KBWY vs. EQTY ETF Comparison
Comparison of PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY) to Kovitz Core Equity ETF (EQTY)
KBWY
PowerShares KBW Premium Yield Equity REIT Portfolio ETF
KBWY Description
The PowerShares KBW Premium Yield Equity REIT Portfolio (Fund) is based on the KBW Premium Yield Equity REIT Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 small- and mid-cap equity REITs in the United States. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$19.24
Average Daily Volume
104,397
27
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$23.70
Average Daily Volume
36,792
38
Performance
| Period | KBWY | EQTY |
|---|---|---|
| 30 Days | -7.43% | 0.08% |
| 60 Days | -9.11% | 3.80% |
| 90 Days | -0.67% | 7.00% |
| 12 Months | 17.00% | 27.85% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWY | Weight in EQTY | Overlap |
|---|
KBWY Overweight 27 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| GNL | D | 6.33% | |
| GOOD | B | 5.09% | |
| SVC | F | 4.94% | |
| GMRE | F | 4.91% | |
| SBRA | C | 4.41% | |
| DEA | D | 4.36% | |
| OUT | A | 4.34% | |
| APLE | B | 4.19% | |
| OHI | C | 4.03% | |
| EPR | D | 3.95% | |
| LTC | B | 3.79% | |
| HIW | D | 3.58% | |
| BNL | D | 3.5% | |
| AHH | C | 3.49% | |
| GTY | A | 3.3% | |
| GLPI | C | 3.25% | |
| WPC | D | 3.17% | |
| SLG | B | 3.0% | |
| IIPR | F | 2.96% | |
| PDM | D | 2.91% | |
| AAT | C | 2.86% | |
| FCPT | C | 2.85% | |
| LXP | D | 2.61% | |
| KIM | A | 2.6% | |
| NSA | C | 2.6% | |
| NXRT | A | 2.21% | |
| OPI | F | 0.59% |
KBWY Underweight 38 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | C | -4.81% | |
| AMZN | B | -4.81% | |
| SCHW | A | -4.68% | |
| GOOG | B | -4.14% | |
| BDX | F | -3.98% | |
| KEYS | C | -3.93% | |
| V | A | -3.77% | |
| CRM | B | -3.76% | |
| PM | A | -3.75% | |
| J | D | -3.58% | |
| ICE | C | -3.4% | |
| KMX | B | -3.36% | |
| FI | A | -3.18% | |
| LOW | A | -3.16% | |
| BRK.A | A | -3.16% | |
| PCAR | B | -3.13% | |
| AXP | B | -3.02% | |
| ORCL | A | -2.96% | |
| AON | A | -2.92% | |
| JPM | A | -2.57% | |
| PPG | D | -2.36% | |
| MSI | A | -2.08% | |
| AAPL | C | -1.89% | |
| DLTR | F | -1.86% | |
| ANET | C | -1.84% | |
| ADI | D | -1.73% | |
| DEO | F | -1.72% | |
| AMAT | F | -1.67% | |
| HAS | D | -1.07% | |
| AMD | F | -0.94% | |
| HAYW | A | -0.65% | |
| GOOGL | B | -0.49% | |
| MSFT | D | -0.24% | |
| SYK | A | -0.13% | |
| GGG | A | -0.1% | |
| VRSK | B | -0.08% | |
| ABT | A | -0.06% | |
| EFX | F | -0.06% |
KBWY: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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