IWP vs. PDP ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to PowerShares DWA Technical Leaders Portfolio (PDP)

IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$134.36

Average Daily Volume

1,023,862

Number of Holdings ^*

286

* may have additional holdings in another (foreign) market

PDP

PowerShares DWA Technical Leaders Portfolio

PDP Description

The PowerShares DWA Momentum Portfolio (Fund) is based on the Dorsey Wright Technical Leaders™ Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index and ADRs based on the securities in the Index. The Index includes approximately 100 US-listed companies from a broad mid- and large-capitalization universe. The Index is constructed pursuant to Dorsey, Wright & Associates, LLC's proprietary methodology, which takes into account, among other factors, the performance of each of the 3,000 largest US-listed companies as compared to a benchmark index, and the relative performance of industry sectors and sub-sectors. The Fund and the Index are rebalanced and reconstituted quarterly. Effective on or about Oct. 4, 2013, the name of the Fund changed from PowerShares DWA Technical Leaders Portfolio to PowerShares DWA Momentum Portfolio.

Grade (RS Rating)

Last Trade

$115.75

Average Daily Volume

20,465

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

Performance

Period	IWP	PDP
30 Days	12.16%	9.76%
60 Days	14.69%	12.10%
90 Days	17.57%	14.30%
12 Months	40.60%	43.00%

36 Overlapping Holdings

Symbol	Grade	Weight in IWP	Weight in PDP	Overlap
AAON	B	0.3%	0.68%	0.3%
AJG	B	0.14%	0.68%	0.14%
APP	B	2.49%	4.16%	2.49%
ARES	A	1.0%	1.22%	1.0%
AXON	A	1.41%	1.03%	1.03%
BAH	F	0.62%	0.93%	0.62%
BRO	B	0.38%	0.65%	0.38%
CSL	C	0.09%	0.77%	0.09%
EME	C	0.3%	0.93%	0.3%
EXP	A	0.25%	0.6%	0.25%
FICO	B	1.48%	1.33%	1.33%
FIX	A	0.51%	1.64%	0.51%
GWRE	A	0.23%	0.56%	0.23%
GWW	B	1.45%	2.12%	1.45%
HLI	B	0.03%	0.66%	0.03%
HRB	D	0.05%	0.54%	0.05%
HWM	A	0.09%	1.28%	0.09%
IRM	D	0.62%	0.6%	0.6%
JEF	A	0.12%	0.65%	0.12%
KNSL	B	0.33%	1.9%	0.33%
LII	A	0.64%	0.51%	0.51%
MANH	D	0.54%	0.67%	0.54%
MUSA	A	0.32%	0.64%	0.32%
NTNX	A	0.16%	0.71%	0.16%
NTRA	B	0.54%	0.65%	0.54%
ONTO	D	0.07%	0.71%	0.07%
PLTR	B	4.32%	1.39%	1.39%
PTC	A	0.45%	0.53%	0.45%
PWR	A	0.47%	1.43%	0.47%
RCL	A	0.62%	1.06%	0.62%
TRGP	B	1.4%	2.86%	1.4%
TTEK	F	0.08%	0.66%	0.08%
TXRH	C	0.43%	0.6%	0.43%
URI	B	0.44%	1.23%	0.44%
VST	B	1.6%	1.52%	1.52%
WING	D	0.3%	0.76%	0.3%

IWP Overweight 250 Positions Relative to PDP

Symbol	Grade	Weight
TTD	B	1.7%
AMP	A	1.68%
COIN	C	1.65%
VRT	B	1.41%
ODFL	B	1.38%
COR	B	1.3%
VRSK	A	1.3%
IT	C	1.29%
FAST	B	1.29%
DDOG	A	1.23%
IDXX	F	1.13%
HUBS	A	1.08%
VEEV	C	1.03%
HLT	A	1.02%
DXCM	D	0.99%
TSCO	D	0.97%
CPNG	D	0.93%
MPWR	F	0.88%
NET	B	0.88%
DECK	A	0.87%
HES	B	0.86%
ALNY	D	0.86%
MSCI	C	0.86%
RBLX	C	0.85%
GDDY	A	0.84%
TPL	A	0.83%
CPAY	A	0.81%
LNG	B	0.81%
BR	A	0.8%
SYY	B	0.76%
LPLA	A	0.76%
EXPE	B	0.75%
TYL	B	0.7%
CLX	B	0.68%
LYV	A	0.67%
SQ	B	0.64%
MDB	C	0.64%
ZS	C	0.6%
TOST	B	0.59%
DKNG	B	0.59%
PODD	C	0.59%
BURL	A	0.56%
CAH	B	0.56%
XPO	B	0.55%
LVS	C	0.55%
HEI	B	0.55%
PINS	D	0.55%
PAYX	C	0.54%
DOCU	A	0.52%
DT	C	0.5%
SPG	B	0.49%
ULTA	F	0.49%
TER	D	0.48%
ENTG	D	0.48%
YUM	B	0.47%
WST	C	0.45%
ROL	B	0.45%
POOL	C	0.44%
WAT	B	0.42%
PSTG	D	0.42%
EQH	B	0.41%
HEI	B	0.39%
CDW	F	0.39%
NBIX	C	0.38%
DUOL	A	0.37%
NCLH	B	0.37%
OWL	A	0.37%
VLTO	D	0.37%
CAVA	B	0.35%
ROST	C	0.35%
MOH	F	0.35%
NTAP	C	0.35%
DRI	B	0.34%
CHDN	B	0.32%
ALGN	D	0.32%
WSM	B	0.32%
SRPT	D	0.31%
VMC	B	0.31%
TPX	B	0.3%
CVNA	B	0.3%
SMCI	F	0.3%
RMD	C	0.3%
PEN	B	0.29%
MORN	B	0.29%
ITCI	C	0.28%
PCTY	B	0.28%
HPQ	B	0.28%
EXEL	B	0.27%
LNW	D	0.27%
NRG	B	0.26%
ENPH	F	0.26%
MEDP	D	0.26%
SAIA	B	0.26%
ALL	A	0.26%
DVA	B	0.26%
HAS	D	0.25%
RYAN	B	0.24%
PCOR	B	0.24%
TREX	C	0.24%
SMAR	A	0.24%
ESTC	C	0.23%
PAYC	B	0.23%
GTLB	B	0.23%
CFLT	B	0.22%
GLOB	B	0.21%
ELF	C	0.21%
FDS	B	0.21%
BSY	D	0.21%
AVY	D	0.2%
FWONK	B	0.2%
EFX	F	0.2%
LSCC	D	0.19%
WFRD	D	0.19%
TW	A	0.19%
FOUR	B	0.19%
VVV	F	0.18%
MTN	C	0.18%
LAZ	B	0.18%
INSP	D	0.17%
MKL	A	0.17%
VKTX	F	0.17%
APPF	B	0.17%
DPZ	C	0.17%
OKTA	C	0.17%
GNRC	B	0.17%
CNM	D	0.17%
IONS	F	0.16%
LPX	B	0.16%
PLNT	A	0.15%
LYFT	C	0.15%
CELH	F	0.15%
AZEK	A	0.15%
PATH	C	0.15%
ZBRA	B	0.14%
JLL	D	0.13%
OLED	D	0.13%
PEGA	A	0.13%
RPM	A	0.13%
IQV	D	0.13%
FND	C	0.13%
RARE	D	0.13%
BRKR	D	0.12%
EXAS	D	0.12%
MASI	A	0.12%
HCP	B	0.12%
FIVE	F	0.12%
ETSY	D	0.12%
TWLO	A	0.11%
MSTR	C	0.11%
HSY	F	0.11%
CHH	A	0.11%
GEHC	F	0.11%
WMS	D	0.11%
LW	C	0.11%
RNG	B	0.1%
ROK	B	0.1%
LECO	B	0.1%
EG	C	0.09%
UHAL	D	0.09%
FERG	B	0.09%
APLS	D	0.09%
LAMR	D	0.09%
EXPD	D	0.09%
FIVN	C	0.09%
TDC	D	0.09%
U	C	0.08%
SITE	D	0.08%
BWXT	B	0.08%
LBRDK	C	0.08%
CASY	A	0.08%
MLM	B	0.07%
BROS	B	0.07%
NCNO	B	0.07%
CE	F	0.07%
PR	B	0.07%
BILL	A	0.07%
CACC	D	0.07%
FRPT	B	0.07%
AWI	A	0.07%
SOFI	A	0.07%
CLF	F	0.06%
PFGC	B	0.06%
WSC	D	0.06%
BLDR	D	0.06%
AM	A	0.06%
DBX	B	0.06%
NXST	C	0.06%
CIVI	D	0.05%
VNOM	A	0.05%
LOPE	B	0.05%
WEN	D	0.05%
DV	C	0.05%
EQT	B	0.05%
S	B	0.04%
JBL	B	0.04%
DAY	B	0.04%
TKO	B	0.04%
ROKU	D	0.04%
SN	D	0.04%
TPG	A	0.04%
ALLY	C	0.04%
LOAR	A	0.03%
EPAM	C	0.03%
CHE	D	0.03%
KMX	B	0.03%
BLD	D	0.03%
BFAM	D	0.03%
RH	B	0.03%
TXG	F	0.03%
H	B	0.03%
YETI	C	0.03%
VRSN	F	0.03%
RGEN	D	0.03%
DKS	C	0.03%
DJT	C	0.03%
CROX	D	0.03%
TRU	D	0.03%
SPR	D	0.02%
MTDR	B	0.02%
SAM	C	0.02%
UI	A	0.02%
FWONA	B	0.02%
WH	B	0.02%
CAR	C	0.02%
KBR	F	0.02%
AAL	B	0.02%
WYNN	D	0.02%
SKX	D	0.02%
BPOP	B	0.02%
WEX	D	0.02%
INCY	C	0.02%
SSD	D	0.02%
FTRE	D	0.01%
PPC	C	0.01%
CC	C	0.01%
UHAL	D	0.01%
SEE	C	0.01%
NFE	D	0.01%
IRDM	D	0.01%
MSGS	A	0.01%
LBRDA	C	0.01%
CGNX	C	0.01%
UWMC	D	0.01%
MKSI	C	0.01%
WU	D	0.01%
RLI	B	0.01%
DOCS	C	0.01%
ALAB	B	0.0%
TRIP	F	0.0%
PYCR	C	0.0%

IWP Underweight 64 Positions Relative to PDP

Symbol	Grade	Weight
MA	C	-2.84%
CPRT	A	-2.81%
AAPL	C	-2.79%
APH	A	-2.53%
FI	A	-2.24%
ROP	B	-2.23%
TDG	D	-2.22%
TT	A	-1.69%
CTAS	B	-1.54%
COST	B	-1.52%
V	A	-1.27%
NVR	D	-1.24%
TJX	A	-1.22%
MTSI	B	-1.18%
THC	D	-1.13%
AFRM	B	-1.05%
LLY	F	-1.05%
KLAC	D	-1.04%
ANET	C	-1.04%
ORCL	B	-0.95%
ISRG	A	-0.95%
KKR	A	-0.94%
APO	B	-0.93%
META	D	-0.91%
PCVX	D	-0.89%
MSFT	F	-0.89%
HOOD	B	-0.79%
NFLX	A	-0.76%
BX	A	-0.74%
AIT	A	-0.74%
EVR	B	-0.73%
WAL	B	-0.72%
CLH	B	-0.69%
COKE	C	-0.69%
PRI	A	-0.69%
ENSG	D	-0.69%
OKE	A	-0.66%
DASH	A	-0.64%
FCNCA	A	-0.63%
CARR	D	-0.61%
FLR	B	-0.61%
PH	A	-0.6%
USFD	A	-0.6%
ETN	A	-0.57%
CW	B	-0.57%
COHR	B	-0.57%
TOL	B	-0.55%
BJ	A	-0.55%
IR	B	-0.53%
PSN	D	-0.53%
MMC	B	-0.53%
ICE	C	-0.52%
LDOS	C	-0.52%
PGR	A	-0.52%
PHM	D	-0.51%
UFPI	B	-0.51%
TMHC	B	-0.5%
ACGL	D	-0.46%
HCA	F	-0.45%
MTH	D	-0.42%
NSIT	F	-0.41%
ERIE	D	-0.41%
DHI	D	-0.41%
REGN	F	-0.34%