PEJ vs. CRUZ ETF Comparison
Comparison of PowerShares Dynamic Leisure & Entertainment Portfolio (PEJ) to Defiance Hotel, Airline, and Cruise ETF (CRUZ)
PEJ
PowerShares Dynamic Leisure & Entertainment Portfolio
PEJ Description
The PowerShares Dynamic Leisure and Entertainment Portfolio (Fund) is based on the Dynamic Leisure & Entertainment 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 leisure and entertainment companies. These are companies that are principally engaged in the design, production or distribution of goods or services in the leisure and entertainment industries. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$45.09
Average Daily Volume
55,924
28
CRUZ
Defiance Hotel, Airline, and Cruise ETF
CRUZ Description
The investment seeks to track the total return performance, before fees and expenses, of the BlueStar Global Hotels, Airlines, and Cruises Index (the âindexâ). The index is a rules-based index that consists of globally-listed stocks of companies that derive at least 50% of their revenues from the passenger airline, hotel and resort, or cruise industries (âTravel Companiesâ) as determined by MV Index Solutions. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in Travel Companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$21.52
Average Daily Volume
10,282
28
Performance
Period | PEJ | CRUZ |
---|---|---|
30 Days | 0.97% | -2.13% |
60 Days | -0.93% | -2.83% |
90 Days | -1.39% | -2.58% |
12 Months | 10.11% | 0.95% |
PEJ Overweight 22 Positions Relative to CRUZ
PEJ Underweight 22 Positions Relative to CRUZ
Symbol | Grade | Weight | |
---|---|---|---|
MAR | C | -8.17% | |
DAL | D | -7.57% | |
CCL | C | -5.88% | |
IHG | B | -3.87% | |
UAL | D | -3.43% | |
LUV | D | -3.01% | |
HST | D | -2.53% | |
AAL | F | -1.97% | |
HTHT | F | -1.91% | |
RHP | D | -1.45% | |
WH | C | -1.4% | |
ALK | F | -1.33% | |
PK | D | -0.83% | |
APLE | D | -0.76% | |
ATAT | B | -0.73% | |
CPA | D | -0.66% | |
JBLU | C | -0.63% | |
SHO | C | -0.6% | |
RLJ | F | -0.5% | |
DRH | D | -0.48% | |
PEB | D | -0.39% | |
SVC | F | -0.35% |
PEJ: Top Represented Industries & Keywords
CRUZ: Top Represented Industries & Keywords