | -4.24% | |
| PKG | C | -4.18% | |
| ICE | B | -4.15% | |
| AGNC | A | -4.09% | |
| NEM | B | -3.87% | |
| LHX | B | -3.81% | |
| GEHC | D | -3.79% | |
| MDT | C | -3.79% | |
| APD | D | -3.78% | |
| CMCSA | F | -3.78% | |
| WM | D | -3.75% | |
| UNP | B | -3.46% | |
| DIS | D | -3.23% | |
| DPZ | B | -3.08% | |
| LW | F | -3.02% | |
| JNJ | D | -2.98% | |
| CARR | B | -2.91% | |
| MMM | A | -2.91% | |
| PCH | D | -2.87% | |
| KDP | B | -2.72% | |
| KO | B | -2.71% | |
| MTN | F | -2.6% | |
| RIO | B | -2.58% | |
| SPGI | C | -2.37% | |
| SOLV | F | -1.92% | |
| BURL | D | --0.88% | |
| DKS | D | --0.95% | |
| FIVE | F | --1.03% | |
| FIX | B | --1.09% | |
| PLD | F | --1.19% | |
| SITE | D | --1.36% | |
| VRT | A | --1.38% | |
| SQ | D | --1.46% | |
| OLLI | D | --1.5% | |
| AAPL | B | --1.52% | |
| PLNT | C | --1.53% | |
| EQIX | D | --1.56% | |
| RCL | C | --1.6% | |
| DLR | C | --1.61% | |
| BLK | C | --1.66% | |
| DASH | D | --1.74% | |
| TSLA | D | --1.81% | |
| CMG | C | --1.89% | |
| AVGO | A | --2.01% | |
| SF | A | --2.03% |
PUI: Top Represented Industries & Keywords
LBAY: Top Represented Industries & Keywords
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