MDST vs. PXI ETF Comparison
Comparison of Westwood Salient Enhanced Midstream Income ETF (MDST) to PowerShares Dynamic Energy (PXI)
MDST
Westwood Salient Enhanced Midstream Income ETF
MDST Description
MDST invests North American midstream investments while employing a covered call strategy. The actively managed fund targets investment grade, midstream securities from the US and Canada that include companies engaged in the energy infrastructure industry and ancillary businesses. The fund may directly invest up to 25% in US MLPs that are publicly traded and treated as partnerships for federal income tax purposes. The fund employs a bottom-up, research-driven selection process with emphasis on opportunities and growth prospects. In addition, the advisor maintains proprietary business valuation models and analyzes various fundamental and technical factors. To enhance income, the fund writes call options on securities held within the portfolio. It may also use standardized exchange-traded and FLEX options. The fund expects returns from the distribution yield, covered call premiums, cash distribution growth, and potential price appreciation. Single securities are capped at 15%.
Grade (RS Rating)
Last Trade
$28.00
Average Daily Volume
17,339
18
PXI
PowerShares Dynamic Energy
PXI Description
The PowerShares Dynamic Energy Sector Portfolio (Fund) is based on the Dynamic Energy Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of stocks of 60 U.S. energy companies. These companies are principally engaged in the business of producing, distributing or servicing energy-related products, including oil and gas exploration and production, refining, oil services, pipeline, and solar, wind and other non-oil based energy. The Fund is rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$51.69
Average Daily Volume
5,444
40
Performance
| Period | MDST | PXI |
|---|---|---|
| 30 Days | 7.86% | 17.21% |
| 60 Days | 8.31% | 17.53% |
| 90 Days | 9.80% | 14.11% |
| 12 Months | 21.65% |
MDST Underweight 34 Positions Relative to PXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | -9.51% | |
| WFRD | D | -5.33% | |
| FANG | D | -3.58% | |
| AMR | C | -3.3% | |
| MPC | D | -3.24% | |
| PR | B | -2.82% | |
| CNX | A | -2.33% | |
| XOM | B | -2.31% | |
| EOG | A | -2.3% | |
| CEIX | A | -2.3% | |
| VLO | C | -2.23% | |
| COP | C | -2.17% | |
| GPOR | B | -2.11% | |
| CVX | A | -1.99% | |
| BKR | B | -1.93% | |
| NOG | A | -1.91% | |
| CHRD | D | -1.91% | |
| AROC | B | -1.88% | |
| DVN | F | -1.84% | |
| CRK | B | -1.79% | |
| HCC | B | -1.78% | |
| WHD | B | -1.78% | |
| SM | B | -1.75% | |
| WTTR | B | -1.71% | |
| OXY | D | -1.7% | |
| CRC | B | -1.69% | |
| PSX | C | -1.63% | |
| MGY | A | -1.58% | |
| RIG | D | -1.54% | |
| DINO | D | -1.46% | |
| LBRT | D | -1.38% | |
| OII | B | -1.38% | |
| HLX | B | -1.31% | |
| TDW | F | -1.26% |
MDST: Top Represented Industries & Keywords
PXI: Top Represented Industries & Keywords
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