PBE vs. EQTY ETF Comparison
Comparison of PowerShares Dynamic Biotech & Genome (PBE) to Kovitz Core Equity ETF (EQTY)
PBE
PowerShares Dynamic Biotech & Genome
PBE Description
The PowerShares Dynamic Biotechnology & Genome Portfolio (Fund) is based on the Dynamic Biotech & Genome 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 is designed to provide capital appreciation by thoroughly evaluating 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 common stocks of 30 US biotechnology and genome companies. These are companies that are principally engaged in the research, development, manufacture and marketing and distribution of various biotechnological products, services and processes and companies that benefit significantly from scientific and technological advances biotechnology and genetic engineering and reseach. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$69.21
Average Daily Volume
8,955
30
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
$23.18
Average Daily Volume
49,346
10
Performance
| Period | PBE | EQTY |
|---|---|---|
| 30 Days | -3.69% | 2.14% |
| 60 Days | 1.09% | 8.05% |
| 90 Days | 8.11% | 6.26% |
| 12 Months | 23.15% | 28.32% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PBE | Weight in EQTY | Overlap |
|---|
PBE Overweight 30 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMGN | D | 5.18% | |
| UTHR | B | 5.07% | |
| ILMN | C | 5.03% | |
| BIIB | F | 4.92% | |
| ALNY | B | 4.9% | |
| REGN | D | 4.78% | |
| BMRN | F | 3.92% | |
| NBIX | F | 3.89% | |
| MNKD | C | 3.36% | |
| XNCR | D | 3.36% | |
| NVAX | D | 3.17% | |
| PTGX | C | 3.06% | |
| TECH | B | 3.02% | |
| VCYT | C | 2.98% | |
| TGTX | C | 2.92% | |
| NTRA | B | 2.91% | |
| ACAD | F | 2.87% | |
| COLL | B | 2.83% | |
| EXEL | C | 2.81% | |
| CPRX | C | 2.78% | |
| MYGN | D | 2.75% | |
| INCY | B | 2.74% | |
| BCRX | D | 2.7% | |
| BPMC | F | 2.69% | |
| RGEN | F | 2.68% | |
| QGEN | D | 2.67% | |
| HALO | D | 2.56% | |
| CDNA | C | 2.55% | |
| OPK | D | 2.45% | |
| VCEL | F | 2.38% |
PBE: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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