KBWR vs. IAI ETF Comparison
Comparison of PowerShares KBW Regional Banking Portfolio ETF (KBWR) to iShares U.S. Broker-Dealers ETF (IAI)
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
$48.07
Average Daily Volume
4,161
50
IAI
iShares U.S. Broker-Dealers ETF
IAI Description
The investment seeks to track the investment results of an index composed of U.S. equities in the investment services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Investment Services Index (the "underlying index"), which measures the performance of the investment services sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$118.71
Average Daily Volume
56,983
32
Performance
| Period | KBWR | IAI |
|---|---|---|
| 30 Days | 1.48% | 1.21% |
| 60 Days | -4.15% | 2.89% |
| 90 Days | -1.00% | 4.23% |
| 12 Months | 16.25% | 35.22% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWR | Weight in IAI | Overlap |
|---|
KBWR Overweight 50 Positions Relative to IAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| CBSH | C | 3.92% | |
| WBS | D | 3.81% | |
| CFR | D | 3.53% | |
| BPOP | D | 3.44% | |
| PNFP | D | 3.3% | |
| WSFS | B | 2.1% | |
| CATY | D | 2.06% | |
| FBP | B | 2.05% | |
| HOMB | D | 2.04% | |
| FIBK | B | 2.04% | |
| HWC | C | 2.02% | |
| UMBF | C | 2.02% | |
| BOKF | D | 2.01% | |
| TCBI | C | 2.01% | |
| COLB | D | 2.01% | |
| FULT | D | 2.01% | |
| ABCB | C | 2.0% | |
| CADE | D | 2.0% | |
| AUB | C | 1.99% | |
| ONB | B | 1.99% | |
| FHB | C | 1.99% | |
| UBSI | D | 1.99% | |
| UCBI | D | 1.99% | |
| GBCI | D | 1.97% | |
| WTFC | D | 1.97% | |
| SSB | D | 1.96% | |
| PB | D | 1.96% | |
| FFIN | D | 1.96% | |
| FNB | C | 1.95% | |
| OZK | D | 1.94% | |
| SNV | B | 1.94% | |
| ASB | D | 1.92% | |
| VLY | F | 1.9% | |
| NYCB | D | 1.88% | |
| CBU | B | 1.83% | |
| EBC | B | 1.82% | |
| CVBF | C | 1.8% | |
| BOH | F | 1.72% | |
| WAFD | C | 1.7% | |
| PPBI | F | 1.64% | |
| SFNC | D | 1.63% | |
| BKU | C | 1.62% | |
| FFBC | D | 1.58% | |
| INDB | D | 1.54% | |
| BANC | D | 1.48% | |
| TRMK | C | 1.36% | |
| PFS | D | 1.35% | |
| FCF | B | 1.06% | |
| HOPE | C | 0.95% | |
| BRKL | D | 0.57% |
KBWR Underweight 32 Positions Relative to IAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| GS | A | -14.47% | |
| SPGI | B | -13.89% | |
| MS | B | -12.02% | |
| SCHW | D | -5.08% | |
| MCO | A | -4.57% | |
| ICE | A | -4.57% | |
| CME | D | -4.45% | |
| MSCI | C | -4.45% | |
| COIN | C | -3.94% | |
| RJF | D | -3.56% | |
| NDAQ | C | -3.56% | |
| LPLA | B | -3.29% | |
| FDS | C | -2.48% | |
| IBKR | B | -2.14% | |
| TW | C | -1.93% | |
| HOOD | B | -1.86% | |
| JEF | B | -1.35% | |
| SF | B | -1.34% | |
| MORN | B | -1.23% | |
| EVR | A | -1.17% | |
| MKTX | C | -1.16% | |
| HLI | A | -1.11% | |
| LAZ | C | -0.7% | |
| PIPR | A | -0.57% | |
| MC | A | -0.49% | |
| PJT | A | -0.39% | |
| SNEX | B | -0.34% | |
| VIRT | C | -0.32% | |
| DFIN | D | -0.25% | |
| BGC | C | -0.22% | |
| LPRO | F | -0.1% | |
| RILY | F | -0.05% |
KBWR: Top Represented Industries & Keywords
IAI: Top Represented Industries & Keywords
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