PWB vs. IBLC ETF Comparison

Comparison of PowerShares Dynamic LargeCap Growth (PWB) to iShares Blockchain and Tech ETF (IBLC)
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

$98.45

Average Daily Volume

20,419

Number of Holdings *

50

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

iShares Blockchain and Tech ETF

IBLC Description The fund invests at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in theindex. It is non-diversified.

Grade (RS Rating)

Last Trade

$30.87

Average Daily Volume

11,915

Number of Holdings *

19

* may have additional holdings in another (foreign) market
Performance
Period PWB IBLC
30 Days 3.94% 9.07%
60 Days 7.94% -4.94%
90 Days 4.23% -2.69%
12 Months 44.82% 92.75%
2 Overlapping Holdings
Symbol Grade Weight in PWB Weight in IBLC Overlap
MA B 3.37% 3.33% 3.33%
NVDA C 2.98% 3.82% 2.98%
PWB Overweight 48 Positions Relative to IBLC
Symbol Grade Weight
ORCL B 3.93%
AMZN C 3.56%
META B 3.5%
MSFT C 3.44%
V C 3.42%
NFLX B 3.29%
CRM C 3.27%
AAPL C 3.26%
COST C 3.22%
GOOGL D 3.2%
TMUS B 3.18%
LLY D 3.11%
ADBE F 3.01%
FICO B 1.56%
ETN C 1.55%
ANET C 1.53%
KKR B 1.51%
IR B 1.5%
TT B 1.5%
PWR B 1.49%
SPOT C 1.48%
CEG C 1.48%
GWW B 1.48%
AXP B 1.47%
TDG B 1.46%
BSX B 1.46%
GD C 1.46%
PGR C 1.45%
HLT B 1.44%
BKNG B 1.44%
MELI C 1.44%
SPGI C 1.44%
ALL C 1.43%
CTAS C 1.42%
ECL B 1.41%
MCO C 1.41%
MSI B 1.41%
AMAT D 1.4%
HWM B 1.4%
NU C 1.4%
FTNT B 1.39%
SCCO C 1.38%
APH C 1.37%
WM D 1.36%
RSG D 1.35%
CL C 1.34%
MPWR B 1.34%
KLAC D 1.32%
PWB Underweight 17 Positions Relative to IBLC
Symbol Grade Weight
MARA D -11.96%
COIN F -11.36%
CORZ C -9.83%
CLSK F -8.63%
WULF C -5.27%
RIOT F -4.31%
AMD C -3.83%
HUT D -3.77%
IBM B -3.58%
APLD C -2.99%
CIFR D -2.66%
PYPL B -1.93%
SQ D -0.89%
HOOD C -0.32%
FOXA B -0.23%
DXC D -0.09%
HKD C -0.0%
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