KBWR vs. IAT ETF Comparison
Comparison of PowerShares KBW Regional Banking Portfolio ETF (KBWR) to iShares U.S. Regional Banks ETF (IAT)
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
$65.59
Average Daily Volume
5,555
49
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$55.31
Average Daily Volume
371,573
34
Performance
| Period | KBWR | IAT |
|---|---|---|
| 30 Days | 9.11% | 10.92% |
| 60 Days | 12.70% | 13.15% |
| 90 Days | 18.63% | 18.18% |
| 12 Months | 43.85% | 57.39% |
18 Overlapping Holdings
| Symbol | Grade | Weight in KBWR | Weight in IAT | Overlap | |
|---|---|---|---|---|---|
| BOKF | B | 1.94% | 0.46% | 0.46% | |
| BPOP | C | 2.83% | 1.24% | 1.24% | |
| CBSH | B | 3.76% | 1.5% | 1.5% | |
| CFR | B | 2.2% | 1.59% | 1.59% | |
| FFIN | B | 2.01% | 0.95% | 0.95% | |
| FNB | B | 1.95% | 1.06% | 1.06% | |
| GBCI | B | 2.11% | 1.14% | 1.14% | |
| HOMB | B | 1.95% | 1.02% | 1.02% | |
| OZK | B | 1.95% | 0.91% | 0.91% | |
| PB | B | 1.98% | 1.4% | 1.4% | |
| PNFP | B | 3.87% | 1.7% | 1.7% | |
| SNV | B | 2.14% | 1.43% | 1.43% | |
| SSB | B | 3.3% | 1.44% | 1.44% | |
| UBSI | B | 1.93% | 1.0% | 1.0% | |
| UMBF | B | 2.1% | 0.96% | 0.96% | |
| VLY | B | 2.07% | 0.85% | 0.85% | |
| WBS | A | 4.16% | 1.84% | 1.84% | |
| WTFC | B | 2.13% | 1.56% | 1.56% |
KBWR Overweight 31 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| TCBI | B | 2.28% | |
| COLB | B | 2.19% | |
| CADE | B | 2.09% | |
| ASB | B | 2.07% | |
| CATY | B | 2.07% | |
| ABCB | B | 2.0% | |
| CBU | B | 1.99% | |
| HWC | B | 1.96% | |
| ONB | B | 1.95% | |
| EBC | B | 1.94% | |
| FHB | B | 1.93% | |
| FULT | B | 1.92% | |
| AUB | B | 1.91% | |
| FIBK | A | 1.9% | |
| UCB | A | 1.89% | |
| WSFS | B | 1.86% | |
| CVBF | A | 1.75% | |
| FBP | B | 1.74% | |
| BOH | B | 1.71% | |
| SFNC | B | 1.71% | |
| BKU | A | 1.69% | |
| INDB | B | 1.69% | |
| WAFD | B | 1.67% | |
| PFS | B | 1.55% | |
| FFBC | B | 1.54% | |
| PPBI | B | 1.48% | |
| BANC | B | 1.43% | |
| TRMK | B | 1.3% | |
| FCF | B | 1.06% | |
| HOPE | B | 0.91% | |
| BRKL | B | 0.63% |
KBWR: Top Represented Industries & Keywords
IAT: Top Represented Industries & Keywords
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