ACES vs. PUI ETF Comparison
Comparison of ALPS Clean Energy ETF (ACES) to PowerShares Dynamic Utilities (PUI)
ACES
ALPS Clean Energy ETF
ACES Description
The investment seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index, the CIBC Atlas Clean Energy Index (ticker symbol NACEX) (the "underlying index"). The fund will invest at least 80% of its net assets in securities that comprise the underlying index. The underlying index utilizes a rules-based methodology developed by CIBC National Trust Company (the "index provider"), which is designed to provide exposure to a diverse set of U.S. and Canadian companies involved in the clean energy sector including renewables and clean technology. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$29.03
Average Daily Volume
179,482
30
PUI
PowerShares Dynamic Utilities
PUI Description
The PowerShares Dynamic Utilities Portfolio (Fund) is based on the Dynamic Utilities 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 common stocks of 60 US utilities companies. These companies are principally engaged in providing either energy, water, natural gas or telecommunications services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$34.75
Average Daily Volume
5,572
33
Performance
Period | ACES | PUI |
---|---|---|
30 Days | -8.29% | -2.01% |
60 Days | -0.55% | 0.06% |
90 Days | 2.71% | 4.61% |
12 Months | -34.34% | 9.43% |
0 Overlapping Holdings
Symbol | Grade | Weight in ACES | Weight in PUI | Overlap |
---|
ACES Overweight 30 Positions Relative to PUI
Symbol | Grade | Weight | |
---|---|---|---|
RIVN | C | 6.4% | |
TSLA | B | 6.22% | |
DAR | F | 5.42% | |
ITRI | C | 5.12% | |
ORA | C | 4.74% | |
FSLR | C | 4.61% | |
ALB | F | 4.52% | |
ENPH | F | 4.22% | |
HASI | D | 3.8% | |
WOLF | F | 3.24% | |
NEP | F | 2.94% | |
RUN | F | 2.9% | |
LCID | D | 2.66% | |
CWEN | D | 2.29% | |
ASPN | D | 2.02% | |
PLUG | F | 1.95% | |
ANDE | D | 1.83% | |
ARRY | F | 1.69% | |
FLNC | F | 1.21% | |
SHLS | F | 1.2% | |
GPRE | F | 1.13% | |
AMRC | F | 1.05% | |
AMSC | B | 0.94% | |
REX | F | 0.8% | |
CHPT | D | 0.69% | |
NOVA | D | 0.68% | |
CLNE | F | 0.51% | |
SPWR | F | 0.29% | |
AMPS | D | 0.23% | |
PLL | F | 0.2% |
ACES Underweight 33 Positions Relative to PUI
Symbol | Grade | Weight | |
---|---|---|---|
VST | C | -4.87% | |
CEG | B | -4.35% | |
NRG | D | -4.09% | |
SO | B | -3.95% | |
OKE | B | -3.89% | |
DTE | D | -3.61% | |
SRE | B | -3.54% | |
NI | B | -3.52% | |
PCG | D | -3.47% | |
ATO | D | -3.47% | |
DUK | C | -3.41% | |
LNT | B | -3.32% | |
AWK | B | -3.29% | |
PNW | C | -3.17% | |
WEC | D | -2.99% | |
XEL | D | -2.94% | |
CMS | D | -2.85% | |
CNP | B | -2.7% | |
FYBR | B | -2.7% | |
EXC | D | -2.66% | |
PEG | B | -2.63% | |
IDA | D | -2.5% | |
T | B | -2.44% | |
AEP | C | -2.41% | |
NJR | D | -2.36% | |
EIX | C | -2.33% | |
OTTR | D | -2.33% | |
FE | C | -2.31% | |
ES | C | -2.3% | |
VZ | B | -2.27% | |
ED | D | -2.25% | |
AEE | D | -2.23% | |
NFG | D | -2.12% |
ACES: Top Represented Industries & Keywords
PUI: Top Represented Industries & Keywords