PYZ vs. TWIO ETF Comparison
Comparison of PowerShares Dynamic Basic Materials (PYZ) to Trajan Wealth Income Opportunities ETF (TWIO)
PYZ
PowerShares Dynamic Basic Materials
PYZ Description
The PowerShares Dynamic Basic Materials Sector Portfolio (Fund) is based on the Dynamic Basic Materials Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of stocks of 60 US basic materials companies. These are companies that are principally engaged in the business of producing raw materials, including paper or wood products, chemicals, construction materials, and mining and metals. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$87.86
Average Daily Volume
2,697
50
TWIO
Trajan Wealth Income Opportunities ETF
TWIO Description
Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is an exchange traded fund launched and managed by OBP Capital, LLC. The fund is co-managed by Trajan Wealth, LLC. It invests in the public equity and fixed income markets of the United States. For it equity portion, the fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies operating across diversified market capitalization. For its fixed income, the fund primarily invests in preferred securities and income producing fixed income securities with varying maturities. The fund employs fundamental analysis with bottom-up and top-down securities picking approach to create its portfolio. Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$8.84
Average Daily Volume
7,746
19
Performance
| Period | PYZ | TWIO |
|---|---|---|
| 30 Days | -3.03% | -0.57% |
| 60 Days | 2.36% | 2.06% |
| 90 Days | 7.72% | 1.86% |
| 12 Months | 10.38% | 5.40% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PYZ | Weight in TWIO | Overlap |
|---|
PYZ Overweight 50 Positions Relative to TWIO
| Symbol | Grade | Weight | |
|---|---|---|---|
| STLD | B | 4.6% | |
| RS | D | 4.4% | |
| AVY | C | 4.13% | |
| NUE | D | 4.09% | |
| LYB | A | 3.72% | |
| LIN | D | 3.67% | |
| APD | D | 3.2% | |
| ATI | B | 2.77% | |
| WLK | B | 2.45% | |
| RPM | C | 2.34% | |
| LPX | C | 2.31% | |
| FCX | B | 2.26% | |
| SLVM | A | 2.13% | |
| CTVA | C | 2.08% | |
| WOR | C | 2.07% | |
| CE | D | 2.06% | |
| CLF | D | 2.04% | |
| DOW | B | 2.02% | |
| CRS | A | 2.02% | |
| SUM | D | 1.99% | |
| CBT | A | 1.98% | |
| ECL | C | 1.93% | |
| OLN | D | 1.88% | |
| VVV | C | 1.87% | |
| IFF | A | 1.83% | |
| UEC | B | 1.8% | |
| SMG | A | 1.78% | |
| IP | D | 1.74% | |
| CMC | B | 1.7% | |
| FMC | F | 1.65% | |
| CF | C | 1.64% | |
| KWR | D | 1.64% | |
| CENX | B | 1.6% | |
| ESI | D | 1.51% | |
| NEU | D | 1.49% | |
| HWKN | A | 1.41% | |
| HUN | D | 1.32% | |
| OI | F | 1.3% | |
| FUL | D | 1.28% | |
| SXC | D | 1.27% | |
| CC | C | 1.24% | |
| MATV | A | 1.22% | |
| MTRN | D | 1.2% | |
| IOSP | C | 1.18% | |
| AVNT | A | 1.15% | |
| KALU | B | 1.07% | |
| PCT | F | 1.04% | |
| MTX | C | 0.96% | |
| SCL | C | 0.91% | |
| BCPC | D | 0.89% |
PYZ Underweight 19 Positions Relative to TWIO
PYZ: Top Represented Industries & Keywords
TWIO: Top Represented Industries & Keywords
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