USMC vs. PWB ETF Comparison
Comparison of Principal U.S. Mega-Cap ETF (USMC) to PowerShares Dynamic LargeCap Growth (PWB)
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.
Grade (RS Rating)
Last Trade
$56.71
Average Daily Volume
42,342
25
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
$98.17
Average Daily Volume
20,419
50
Performance
| Period | USMC | PWB |
|---|---|---|
| 30 Days | 2.51% | 3.94% |
| 60 Days | 5.82% | 7.94% |
| 90 Days | 4.50% | 4.23% |
| 12 Months | 32.96% | 44.82% |
11 Overlapping Holdings
| Symbol | Grade | Weight in USMC | Weight in PWB | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.83% | 3.26% | 3.26% | |
| AMZN | C | 3.58% | 3.56% | 3.56% | |
| COST | C | 2.81% | 3.22% | 2.81% | |
| GOOGL | D | 3.92% | 3.2% | 3.2% | |
| LLY | D | 2.75% | 3.11% | 2.75% | |
| MA | B | 4.68% | 3.37% | 3.37% | |
| META | B | 4.74% | 3.5% | 3.5% | |
| MSFT | C | 6.68% | 3.44% | 3.44% | |
| NFLX | B | 4.73% | 3.29% | 3.29% | |
| NVDA | C | 4.53% | 2.98% | 2.98% | |
| V | C | 4.5% | 3.42% | 3.42% |
USMC Underweight 39 Positions Relative to PWB
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | -3.93% | |
| CRM | C | -3.27% | |
| TMUS | B | -3.18% | |
| 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% |
USMC: Top Represented Industries & Keywords
PWB: Top Represented Industries & Keywords
Compare ETFs
