PEY vs. CPAI ETF Comparison
Comparison of PowerShares High Yield Dividend Achievers (PEY) to Counterpoint Quantitative Equity ETF (CPAI)
PEY
PowerShares High Yield Dividend Achievers
PEY Description
The PowerShares High Yield Equity Dividend Achievers Portfolio (Fund) is based on the NASDAQ US Dividend AchieversTM 50 Index (Index). The Fund will normally invest at least 90% of its total assets in dividend paying common stocks that comprise the Index. The Index is comprised of 50 stocks selected principally on the basis of dividend yield and consistent growth in dividends. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc., replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Mergent Dividend Achievers 50 Index to NASDAQ Dividend Achievers 50 Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.
Grade (RS Rating)
Last Trade
$22.38
Average Daily Volume
192,572
49
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
$35.81
Average Daily Volume
7,195
49
Performance
| Period | PEY | CPAI |
|---|---|---|
| 30 Days | 2.93% | 5.48% |
| 60 Days | 4.08% | 9.78% |
| 90 Days | 4.75% | 11.01% |
| 12 Months | 21.64% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PEY | Weight in CPAI | Overlap | |
|---|---|---|---|---|---|
| WBA | F | 3.67% | 1.82% | 1.82% |
PEY Overweight 48 Positions Relative to CPAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | 3.37% | |
| FIBK | B | 2.89% | |
| BEN | C | 2.89% | |
| VZ | C | 2.84% | |
| CCOI | B | 2.8% | |
| UVV | B | 2.66% | |
| UGI | C | 2.61% | |
| KEY | B | 2.39% | |
| BMY | B | 2.38% | |
| UPS | C | 2.35% | |
| TROW | B | 2.29% | |
| NWN | A | 2.21% | |
| TFC | A | 2.18% | |
| PFE | F | 2.18% | |
| WSBC | B | 2.16% | |
| AVA | A | 2.15% | |
| NWE | B | 2.14% | |
| EVRG | A | 2.07% | |
| CVX | A | 2.07% | |
| SR | A | 2.06% | |
| BKH | A | 2.05% | |
| RF | A | 2.04% | |
| OGE | A | 2.03% | |
| PRU | A | 1.99% | |
| PM | B | 1.99% | |
| LYB | F | 1.95% | |
| USB | A | 1.95% | |
| PNW | A | 1.86% | |
| UBSI | B | 1.8% | |
| INDB | B | 1.77% | |
| POR | C | 1.72% | |
| PNC | B | 1.67% | |
| WEC | A | 1.67% | |
| FLO | D | 1.67% | |
| TRN | B | 1.67% | |
| ES | C | 1.67% | |
| PRGO | C | 1.54% | |
| MAN | F | 1.51% | |
| IBM | C | 1.5% | |
| IPG | D | 1.46% | |
| BBY | D | 1.45% | |
| SON | F | 1.42% | |
| EMN | C | 1.41% | |
| HPQ | B | 1.38% | |
| KMB | C | 1.38% | |
| MMM | D | 1.24% | |
| SWK | D | 1.19% | |
| NXST | C | 1.12% |
PEY Underweight 48 Positions Relative to CPAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| SFM | A | -2.51% | |
| SKYW | C | -2.49% | |
| TRGP | A | -2.46% | |
| TDS | B | -2.43% | |
| CARG | B | -2.37% | |
| LDOS | C | -2.33% | |
| NTGR | B | -2.27% | |
| UNM | A | -2.25% | |
| GDDY | A | -2.23% | |
| OKE | A | -2.21% | |
| FTDR | B | -2.17% | |
| BRBR | A | -2.17% | |
| EQH | C | -2.16% | |
| CNO | B | -2.15% | |
| HTZ | C | -2.13% | |
| FTI | A | -2.13% | |
| ACIW | B | -2.11% | |
| VIRT | A | -2.11% | |
| ORCL | A | -2.09% | |
| CVLT | B | -2.08% | |
| CAH | B | -2.08% | |
| MSI | B | -2.07% | |
| CLBT | B | -2.06% | |
| COR | B | -2.05% | |
| GOOGL | C | -2.05% | |
| GNW | A | -2.03% | |
| PBI | B | -2.01% | |
| PGR | A | -1.93% | |
| META | D | -1.93% | |
| RTX | D | -1.9% | |
| BRC | D | -1.89% | |
| TJX | A | -1.89% | |
| THC | D | -1.88% | |
| LESL | D | -1.87% | |
| NYT | D | -1.85% | |
| ZIM | C | -1.84% | |
| MSFT | D | -1.83% | |
| AAPL | C | -1.81% | |
| PAA | B | -1.8% | |
| PAGP | A | -1.79% | |
| WES | C | -1.76% | |
| LLY | F | -1.74% | |
| MHO | D | -1.72% | |
| PRM | C | -1.72% | |
| ROST | D | -1.72% | |
| UHS | D | -1.64% | |
| HCA | F | -1.61% | |
| AGL | F | -0.95% |
PEY: Top Represented Industries & Keywords
CPAI: Top Represented Industries & Keywords
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