KBWB vs. DXJ ETF Comparison
Comparison of PowerShares KBW Bank Portfolio ETF (KBWB) to WisdomTree Japan Hedged Equity Fund (DXJ)
KBWB
PowerShares KBW Bank Portfolio ETF
KBWB Description
The PowerShares KBW Bank Portfolio (Fund) is based on the KBW Bank Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is a float adjusted modified-market capitalization-weighted index that seeks to reflect the performance of companies that do business as banks or thrifts that are publicly-traded in the US. The Index is compiled, maintained and calculated by Keefe, Bruyette & Woods, Inc. and is composed of approximately 24 companies representing leading national money centers and regional banks or thrifts. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$53.45
Average Daily Volume
605,727
24
DXJ
WisdomTree Japan Hedged Equity Fund
DXJ Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Japan Hedged Equity Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to provide exposure to Japanese equity markets while at the same time neutralizing exposure to fluctuations of the Japanese yen relative to the U.S. dollar. The fund is non-diversified.Grade (RS Rating)
Last Trade
$115.20
Average Daily Volume
681,184
9
Performance
| Period | KBWB | DXJ |
|---|---|---|
| 30 Days | 1.72% | 5.42% |
| 60 Days | 0.65% | 5.63% |
| 90 Days | 3.24% | 7.95% |
| 12 Months | 35.64% | 44.19% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWB | Weight in DXJ | Overlap |
|---|
KBWB Overweight 24 Positions Relative to DXJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | B | 8.03% | |
| BAC | B | 8.02% | |
| MS | B | 8.0% | |
| GS | A | 7.98% | |
| WFC | C | 7.83% | |
| TFC | B | 4.1% | |
| BK | B | 4.08% | |
| C | B | 4.04% | |
| USB | D | 4.0% | |
| COF | D | 3.98% | |
| MTB | C | 3.98% | |
| STT | C | 3.95% | |
| PNC | C | 3.94% | |
| FITB | D | 3.92% | |
| HBAN | D | 3.67% | |
| RF | B | 3.48% | |
| NTRS | C | 3.34% | |
| CFG | B | 3.12% | |
| KEY | C | 2.54% | |
| EWBC | D | 1.98% | |
| FHN | C | 1.6% | |
| WAL | B | 1.33% | |
| CMA | C | 1.26% | |
| ZION | C | 1.23% |
KBWB: Top Represented Industries & Keywords
DXJ: Top Represented Industries & Keywords
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