PBJ vs. IVEG ETF Comparison
Comparison of PowerShares Dynamic Food & Beverage (PBJ) to iShares Emergent Food and AgTech Multisector ETF (IVEG)
PBJ
PowerShares Dynamic Food & Beverage
PBJ Description
The PowerShares Dynamic Food & Beverage Portfolio (Fund) is based on the Dynamic Food & Beverage 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 food and beverage companies. These are companies that are principally engaged in the manufacture, sale or distribution of sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$47.72
Average Daily Volume
9,470
29
IVEG
iShares Emergent Food and AgTech Multisector ETF
IVEG Description
The fund invests at least 80% of its assets in the securities of its index and in investments that have economic characteristics that are substantially identical to the securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the index. It is non-diversified.Grade (RS Rating)
Last Trade
$20.90
Average Daily Volume
1,454
20
Performance
| Period | PBJ | IVEG |
|---|---|---|
| 30 Days | 0.55% | 3.03% |
| 60 Days | 4.19% | 10.83% |
| 90 Days | 4.76% | 12.27% |
| 12 Months | 16.28% | 18.66% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PBJ | Weight in IVEG | Overlap | |
|---|---|---|---|---|---|
| CTVA | A | 5.08% | 4.55% | 4.55% |
PBJ Overweight 28 Positions Relative to IVEG
| Symbol | Grade | Weight | |
|---|---|---|---|
| KR | C | 5.18% | |
| STZ | B | 5.13% | |
| KDP | C | 5.07% | |
| GIS | C | 5.06% | |
| SYY | B | 4.89% | |
| KO | C | 4.86% | |
| KHC | D | 4.73% | |
| VITL | B | 2.93% | |
| AGRO | C | 2.85% | |
| SFM | A | 2.82% | |
| WING | B | 2.79% | |
| CALM | B | 2.79% | |
| DOLE | C | 2.78% | |
| CAG | D | 2.75% | |
| FRPT | C | 2.75% | |
| WMK | D | 2.73% | |
| NOMD | D | 2.71% | |
| TAP | D | 2.71% | |
| FDP | C | 2.68% | |
| ANDE | D | 2.67% | |
| ADM | D | 2.67% | |
| IMKTA | F | 2.63% | |
| CHEF | C | 2.59% | |
| COKE | B | 2.58% | |
| BG | F | 2.57% | |
| KLG | D | 2.56% | |
| PPC | B | 2.56% | |
| TSN | D | 2.52% |
PBJ Underweight 19 Positions Relative to IVEG
PBJ: Top Represented Industries & Keywords
IVEG: Top Represented Industries & Keywords
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