PWB vs. FDLO ETF Comparison
Comparison of PowerShares Dynamic LargeCap Growth (PWB) to Fidelity Low Volatility Factor ETF (FDLO)
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
$104.86
Average Daily Volume
20,153
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
FDLO
Fidelity Low Volatility Factor ETF
FDLO Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Low Volatility Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Low Volatility Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with lower volatility than the broader market.Grade (RS Rating)
Last Trade
$61.98
Average Daily Volume
74,193
Number of Holdings
*
125
* may have additional holdings in another (foreign) market
Performance
| Period | PWB | FDLO |
|---|---|---|
| 30 Days | 4.71% | 0.81% |
| 60 Days | 6.46% | 1.49% |
| 90 Days | 10.09% | 4.05% |
| 12 Months | 39.80% | 21.68% |
17 Overlapping Holdings
| Symbol | Grade | Weight in PWB | Weight in FDLO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.05% | 7.26% | 3.05% | |
| AMZN | C | 3.72% | 3.92% | 3.72% | |
| CL | D | 1.13% | 0.35% | 0.35% | |
| ECL | D | 1.3% | 0.24% | 0.24% | |
| ETN | A | 1.6% | 0.72% | 0.72% | |
| GD | F | 1.32% | 0.49% | 0.49% | |
| GOOGL | C | 3.25% | 4.12% | 3.25% | |
| LLY | F | 2.51% | 1.57% | 1.57% | |
| MA | C | 3.34% | 1.34% | 1.34% | |
| MSFT | F | 3.14% | 6.93% | 3.14% | |
| MSI | B | 1.49% | 1.49% | 1.49% | |
| ORCL | B | 4.12% | 2.01% | 2.01% | |
| PGR | A | 1.37% | 0.84% | 0.84% | |
| RSG | A | 1.32% | 0.47% | 0.47% | |
| TMUS | B | 3.55% | 0.97% | 0.97% | |
| V | A | 3.47% | 1.47% | 1.47% | |
| WM | A | 1.38% | 0.55% | 0.55% |
PWB Overweight 33 Positions Relative to FDLO
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRM | B | 3.82% | |
| NFLX | A | 3.67% | |
| NVDA | C | 3.49% | |
| META | D | 3.39% | |
| COST | B | 3.1% | |
| ADBE | C | 2.84% | |
| SPOT | B | 1.84% | |
| FICO | B | 1.77% | |
| BKNG | A | 1.67% | |
| FTNT | C | 1.62% | |
| KKR | A | 1.61% | |
| GWW | B | 1.59% | |
| PWR | A | 1.56% | |
| TT | A | 1.52% | |
| HWM | A | 1.52% | |
| HLT | A | 1.5% | |
| CEG | D | 1.5% | |
| AXP | A | 1.48% | |
| IR | B | 1.48% | |
| ANET | C | 1.46% | |
| BSX | B | 1.43% | |
| CTAS | B | 1.42% | |
| APH | A | 1.42% | |
| ALL | A | 1.38% | |
| NU | C | 1.35% | |
| SPGI | C | 1.32% | |
| TDG | D | 1.32% | |
| MCO | B | 1.3% | |
| SCCO | F | 1.25% | |
| AMAT | F | 1.24% | |
| MELI | D | 1.2% | |
| KLAC | D | 1.04% | |
| MPWR | F | 0.8% |
PWB Underweight 108 Positions Relative to FDLO
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -2.13% | |
| JPM | A | -1.89% | |
| CSCO | B | -1.77% | |
| ACN | C | -1.6% | |
| UNH | C | -1.55% | |
| IBM | C | -1.54% | |
| TXN | C | -1.48% | |
| ROP | B | -1.21% | |
| HD | A | -1.19% | |
| TYL | B | -1.19% | |
| JNJ | D | -1.18% | |
| XOM | B | -1.17% | |
| VRSN | F | -1.08% | |
| DOX | D | -1.08% | |
| AKAM | D | -1.03% | |
| PG | A | -0.99% | |
| T | A | -0.99% | |
| ABBV | D | -0.98% | |
| CMCSA | B | -0.95% | |
| WMT | A | -0.95% | |
| VZ | C | -0.93% | |
| ABT | B | -0.9% | |
| MRK | F | -0.88% | |
| MCD | D | -0.8% | |
| TMO | F | -0.78% | |
| EA | A | -0.72% | |
| CB | C | -0.72% | |
| LOW | D | -0.71% | |
| AMGN | D | -0.71% | |
| SBUX | A | -0.7% | |
| HON | B | -0.7% | |
| VRTX | F | -0.69% | |
| CVX | A | -0.69% | |
| TRV | B | -0.69% | |
| CME | A | -0.69% | |
| MMC | B | -0.67% | |
| ADP | B | -0.66% | |
| KO | D | -0.66% | |
| TJX | A | -0.65% | |
| UNP | C | -0.63% | |
| PEP | F | -0.62% | |
| PM | B | -0.62% | |
| AJG | B | -0.61% | |
| AIZ | A | -0.61% | |
| BDX | F | -0.6% | |
| FDS | B | -0.59% | |
| LMT | D | -0.58% | |
| ITW | B | -0.56% | |
| WRB | A | -0.56% | |
| NKE | D | -0.56% | |
| CBOE | B | -0.55% | |
| FAST | B | -0.54% | |
| LIN | D | -0.53% | |
| ORLY | B | -0.53% | |
| JKHY | D | -0.51% | |
| PAYX | C | -0.51% | |
| GRMN | B | -0.51% | |
| REGN | F | -0.5% | |
| NOC | D | -0.5% | |
| LHX | C | -0.49% | |
| OTIS | C | -0.47% | |
| AZO | C | -0.47% | |
| TSCO | D | -0.46% | |
| ERIE | D | -0.45% | |
| BAH | F | -0.43% | |
| COP | C | -0.41% | |
| J | F | -0.39% | |
| SO | D | -0.37% | |
| MDLZ | F | -0.37% | |
| DUK | C | -0.35% | |
| WMB | A | -0.34% | |
| FCN | D | -0.34% | |
| EOG | A | -0.32% | |
| EQIX | A | -0.31% | |
| XEL | A | -0.3% | |
| SHW | A | -0.3% | |
| KMB | D | -0.3% | |
| KMI | A | -0.3% | |
| HII | D | -0.29% | |
| AMT | D | -0.29% | |
| GIS | D | -0.28% | |
| LNG | B | -0.28% | |
| AEP | D | -0.28% | |
| WEC | A | -0.27% | |
| APD | A | -0.27% | |
| AEE | A | -0.26% | |
| DLR | B | -0.26% | |
| PSA | D | -0.25% | |
| ED | D | -0.25% | |
| CMS | C | -0.24% | |
| HSY | F | -0.24% | |
| DTM | B | -0.23% | |
| O | D | -0.22% | |
| CCI | D | -0.21% | |
| VMC | B | -0.2% | |
| CTVA | C | -0.2% | |
| PKG | A | -0.19% | |
| MLM | B | -0.19% | |
| CTRA | B | -0.19% | |
| CSGP | D | -0.18% | |
| MAA | B | -0.18% | |
| EQR | B | -0.18% | |
| ADC | B | -0.16% | |
| AMH | D | -0.16% | |
| ELS | C | -0.16% | |
| ATR | B | -0.16% | |
| AMCR | D | -0.15% | |
| AVY | D | -0.14% |
PWB: Top Represented Industries & Keywords
Industries:
Credit Services
Internet Content & Information
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Aerospace & Defense
Capital Markets
Insurance - Property & Casualty
Semiconductor Equipment & Materials
Semiconductors
Specialty Retail
Waste Management
Asset Management
Banks - Diversified
Business Services
Communication Equipment
Computer Systems
Consumer Electronics
Copper
Discount Stores
FDLO: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Drug Manufacturers - Major
Aerospace & Defense
Insurance - Property & Casualty
Oil & Gas Midstream
REIT - Residential
Specialty Retail
Telecom Services
Communication Equipment
Diversified Industrials
Household & Personal Products
Insurance Brokers
Oil & Gas E&P
Packaging & Containers
Software - Infrastructure
Specialty Chemicals
Beverages - Soft Drinks
Biotechnology
Building Materials
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