LBAY vs. PHO ETF Comparison
Comparison of Leatherback Long/Short Alternative Yield ETF (LBAY) to Invesco Water Resources ETF (PHO)
LBAY
Leatherback Long/Short Alternative Yield ETF
LBAY Description
The investment seeks capital appreciation and income. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing long positions in securities believed to provide sustainable shareholder yield (defined as dividends plus buybacks plus debt paydowns) and taking short positions in securities expected to decline in price. It will generally have net exposure of 75% - 110% long. The fund's long positions are generally expected to be comprised of equity securities or depositary receipts, although long positions may also include investment-grade corporate bonds and convertible bonds. It is non-diversified.
Grade (RS Rating)
Last Trade
$26.50
Average Daily Volume
2,934
52
PHO
Invesco Water Resources ETF
PHO Description
The PowerShares Water Resources Portfolio (Fund) is based on the NASDAQ OMX US Water Index. The Fund generally will invest at least 90% of its total assets in common stocks and American depositary receipts (ADRs) of companies in the water industry that comprise the Underlying Index. The Underlying Index seeks to track the performance of US exchange-listed companies that create products designed to conserve and purify water for homes, businesses and industries. The Fund and the Index are rebalanced quarterly and reconstituted annually in April.Grade (RS Rating)
Last Trade
$69.50
Average Daily Volume
70,046
36
Performance
| Period | LBAY | PHO |
|---|---|---|
| 30 Days | -4.78% | -1.68% |
| 60 Days | -4.02% | -0.84% |
| 90 Days | -1.39% | 1.80% |
| 12 Months | 6.09% | 25.97% |
1 Overlapping Holdings
| Symbol | Grade | Weight in LBAY | Weight in PHO | Overlap | |
|---|---|---|---|---|---|
| AWK | C | 3.45% | 3.62% | 3.45% |
LBAY Overweight 51 Positions Relative to PHO
| Symbol | Grade | Weight | |
|---|---|---|---|
| LW | C | 4.96% | |
| XOM | A | 4.78% | |
| ORI | A | 4.77% | |
| MO | A | 4.64% | |
| NEM | F | 4.59% | |
| BG | D | 4.57% | |
| CMCSA | B | 4.57% | |
| FIS | A | 4.54% | |
| VTRS | A | 4.48% | |
| ZBH | C | 4.41% | |
| AGNC | C | 4.41% | |
| CVS | D | 4.36% | |
| BERY | C | 4.14% | |
| ICE | C | 4.08% | |
| MTN | C | 3.91% | |
| V | A | 3.89% | |
| MDT | D | 3.86% | |
| UNP | D | 3.77% | |
| T | A | 3.64% | |
| LHX | B | 3.59% | |
| EBAY | D | 3.58% | |
| MMM | D | 3.53% | |
| BKNG | A | 3.37% | |
| RIO | F | 3.28% | |
| MSCI | A | 3.15% | |
| APD | A | 3.11% | |
| SPGI | C | 2.92% | |
| PCH | D | 2.79% | |
| DE | C | 2.68% | |
| SHAK | B | -1.21% | |
| DKS | D | -1.21% | |
| BURL | A | -1.26% | |
| SITE | D | -1.27% | |
| RBLX | B | -1.29% | |
| EQIX | A | -1.38% | |
| TSLA | A | -1.45% | |
| EVR | B | -1.46% | |
| SF | A | -1.48% | |
| LLY | F | -1.48% | |
| DKNG | B | -1.49% | |
| DLR | A | -1.51% | |
| CVNA | A | -1.53% | |
| AAPL | C | -1.53% | |
| DAL | A | -1.53% | |
| TOL | B | -1.54% | |
| PLNT | A | -1.54% | |
| AVGO | C | -1.54% | |
| SQ | A | -1.56% | |
| VRT | A | -1.63% | |
| OLLI | D | -1.69% | |
| DUOL | B | -1.85% |
LBAY Underweight 35 Positions Relative to PHO
| Symbol | Grade | Weight | |
|---|---|---|---|
| ROP | C | -7.9% | |
| ECL | D | -7.5% | |
| XYL | D | -6.01% | |
| VLTO | D | -5.79% | |
| PNR | A | -4.5% | |
| ACM | B | -4.42% | |
| IEX | B | -4.41% | |
| WAT | B | -4.33% | |
| ITRI | B | -4.09% | |
| WMS | F | -4.04% | |
| CNM | C | -3.8% | |
| TTC | D | -3.55% | |
| AOS | F | -3.53% | |
| TTEK | F | -3.04% | |
| MLI | B | -2.98% | |
| VMI | B | -2.64% | |
| WTRG | B | -2.61% | |
| WTS | A | -1.79% | |
| ZWS | B | -1.68% | |
| BMI | C | -1.66% | |
| MWA | B | -1.35% | |
| SBS | C | -1.07% | |
| AWR | A | -0.85% | |
| FELE | B | -0.85% | |
| CWT | D | -0.73% | |
| LNN | B | -0.7% | |
| SJW | F | -0.54% | |
| MSEX | B | -0.42% | |
| ERII | D | -0.36% | |
| GRC | B | -0.23% | |
| ARTNA | F | -0.15% | |
| CWCO | C | -0.13% | |
| YORW | D | -0.11% | |
| NWPX | A | -0.09% | |
| GWRS | B | -0.02% |
LBAY: Top Represented Industries & Keywords
PHO: Top Represented Industries & Keywords
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