BRNY vs. PEZ ETF Comparison
Comparison of Burney U.S. Factor Rotation ETF (BRNY) to PowerShares Dynamic Consumer Discretionary (PEZ)
BRNY
Burney U.S. Factor Rotation ETF
BRNY Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks long term growth of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund"s net assets plus the amount of any borrowings for investment purposes in U.S. listed common stock. The fund will invest its assets in common stocks of large, mid, and small-capitalization companies.
Grade (RS Rating)
Last Trade
$39.74
Average Daily Volume
18,516
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
PEZ
PowerShares Dynamic Consumer Discretionary
PEZ Description
The PowerShares Dynamic Consumer Discretionary Sector Portfolio (Fund) is based on the Dynamic Consumer Discretionary Sector 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 consumer companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that are cyclical in nature, including retail, automotive, leisure and recreation, media and real estate. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$103.91
Average Daily Volume
4,682
Number of Holdings
*
38
* may have additional holdings in another (foreign) market
Performance
Period | BRNY | PEZ |
---|---|---|
30 Days | 5.73% | 8.05% |
60 Days | 13.17% | 15.15% |
90 Days | 7.30% | 10.28% |
12 Months | 42.66% | 67.78% |
BRNY Underweight 36 Positions Relative to PEZ
Symbol | Grade | Weight | |
---|---|---|---|
MOD | B | -5.81% | |
CVNA | A | -4.53% | |
TOL | C | -4.19% | |
RCL | B | -3.95% | |
WING | C | -3.8% | |
MUSA | D | -3.56% | |
AMZN | C | -3.55% | |
NFLX | A | -3.25% | |
NVR | C | -3.17% | |
DHI | C | -2.78% | |
KBH | D | -2.76% | |
MTH | C | -2.63% | |
DASH | A | -2.63% | |
LEN | C | -2.61% | |
BOOT | B | -2.53% | |
HLT | A | -2.45% | |
H | B | -2.44% | |
OLLI | C | -2.43% | |
MHO | C | -2.26% | |
SHAK | A | -2.25% | |
TJX | D | -2.22% | |
SKYW | B | -2.18% | |
GPI | C | -2.14% | |
GRBK | C | -2.12% | |
SKY | C | -1.99% | |
LNW | F | -1.77% | |
TMHC | C | -1.75% | |
PLCE | D | -1.7% | |
TPH | C | -1.56% | |
LAMR | C | -1.46% | |
CCS | C | -1.42% | |
LTH | B | -1.39% | |
DFH | C | -1.15% | |
GOLF | F | -0.99% | |
SNBR | C | -0.95% | |
GIII | C | -0.93% |
BRNY: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Asset Management
Building Materials
Consumer Electronics
Railroads
Residential Construction
Restaurants
Semiconductors
Software - Application
Keywords:
S&P 500
Computing
Nasdaq 100
Mobile Devices
Smartphones
Hyperscale
IBD 50
Laptop Computer
Operating System
Software
Work From Home
Accessibility
Advertising Network
Application Programming Interface
Artificial Intelligence
Asset Management
Auction Based Advertising Program
Authentication
Automotive Products
Baseband
PEZ: Top Represented Industries & Keywords
Industries:
Residential Construction
Apparel Stores
Leisure
Restaurants
Specialty Retail
Lodging
Airlines
Apparel Manufacturing
Auto & Truck Dealerships
Auto Parts
Discount Stores
Gambling
Home Furnishings & Fixtures
Internet Content & Information
Media - Diversified
REIT - Diversified
Real Estate - General