PWB vs. STNC ETF Comparison

Comparison of PowerShares Dynamic LargeCap Growth (PWB) to Stance Equity ESG Large Cap Core ETF (STNC)
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
STNC

Stance Equity ESG Large Cap Core ETF

STNC Description The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.

Grade (RS Rating)

Last Trade

$32.03

Average Daily Volume

5,427

Number of Holdings *

45

* may have additional holdings in another (foreign) market
Performance
Period PWB STNC
30 Days 4.71% 2.79%
60 Days 6.46% 3.89%
90 Days 10.09% 6.73%
12 Months 39.80% 20.83%
7 Overlapping Holdings
Symbol Grade Weight in PWB Weight in STNC Overlap
AAPL C 3.05% 3.06% 3.05%
AMAT F 1.24% 2.07% 1.24%
BSX B 1.43% 3.12% 1.43%
GOOGL C 3.25% 0.92% 0.92%
GWW B 1.59% 1.43% 1.43%
MSFT F 3.14% 2.66% 2.66%
ORCL B 4.12% 1.06% 1.06%
PWB Overweight 43 Positions Relative to STNC
Symbol Grade Weight
CRM B 3.82%
AMZN C 3.72%
NFLX A 3.67%
TMUS B 3.55%
NVDA C 3.49%
V A 3.47%
META D 3.39%
MA C 3.34%
COST B 3.1%
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%
PWR A 1.56%
TT A 1.52%
HWM A 1.52%
HLT A 1.5%
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%
SPGI C 1.32%
TDG D 1.32%
RSG A 1.32%
MCO B 1.3%
ECL D 1.3%
SCCO F 1.25%
MELI D 1.2%
CL D 1.13%
KLAC D 1.04%
MPWR F 0.8%
PWB Underweight 38 Positions Relative to STNC
Symbol Grade Weight
EBAY D -3.59%
MMM D -3.57%
BK A -3.48%
T A -3.33%
AKAM D -3.2%
KR B -3.19%
SYY B -3.18%
HIG B -3.16%
IEX B -3.13%
WAB B -3.12%
COR B -2.95%
HPQ B -2.93%
PRU A -2.93%
CVS D -2.91%
RJF A -2.87%
CMG B -2.69%
HD A -2.53%
GS A -2.43%
SYF B -2.37%
AZO C -2.37%
CTLT B -2.29%
PTC A -2.21%
LOW D -2.17%
AMP A -1.96%
AOS F -1.89%
DXCM D -1.7%
ITW B -1.69%
COF B -1.63%
ACN C -1.54%
WFC A -1.4%
XYL D -1.39%
AVGO D -1.23%
ORLY B -1.22%
MAR B -1.16%
TFC A -0.59%
MRNA F -0.46%
DAL C -0.41%
FCX D -0.39%
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