KBWP vs. SMIZ ETF Comparison

Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to Zacks Small/Mid Cap ETF (SMIZ)
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

$120.85

Average Daily Volume

70,627

Number of Holdings *

24

* may have additional holdings in another (foreign) market
SMIZ

Zacks Small/Mid Cap ETF

SMIZ Description The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.

Grade (RS Rating)

Last Trade

$35.06

Average Daily Volume

15,361

Number of Holdings *

189

* may have additional holdings in another (foreign) market
Performance
Period KBWP SMIZ
30 Days 0.58% 2.90%
60 Days 4.95% 6.44%
90 Days 9.81% 9.93%
12 Months 37.68% 34.86%
8 Overlapping Holdings
Symbol Grade Weight in KBWP Weight in SMIZ Overlap
ACGL D 3.45% 0.32% 0.32%
AIZ A 4.1% 0.21% 0.21%
AXS A 4.04% 0.17% 0.17%
CINF A 4.2% 0.61% 0.61%
HIG B 3.88% 0.57% 0.57%
KMPR A 3.74% 0.22% 0.22%
MCY B 3.55% 1.06% 1.06%
PRA B 0.74% 1.12% 0.74%
KBWP Overweight 16 Positions Relative to SMIZ
Symbol Grade Weight
TRV A 8.65%
PGR B 7.91%
ALL A 7.88%
AIG C 7.77%
CB C 7.65%
RLI A 4.22%
SIGI B 4.21%
THG A 4.16%
RNR C 4.08%
AFG A 3.93%
WRB B 3.9%
EG D 3.61%
SPNT A 2.09%
HMN B 1.5%
UVE A 0.54%
JRVR F 0.21%
KBWP Underweight 181 Positions Relative to SMIZ
Symbol Grade Weight
EME A -1.73%
BRBR A -1.19%
PODD B -1.05%
ADMA C -1.05%
NTRS A -1.04%
ENR A -1.01%
SLVM C -1.01%
CBSH A -0.96%
SNV B -0.96%
COFS A -0.95%
MUSA A -0.94%
KW B -0.92%
FISI B -0.92%
ANET C -0.91%
NTAP C -0.9%
DDOG A -0.9%
FULT B -0.89%
RYAN B -0.88%
FLS A -0.86%
LRN B -0.84%
MCK A -0.84%
LNG A -0.84%
TROW B -0.81%
NPAB F -0.8%
GWRE A -0.79%
PRM B -0.79%
ALX D -0.79%
WMB A -0.78%
ICUI D -0.76%
CBAN B -0.76%
TOL B -0.76%
NRIM A -0.74%
AXTA B -0.73%
RMBS C -0.72%
AYI B -0.71%
MEDP D -0.71%
TMHC B -0.71%
PK D -0.69%
IBKR A -0.69%
HHH B -0.69%
CEG C -0.68%
ZUO B -0.68%
NI A -0.67%
CHCO B -0.65%
RCL A -0.65%
BMI C -0.65%
YEXT B -0.64%
BSRR C -0.63%
IR B -0.62%
SOFI A -0.62%
VMI B -0.61%
OHI C -0.6%
FIX A -0.6%
WTS B -0.59%
TTWO A -0.59%
VECO F -0.58%
GLW B -0.57%
HQY A -0.57%
HUBB B -0.57%
VST A -0.57%
TWLO A -0.57%
BMRC A -0.57%
NCLH B -0.56%
ALRS C -0.55%
JHG B -0.55%
ARVN F -0.55%
EIX C -0.54%
KREF D -0.54%
MATX B -0.54%
APH B -0.54%
ANF F -0.54%
UAL A -0.53%
PHM D -0.51%
ICFI F -0.5%
LDOS C -0.5%
WING D -0.5%
ALTR B -0.5%
MASI B -0.49%
IRDM F -0.49%
UNM A -0.49%
COIN A -0.49%
ZBRA B -0.49%
FLR B -0.48%
PRI A -0.48%
BAH D -0.47%
WEAV B -0.47%
CMTG D -0.46%
SPT C -0.46%
ALKS C -0.46%
RMD C -0.45%
SIRI D -0.44%
JANX C -0.44%
MHO D -0.44%
CHRW B -0.43%
UIS C -0.43%
NWPX A -0.43%
TAP B -0.43%
ITT A -0.43%
WAB B -0.43%
DUOL A -0.42%
TXT D -0.41%
HCAT C -0.41%
CSL C -0.4%
GTLB B -0.4%
POWL C -0.4%
BTU B -0.39%
TSN B -0.38%
EXPD D -0.38%
ILMN C -0.38%
CARG B -0.38%
KRYS C -0.38%
AGNC C -0.37%
APPF C -0.37%
SPSC F -0.36%
KBH D -0.36%
THC C -0.36%
DRI C -0.36%
HY D -0.36%
VCYT A -0.36%
CRS A -0.36%
HOLX D -0.36%
FTNT B -0.35%
GAP D -0.35%
URBN C -0.35%
AOSL C -0.35%
QLYS C -0.34%
OKTA D -0.34%
GRBK D -0.34%
KKR A -0.34%
CBOE C -0.33%
DOCU A -0.33%
ROST D -0.32%
UI A -0.32%
RDFN D -0.32%
OMC C -0.32%
RIOT C -0.31%
HAE C -0.31%
LHX B -0.3%
HSTM A -0.3%
CCS F -0.3%
COOP B -0.29%
ALLO F -0.29%
UHS D -0.28%
FSLY F -0.28%
RBB B -0.28%
HRB D -0.27%
MGM D -0.27%
PCVX D -0.26%
WMS F -0.26%
EPC F -0.26%
MTG D -0.26%
EVTC B -0.25%
GNTY A -0.24%
AZEK B -0.24%
INSP F -0.24%
WASH B -0.23%
NYT D -0.23%
EVER F -0.23%
IRM C -0.22%
ZM B -0.22%
OPCH F -0.21%
BRO B -0.21%
PARR F -0.21%
SN D -0.2%
HL C -0.2%
CPF B -0.19%
POST D -0.19%
PHR F -0.19%
TMDX F -0.19%
EXAS D -0.19%
STNE F -0.19%
DFH F -0.17%
CWCO C -0.16%
BMRN F -0.16%
AFL C -0.14%
AEO F -0.13%
STKS F -0.12%
COUR F -0.12%
HRTX F -0.09%
RUN F -0.08%
SPCE D -0.04%
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