SMIZ vs. KBWP ETF Comparison

Comparison of Zacks Small/Mid Cap ETF (SMIZ) to PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP)
SMIZ

Zacks Small/Mid Cap ETF

SMIZ Description

The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.

Grade (RS Rating)

Last Trade

$35.76

Average Daily Volume

14,240

Number of Holdings *

189

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

PowerShares KBW Property & Casualty Insurance Portfolio ETF

KBWP Description The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$120.99

Average Daily Volume

70,177

Number of Holdings *

24

* may have additional holdings in another (foreign) market
Performance
Period SMIZ KBWP
30 Days 6.92% 4.09%
60 Days 11.69% 6.03%
90 Days 16.14% 11.44%
12 Months 42.70% 38.91%
8 Overlapping Holdings
Symbol Grade Weight in SMIZ Weight in KBWP Overlap
ACGL D 0.33% 3.45% 0.33%
AIZ A 0.2% 4.1% 0.2%
AXS B 0.17% 4.04% 0.17%
CINF A 0.61% 4.2% 0.61%
HIG C 0.57% 3.88% 0.57%
KMPR A 0.21% 3.74% 0.21%
MCY B 0.99% 3.55% 0.99%
PRA B 1.02% 0.74% 0.74%
SMIZ Overweight 181 Positions Relative to KBWP
Symbol Grade Weight
EME B 1.67%
BRBR A 1.17%
SLVM C 1.13%
ENR B 1.05%
NTRS A 1.04%
ADMA B 1.02%
PODD B 0.98%
ANET C 0.97%
KW C 0.96%
PRM C 0.94%
COFS B 0.93%
NTAP C 0.93%
MUSA B 0.92%
DDOG C 0.92%
CBSH A 0.89%
SNV B 0.89%
RYAN B 0.87%
ALX D 0.86%
FISI B 0.86%
LRN B 0.83%
CEG D 0.82%
FLS B 0.82%
LNG B 0.81%
FULT B 0.81%
TROW B 0.81%
GWRE A 0.8%
TOL B 0.79%
ICUI C 0.79%
WMB A 0.77%
MCK B 0.76%
TMHC C 0.75%
NPAB F 0.73%
AXTA B 0.73%
ZUO C 0.72%
CBAN B 0.71%
AYI A 0.7%
HHH B 0.68%
RMBS C 0.68%
NI A 0.68%
MEDP D 0.67%
PK B 0.67%
OHI B 0.66%
VECO F 0.65%
IBKR A 0.64%
BMI B 0.63%
NRIM A 0.63%
GLW B 0.62%
ARVN D 0.62%
YEXT B 0.61%
CHCO B 0.61%
IR A 0.6%
VMI B 0.6%
RCL A 0.6%
BSRR B 0.59%
KREF D 0.58%
WTS B 0.58%
EIX D 0.57%
FIX B 0.57%
HUBB B 0.57%
TTWO A 0.57%
HQY A 0.55%
JHG B 0.55%
PHM D 0.55%
ALTR C 0.54%
ANF D 0.54%
FLR C 0.54%
NCLH A 0.54%
APH B 0.54%
SOFI B 0.54%
BAH C 0.53%
MATX B 0.53%
IRDM C 0.53%
ICFI C 0.53%
BMRC B 0.52%
ALRS C 0.52%
TWLO B 0.52%
ZBRA A 0.51%
VST B 0.51%
RMD B 0.5%
LDOS A 0.5%
UAL A 0.5%
SIRI C 0.49%
JANX C 0.49%
WEAV B 0.48%
WING D 0.47%
AOSL F 0.47%
PRI A 0.47%
UNM A 0.47%
SPT D 0.46%
MHO D 0.46%
MASI B 0.46%
HY F 0.45%
CMTG D 0.44%
WAB B 0.44%
ALKS B 0.44%
CHRW B 0.42%
NWPX B 0.42%
ITT A 0.42%
TXT D 0.41%
DUOL B 0.41%
ILMN C 0.41%
TAP B 0.4%
BTU C 0.4%
GTLB C 0.4%
EXPD F 0.4%
RDFN D 0.4%
UIS B 0.4%
HOLX D 0.4%
HCAT C 0.39%
KRYS B 0.39%
CSL C 0.39%
CBOE D 0.38%
POWL B 0.38%
KBH D 0.38%
AGNC D 0.38%
THC B 0.37%
TSN C 0.37%
GRBK D 0.36%
DRI B 0.36%
APPF B 0.35%
ROST F 0.34%
VCYT B 0.34%
OMC B 0.34%
COIN B 0.34%
URBN C 0.34%
CRS B 0.34%
SPSC D 0.34%
OKTA C 0.34%
CARG A 0.34%
GAP C 0.34%
KKR B 0.33%
CCS F 0.33%
PCVX D 0.31%
DOCU A 0.31%
ALLO D 0.31%
WMS F 0.31%
UHS D 0.3%
FTNT A 0.3%
LHX B 0.3%
HRB D 0.29%
HSTM A 0.29%
QLYS C 0.29%
FSLY D 0.29%
COOP B 0.28%
MGM F 0.28%
EPC F 0.28%
EXAS F 0.28%
MTG D 0.27%
INSP D 0.27%
RBB B 0.27%
UI A 0.27%
HAE B 0.26%
NYT C 0.26%
EVTC B 0.25%
HL D 0.25%
GNTY B 0.24%
AZEK B 0.24%
IRM C 0.24%
OPCH F 0.24%
RIOT C 0.24%
STNE D 0.22%
EVER D 0.22%
BRO A 0.21%
WASH A 0.21%
ZM A 0.21%
DFH F 0.2%
POST D 0.2%
PARR F 0.2%
BMRN F 0.18%
TMDX F 0.18%
SN D 0.18%
CWCO D 0.17%
PHR D 0.17%
CPF B 0.17%
AEO F 0.15%
STKS F 0.14%
AFL C 0.14%
HRTX F 0.14%
COUR F 0.13%
RUN F 0.12%
SPCE D 0.04%
SMIZ Underweight 16 Positions Relative to KBWP
Symbol Grade Weight
TRV B -8.65%
PGR B -7.91%
ALL A -7.88%
AIG C -7.77%
CB D -7.65%
RLI A -4.22%
SIGI B -4.21%
THG A -4.16%
RNR D -4.08%
AFG B -3.93%
WRB B -3.9%
EG D -3.61%
SPNT C -2.09%
HMN B -1.5%
UVE B -0.54%
JRVR F -0.21%
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