KBWP vs. XLF ETF Comparison
Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to SPDR Select Sector Fund - Financial (XLF)
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
$122.21
Average Daily Volume
70,618
24
XLF
SPDR Select Sector Fund - Financial
XLF Description
The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in The Financial Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: diversified financial services; insurance; commercial banks; capital markets; REITs; consumer finance; thrifts & mortgage finance; and real estate management & development. The fund is non-diversified.Grade (RS Rating)
Last Trade
$50.15
Average Daily Volume
38,808,333
72
Performance
Period | KBWP | XLF |
---|---|---|
30 Days | 2.11% | 4.87% |
60 Days | 5.29% | 8.89% |
90 Days | 9.40% | 12.87% |
12 Months | 36.46% | 43.33% |
11 Overlapping Holdings
Symbol | Grade | Weight in KBWP | Weight in XLF | Overlap | |
---|---|---|---|---|---|
ACGL | D | 3.39% | 0.54% | 0.54% | |
AIG | D | 7.54% | 0.71% | 0.71% | |
AIZ | A | 4.21% | 0.16% | 0.16% | |
ALL | A | 7.94% | 0.75% | 0.75% | |
CB | D | 7.74% | 1.57% | 1.57% | |
CINF | A | 4.18% | 0.34% | 0.34% | |
EG | C | 3.58% | 0.23% | 0.23% | |
HIG | A | 3.84% | 0.5% | 0.5% | |
PGR | B | 7.83% | 2.19% | 2.19% | |
TRV | B | 8.62% | 0.85% | 0.85% | |
WRB | A | 3.83% | 0.26% | 0.26% |
KBWP Underweight 61 Positions Relative to XLF
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | B | -12.45% | |
JPM | B | -10.0% | |
V | A | -7.49% | |
MA | B | -6.24% | |
BAC | A | -4.5% | |
WFC | A | -3.6% | |
GS | B | -2.7% | |
MS | B | -2.4% | |
SPGI | D | -2.38% | |
AXP | B | -2.36% | |
BLK | B | -2.12% | |
BX | A | -1.9% | |
C | B | -1.89% | |
FI | A | -1.76% | |
SCHW | A | -1.74% | |
MMC | D | -1.58% | |
KKR | B | -1.48% | |
ICE | D | -1.31% | |
PYPL | B | -1.27% | |
PNC | B | -1.2% | |
AON | B | -1.19% | |
CME | A | -1.17% | |
USB | A | -1.14% | |
MCO | B | -1.1% | |
COF | B | -1.02% | |
AJG | A | -0.94% | |
TFC | B | -0.9% | |
BK | B | -0.83% | |
AMP | A | -0.8% | |
AFL | C | -0.8% | |
MET | A | -0.71% | |
FIS | C | -0.7% | |
MSCI | C | -0.69% | |
PRU | B | -0.65% | |
DFS | B | -0.63% | |
MTB | A | -0.52% | |
NDAQ | A | -0.47% | |
FITB | B | -0.46% | |
WTW | B | -0.46% | |
GPN | C | -0.43% | |
RJF | A | -0.43% | |
STT | A | -0.41% | |
TROW | B | -0.39% | |
BRO | B | -0.38% | |
HBAN | B | -0.37% | |
SYF | B | -0.37% | |
CPAY | A | -0.37% | |
RF | A | -0.35% | |
NTRS | A | -0.31% | |
CBOE | C | -0.3% | |
CFG | B | -0.3% | |
PFG | C | -0.27% | |
FDS | B | -0.27% | |
KEY | B | -0.26% | |
L | A | -0.22% | |
JKHY | D | -0.18% | |
MKTX | D | -0.15% | |
ERIE | D | -0.15% | |
GL | C | -0.14% | |
IVZ | B | -0.12% | |
BEN | C | -0.1% |
KBWP: Top Represented Industries & Keywords
XLF: Top Represented Industries & Keywords