PEZ vs. CARU ETF Comparison
Comparison of PowerShares Dynamic Consumer Discretionary (PEZ) to Bank Of Montreal MAX Auto Industry 3x Leveraged ETN (CARU)
PEZ
PowerShares Dynamic Consumer Discretionary
PEZ Description
The PowerShares Dynamic Consumer Discretionary Sector Portfolio (Fund) is based on the Dynamic Consumer Discretionary Sector 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 thoroughly evaluates 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 60 US consumer companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that are cyclical in nature, including retail, automotive, leisure and recreation, media and real estate. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$109.78
Average Daily Volume
2,913
38
CARU
Bank Of Montreal MAX Auto Industry 3x Leveraged ETN
CARU Description
CARU is an aggressive and bullish one-day bet on the US auto industry. The fund provides 3x daily leveraged exposure to a modified liquidity-weighted index that includes firms engaged in automobile manufacturing, automobile parts and retail, and car dealing. The index defines the industries based on the North American Industry Classification System (NAICS) and selects US-listed equities, excluding ETPs. The fund gains its international exposure through the use of ADRs, but will specifically exclude issuers organized in Canada or China. As a geared product, CARU is designed as a short-term trading tool and not a long-term investment vehicle. Long-term returns could materially differ from those of the index due to daily compounding. Since the fund uses an ETN structure, investors assume the credit risk of the issuer.Grade (RS Rating)
Last Trade
$29.10
Average Daily Volume
157
20
Performance
| Period | PEZ | CARU |
|---|---|---|
| 30 Days | 7.02% | 38.43% |
| 60 Days | 5.81% | 28.09% |
| 90 Days | 7.54% | 14.74% |
| 12 Months | 54.64% | 87.33% |
PEZ Overweight 36 Positions Relative to CARU
| Symbol | Grade | Weight | |
|---|---|---|---|
| MOD | A | 5.43% | |
| RCL | A | 5.12% | |
| TOL | B | 4.08% | |
| AMZN | C | 3.79% | |
| NFLX | A | 3.78% | |
| MUSA | A | 3.75% | |
| DASH | A | 3.09% | |
| TXRH | C | 3.02% | |
| PHM | D | 2.92% | |
| WING | D | 2.86% | |
| NVR | D | 2.8% | |
| SKYW | B | 2.75% | |
| HLT | A | 2.57% | |
| KBH | D | 2.48% | |
| SHAK | C | 2.44% | |
| H | B | 2.42% | |
| DHI | D | 2.3% | |
| LEN | D | 2.29% | |
| MTH | D | 2.25% | |
| OLLI | D | 2.23% | |
| TJX | A | 2.22% | |
| MHO | D | 2.05% | |
| BOOT | D | 1.99% | |
| SKY | A | 1.99% | |
| LNW | D | 1.83% | |
| GRBK | D | 1.74% | |
| TMHC | B | 1.71% | |
| PLCE | C | 1.66% | |
| TPH | D | 1.41% | |
| LAMR | D | 1.39% | |
| LTH | C | 1.35% | |
| CCS | D | 1.17% | |
| GOLF | B | 1.07% | |
| GIII | D | 0.93% | |
| DFH | D | 0.87% | |
| SNBR | F | 0.67% |
PEZ Underweight 18 Positions Relative to CARU
PEZ: Top Represented Industries & Keywords
CARU: Top Represented Industries & Keywords
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