PFI vs. RULE ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to Adaptive Core ETF (RULE)
PFI
PowerShares Dynamic Financial
PFI Description
The PowerShares Dynamic Financial Sector Portfolio (Fund) is based on the Dynamic Financial 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 financial services companies. These are companies that are principally engaged in the business of providing services and products, including banking, investment services, insurance and real estate finance services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$52.40
Average Daily Volume
1,786
39
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$21.41
Average Daily Volume
7,397
35
Performance
| Period | PFI | RULE |
|---|---|---|
| 30 Days | 6.61% | -1.52% |
| 60 Days | 6.75% | -1.26% |
| 90 Days | 10.49% | 0.56% |
| 12 Months | 17.53% | 9.65% |
PFI Overweight 36 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | C | 5.01% | |
| JPM | B | 3.9% | |
| APO | C | 3.82% | |
| KKR | B | 3.73% | |
| V | D | 3.5% | |
| COOP | C | 2.83% | |
| MMC | A | 2.81% | |
| AXP | A | 2.81% | |
| HOOD | D | 2.45% | |
| VCTR | C | 2.3% | |
| PGR | B | 2.28% | |
| ACGL | D | 2.24% | |
| SYF | C | 2.23% | |
| PIPR | B | 2.23% | |
| SPG | B | 2.22% | |
| RGA | A | 2.2% | |
| PRI | A | 2.19% | |
| JXN | B | 2.1% | |
| AIG | C | 2.07% | |
| EVR | B | 2.03% | |
| IBKR | D | 2.02% | |
| HLI | B | 2.02% | |
| CB | A | 1.95% | |
| CIFR | C | 1.92% | |
| BGC | C | 1.88% | |
| JEF | B | 1.86% | |
| BPOP | B | 1.73% | |
| MTG | B | 1.71% | |
| SLG | B | 1.69% | |
| OMF | C | 1.68% | |
| OFG | C | 1.66% | |
| ENVA | B | 1.61% | |
| RYAN | A | 1.52% | |
| SKT | A | 1.49% | |
| HASI | B | 1.46% | |
| UWMC | B | 1.25% |
PFI Underweight 32 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -4.38% | |
| JPST | A | -4.37% | |
| APH | D | -3.55% | |
| COF | B | -3.16% | |
| FITB | B | -3.12% | |
| VEEV | C | -3.07% | |
| SPHQ | B | -2.94% | |
| DFS | C | -2.88% | |
| ISRG | B | -2.88% | |
| XLG | D | -2.87% | |
| SPGI | A | -2.86% | |
| ZTS | B | -2.86% | |
| REGN | A | -2.86% | |
| GOOGL | D | -2.82% | |
| INTU | B | -2.81% | |
| ETN | D | -2.81% | |
| NOW | B | -2.8% | |
| VRSK | C | -2.78% | |
| MSI | A | -2.78% | |
| PWR | D | -2.76% | |
| ANET | C | -2.75% | |
| NTAP | C | -2.71% | |
| WAB | D | -2.71% | |
| IWF | D | -2.7% | |
| TT | B | -2.67% | |
| IR | C | -2.67% | |
| TMO | A | -2.66% | |
| COST | D | -2.61% | |
| MSFT | D | -2.6% | |
| ZS | F | -2.54% | |
| NVDA | D | -1.93% | |
| OKE | B | -1.82% |
PFI: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
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