ETEC vs. PSCD ETF Comparison

Comparison of iShares Breakthrough Environmental Solutions ETF (ETEC) to PowerShares S&P SmallCap Consumer Discretionary Portfolio (PSCD)
ETEC

iShares Breakthrough Environmental Solutions ETF

ETEC Description

ETEC provides exposure to global equities categorized as emerging green technology. Selection begins with the initial index universe that then excludes companies involved in controversial issues against UNGC principles. Stocks are reviewed to meet revenue derived from eight sustainable themes: energy efficiency, green buildings and transportation, pollution prevention and reduction, renewable energy, resource efficiency technologies and services, water, and sustainable agriculture, food, and forestry. The fund excludes companies with total sustainable product revenue less than 25%. The remaining stocks are screened further to only include companies classified as green technologies. Stocks are scored within the Rogers innovation adoption curve to determine their position across the innovators-laggards spectrum, which contributes to an aggregate score. The top 50 companies with the highest aggregate scores are selected. The market cap-weighted index is reconstituted annually in December and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$21.49

Average Daily Volume

807

Number of Holdings *

12

* may have additional holdings in another (foreign) market
PSCD

PowerShares S&P SmallCap Consumer Discretionary Portfolio

PSCD Description The PowerShares S&P SmallCap Consumer Discretionary Portfolio (Fund) is based on the S&P SmallCap 600® Capped Consumer Discretionary Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks of US consumer discretionary companies. These companies are principally engaged in providing consumer goods and services that are cyclical in nature, including retail, automotive, leisure and recreation, media and real estate. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$102.46

Average Daily Volume

2,309

Number of Holdings *

83

* may have additional holdings in another (foreign) market
Performance
Period ETEC PSCD
30 Days -0.51% 0.10%
60 Days -1.73% -1.73%
90 Days 3.39% 3.90%
12 Months -15.87% 10.15%
0 Overlapping Holdings
Symbol Grade Weight in ETEC Weight in PSCD Overlap
ETEC Overweight 12 Positions Relative to PSCD
Symbol Grade Weight
OLED B 6.4%
TSLA C 6.1%
BWA F 5.46%
LI F 3.23%
NIO F 3.16%
XPEV D 2.97%
XYL D 2.82%
FSLR D 2.58%
ENPH F 2.5%
LCID D 1.54%
SEDG F 1.05%
DQ F 1.03%
ETEC Underweight 83 Positions Relative to PSCD
Symbol Grade Weight
ANF C -5.41%
MTH C -3.33%
IBP C -2.76%
ABG C -2.68%
VFC D -2.53%
SIG D -2.33%
GPI D -2.28%
BOOT C -2.28%
ASO F -2.22%
AAP F -2.1%
AEO D -2.1%
TPH B -2.04%
MHO C -1.93%
SHAK D -1.91%
KTB D -1.9%
EAT D -1.85%
SHOO B -1.71%
PENN C -1.65%
LRN D -1.62%
FTDR D -1.58%
CVCO C -1.55%
LCII D -1.52%
ATGE A -1.51%
DORM D -1.49%
URBN A -1.44%
NWL F -1.41%
STRA D -1.41%
KSS D -1.4%
PATK C -1.35%
CCS C -1.31%
VSTO B -1.28%
MODG D -1.25%
FOXF D -1.19%
FL D -1.12%
PHIN D -1.08%
LGIH D -1.07%
SONO F -1.05%
CAKE D -1.03%
HBI C -0.99%
BLMN F -0.98%
LZB B -0.92%
WGO F -0.92%
THRM D -0.92%
DAN F -0.91%
LEG D -0.88%
PZZA F -0.87%
OXM D -0.86%
WOR F -0.83%
GRBK A -0.82%
PRDO D -0.82%
ODP F -0.75%
VSCO D -0.74%
PLAY F -0.72%
SBH C -0.68%
CAL D -0.64%
BKE C -0.63%
GIII F -0.62%
SABR D -0.61%
WWW D -0.61%
HIBB A -0.61%
EYE F -0.58%
JACK F -0.56%
CBRL F -0.52%
MCRI C -0.52%
BJRI B -0.49%
AXL F -0.48%
SAH D -0.47%
XPEL F -0.42%
RGR F -0.42%
MNRO F -0.41%
LESL F -0.4%
GDEN F -0.38%
SCVL B -0.38%
HZO C -0.37%
ETD D -0.37%
MCW F -0.37%
GES D -0.32%
DIN F -0.31%
SMP F -0.3%
CHUY F -0.25%
MOV D -0.23%
HVT F -0.19%
DBI F -0.17%
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