PWB vs. EQUL ETF Comparison

Comparison of PowerShares Dynamic LargeCap Growth (PWB) to IQ Engender Equality ETF (EQUL)
PWB

PowerShares Dynamic LargeCap Growth

PWB Description

The PowerShares Dynamic Large Cap Growth Portfolio (Fund) is based on the Dynamic Large Cap Growth IntellidexSM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index seeks to provide capital appreciation while maintaining consistent stylistically accurate exposure. The Style Intellidexes apply a rigorous 10-factor style isolation process to objectively segregate companies into their appropriate investment style and size universe. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$104.74

Average Daily Volume

20,153

Number of Holdings *

50

* may have additional holdings in another (foreign) market
EQUL

IQ Engender Equality ETF

EQUL Description The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.

Grade (RS Rating)

Last Trade

$27.12

Average Daily Volume

225

Number of Holdings *

75

* may have additional holdings in another (foreign) market
Performance
Period PWB EQUL
30 Days 4.59% -0.45%
60 Days 6.35% 1.12%
90 Days 9.97% 4.86%
12 Months 39.64% 26.72%
9 Overlapping Holdings
Symbol Grade Weight in PWB Weight in EQUL Overlap
BSX B 1.43% 1.36% 1.36%
CL D 1.13% 1.12% 1.12%
CRM B 3.82% 1.68% 1.68%
ECL D 1.3% 1.27% 1.27%
HLT A 1.5% 1.49% 1.49%
MA C 3.34% 1.36% 1.36%
MCO B 1.3% 1.29% 1.29%
META D 3.39% 1.41% 1.41%
SPGI C 1.32% 1.26% 1.26%
PWB Overweight 41 Positions Relative to EQUL
Symbol Grade Weight
ORCL B 4.12%
AMZN C 3.72%
NFLX A 3.67%
TMUS B 3.55%
NVDA C 3.49%
V A 3.47%
GOOGL C 3.25%
MSFT F 3.14%
COST B 3.1%
AAPL C 3.05%
ADBE C 2.84%
LLY F 2.51%
SPOT B 1.84%
FICO B 1.77%
BKNG A 1.67%
FTNT C 1.62%
KKR A 1.61%
ETN A 1.6%
GWW B 1.59%
PWR A 1.56%
TT A 1.52%
HWM A 1.52%
CEG D 1.5%
MSI B 1.49%
AXP A 1.48%
IR B 1.48%
ANET C 1.46%
CTAS B 1.42%
APH A 1.42%
ALL A 1.38%
WM A 1.38%
PGR A 1.37%
NU C 1.35%
GD F 1.32%
TDG D 1.32%
RSG A 1.32%
SCCO F 1.25%
AMAT F 1.24%
MELI D 1.2%
KLAC D 1.04%
MPWR F 0.8%
PWB Underweight 66 Positions Relative to EQUL
Symbol Grade Weight
LYFT C -1.99%
WFC A -1.75%
DASH A -1.72%
GM B -1.59%
GS A -1.58%
CMI A -1.57%
PYPL B -1.57%
MAR B -1.57%
AFRM A -1.56%
AA B -1.55%
Z A -1.54%
C A -1.52%
BMY B -1.52%
BAC A -1.52%
GLOB B -1.51%
JPM A -1.51%
BLK C -1.51%
ADSK A -1.49%
ALB C -1.48%
VFC C -1.45%
ILMN D -1.43%
INTU C -1.41%
PARA C -1.41%
MET A -1.39%
VRSK A -1.38%
SCI B -1.36%
WELL A -1.35%
KEYS A -1.34%
F C -1.33%
ACN C -1.33%
YUM B -1.32%
MCD D -1.31%
K A -1.3%
NBIX C -1.3%
NYT C -1.29%
UBER D -1.29%
CLX B -1.29%
WBA F -1.27%
VTR C -1.27%
CRL C -1.26%
ETSY D -1.23%
BMRN D -1.22%
PG A -1.22%
PEP F -1.21%
IPG D -1.21%
KMB D -1.19%
SJM D -1.19%
XYL D -1.19%
WEX D -1.18%
VZ C -1.18%
JNJ D -1.18%
HAS D -1.17%
HSY F -1.16%
AMGN D -1.15%
DOW F -1.14%
IFF D -1.12%
GIS D -1.12%
KO D -1.12%
MDLZ F -1.12%
HALO F -1.11%
MRK F -1.08%
BIIB F -1.07%
COTY F -1.06%
NEM D -0.99%
CNC D -0.99%
OGN D -0.95%
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