MEDX vs. KBWP ETF Comparison
Comparison of Horizon Kinetics Medical ETF (MEDX) to PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP)
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.29
Average Daily Volume
310
10
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio ETF
KBWP Description
The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$117.37
Average Daily Volume
49,446
24
Performance
Period | MEDX | KBWP |
---|---|---|
30 Days | -3.66% | 1.59% |
60 Days | 1.86% | 12.42% |
90 Days | 1.82% | 16.69% |
12 Months | 3.81% | 40.14% |
0 Overlapping Holdings
Symbol | Grade | Weight in MEDX | Weight in KBWP | Overlap |
---|
MEDX Underweight 24 Positions Relative to KBWP
Symbol | Grade | Weight | |
---|---|---|---|
TRV | B | -8.21% | |
CB | A | -8.12% | |
PGR | B | -8.05% | |
ALL | A | -8.03% | |
AIG | C | -7.6% | |
RNR | A | -4.28% | |
SIGI | D | -4.1% | |
AIZ | B | -4.05% | |
HIG | A | -4.05% | |
AFG | A | -4.03% | |
THG | A | -4.03% | |
RLI | A | -4.02% | |
EG | A | -4.0% | |
AXS | A | -3.99% | |
CINF | A | -3.97% | |
ACGL | A | -3.96% | |
WRB | C | -3.8% | |
KMPR | D | -3.56% | |
MCY | B | -3.15% | |
SPNT | D | -2.21% | |
HMN | B | -1.29% | |
PRA | C | -0.69% | |
UVE | C | -0.57% | |
JRVR | F | -0.21% |
MEDX: Top Represented Industries & Keywords
KBWP: Top Represented Industries & Keywords