KBWP vs. WBIG ETF Comparison

Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to WBI Large Cap Tactical Yield Shares (WBIG)
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

$120.80

Average Daily Volume

70,683

Number of Holdings *

24

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

WBI Large Cap Tactical Yield Shares

WBIG 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 dividend-paying 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 attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.

Grade (RS Rating)

Last Trade

$24.92

Average Daily Volume

2,809

Number of Holdings *

39

* may have additional holdings in another (foreign) market
Performance
Period KBWP WBIG
30 Days 1.50% -0.19%
60 Days 5.98% 2.26%
90 Days 11.14% 4.47%
12 Months 39.31% 16.06%
2 Overlapping Holdings
Symbol Grade Weight in KBWP Weight in WBIG Overlap
CINF A 4.2% 1.24% 1.24%
WRB A 3.9% 4.68% 3.9%
KBWP Overweight 22 Positions Relative to WBIG
Symbol Grade Weight
TRV A 8.65%
PGR B 7.91%
ALL A 7.88%
AIG A 7.77%
CB C 7.65%
RLI A 4.22%
SIGI B 4.21%
THG A 4.16%
AIZ A 4.1%
RNR D 4.08%
AXS A 4.04%
AFG A 3.93%
HIG A 3.88%
KMPR A 3.74%
EG D 3.61%
MCY A 3.55%
ACGL D 3.45%
SPNT A 2.09%
HMN B 1.5%
PRA B 0.74%
UVE A 0.54%
JRVR F 0.21%
KBWP Underweight 37 Positions Relative to WBIG
Symbol Grade Weight
BMY B -4.9%
CHRD D -4.66%
F C -4.61%
T A -4.56%
TROW A -4.54%
BDX F -4.53%
NEU D -3.99%
PR B -3.93%
JEPQ A -3.75%
MMC C -3.72%
KHC F -3.36%
UHS D -2.12%
AGZD A -2.12%
FLTR A -2.11%
FALN A -2.1%
FTSL A -1.93%
STIP C -1.52%
UNM A -1.45%
GILD B -1.43%
TSN A -1.39%
MDT D -1.27%
RGA A -1.25%
HPE B -1.2%
CI D -1.17%
RTX D -1.14%
FANG C -1.14%
SYY B -1.09%
OKE A -0.94%
BKLN A -0.9%
MCK A -0.72%
V A -0.63%
AME A -0.62%
AXP B -0.59%
PAYX B -0.55%
BR A -0.54%
PH B -0.53%
RMD C -0.49%
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