PBE vs. JFWD ETF Comparison
Comparison of PowerShares Dynamic Biotech & Genome (PBE) to Jacob Funds Inc. Jacob Forward ETF (JFWD)
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
$68.03
Average Daily Volume
6,342
30
JFWD
Jacob Funds Inc. Jacob Forward ETF
JFWD Description
The Jacob Forward ETF is an exchange-traded fund incorporated in the US. This fund seeks long-term growth of capital. The Fund seeks to achieve its investment objective by investing in common stocks and other equity securities of companies of all sizes. The Fund may have significant exposure to the information technology sector.Grade (RS Rating)
Last Trade
$11.90
Average Daily Volume
461
34
Performance
Period | PBE | JFWD |
---|---|---|
30 Days | -0.98% | 9.13% |
60 Days | -5.20% | 9.30% |
90 Days | -4.17% | 14.73% |
12 Months | 20.11% | 44.22% |
1 Overlapping Holdings
Symbol | Grade | Weight in PBE | Weight in JFWD | Overlap | |
---|---|---|---|---|---|
CDNA | D | 1.92% | 4.82% | 1.92% |
PBE Overweight 29 Positions Relative to JFWD
Symbol | Grade | Weight | |
---|---|---|---|
UTHR | C | 5.74% | |
ILMN | C | 5.64% | |
ALNY | D | 4.78% | |
AMGN | D | 4.7% | |
BIIB | F | 4.21% | |
NBIX | C | 4.18% | |
XNCR | B | 3.88% | |
EXEL | B | 3.86% | |
TGTX | B | 3.78% | |
BMRN | F | 3.76% | |
MNKD | B | 3.7% | |
NTRA | A | 3.56% | |
REGN | F | 3.38% | |
INCY | C | 3.35% | |
VCYT | B | 3.28% | |
ACAD | C | 3.06% | |
CPRX | C | 3.0% | |
BPMC | C | 2.91% | |
TECH | F | 2.89% | |
VCEL | A | 2.79% | |
OPK | B | 2.78% | |
RGEN | D | 2.76% | |
PTGX | D | 2.75% | |
QGEN | D | 2.59% | |
BCRX | D | 2.56% | |
HALO | F | 2.42% | |
COLL | F | 2.27% | |
NVAX | F | 1.83% | |
MYGN | F | 1.61% |
PBE Underweight 33 Positions Relative to JFWD
Symbol | Grade | Weight | |
---|---|---|---|
HROW | D | -7.97% | |
PRCH | B | -5.13% | |
Z | A | -5.02% | |
AIOT | A | -4.98% | |
ATEC | C | -4.72% | |
ESPR | B | -4.67% | |
SQ | A | -4.64% | |
DKNG | B | -4.61% | |
DOCS | C | -4.54% | |
INSE | B | -4.5% | |
MDB | C | -3.92% | |
NET | B | -3.34% | |
BRZE | C | -3.25% | |
TELA | C | -3.1% | |
HRTX | F | -2.78% | |
CFLT | B | -2.65% | |
CDXS | B | -2.59% | |
OPRX | F | -2.53% | |
KRYS | C | -2.46% | |
SOFI | A | -2.22% | |
PHR | F | -2.08% | |
COIN | B | -2.01% | |
IMMR | F | -1.14% | |
FLUT | A | -1.05% | |
IDYA | F | -0.97% | |
BEAM | D | -0.96% | |
ATHM | C | -0.84% | |
CELC | F | -0.77% | |
HUYA | F | -0.74% | |
ARCT | F | -0.67% | |
CRSP | D | -0.64% | |
PI | D | -0.59% | |
APPS | F | -0.18% |
PBE: Top Represented Industries & Keywords
JFWD: Top Represented Industries & Keywords