ECLN vs. PUI ETF Comparison
Comparison of First Trust EIP Carbon Impact ETF (ECLN) to PowerShares Dynamic Utilities (PUI)
ECLN
First Trust EIP Carbon Impact ETF
ECLN Description
The investment seeks to achieve a competitive risk-adjusted total return balanced between dividends and capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in the equity securities of companies identified by the fund's investment sub-advisor as having or seeking to have a positive carbon impact. Its investments will be concentrated in the industries constituting the energy infrastructure sector. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.91
Average Daily Volume
6,965
40
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
$42.36
Average Daily Volume
8,330
33
Performance
Period | ECLN | PUI |
---|---|---|
30 Days | 5.35% | 5.64% |
60 Days | 7.15% | 6.46% |
90 Days | 11.18% | 12.60% |
12 Months | 32.72% | 38.52% |
21 Overlapping Holdings
Symbol | Grade | Weight in ECLN | Weight in PUI | Overlap | |
---|---|---|---|---|---|
AEE | A | 0.33% | 2.76% | 0.33% | |
AEP | C | 3.48% | 2.4% | 2.4% | |
ATO | A | 4.01% | 3.65% | 3.65% | |
AWK | C | 0.35% | 3.05% | 0.35% | |
CEG | C | 0.96% | 3.41% | 0.96% | |
CMS | C | 2.83% | 2.98% | 2.83% | |
CNP | A | 0.41% | 2.86% | 0.41% | |
DTE | C | 2.43% | 2.99% | 2.43% | |
DUK | C | 1.0% | 3.42% | 1.0% | |
EIX | B | 0.18% | 2.49% | 0.18% | |
EVRG | A | 2.37% | 2.86% | 2.37% | |
IDA | A | 2.28% | 2.68% | 2.28% | |
LNT | A | 2.88% | 2.91% | 2.88% | |
NFG | A | 2.6% | 2.32% | 2.32% | |
NJR | A | 0.18% | 2.29% | 0.18% | |
PEG | A | 3.1% | 3.46% | 3.1% | |
SO | C | 0.95% | 3.05% | 0.95% | |
SRE | A | 4.29% | 3.63% | 3.63% | |
VST | A | 1.84% | 5.04% | 1.84% | |
WEC | A | 3.27% | 3.49% | 3.27% | |
XEL | A | 3.71% | 3.42% | 3.42% |
ECLN: Top Represented Industries & Keywords
PUI: Top Represented Industries & Keywords