KBWR vs. EHLS ETF Comparison
Comparison of PowerShares KBW Regional Banking Portfolio ETF (KBWR) to Even Herd Long Short ETF (EHLS)
KBWR
PowerShares KBW Regional Banking Portfolio ETF
KBWR Description
The PowerShares KBW Regional Banking Portfolio (Fund) is based on the KBW Regional Banking Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is an equal weighted float-adjusted market capitalization index that seeks to reflect the performance of publicly traded companies that do business as regional banks or thrifts listed on US stock markets. The Index is compiled, maintained and calculated by KBW and is composed of approximately 50 companies. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$55.47
Average Daily Volume
5,053
49
EHLS
Even Herd Long Short ETF
EHLS Description
EHLS seeks long-term capital appreciation through a momentum-focused strategy that takes both long and short positions in US equity securities. In selecting securities, the fund employs a proprietary algorithm that emphasizes a dynamic, trend-focused analysis, instead of a strictly bottom-up valuation analysis, driven by price movements and other data points based on market trends and stock momentum. The sub-adviser may adjust its proprietary system that is continuously optimized and refined. The fund strategy involves taking long positions in equity securities exhibiting strong upward momentum and short positions in those showing downward momentum. The actively managed fund targets a net equity exposure from 40% to 90% net long, subject to adjustments based on market conditions. The fund aims to maintain 100% long and 10-60% short exposure. Short sales may include entering into swap agreements or the use of leverage.Grade (RS Rating)
Last Trade
$21.05
Average Daily Volume
3,616
9
Performance
| Period | KBWR | EHLS |
|---|---|---|
| 30 Days | -1.19% | 3.44% |
| 60 Days | 6.50% | 12.80% |
| 90 Days | 16.21% | 3.45% |
| 12 Months | 31.92% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWR | Weight in EHLS | Overlap |
|---|
KBWR Overweight 49 Positions Relative to EHLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| WBS | D | 3.75% | |
| CBSH | D | 3.6% | |
| PNFP | B | 3.55% | |
| SSB | C | 3.48% | |
| BPOP | D | 3.41% | |
| VLY | C | 2.14% | |
| COLB | C | 2.13% | |
| TCBI | B | 2.12% | |
| UMBF | C | 2.08% | |
| FFIN | D | 2.07% | |
| ABCB | C | 2.07% | |
| CFR | B | 2.04% | |
| BOKF | B | 2.04% | |
| WTFC | B | 2.04% | |
| FBP | B | 2.03% | |
| OZK | D | 2.03% | |
| CADE | B | 2.02% | |
| FIBK | C | 2.02% | |
| PB | D | 2.01% | |
| CATY | B | 1.99% | |
| HOMB | D | 1.99% | |
| SNV | D | 1.98% | |
| EBC | B | 1.98% | |
| GBCI | B | 1.98% | |
| UCB | D | 1.96% | |
| UBSI | D | 1.96% | |
| AUB | D | 1.95% | |
| CBU | D | 1.95% | |
| HWC | D | 1.95% | |
| ONB | D | 1.93% | |
| ASB | D | 1.93% | |
| FNB | D | 1.93% | |
| FULT | D | 1.92% | |
| WSFS | D | 1.91% | |
| FHB | D | 1.9% | |
| WAFD | D | 1.81% | |
| BKU | D | 1.75% | |
| SFNC | B | 1.73% | |
| INDB | D | 1.61% | |
| BOH | D | 1.6% | |
| CVBF | B | 1.59% | |
| PFS | D | 1.55% | |
| PPBI | D | 1.55% | |
| FFBC | D | 1.54% | |
| BANC | D | 1.49% | |
| TRMK | D | 1.25% | |
| FCF | D | 1.12% | |
| HOPE | B | 0.97% | |
| BRKL | D | 0.57% |
KBWR: Top Represented Industries & Keywords
EHLS: Top Represented Industries & Keywords
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