PWV vs. AIVL ETF Comparison
Comparison of PowerShares Dynamic LargeCap Value (PWV) to WisdomTree U.S. AI Enhanced Value Fund (AIVL)
PWV
PowerShares Dynamic LargeCap Value
PWV Description
The PowerShares Dynamic Large Cap Value Portfolio (Fund) is based on the Dynamic Large Cap Value IntellidexSM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed 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
$61.68
Average Daily Volume
32,374
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
AIVL
WisdomTree U.S. AI Enhanced Value Fund
AIVL Description
WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$114.26
Average Daily Volume
1,951
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | PWV | AIVL |
|---|---|---|
| 30 Days | 5.45% | 4.10% |
| 60 Days | 6.55% | 3.54% |
| 90 Days | 6.53% | 5.56% |
| 12 Months | 31.21% | 28.21% |
11 Overlapping Holdings
| Symbol | Grade | Weight in PWV | Weight in AIVL | Overlap | |
|---|---|---|---|---|---|
| ABT | B | 3.27% | 2.89% | 2.89% | |
| BRK.A | B | 3.25% | 0.32% | 0.32% | |
| CNC | F | 1.03% | 1.34% | 1.03% | |
| CVX | B | 3.52% | 1.12% | 1.12% | |
| JCI | C | 1.59% | 0.99% | 0.99% | |
| KMB | C | 1.3% | 0.24% | 0.24% | |
| KO | D | 2.82% | 1.37% | 1.37% | |
| LHX | C | 1.46% | 0.72% | 0.72% | |
| RTX | D | 1.37% | 2.58% | 1.37% | |
| WFC | A | 4.18% | 4.35% | 4.18% | |
| XOM | C | 3.27% | 3.99% | 3.27% |
PWV Overweight 38 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| BAC | A | 3.72% | |
| JPM | B | 3.5% | |
| IBM | C | 3.46% | |
| VZ | B | 3.26% | |
| PG | A | 3.22% | |
| JNJ | D | 3.0% | |
| TXN | D | 3.0% | |
| AMGN | D | 2.81% | |
| ABBV | D | 2.73% | |
| KMI | B | 1.79% | |
| MS | B | 1.77% | |
| OKE | C | 1.75% | |
| COF | B | 1.74% | |
| DELL | C | 1.64% | |
| LNG | B | 1.64% | |
| CMI | A | 1.62% | |
| BK | A | 1.59% | |
| T | A | 1.59% | |
| ET | B | 1.58% | |
| PNC | A | 1.56% | |
| URI | B | 1.53% | |
| GM | B | 1.53% | |
| MET | A | 1.51% | |
| KR | A | 1.5% | |
| CAT | B | 1.49% | |
| EOG | C | 1.46% | |
| PRU | A | 1.45% | |
| AFL | B | 1.41% | |
| CB | D | 1.4% | |
| VLO | C | 1.37% | |
| AIG | B | 1.37% | |
| PSX | C | 1.34% | |
| LMT | D | 1.31% | |
| MPC | F | 1.28% | |
| LEN | C | 1.26% | |
| CI | D | 1.25% | |
| DHI | D | 1.19% | |
| ELV | F | 0.99% |
PWV Underweight 89 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| MDT | D | -3.33% | |
| CMCSA | C | -3.3% | |
| MO | A | -3.25% | |
| NI | A | -3.04% | |
| OTIS | C | -3.0% | |
| NDAQ | A | -2.77% | |
| FTV | B | -2.76% | |
| A | D | -2.71% | |
| HWM | B | -2.68% | |
| ICE | D | -2.65% | |
| CME | A | -2.61% | |
| ROP | B | -2.55% | |
| WY | D | -2.15% | |
| TDY | B | -2.05% | |
| INTC | C | -2.0% | |
| TXT | D | -1.95% | |
| HON | B | -1.8% | |
| CNP | A | -1.7% | |
| HPE | B | -1.68% | |
| KDP | D | -1.58% | |
| PPG | D | -1.56% | |
| HOLX | D | -1.41% | |
| FDS | B | -1.38% | |
| PCG | B | -1.22% | |
| AMCR | D | -1.13% | |
| SBAC | D | -0.92% | |
| OXY | F | -0.9% | |
| LKQ | D | -0.78% | |
| NSA | C | -0.69% | |
| QGEN | D | -0.69% | |
| PM | B | -0.66% | |
| KEYS | B | -0.63% | |
| WRB | A | -0.62% | |
| RBLX | C | -0.57% | |
| M | D | -0.56% | |
| ZBH | C | -0.54% | |
| XP | F | -0.52% | |
| ESI | B | -0.51% | |
| RGA | A | -0.5% | |
| HUN | F | -0.48% | |
| KHC | D | -0.47% | |
| AMKR | F | -0.43% | |
| CNH | A | -0.42% | |
| DOW | F | -0.42% | |
| AM | B | -0.42% | |
| HXL | D | -0.39% | |
| LNC | B | -0.38% | |
| GPC | D | -0.36% | |
| DCI | A | -0.36% | |
| BAX | F | -0.36% | |
| WEN | D | -0.35% | |
| GEHC | F | -0.3% | |
| GNTX | C | -0.29% | |
| GTES | A | -0.28% | |
| CW | B | -0.28% | |
| MDU | F | -0.28% | |
| BEN | C | -0.27% | |
| HEI | B | -0.27% | |
| PINC | B | -0.27% | |
| CSX | B | -0.26% | |
| HII | F | -0.26% | |
| DXC | B | -0.26% | |
| AME | A | -0.26% | |
| IEX | B | -0.26% | |
| ORI | A | -0.26% | |
| RYAN | A | -0.26% | |
| UPS | C | -0.25% | |
| MNST | B | -0.25% | |
| UGI | A | -0.25% | |
| SBUX | B | -0.25% | |
| HST | C | -0.25% | |
| INCY | C | -0.25% | |
| REYN | D | -0.25% | |
| USB | A | -0.25% | |
| BWXT | B | -0.25% | |
| BWA | C | -0.25% | |
| BDX | F | -0.24% | |
| BSY | D | -0.24% | |
| COTY | F | -0.24% | |
| TRIP | F | -0.24% | |
| DLB | B | -0.24% | |
| EXC | D | -0.24% | |
| JKHY | D | -0.24% | |
| TECH | C | -0.24% | |
| FR | C | -0.24% | |
| ASH | F | -0.23% | |
| CAG | D | -0.23% | |
| ED | D | -0.23% | |
| SWKS | F | -0.23% |
PWV: Top Represented Industries & Keywords
Industries:
Oil & Gas Midstream
Banks - Global
Drug Manufacturers - Major
Health Care Plans
Insurance - Life
Oil & Gas Refining & Marketing
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Oil & Gas Integrated
Residential Construction
Telecom Services
Asset Management
Auto Manufacturers
Banks - Regional - US
Beverages - Soft Drinks
Capital Markets
Communication Equipment
Computer Systems
Credit Services
Keywords:
S&P 500
Dow Jones Component
Natural Gas
Bank
Insurance
Crude Oil
Financial Products
Petroleum Products
Health Insurance
Investment Management
Petroleum Industry
Asset Management Services
Banking
Batteries
Cash Management
Disability
Insurance Products
Investment Bank
Life Insurance
Mental Health
AIVL: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Aerospace & Defense
Auto Parts
Beverages - Soft Drinks
Chemicals
Financial Data & Stock Exchanges
Medical Devices
Medical Instruments & Supplies
Scientific & Technical Instruments
Semiconductors
Utilities - Regulated Gas
Biotechnology
Capital Markets
Communication Equipment
Diagnostics & Research
Household & Personal Products
Insurance - Diversified
Oil & Gas Integrated
Packaged Foods
Packaging & Containers
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