AMAX vs. KBWR ETF Comparison
Comparison of RH Hedged Multi-Asset Income ETF (AMAX) to PowerShares KBW Regional Banking Portfolio ETF (KBWR)
AMAX
RH Hedged Multi-Asset Income ETF
AMAX Description
RH Hedged Multi-Asset Income ETF seeks total return through a combination of capital appreciation and current income. The Fund invests primarily in fixed income securities and the Fund may also invest in mortgage-related high-yield instruments rated below investment grade (commonly referred to as junk bonds) with up to 15% of the Fund's assets.
Grade (RS Rating)
Last Trade
$7.98
Average Daily Volume
9,355
Number of Holdings
*
6
* may have additional holdings in another (foreign) market
KBWR
PowerShares KBW Regional Banking Portfolio ETF
KBWR Description
The PowerShares KBW Regional Banking Portfolio (Fund) is based on the KBW Regional Banking Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is an equal weighted float-adjusted market capitalization index that seeks to reflect the performance of publicly traded companies that do business as regional banks or thrifts listed on US stock markets. The Index is compiled, maintained and calculated by KBW and is composed of approximately 50 companies. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$48.07
Average Daily Volume
4,161
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
Performance
| Period | AMAX | KBWR |
|---|---|---|
| 30 Days | 0.79% | 1.48% |
| 60 Days | 2.36% | -4.15% |
| 90 Days | 0.64% | -1.00% |
| 12 Months | 10.25% | 16.25% |
0 Overlapping Holdings
| Symbol | Grade | Weight in AMAX | Weight in KBWR | Overlap |
|---|
AMAX Underweight 50 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| CBSH | C | -3.92% | |
| WBS | D | -3.81% | |
| CFR | D | -3.53% | |
| BPOP | D | -3.44% | |
| PNFP | D | -3.3% | |
| WSFS | B | -2.1% | |
| CATY | D | -2.06% | |
| FBP | B | -2.05% | |
| HOMB | D | -2.04% | |
| FIBK | B | -2.04% | |
| HWC | C | -2.02% | |
| UMBF | C | -2.02% | |
| BOKF | D | -2.01% | |
| TCBI | C | -2.01% | |
| COLB | D | -2.01% | |
| FULT | D | -2.01% | |
| ABCB | C | -2.0% | |
| CADE | D | -2.0% | |
| AUB | C | -1.99% | |
| ONB | B | -1.99% | |
| FHB | C | -1.99% | |
| UBSI | D | -1.99% | |
| UCBI | D | -1.99% | |
| GBCI | D | -1.97% | |
| WTFC | D | -1.97% | |
| SSB | D | -1.96% | |
| PB | D | -1.96% | |
| FFIN | D | -1.96% | |
| FNB | C | -1.95% | |
| OZK | D | -1.94% | |
| SNV | B | -1.94% | |
| ASB | D | -1.92% | |
| VLY | F | -1.9% | |
| NYCB | D | -1.88% | |
| CBU | B | -1.83% | |
| EBC | B | -1.82% | |
| CVBF | C | -1.8% | |
| BOH | F | -1.72% | |
| WAFD | C | -1.7% | |
| PPBI | F | -1.64% | |
| SFNC | D | -1.63% | |
| BKU | C | -1.62% | |
| FFBC | D | -1.58% | |
| INDB | D | -1.54% | |
| BANC | D | -1.48% | |
| TRMK | C | -1.36% | |
| PFS | D | -1.35% | |
| FCF | B | -1.06% | |
| HOPE | C | -0.95% | |
| BRKL | D | -0.57% |
AMAX: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
Exchange Traded Funds
Investment Management
Stock Market Index
Bloomberg Barclays Us Aggregate Bond Index
Bond
Bond Market
Brent Crude
Covered Call
Credit Suisse
Crude Oil
Debt Securities
ETN
Energy Economics
Exchange Traded Note
Forward Contract
Gold As An Investment
Gold Investments
Government Bonds
KBWR: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Savings & Cooperative Banks
Banks - Regional
Keywords:
Bank
Banking
Deposit Products
Commercial Banking
Real Estate Loans
Commercial Bank
Trust Services
Banking Services
Cash Management
Individual Retirement Account
Retail Banking
Cash Management Services
Investment Services
ATM
Deposit Services
Internet Banking
Investment Advisory Services
Investment Management
Banking Products
Business Loans
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