PEY vs. WBIG ETF Comparison
Comparison of PowerShares High Yield Dividend Achievers (PEY) to WBI Large Cap Tactical Yield Shares (WBIG)
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
$22.94
Average Daily Volume
193,831
49
WBIG
WBI Large Cap Tactical Yield Shares
WBIG Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the dividend-paying equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$25.59
Average Daily Volume
2,849
67
Performance
| Period | PEY | WBIG |
|---|---|---|
| 30 Days | 6.62% | 5.04% |
| 60 Days | 5.73% | 4.06% |
| 90 Days | 7.42% | 6.49% |
| 12 Months | 24.75% | 18.21% |
12 Overlapping Holdings
| Symbol | Grade | Weight in PEY | Weight in WBIG | Overlap | |
|---|---|---|---|---|---|
| BBY | D | 1.45% | 2.16% | 1.45% | |
| IBM | C | 1.5% | 1.05% | 1.05% | |
| IPG | C | 1.46% | 2.29% | 1.46% | |
| KMB | C | 1.38% | 2.09% | 1.38% | |
| NXST | C | 1.12% | 2.27% | 1.12% | |
| PFE | D | 2.18% | 2.34% | 2.18% | |
| PM | A | 1.99% | 2.19% | 1.99% | |
| PRU | A | 1.99% | 1.18% | 1.18% | |
| TROW | A | 2.29% | 2.2% | 2.2% | |
| UGI | A | 2.61% | 2.34% | 2.34% | |
| UPS | C | 2.35% | 2.29% | 2.29% | |
| VZ | B | 2.84% | 2.35% | 2.35% |
PEY Overweight 37 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| WBA | F | 3.67% | |
| MO | A | 3.37% | |
| FIBK | B | 2.89% | |
| BEN | C | 2.89% | |
| CCOI | B | 2.8% | |
| UVV | B | 2.66% | |
| KEY | B | 2.39% | |
| BMY | B | 2.38% | |
| NWN | B | 2.21% | |
| TFC | B | 2.18% | |
| WSBC | C | 2.16% | |
| AVA | B | 2.15% | |
| NWE | C | 2.14% | |
| EVRG | A | 2.07% | |
| CVX | A | 2.07% | |
| SR | A | 2.06% | |
| BKH | B | 2.05% | |
| RF | B | 2.04% | |
| OGE | A | 2.03% | |
| 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 | A | 1.67% | |
| WEC | A | 1.67% | |
| FLO | C | 1.67% | |
| TRN | B | 1.67% | |
| ES | D | 1.67% | |
| PRGO | C | 1.54% | |
| MAN | D | 1.51% | |
| SON | D | 1.42% | |
| EMN | D | 1.41% | |
| HPQ | B | 1.38% | |
| MMM | C | 1.24% | |
| SWK | D | 1.19% |
PEY Underweight 55 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEPQ | A | -3.74% | |
| KHC | D | -2.33% | |
| FMC | D | -2.27% | |
| F | C | -2.25% | |
| FLTR | A | -2.13% | |
| PR | B | -2.13% | |
| AGZD | B | -2.13% | |
| GIS | D | -2.12% | |
| FALN | A | -2.11% | |
| OKE | B | -2.1% | |
| FTSL | B | -1.94% | |
| SJM | C | -1.74% | |
| STIP | B | -1.53% | |
| IBKR | A | -1.29% | |
| CI | D | -1.26% | |
| UHS | D | -1.25% | |
| PAG | B | -1.23% | |
| VOYA | B | -1.23% | |
| KBH | C | -1.22% | |
| BYD | B | -1.21% | |
| CMS | B | -1.21% | |
| WRB | A | -1.15% | |
| MAR | A | -1.14% | |
| PHM | D | -1.14% | |
| FIX | A | -1.12% | |
| GILD | B | -1.03% | |
| PEP | F | -1.03% | |
| CLX | C | -1.02% | |
| OMC | C | -1.01% | |
| NEM | F | -1.0% | |
| SLB | C | -1.0% | |
| HPE | B | -0.99% | |
| PPG | D | -0.98% | |
| MDT | D | -0.98% | |
| SYY | C | -0.96% | |
| BKLN | A | -0.9% | |
| TGT | F | -0.8% | |
| MCK | B | -0.57% | |
| AXP | A | -0.57% | |
| RMD | C | -0.57% | |
| ACN | B | -0.57% | |
| LRCX | D | -0.56% | |
| AMAT | F | -0.56% | |
| STZ | F | -0.56% | |
| LEN | D | -0.56% | |
| MCD | D | -0.56% | |
| AME | A | -0.56% | |
| CSL | B | -0.55% | |
| CBOE | B | -0.52% | |
| KLAC | D | -0.51% | |
| TSN | B | -0.51% | |
| HIG | A | -0.51% | |
| PAYX | B | -0.51% | |
| ADP | A | -0.51% | |
| V | A | -0.5% |
PEY: Top Represented Industries & Keywords
WBIG: Top Represented Industries & Keywords
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