EQWL vs. ACIO ETF Comparison
Comparison of PowerShares Russell Top 200 Equal Weight Portfolio (EQWL) to Aptus Collared Income Opportunity ETF (ACIO)
EQWL
PowerShares Russell Top 200 Equal Weight Portfolio
EQWL Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to the securities of the largest 200 companies in the U.S. equity market.
Grade (RS Rating)
Last Trade
$101.93
Average Daily Volume
45,090
Number of Holdings
*
101
* may have additional holdings in another (foreign) market
ACIO
Aptus Collared Income Opportunity ETF
ACIO Description
The investment seeks current income and capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective principally by investing in a portfolio of large capitalization U.S.-listed equity securities and an options collar (i.e., a mix of written (sold) call options and long (bought) put options) on the same underlying equity securities. It may write call options on up to 100% of each equity position held in the portfolio and will use a portion of the premium received from writing such call options to purchase put options. It is non-diversified.Grade (RS Rating)
Last Trade
$39.64
Average Daily Volume
130,940
Number of Holdings
*
75
* may have additional holdings in another (foreign) market
Performance
| Period | EQWL | ACIO |
|---|---|---|
| 30 Days | 3.35% | 1.61% |
| 60 Days | 5.49% | 4.07% |
| 90 Days | 7.99% | 5.26% |
| 12 Months | 27.80% | 28.19% |
48 Overlapping Holdings
| Symbol | Grade | Weight in EQWL | Weight in ACIO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.98% | 6.91% | 0.98% | |
| ABBV | C | 1.08% | 0.79% | 0.79% | |
| ABT | C | 1.05% | 0.84% | 0.84% | |
| ACN | C | 1.14% | 1.14% | 1.14% | |
| ADBE | F | 1.04% | 0.55% | 0.55% | |
| AMD | D | 0.89% | 0.48% | 0.48% | |
| AMGN | B | 1.03% | 0.42% | 0.42% | |
| AMZN | C | 0.95% | 3.46% | 0.95% | |
| AVGO | C | 0.89% | 1.74% | 0.89% | |
| BAC | D | 0.92% | 0.92% | 0.92% | |
| BLK | B | 1.08% | 1.11% | 1.08% | |
| BRK.A | C | 1.04% | 1.79% | 1.04% | |
| C | D | 0.9% | 0.56% | 0.56% | |
| CAT | B | 0.99% | 1.58% | 0.99% | |
| CMCSA | D | 0.98% | 0.38% | 0.38% | |
| COST | B | 1.0% | 1.04% | 1.0% | |
| DE | B | 0.96% | 0.58% | 0.58% | |
| DUK | C | 1.06% | 0.7% | 0.7% | |
| FDX | C | 1.08% | 0.89% | 0.89% | |
| GOOG | D | 0.37% | 3.44% | 0.37% | |
| HON | D | 0.92% | 0.86% | 0.86% | |
| INTU | C | 1.02% | 1.03% | 1.02% | |
| JNJ | C | 1.06% | 1.17% | 1.06% | |
| JPM | D | 1.0% | 1.88% | 1.0% | |
| LIN | B | 1.0% | 1.41% | 1.0% | |
| LLY | C | 1.0% | 1.58% | 1.0% | |
| LMT | C | 1.16% | 1.82% | 1.16% | |
| LOW | B | 1.05% | 1.18% | 1.05% | |
| MCD | B | 1.08% | 1.04% | 1.04% | |
| MDLZ | B | 1.06% | 0.81% | 0.81% | |
| META | B | 0.98% | 2.41% | 0.98% | |
| MO | C | 1.11% | 0.62% | 0.62% | |
| MRK | D | 0.83% | 0.8% | 0.8% | |
| MS | D | 0.95% | 0.89% | 0.89% | |
| MSFT | C | 0.9% | 6.51% | 0.9% | |
| NEE | C | 1.07% | 0.77% | 0.77% | |
| NFLX | B | 0.96% | 1.06% | 0.96% | |
| NVDA | D | 0.84% | 5.66% | 0.84% | |
| PEP | C | 1.01% | 1.3% | 1.01% | |
| PG | C | 0.97% | 1.34% | 0.97% | |
| SO | B | 1.06% | 1.09% | 1.06% | |
| TMO | B | 1.0% | 1.32% | 1.0% | |
| TMUS | C | 1.07% | 1.07% | 1.07% | |
| TSLA | C | 1.21% | 1.27% | 1.21% | |
| UNH | C | 1.11% | 1.32% | 1.11% | |
| V | C | 0.99% | 1.76% | 0.99% | |
| WMT | C | 1.12% | 1.22% | 1.12% | |
| XOM | C | 0.95% | 1.86% | 0.95% |
EQWL Overweight 53 Positions Relative to ACIO
| Symbol | Grade | Weight | |
|---|---|---|---|
| MMM | B | 1.23% | |
| GILD | B | 1.2% | |
| SBUX | C | 1.17% | |
| IBM | B | 1.17% | |
| CHTR | D | 1.15% | |
| T | C | 1.15% | |
| PM | C | 1.14% | |
| AMT | C | 1.13% | |
| BK | B | 1.11% | |
| ORCL | C | 1.1% | |
| BMY | C | 1.1% | |
| PYPL | B | 1.09% | |
| RTX | C | 1.08% | |
| KO | C | 1.07% | |
| CL | D | 1.06% | |
| USB | B | 1.06% | |
| AXP | B | 1.06% | |
| UNP | C | 1.05% | |
| MDT | C | 1.04% | |
| SPG | B | 1.03% | |
| MET | B | 1.03% | |
| MA | B | 1.03% | |
| VZ | B | 1.03% | |
| GE | B | 1.02% | |
| CSCO | C | 1.02% | |
| KHC | C | 1.02% | |
| CRM | D | 1.02% | |
| HD | B | 1.01% | |
| DHR | B | 1.0% | |
| TGT | C | 0.99% | |
| GS | C | 0.99% | |
| PFE | C | 0.99% | |
| COF | B | 0.96% | |
| GD | B | 0.96% | |
| BKNG | C | 0.94% | |
| TXN | C | 0.94% | |
| AIG | D | 0.93% | |
| GM | C | 0.92% | |
| CVS | D | 0.89% | |
| EMR | D | 0.89% | |
| COP | D | 0.88% | |
| UPS | D | 0.88% | |
| BA | F | 0.86% | |
| F | F | 0.85% | |
| CVX | D | 0.85% | |
| DOW | D | 0.85% | |
| WFC | D | 0.84% | |
| DIS | D | 0.83% | |
| SCHW | D | 0.79% | |
| NKE | D | 0.78% | |
| QCOM | D | 0.72% | |
| INTC | F | 0.59% | |
| GOOGL | D | 0.45% |
EQWL Underweight 27 Positions Relative to ACIO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NOW | B | -1.81% | |
| SYK | C | -1.79% | |
| PGR | B | -1.71% | |
| AMAT | D | -1.45% | |
| CSX | D | -1.03% | |
| PLD | C | -1.02% | |
| MMC | C | -0.97% | |
| MAR | C | -0.96% | |
| CTAS | B | -0.93% | |
| ADI | C | -0.92% | |
| TJX | B | -0.89% | |
| PHM | B | -0.87% | |
| MCK | F | -0.87% | |
| MSI | B | -0.85% | |
| ICE | C | -0.77% | |
| FANG | D | -0.77% | |
| ISRG | B | -0.73% | |
| TYL | C | -0.61% | |
| DLR | B | -0.6% | |
| DVN | F | -0.54% | |
| PSA | B | -0.53% | |
| ETN | C | -0.52% | |
| VRTX | D | -0.5% | |
| SHW | B | -0.43% | |
| FCX | D | -0.35% | |
| ADP | B | -0.3% | |
| HAL | F | -0.24% |
EQWL: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Credit Services
Aerospace & Defense
Banks - Global
Telecom Services
Auto Manufacturers
Capital Markets
Discount Stores
Diversified Industrials
Internet Content & Information
Software - Application
Utilities - Regulated Electric
Asset Management
Beverages - Soft Drinks
Diagnostics & Research
Farm & Construction Equipment
Health Care Plans
Home Improvement Stores
Household & Personal Products
ACIO: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Software - Application
Banks - Global
Utilities - Regulated Electric
Business Services
Discount Stores
Farm & Construction Equipment
Internet Content & Information
Medical Devices
Oil & Gas E&P
REIT - Industrial
Specialty Chemicals
Aerospace & Defense
Apparel Stores
Asset Management
Auto Manufacturers
Beverages - Soft Drinks
Biotechnology
Capital Markets
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