KBWD vs. IAT ETF Comparison
Comparison of PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD) to iShares U.S. Regional Banks ETF (IAT)
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio ETF
KBWD Description
The PowerShares KBW High Dividend Yield Financial Portfolio (Fund) is based on the KBW Financial Sector Dividend Yield Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 publicly listed financial companies that are principally engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The Index may also include securities of BDCs and equity and mortgage REITs. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$15.06
Average Daily Volume
143,409
30
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$47.12
Average Daily Volume
319,931
34
Performance
| Period | KBWD | IAT |
|---|---|---|
| 30 Days | 0.03% | -0.18% |
| 60 Days | 4.47% | 8.69% |
| 90 Days | 3.39% | 16.58% |
| 12 Months | 17.53% | 49.88% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KBWD | Weight in IAT | Overlap | |
|---|---|---|---|---|---|
| KEY | B | 1.24% | 3.17% | 1.24% |
KBWD Overweight 29 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| ACRE | D | 3.9% | |
| TRIN | C | 3.83% | |
| AGNC | B | 3.82% | |
| PSEC | C | 3.69% | |
| RC | F | 3.63% | |
| FSK | A | 3.56% | |
| TCPC | F | 3.47% | |
| GSBD | D | 3.43% | |
| DX | D | 3.27% | |
| PNNT | B | 3.21% | |
| ARI | F | 3.12% | |
| EFC | D | 3.11% | |
| FDUS | C | 3.03% | |
| BBDC | A | 2.69% | |
| TRTX | D | 2.66% | |
| CSWC | B | 2.41% | |
| KREF | C | 2.33% | |
| EGBN | C | 2.23% | |
| OMF | D | 2.1% | |
| WU | D | 2.05% | |
| TPVG | F | 1.97% | |
| APAM | B | 1.89% | |
| WASH | C | 1.75% | |
| FIBK | C | 1.57% | |
| LNC | B | 1.46% | |
| NWBI | D | 1.46% | |
| PRU | B | 1.13% | |
| JHG | A | 1.12% | |
| JXN | A | 0.83% |
KBWD Underweight 33 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| PNC | C | -14.36% | |
| USB | C | -14.0% | |
| TFC | D | -11.23% | |
| FITB | C | -5.02% | |
| MTB | A | -4.6% | |
| FCNCA | D | -4.41% | |
| HBAN | B | -4.37% | |
| RF | B | -4.33% | |
| CFG | C | -3.76% | |
| EWBC | B | -2.32% | |
| WAL | C | -1.92% | |
| FHN | D | -1.71% | |
| WBS | D | -1.63% | |
| CMA | C | -1.61% | |
| PNFP | B | -1.52% | |
| SSB | C | -1.5% | |
| WTFC | B | -1.46% | |
| CFR | B | -1.46% | |
| BPOP | D | -1.46% | |
| CBSH | D | -1.44% | |
| ZION | D | -1.41% | |
| PB | D | -1.39% | |
| SNV | D | -1.3% | |
| GBCI | B | -1.05% | |
| FNB | D | -1.03% | |
| UBSI | D | -1.02% | |
| HOMB | D | -1.02% | |
| FFIN | D | -0.97% | |
| UMBF | C | -0.95% | |
| OZK | D | -0.91% | |
| VLY | C | -0.77% | |
| BOKF | B | -0.48% | |
| TFSL | D | -0.14% |
KBWD: Top Represented Industries & Keywords
IAT: Top Represented Industries & Keywords
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