KBWP vs. DUSA ETF Comparison
Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to Davis Select U.S. Equity ETF (DUSA)
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio ETF
KBWP Description
The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$124.19
Average Daily Volume
60,252
24
DUSA
Davis Select U.S. Equity ETF
DUSA Description
The investment seeks long-term capital growth and capital preservation. Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. The fund's portfolio, generally, contains between 15 and 35 companies. It may invest a portion of its assets in financial services companies. The fund may also invest in mid- and small-capitalization companies, which the manager considers to be those companies with less than $10 billion in market capitalization. It may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$44.34
Average Daily Volume
23,954
25
Performance
| Period | KBWP | DUSA |
|---|---|---|
| 30 Days | 5.68% | 6.87% |
| 60 Days | 7.00% | 7.18% |
| 90 Days | 10.99% | 8.44% |
| 12 Months | 39.08% | 31.56% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWP | Weight in DUSA | Overlap |
|---|
KBWP Overweight 24 Positions Relative to DUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRV | B | 8.62% | |
| ALL | A | 7.94% | |
| PGR | A | 7.83% | |
| CB | C | 7.74% | |
| AIG | B | 7.54% | |
| RLI | B | 4.35% | |
| THG | A | 4.23% | |
| AIZ | A | 4.21% | |
| CINF | A | 4.18% | |
| SIGI | C | 4.17% | |
| AXS | A | 4.08% | |
| AFG | A | 4.07% | |
| KMPR | B | 3.94% | |
| RNR | C | 3.86% | |
| HIG | B | 3.84% | |
| WRB | A | 3.83% | |
| EG | C | 3.58% | |
| MCY | A | 3.52% | |
| ACGL | D | 3.39% | |
| SPNT | A | 2.17% | |
| HMN | B | 1.44% | |
| PRA | C | 0.74% | |
| UVE | B | 0.55% | |
| JRVR | F | 0.15% |
KBWP Underweight 25 Positions Relative to DUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| COF | B | -11.02% | |
| META | D | -10.16% | |
| BRK.A | B | -8.67% | |
| AMZN | C | -6.51% | |
| WFC | A | -4.93% | |
| VTRS | A | -4.76% | |
| MGM | D | -4.75% | |
| MKL | A | -4.73% | |
| USB | A | -4.46% | |
| GOOG | C | -4.45% | |
| HUM | C | -3.58% | |
| CI | F | -3.42% | |
| OC | A | -3.28% | |
| AMAT | F | -3.15% | |
| DGX | A | -2.97% | |
| CVS | D | -2.83% | |
| BK | A | -2.62% | |
| COP | C | -1.89% | |
| SOLV | C | -1.51% | |
| INTC | D | -1.44% | |
| AXP | A | -1.16% | |
| JPM | A | -1.05% | |
| TXN | C | -1.03% | |
| TSN | B | -0.99% | |
| AGCO | D | -0.93% |
KBWP: Top Represented Industries & Keywords
DUSA: Top Represented Industries & Keywords
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