PDP vs. CPAI ETF Comparison
Comparison of PowerShares DWA Technical Leaders Portfolio (PDP) to Counterpoint Quantitative Equity ETF (CPAI)
PDP
PowerShares DWA Technical Leaders Portfolio
PDP Description
The PowerShares DWA Momentum Portfolio (Fund) is based on the Dorsey Wright Technical Leaders™ Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index and ADRs based on the securities in the Index. The Index includes approximately 100 US-listed companies from a broad mid- and large-capitalization universe. The Index is constructed pursuant to Dorsey, Wright & Associates, LLC's proprietary methodology, which takes into account, among other factors, the performance of each of the 3,000 largest US-listed companies as compared to a benchmark index, and the relative performance of industry sectors and sub-sectors. The Fund and the Index are rebalanced and reconstituted quarterly. Effective on or about Oct. 4, 2013, the name of the Fund changed from PowerShares DWA Technical Leaders Portfolio to PowerShares DWA Momentum Portfolio.
Grade (RS Rating)
Last Trade
$115.75
Average Daily Volume
20,465
100
CPAI
Counterpoint Quantitative Equity ETF
CPAI Description
CPAI employs a quantitative, model-driven strategy that integrates quantitative analysis and machine learning insights to navigate diverse market conditions. The portfolio consists of at least 50 US-listed companies of any capitalization or ADRs. The selection process relies on advanced quantitative models leveraging machine learning technology, considering over 30 variables related to value, long-term reversal, momentum, profitability, investor sentiment, and stock price stability. Additionally, the Adviser backtests variable combinations considered to be supported by economic reasoning or investor behavioral biases. The models continually learn and adapt relationships between input variables and realized historic returns, updating during quarterly portfolio rebalances. Moreover, rebalancing ensures the portfolio aligns with the models' rankings, with adjustments made to limit sector exposure to 35% or less.Grade (RS Rating)
Last Trade
$36.28
Average Daily Volume
7,177
49
Performance
| Period | PDP | CPAI |
|---|---|---|
| 30 Days | 9.76% | 7.98% |
| 60 Days | 12.10% | 10.10% |
| 90 Days | 14.30% | 12.45% |
| 12 Months | 43.00% |
12 Overlapping Holdings
| Symbol | Grade | Weight in PDP | Weight in CPAI | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 2.79% | 1.86% | 1.86% | |
| HCA | F | 0.45% | 1.55% | 0.45% | |
| LDOS | C | 0.52% | 1.86% | 0.52% | |
| LLY | F | 1.05% | 1.57% | 1.05% | |
| META | D | 0.91% | 1.87% | 0.91% | |
| MSFT | F | 0.89% | 1.83% | 0.89% | |
| OKE | A | 0.66% | 2.35% | 0.66% | |
| ORCL | B | 0.95% | 2.1% | 0.95% | |
| PGR | A | 0.52% | 1.89% | 0.52% | |
| THC | D | 1.13% | 1.77% | 1.13% | |
| TJX | A | 1.22% | 1.91% | 1.22% | |
| TRGP | B | 2.86% | 2.61% | 2.61% |
PDP Overweight 88 Positions Relative to CPAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | 4.16% | |
| MA | C | 2.84% | |
| CPRT | A | 2.81% | |
| APH | A | 2.53% | |
| FI | A | 2.24% | |
| ROP | B | 2.23% | |
| TDG | D | 2.22% | |
| GWW | B | 2.12% | |
| KNSL | B | 1.9% | |
| TT | A | 1.69% | |
| FIX | A | 1.64% | |
| CTAS | B | 1.54% | |
| COST | B | 1.52% | |
| VST | B | 1.52% | |
| PWR | A | 1.43% | |
| PLTR | B | 1.39% | |
| FICO | B | 1.33% | |
| HWM | A | 1.28% | |
| V | A | 1.27% | |
| NVR | D | 1.24% | |
| URI | B | 1.23% | |
| ARES | A | 1.22% | |
| MTSI | B | 1.18% | |
| RCL | A | 1.06% | |
| AFRM | B | 1.05% | |
| KLAC | D | 1.04% | |
| ANET | C | 1.04% | |
| AXON | A | 1.03% | |
| ISRG | A | 0.95% | |
| KKR | A | 0.94% | |
| APO | B | 0.93% | |
| EME | C | 0.93% | |
| BAH | F | 0.93% | |
| PCVX | D | 0.89% | |
| HOOD | B | 0.79% | |
| CSL | C | 0.77% | |
| WING | D | 0.76% | |
| NFLX | A | 0.76% | |
| BX | A | 0.74% | |
| AIT | A | 0.74% | |
| EVR | B | 0.73% | |
| WAL | B | 0.72% | |
| ONTO | D | 0.71% | |
| NTNX | A | 0.71% | |
| CLH | B | 0.69% | |
| COKE | C | 0.69% | |
| PRI | A | 0.69% | |
| ENSG | D | 0.69% | |
| AAON | B | 0.68% | |
| AJG | B | 0.68% | |
| MANH | D | 0.67% | |
| TTEK | F | 0.66% | |
| HLI | B | 0.66% | |
| NTRA | B | 0.65% | |
| JEF | A | 0.65% | |
| BRO | B | 0.65% | |
| DASH | A | 0.64% | |
| MUSA | A | 0.64% | |
| FCNCA | A | 0.63% | |
| CARR | D | 0.61% | |
| FLR | B | 0.61% | |
| PH | A | 0.6% | |
| USFD | A | 0.6% | |
| TXRH | C | 0.6% | |
| EXP | A | 0.6% | |
| IRM | D | 0.6% | |
| ETN | A | 0.57% | |
| CW | B | 0.57% | |
| COHR | B | 0.57% | |
| GWRE | A | 0.56% | |
| TOL | B | 0.55% | |
| BJ | A | 0.55% | |
| HRB | D | 0.54% | |
| IR | B | 0.53% | |
| PSN | D | 0.53% | |
| PTC | A | 0.53% | |
| MMC | B | 0.53% | |
| ICE | C | 0.52% | |
| PHM | D | 0.51% | |
| LII | A | 0.51% | |
| UFPI | B | 0.51% | |
| TMHC | B | 0.5% | |
| ACGL | D | 0.46% | |
| MTH | D | 0.42% | |
| NSIT | F | 0.41% | |
| ERIE | D | 0.41% | |
| DHI | D | 0.41% | |
| REGN | F | 0.34% |
PDP Underweight 37 Positions Relative to CPAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| SFM | A | -2.49% | |
| SKYW | B | -2.47% | |
| TDS | B | -2.45% | |
| HTZ | C | -2.35% | |
| UNM | A | -2.3% | |
| NTGR | B | -2.29% | |
| CARG | C | -2.27% | |
| GDDY | A | -2.25% | |
| BRBR | A | -2.24% | |
| VIRT | B | -2.24% | |
| CNO | A | -2.14% | |
| FTI | A | -2.12% | |
| CLBT | B | -2.11% | |
| EQH | B | -2.1% | |
| CVLT | B | -2.09% | |
| FTDR | A | -2.09% | |
| GNW | A | -2.07% | |
| ZIM | C | -2.06% | |
| MSI | B | -2.05% | |
| PBI | B | -2.05% | |
| ACIW | B | -2.04% | |
| GOOGL | C | -2.03% | |
| COR | B | -2.01% | |
| CAH | B | -2.01% | |
| PAA | B | -1.88% | |
| PRM | C | -1.88% | |
| LESL | C | -1.87% | |
| PAGP | A | -1.87% | |
| RTX | C | -1.85% | |
| WES | C | -1.85% | |
| NYT | C | -1.76% | |
| BRC | D | -1.74% | |
| MHO | D | -1.73% | |
| ROST | C | -1.72% | |
| WBA | F | -1.7% | |
| UHS | D | -1.58% | |
| AGL | F | -0.82% |
PDP: Top Represented Industries & Keywords
CPAI: Top Represented Industries & Keywords
Compare ETFs
