KBWP vs. OCFS ETF Comparison
Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
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
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.Grade (RS Rating)
Last Trade
$28.32
Average Daily Volume
1,136
20
Performance
Period | KBWP | OCFS |
---|---|---|
30 Days | 5.68% | 2.89% |
60 Days | 7.00% | 5.34% |
90 Days | 10.99% | 10.85% |
12 Months | 39.08% |
1 Overlapping Holdings
Symbol | Grade | Weight in KBWP | Weight in OCFS | Overlap | |
---|---|---|---|---|---|
WRB | A | 3.83% | 3.46% | 3.46% |
KBWP Overweight 23 Positions Relative to OCFS
KBWP Underweight 19 Positions Relative to OCFS
KBWP: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords