PBP vs. USMC ETF Comparison
Comparison of PowerShares S&P 500 BuyWrite Portfolio (PBP) to Principal U.S. Mega-Cap ETF (USMC)
PBP
PowerShares S&P 500 BuyWrite Portfolio
PBP Description
The PowerShares S&P 500 BuyWrite Portfolio (Fund) is based on the CBOE S&P 500 BuyWrite IndexTM (Index). The Fund generally will invest at least 90% of its total assets in securities that comprise the Index, including at least 80% of its total assets in common stocks of the 500 companies included in the S&P 500® Index and will write (sell) call options thereon. The Index measures the total rate of return of an S&P 500 covered call strategy. This strategy consists of holding a portfolio indexed to the S&P 500 (Reference Index) and selling a succession of written options, each with an exercise price at or above the prevailing price level of the S&P 500. Dividends paid on the component stocks underlying the S&P 500 and the dollar value of option premiums received from written options are reinvested. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$22.92
Average Daily Volume
12,692
Number of Holdings
*
496
* may have additional holdings in another (foreign) market
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.Grade (RS Rating)
Last Trade
$56.56
Average Daily Volume
44,946
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
Performance
| Period | PBP | USMC |
|---|---|---|
| 30 Days | 1.47% | 1.85% |
| 60 Days | 4.31% | 4.08% |
| 90 Days | 5.09% | 4.72% |
| 12 Months | 14.97% | 29.66% |
25 Overlapping Holdings
| Symbol | Grade | Weight in PBP | Weight in USMC | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.94% | 6.91% | 6.91% | |
| ABBV | C | 0.74% | 3.35% | 0.74% | |
| AMD | D | 0.53% | 2.32% | 0.53% | |
| AMZN | C | 3.7% | 3.42% | 3.42% | |
| AVGO | C | 1.55% | 3.21% | 1.55% | |
| BAC | D | 0.57% | 2.8% | 0.57% | |
| BRK.A | C | 1.76% | 5.35% | 1.76% | |
| COST | B | 0.88% | 2.9% | 0.88% | |
| GOOGL | D | 1.96% | 3.73% | 1.96% | |
| HD | B | 0.8% | 3.12% | 0.8% | |
| JNJ | C | 0.86% | 3.25% | 0.86% | |
| JPM | D | 1.28% | 4.8% | 1.28% | |
| LLY | C | 1.61% | 2.84% | 1.61% | |
| MA | B | 0.87% | 4.93% | 0.87% | |
| META | B | 2.49% | 4.47% | 2.49% | |
| MRK | D | 0.63% | 2.63% | 0.63% | |
| MSFT | C | 6.86% | 6.54% | 6.54% | |
| NFLX | B | 0.64% | 4.68% | 0.64% | |
| NVDA | D | 6.34% | 4.05% | 4.05% | |
| PG | C | 0.89% | 4.77% | 0.89% | |
| TSLA | C | 1.38% | 2.48% | 1.38% | |
| UNH | C | 1.17% | 4.59% | 1.17% | |
| V | C | 0.97% | 4.87% | 0.97% | |
| WMT | C | 0.74% | 3.16% | 0.74% | |
| XOM | C | 1.08% | 4.65% | 1.08% |
PBP Overweight 471 Positions Relative to USMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | D | 1.64% | |
| KO | C | 0.6% | |
| ADBE | F | 0.57% | |
| ORCL | C | 0.56% | |
| PEP | C | 0.53% | |
| CRM | D | 0.53% | |
| CVX | D | 0.52% | |
| TMO | B | 0.51% | |
| LIN | B | 0.49% | |
| ACN | C | 0.48% | |
| MCD | B | 0.46% | |
| ABT | C | 0.44% | |
| CSCO | C | 0.43% | |
| PM | C | 0.42% | |
| IBM | B | 0.42% | |
| QCOM | D | 0.4% | |
| VZ | B | 0.4% | |
| GE | B | 0.4% | |
| TXN | C | 0.39% | |
| DHR | B | 0.39% | |
| WFC | D | 0.39% | |
| INTU | C | 0.39% | |
| NOW | B | 0.39% | |
| ISRG | B | 0.38% | |
| AMGN | B | 0.38% | |
| NEE | C | 0.37% | |
| PFE | C | 0.36% | |
| CAT | B | 0.36% | |
| SPGI | B | 0.36% | |
| RTX | C | 0.35% | |
| DIS | D | 0.35% | |
| UNP | C | 0.33% | |
| AMAT | D | 0.33% | |
| GS | C | 0.33% | |
| CMCSA | D | 0.33% | |
| T | C | 0.33% | |
| PGR | B | 0.32% | |
| UBER | C | 0.31% | |
| LOW | B | 0.31% | |
| AXP | B | 0.31% | |
| HON | D | 0.29% | |
| TJX | B | 0.29% | |
| BKNG | C | 0.28% | |
| REGN | C | 0.27% | |
| BSX | B | 0.27% | |
| VRTX | D | 0.27% | |
| BLK | B | 0.27% | |
| SYK | C | 0.27% | |
| ELV | C | 0.27% | |
| MDT | C | 0.26% | |
| COP | D | 0.26% | |
| PLD | C | 0.26% | |
| MS | D | 0.26% | |
| ETN | C | 0.26% | |
| LMT | C | 0.26% | |
| ADP | B | 0.25% | |
| CB | B | 0.25% | |
| C | C | 0.24% | |
| ADI | C | 0.24% | |
| AMT | C | 0.24% | |
| PANW | D | 0.24% | |
| SBUX | C | 0.24% | |
| MMC | C | 0.24% | |
| TMUS | C | 0.23% | |
| BX | B | 0.23% | |
| MDLZ | B | 0.22% | |
| DE | B | 0.22% | |
| CI | C | 0.22% | |
| GILD | B | 0.22% | |
| NKE | D | 0.21% | |
| MU | F | 0.21% | |
| SO | B | 0.21% | |
| LRCX | F | 0.21% | |
| BMY | C | 0.21% | |
| KLAC | D | 0.21% | |
| ANET | B | 0.2% | |
| MO | C | 0.2% | |
| SCHW | D | 0.2% | |
| ICE | C | 0.2% | |
| UPS | D | 0.2% | |
| BA | F | 0.2% | |
| ZTS | C | 0.19% | |
| SHW | B | 0.19% | |
| CL | D | 0.19% | |
| DUK | C | 0.19% | |
| TT | B | 0.18% | |
| INTC | F | 0.18% | |
| EQIX | C | 0.18% | |
| WELL | C | 0.17% | |
| CMG | C | 0.17% | |
| CME | C | 0.17% | |
| KKR | B | 0.17% | |
| NOC | B | 0.16% | |
| CVS | D | 0.16% | |
| MMM | B | 0.16% | |
| CDNS | D | 0.16% | |
| MSI | B | 0.16% | |
| PYPL | B | 0.16% | |
| SNPS | D | 0.16% | |
| MCO | B | 0.16% | |
| PH | B | 0.16% | |
| WM | D | 0.16% | |
| HCA | B | 0.16% | |
| AON | B | 0.16% | |
| TDG | B | 0.16% | |
| APH | D | 0.16% | |
| ITW | C | 0.15% | |
| EOG | D | 0.15% | |
| BDX | D | 0.15% | |
| GD | B | 0.15% | |
| USB | B | 0.15% | |
| TGT | C | 0.15% | |
| PNC | B | 0.15% | |
| CTAS | B | 0.15% | |
| CARR | B | 0.14% | |
| ECL | B | 0.14% | |
| FDX | C | 0.14% | |
| AJG | D | 0.14% | |
| CSX | D | 0.14% | |
| ORLY | C | 0.14% | |
| MCK | F | 0.14% | |
| EMR | D | 0.13% | |
| GEV | B | 0.13% | |
| ROP | C | 0.13% | |
| CRWD | D | 0.13% | |
| CEG | C | 0.13% | |
| FCX | D | 0.13% | |
| NEM | B | 0.13% | |
| APD | B | 0.13% | |
| PSX | F | 0.12% | |
| SPG | B | 0.12% | |
| TRV | C | 0.12% | |
| HLT | B | 0.12% | |
| AEP | C | 0.12% | |
| O | C | 0.12% | |
| WMB | B | 0.12% | |
| MAR | C | 0.12% | |
| AZO | D | 0.12% | |
| ADSK | C | 0.12% | |
| TFC | C | 0.12% | |
| AFL | C | 0.12% | |
| DHI | B | 0.12% | |
| PSA | B | 0.12% | |
| MPC | F | 0.12% | |
| SLB | F | 0.12% | |
| NXPI | F | 0.12% | |
| NSC | C | 0.12% | |
| ALL | B | 0.11% | |
| PCAR | D | 0.11% | |
| ROST | C | 0.11% | |
| BK | B | 0.11% | |
| CCI | C | 0.11% | |
| SRE | C | 0.11% | |
| ABNB | D | 0.11% | |
| DLR | B | 0.11% | |
| COF | B | 0.11% | |
| GM | C | 0.11% | |
| OKE | B | 0.11% | |
| GWW | B | 0.1% | |
| TEL | D | 0.1% | |
| KVUE | C | 0.1% | |
| MSCI | C | 0.1% | |
| LEN | B | 0.1% | |
| MET | B | 0.1% | |
| FICO | B | 0.1% | |
| FIS | B | 0.1% | |
| FTNT | C | 0.1% | |
| URI | B | 0.1% | |
| D | C | 0.1% | |
| KMB | D | 0.1% | |
| JCI | B | 0.1% | |
| AIG | D | 0.1% | |
| IT | B | 0.09% | |
| PWR | B | 0.09% | |
| EXC | C | 0.09% | |
| CNC | D | 0.09% | |
| FAST | C | 0.09% | |
| A | C | 0.09% | |
| KMI | B | 0.09% | |
| STZ | D | 0.09% | |
| CMI | C | 0.09% | |
| EW | F | 0.09% | |
| MCHP | F | 0.09% | |
| IDXX | C | 0.09% | |
| GIS | B | 0.09% | |
| ACGL | C | 0.09% | |
| PEG | B | 0.09% | |
| PRU | C | 0.09% | |
| F | F | 0.09% | |
| RSG | D | 0.09% | |
| PCG | C | 0.09% | |
| PAYX | C | 0.09% | |
| LHX | C | 0.09% | |
| CPRT | D | 0.09% | |
| AMP | A | 0.09% | |
| IQV | C | 0.09% | |
| VLO | F | 0.09% | |
| MPWR | C | 0.09% | |
| VICI | C | 0.08% | |
| EA | D | 0.08% | |
| HES | F | 0.08% | |
| DOW | D | 0.08% | |
| MNST | D | 0.08% | |
| CBRE | A | 0.08% | |
| XEL | B | 0.08% | |
| ED | C | 0.08% | |
| IR | C | 0.08% | |
| HWM | B | 0.08% | |
| EFX | B | 0.08% | |
| RMD | C | 0.08% | |
| KR | C | 0.08% | |
| GEHC | C | 0.08% | |
| OTIS | C | 0.08% | |
| EXR | B | 0.08% | |
| YUM | D | 0.08% | |
| CTSH | C | 0.08% | |
| SYY | D | 0.08% | |
| VRSK | D | 0.08% | |
| AME | C | 0.08% | |
| KDP | B | 0.08% | |
| CTVA | B | 0.08% | |
| HUM | F | 0.08% | |
| RCL | B | 0.08% | |
| NDAQ | A | 0.07% | |
| TSCO | C | 0.07% | |
| FANG | D | 0.07% | |
| VMC | D | 0.07% | |
| XYL | C | 0.07% | |
| CSGP | D | 0.07% | |
| NVR | B | 0.07% | |
| MLM | D | 0.07% | |
| EBAY | B | 0.07% | |
| GLW | C | 0.07% | |
| DFS | B | 0.07% | |
| TRGP | B | 0.07% | |
| EIX | C | 0.07% | |
| AVB | B | 0.07% | |
| BKR | C | 0.07% | |
| CHTR | D | 0.07% | |
| DD | B | 0.07% | |
| NUE | F | 0.07% | |
| HIG | B | 0.07% | |
| IRM | C | 0.07% | |
| ODFL | D | 0.07% | |
| OXY | F | 0.07% | |
| DOV | B | 0.06% | |
| DTE | C | 0.06% | |
| SBAC | C | 0.06% | |
| FTV | C | 0.06% | |
| KEYS | C | 0.06% | |
| VST | C | 0.06% | |
| VTR | C | 0.06% | |
| ETR | B | 0.06% | |
| IFF | B | 0.06% | |
| EQR | B | 0.06% | |
| CAH | C | 0.06% | |
| DXCM | F | 0.06% | |
| AXON | B | 0.06% | |
| MTB | B | 0.06% | |
| KHC | C | 0.06% | |
| GPN | D | 0.06% | |
| ANSS | D | 0.06% | |
| GRMN | D | 0.06% | |
| FITB | B | 0.06% | |
| PHM | B | 0.06% | |
| DAL | C | 0.06% | |
| HPQ | D | 0.06% | |
| AWK | B | 0.06% | |
| BIIB | F | 0.06% | |
| MTD | D | 0.06% | |
| HSY | C | 0.06% | |
| CDW | D | 0.06% | |
| ROK | D | 0.06% | |
| ADM | D | 0.06% | |
| PPG | D | 0.06% | |
| WAB | B | 0.06% | |
| WTW | C | 0.06% | |
| ON | D | 0.06% | |
| LULU | D | 0.06% | |
| WEC | C | 0.06% | |
| LDOS | B | 0.05% | |
| INVH | C | 0.05% | |
| MKC | C | 0.05% | |
| K | B | 0.05% | |
| CINF | B | 0.05% | |
| CPAY | B | 0.05% | |
| BLDR | C | 0.05% | |
| HUBB | B | 0.05% | |
| ZBH | F | 0.05% | |
| GDDY | C | 0.05% | |
| RJF | C | 0.05% | |
| WST | D | 0.05% | |
| HPE | D | 0.05% | |
| CBOE | C | 0.05% | |
| AEE | C | 0.05% | |
| SMCI | F | 0.05% | |
| FE | C | 0.05% | |
| WY | C | 0.05% | |
| SW | B | 0.05% | |
| MRNA | F | 0.05% | |
| TROW | D | 0.05% | |
| PPL | C | 0.05% | |
| DECK | C | 0.05% | |
| ES | C | 0.05% | |
| NTAP | D | 0.05% | |
| VLTO | C | 0.05% | |
| BRO | C | 0.05% | |
| LYB | D | 0.05% | |
| STE | C | 0.05% | |
| TTWO | C | 0.05% | |
| HAL | F | 0.05% | |
| TYL | C | 0.05% | |
| STT | A | 0.05% | |
| BR | D | 0.05% | |
| FSLR | C | 0.05% | |
| CHD | D | 0.05% | |
| DVN | F | 0.05% | |
| PODD | B | 0.04% | |
| STLD | F | 0.04% | |
| UAL | C | 0.04% | |
| EG | C | 0.04% | |
| TXT | D | 0.04% | |
| NRG | C | 0.04% | |
| IP | B | 0.04% | |
| EXPE | C | 0.04% | |
| CTRA | D | 0.04% | |
| FDS | C | 0.04% | |
| WBD | D | 0.04% | |
| CCL | C | 0.04% | |
| EXPD | C | 0.04% | |
| DGX | B | 0.04% | |
| LUV | C | 0.04% | |
| PFG | B | 0.04% | |
| ZBRA | B | 0.04% | |
| MAS | B | 0.04% | |
| WRB | C | 0.04% | |
| AVY | C | 0.04% | |
| CNP | C | 0.04% | |
| TSN | C | 0.04% | |
| J | C | 0.04% | |
| NTRS | A | 0.04% | |
| ULTA | D | 0.04% | |
| CFG | C | 0.04% | |
| APTV | D | 0.04% | |
| DG | F | 0.04% | |
| PKG | B | 0.04% | |
| SYF | C | 0.04% | |
| HOLX | B | 0.04% | |
| BBY | C | 0.04% | |
| DRI | B | 0.04% | |
| GPC | D | 0.04% | |
| WAT | C | 0.04% | |
| ARE | C | 0.04% | |
| MAA | B | 0.04% | |
| OMC | B | 0.04% | |
| EQT | D | 0.04% | |
| EL | F | 0.04% | |
| STX | C | 0.04% | |
| ESS | B | 0.04% | |
| TER | D | 0.04% | |
| BAX | C | 0.04% | |
| RF | B | 0.04% | |
| TDY | B | 0.04% | |
| BALL | C | 0.04% | |
| ATO | B | 0.04% | |
| PTC | D | 0.04% | |
| CLX | C | 0.04% | |
| HBAN | B | 0.04% | |
| WDC | D | 0.04% | |
| CMS | C | 0.04% | |
| MOH | D | 0.04% | |
| CHRW | B | 0.03% | |
| EMN | B | 0.03% | |
| EPAM | F | 0.03% | |
| KMX | D | 0.03% | |
| CE | F | 0.03% | |
| HST | C | 0.03% | |
| FFIV | B | 0.03% | |
| ALLE | B | 0.03% | |
| REG | C | 0.03% | |
| JNPR | B | 0.03% | |
| JBL | D | 0.03% | |
| SJM | C | 0.03% | |
| JKHY | B | 0.03% | |
| AES | C | 0.03% | |
| CPT | B | 0.03% | |
| POOL | C | 0.03% | |
| NDSN | C | 0.03% | |
| TRMB | C | 0.03% | |
| BG | D | 0.03% | |
| JBHT | D | 0.03% | |
| UHS | B | 0.03% | |
| EVRG | B | 0.03% | |
| LYV | B | 0.03% | |
| VTRS | D | 0.03% | |
| DLTR | F | 0.03% | |
| DPZ | F | 0.03% | |
| ROL | C | 0.03% | |
| UDR | C | 0.03% | |
| L | C | 0.03% | |
| CF | C | 0.03% | |
| LVS | D | 0.03% | |
| ENPH | D | 0.03% | |
| MRO | C | 0.03% | |
| SNA | C | 0.03% | |
| AKAM | D | 0.03% | |
| IEX | D | 0.03% | |
| PNR | B | 0.03% | |
| SWK | B | 0.03% | |
| NI | B | 0.03% | |
| LNT | B | 0.03% | |
| KEY | B | 0.03% | |
| CAG | C | 0.03% | |
| VRSN | D | 0.03% | |
| AMCR | B | 0.03% | |
| DOC | C | 0.03% | |
| KIM | C | 0.03% | |
| ALGN | D | 0.03% | |
| SWKS | D | 0.03% | |
| RL | C | 0.02% | |
| IVZ | B | 0.02% | |
| AAL | D | 0.02% | |
| WYNN | D | 0.02% | |
| BWA | D | 0.02% | |
| FMC | C | 0.02% | |
| CZR | C | 0.02% | |
| MHK | C | 0.02% | |
| MOS | F | 0.02% | |
| PAYC | D | 0.02% | |
| NCLH | C | 0.02% | |
| DVA | B | 0.02% | |
| APA | F | 0.02% | |
| GNRC | D | 0.02% | |
| GL | C | 0.02% | |
| FRT | C | 0.02% | |
| HSIC | C | 0.02% | |
| HAS | B | 0.02% | |
| FOXA | B | 0.02% | |
| MGM | F | 0.02% | |
| HRL | C | 0.02% | |
| LW | D | 0.02% | |
| DAY | D | 0.02% | |
| MTCH | C | 0.02% | |
| SOLV | C | 0.02% | |
| AOS | D | 0.02% | |
| TPR | C | 0.02% | |
| MKTX | C | 0.02% | |
| CPB | C | 0.02% | |
| NWSA | D | 0.02% | |
| TAP | D | 0.02% | |
| AIZ | B | 0.02% | |
| INCY | C | 0.02% | |
| CRL | F | 0.02% | |
| PNW | C | 0.02% | |
| QRVO | F | 0.02% | |
| HII | D | 0.02% | |
| ALB | D | 0.02% | |
| LKQ | F | 0.02% | |
| CTLT | B | 0.02% | |
| BXP | B | 0.02% | |
| IPG | C | 0.02% | |
| TECH | C | 0.02% | |
| TFX | C | 0.02% | |
| NWS | D | 0.01% | |
| FOX | B | 0.01% | |
| PARA | F | 0.01% | |
| BEN | F | 0.01% | |
| ETSY | F | 0.01% | |
| BBWI | F | 0.01% | |
| WBA | F | 0.01% | |
| BIO | C | 0.01% |
PBP Underweight 0 Positions Relative to USMC
| Symbol | Grade | Weight |
|---|
PBP: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Software - Application
Semiconductors
Business Services
Diagnostics & Research
Asset Management
Oil & Gas E&P
Aerospace & Defense
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Packaged Foods
Specialty Retail
Medical Devices
Medical Instruments & Supplies
Credit Services
Health Care Plans
Household & Personal Products
Information Technology Services
USMC: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Banks - Global
Credit Services
Discount Stores
Internet Content & Information
Auto Manufacturers
Consumer Electronics
Health Care Plans
Home Improvement Stores
Household & Personal Products
Insurance - Diversified
Media - Diversified
Oil & Gas Integrated
Software - Infrastructure
Specialty Retail
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