WBIY vs. KBWD ETF Comparison
Comparison of WBI Power Factor High Dividend ETF (WBIY) to PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD)
WBIY
WBI Power Factor High Dividend ETF
WBIY Description
The investment seeks long term-capital appreciation while also seeking to protect principal during unfavorable market conditions. The fund will seek to achieve its investment objective by using a broad and flexible investment strategy and may invest directly in different types of instruments, such as: stocks and bonds issued by public and private companies and bonds issued by governments and governmental agencies ("Direct Investments"); and shares of funds that invest directly in such instruments. It is non-diversified.
Grade (RS Rating)
Last Trade
$31.79
Average Daily Volume
5,947
49
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio ETF
KBWD Description
The PowerShares KBW High Dividend Yield Financial Portfolio (Fund) is based on the KBW Financial Sector Dividend Yield Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 publicly listed financial companies that are principally engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The Index may also include securities of BDCs and equity and mortgage REITs. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$15.20
Average Daily Volume
176,703
30
Performance
| Period | WBIY | KBWD |
|---|---|---|
| 30 Days | 2.50% | 2.80% |
| 60 Days | 3.62% | 0.81% |
| 90 Days | 5.12% | 2.26% |
| 12 Months | 25.72% | 17.27% |
WBIY Overweight 44 Positions Relative to KBWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | 5.59% | |
| KMI | A | 5.41% | |
| F | C | 4.99% | |
| T | A | 4.84% | |
| UPS | C | 4.82% | |
| VZ | C | 4.77% | |
| D | C | 4.67% | |
| LYB | F | 4.48% | |
| CAG | F | 4.24% | |
| KSS | F | 3.84% | |
| BEN | C | 3.46% | |
| DINO | D | 3.2% | |
| M | F | 3.0% | |
| WHR | B | 2.93% | |
| CVX | A | 2.43% | |
| CRI | F | 1.9% | |
| VLY | B | 1.85% | |
| COLB | B | 1.75% | |
| RF | A | 1.72% | |
| HBAN | A | 1.72% | |
| CFG | B | 1.62% | |
| CNH | C | 1.53% | |
| UGI | C | 1.43% | |
| IPG | D | 1.33% | |
| CVS | D | 1.3% | |
| FULT | A | 1.09% | |
| TNL | A | 1.09% | |
| HESM | B | 1.01% | |
| MAN | F | 0.9% | |
| BKH | A | 0.81% | |
| KNTK | A | 0.8% | |
| PINC | B | 0.74% | |
| CWEN | C | 0.71% | |
| DIN | C | 0.68% | |
| GES | F | 0.5% | |
| WSBC | B | 0.35% | |
| HOPE | C | 0.33% | |
| GSL | F | 0.32% | |
| METC | C | 0.29% | |
| BRKL | B | 0.28% | |
| EMBC | C | 0.27% | |
| VRTS | B | 0.27% | |
| OCFC | B | 0.26% | |
| ASC | F | 0.24% |
WBIY Underweight 25 Positions Relative to KBWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRIN | A | -3.92% | |
| FSK | A | -3.86% | |
| TCPC | C | -3.8% | |
| ACRE | B | -3.75% | |
| AGNC | C | -3.51% | |
| RC | D | -3.3% | |
| DX | B | -3.25% | |
| PNNT | C | -3.22% | |
| FDUS | A | -3.19% | |
| GSBD | F | -3.08% | |
| PSEC | D | -3.08% | |
| ARI | C | -3.04% | |
| EFC | C | -2.94% | |
| EGBN | B | -2.91% | |
| TRTX | C | -2.78% | |
| BBDC | A | -2.72% | |
| CSWC | D | -2.23% | |
| TPVG | B | -2.23% | |
| WASH | C | -2.18% | |
| KREF | C | -2.15% | |
| LNC | C | -1.63% | |
| NWBI | B | -1.63% | |
| KEY | B | -1.44% | |
| JHG | B | -1.35% | |
| JXN | C | -0.93% |
WBIY: Top Represented Industries & Keywords
KBWD: Top Represented Industries & Keywords
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