AVGE vs. KBWD ETF Comparison
Comparison of Avantis All Equity Markets ETF (AVGE) to PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD)
AVGE
Avantis All Equity Markets ETF
AVGE Description
Avantis All Equity Markets ETF is an exchange traded fund launched and managed by American Century Investment Management Inc. The fund invests in public equity markets of global region. The fund invests through other funds in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. Avantis All Equity Markets ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$69.39
Average Daily Volume
27,932
10
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
$15.10
Average Daily Volume
133,839
31
Performance
| Period | AVGE | KBWD |
|---|---|---|
| 30 Days | 3.71% | 2.63% |
| 60 Days | -0.80% | 2.27% |
| 90 Days | 0.86% | 2.66% |
| 12 Months | 17.56% | 8.55% |
0 Overlapping Holdings
| Symbol | Grade | Weight in AVGE | Weight in KBWD | Overlap |
|---|
AVGE Underweight 31 Positions Relative to KBWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| AGNC | A | -3.9% | |
| ACRE | F | -3.51% | |
| ARI | C | -3.48% | |
| RC | F | -3.42% | |
| EFC | B | -3.38% | |
| KREF | A | -3.17% | |
| TRIN | D | -3.16% | |
| DX | A | -3.16% | |
| FSK | B | -3.02% | |
| PNNT | D | -2.93% | |
| EGBN | C | -2.91% | |
| PSEC | B | -2.91% | |
| FDUS | A | -2.9% | |
| TRTX | C | -2.8% | |
| GSBD | D | -2.64% | |
| WASH | B | -2.53% | |
| TCPC | D | -2.48% | |
| BBDC | B | -2.47% | |
| NWBI | B | -2.22% | |
| TPVG | D | -2.16% | |
| CSWC | C | -2.15% | |
| OMF | D | -2.03% | |
| FIBK | B | -1.97% | |
| WU | C | -1.72% | |
| KEY | B | -1.6% | |
| LNC | C | -1.28% | |
| JHG | B | -1.26% | |
| APAM | D | -1.24% | |
| PRU | C | -1.06% | |
| JXN | C | -1.01% | |
| RILY | F | -0.47% |
AVGE: Top Represented Industries & Keywords
KBWD: Top Represented Industries & Keywords
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