KBWP vs. FXO ETF Comparison
Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to First Trust Financials AlphaDEX (FXO)
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
$113.45
Average Daily Volume
68,358
Number of Holdings
*
24
* may have additional holdings in another (foreign) market
FXO
First Trust Financials AlphaDEX
FXO Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Financials Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$52.49
Average Daily Volume
45,421
Number of Holdings
*
101
* may have additional holdings in another (foreign) market
Performance
| Period | KBWP | FXO |
|---|---|---|
| 30 Days | -2.13% | 3.43% |
| 60 Days | -1.54% | 2.54% |
| 90 Days | 6.03% | 10.44% |
| 12 Months | 29.68% | 43.84% |
14 Overlapping Holdings
| Symbol | Grade | Weight in KBWP | Weight in FXO | Overlap | |
|---|---|---|---|---|---|
| ACGL | F | 3.72% | 1.53% | 1.53% | |
| AFG | D | 3.88% | 0.3% | 0.3% | |
| AIG | B | 7.9% | 0.32% | 0.32% | |
| AIZ | D | 3.88% | 0.3% | 0.3% | |
| ALL | C | 8.02% | 1.62% | 1.62% | |
| AXS | C | 3.98% | 1.24% | 1.24% | |
| CB | C | 8.16% | 0.98% | 0.98% | |
| CINF | B | 3.98% | 1.63% | 1.63% | |
| EG | F | 3.86% | 1.58% | 1.58% | |
| HIG | D | 4.06% | 0.98% | 0.98% | |
| PGR | D | 7.71% | 1.56% | 1.56% | |
| RNR | C | 4.24% | 1.6% | 1.6% | |
| TRV | B | 8.87% | 0.67% | 0.67% | |
| WRB | C | 3.89% | 0.64% | 0.64% |
KBWP Underweight 87 Positions Relative to FXO
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPG | B | -1.92% | |
| KKR | B | -1.76% | |
| WTM | B | -1.74% | |
| AGO | B | -1.72% | |
| AMG | A | -1.71% | |
| GS | B | -1.7% | |
| JEF | B | -1.68% | |
| JHG | A | -1.66% | |
| TROW | A | -1.65% | |
| BEN | B | -1.61% | |
| MTG | D | -1.6% | |
| BPOP | F | -1.42% | |
| WBS | B | -1.36% | |
| BX | B | -1.35% | |
| EQH | B | -1.33% | |
| COLB | A | -1.32% | |
| SEIC | A | -1.31% | |
| TW | B | -1.31% | |
| HLI | A | -1.3% | |
| UNM | A | -1.3% | |
| RYAN | C | -1.28% | |
| LNC | A | -1.27% | |
| UWMC | F | -1.26% | |
| OZK | B | -1.26% | |
| GL | C | -1.26% | |
| FNB | A | -1.25% | |
| L | C | -1.25% | |
| MKL | D | -1.23% | |
| CNA | D | -1.23% | |
| OMF | A | -1.21% | |
| BRK.A | D | -1.21% | |
| ALLY | F | -1.18% | |
| EWBC | A | -1.13% | |
| WFC | B | -1.11% | |
| NTRS | B | -1.1% | |
| MS | B | -1.1% | |
| FHN | B | -1.08% | |
| NU | C | -1.06% | |
| ZION | B | -1.06% | |
| MTB | B | -1.05% | |
| CRBG | B | -1.05% | |
| HBAN | B | -1.02% | |
| WTFC | B | -1.01% | |
| STT | A | -1.0% | |
| BRO | B | -0.98% | |
| FCNCA | C | -0.98% | |
| C | A | -0.97% | |
| AFL | D | -0.96% | |
| MCO | D | -0.95% | |
| SLM | C | -0.93% | |
| SOFI | A | -0.85% | |
| OWL | B | -0.74% | |
| BAC | B | -0.66% | |
| USB | B | -0.65% | |
| BK | B | -0.65% | |
| JPM | A | -0.65% | |
| AMP | B | -0.65% | |
| CMA | A | -0.64% | |
| VOYA | B | -0.63% | |
| FITB | B | -0.63% | |
| BOKF | B | -0.63% | |
| FHB | A | -0.63% | |
| VIRT | A | -0.62% | |
| CFG | A | -0.62% | |
| RF | B | -0.62% | |
| PB | B | -0.62% | |
| PNC | B | -0.62% | |
| ORI | D | -0.6% | |
| WAL | C | -0.59% | |
| RJF | A | -0.37% | |
| APO | B | -0.36% | |
| CFR | B | -0.35% | |
| SF | A | -0.34% | |
| PRU | B | -0.32% | |
| CBSH | A | -0.32% | |
| MORN | B | -0.32% | |
| PFG | C | -0.32% | |
| PNFP | A | -0.32% | |
| DFS | A | -0.31% | |
| AJG | D | -0.31% | |
| KEY | B | -0.31% | |
| FAF | D | -0.3% | |
| RGA | C | -0.3% | |
| FNF | C | -0.3% | |
| STWD | D | -0.3% | |
| XP | F | -0.3% | |
| AGNC | D | -0.29% |
KBWP: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Insurance - Diversified
Insurance - Reinsurance
Keywords:
Insurance
Insurance Products
Casualty Insurance
S&P 500
General Insurance
Reinsurance
Actuarial Science
Insurance Coverage
Liability Insurance
Casualty Insurance Products
Health Insurance
Property Insurance
Disability
Health Insurance Products
Homeowners Insurance
Insurance Agents
Insurance Industry
Life Insurance
Medical Malpractice
Insurance Broker
FXO: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Insurance - Property & Casualty
Capital Markets
Insurance - Diversified
Insurance - Life
Banks - Global
Insurance - Specialty
Credit Services
Insurance - Reinsurance
Insurance Brokers
Banks - Diversified
Business Services
REIT - Diversified
REIT - Residential
Shell Companies
Specialty Finance
Keywords:
S&P 500
Insurance
Bank
Banking
Insurance Products
Commercial Banking
Financial Products
Investment Bank
Disability
Cash Management
Investment Management
Life Insurance
Casualty Insurance
Deposit Products
Investment Product
Cash Management Services
Commercial Bank
Investment Banking
Health Insurance
Hedge Funds
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