KBWP vs. WBIF ETF Comparison
Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to WBI Large Cap Tactical Value Shares (WBIF)
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
$100.88
Average Daily Volume
20,287
24
WBIF
WBI Large Cap Tactical Value Shares
WBIF Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive discount in a company's intrinsic value relative to its market price, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$29.06
Average Daily Volume
1,535
25
Performance
| Period | KBWP | WBIF |
|---|---|---|
| 30 Days | -3.18% | -2.02% |
| 60 Days | -4.30% | -0.13% |
| 90 Days | -4.58% | -3.60% |
| 12 Months | 26.35% | 2.76% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KBWP | Weight in WBIF | Overlap | |
|---|---|---|---|---|---|
| HIG | C | 4.13% | 3.94% | 3.94% |
KBWP Overweight 23 Positions Relative to WBIF
KBWP Underweight 24 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| LRCX | B | -5.51% | |
| USHY | A | -5.04% | |
| TW | C | -4.44% | |
| BR | B | -4.28% | |
| UHS | C | -4.26% | |
| DKS | C | -4.24% | |
| INTU | A | -4.21% | |
| RGA | C | -4.09% | |
| BX | C | -4.09% | |
| AAPL | A | -4.02% | |
| CRBG | C | -4.0% | |
| CHD | C | -3.99% | |
| FIX | D | -3.93% | |
| ADP | D | -3.93% | |
| VOYA | D | -3.9% | |
| PHM | D | -3.89% | |
| DECK | C | -3.81% | |
| PAYX | D | -3.76% | |
| META | A | -3.71% | |
| QCOM | B | -3.5% | |
| PANW | B | -2.98% | |
| V | C | -2.59% | |
| AFL | B | -1.02% | |
| RJF | D | -0.93% |
KBWP: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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