PFI vs. SCDS ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to JPMorgan Fundamental Data Science Small Core ETF (SCDS)
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
$55.94
Average Daily Volume
4,262
40
SCDS
JPMorgan Fundamental Data Science Small Core ETF
SCDS Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and healthcare sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.Grade (RS Rating)
Last Trade
$54.41
Average Daily Volume
58
9
Performance
| Period | PFI | SCDS |
|---|---|---|
| 30 Days | 4.58% | 1.72% |
| 60 Days | 15.58% | |
| 90 Days | 14.64% | |
| 12 Months | 38.40% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PFI | Weight in SCDS | Overlap | |
|---|---|---|---|---|---|
| HLNE | A | 1.53% | 1.31% | 1.31% |
PFI Overweight 39 Positions Relative to SCDS
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | A | 5.31% | |
| ARES | A | 4.34% | |
| AMP | A | 4.28% | |
| KKR | A | 3.58% | |
| JPM | C | 3.41% | |
| V | B | 3.2% | |
| WAL | C | 2.75% | |
| KNSL | B | 2.7% | |
| BRO | A | 2.68% | |
| AXP | A | 2.67% | |
| FCNCA | D | 2.64% | |
| EVR | C | 2.59% | |
| MMC | D | 2.54% | |
| COOP | B | 2.48% | |
| AFL | A | 2.43% | |
| JEF | A | 2.41% | |
| ACGL | A | 2.29% | |
| PGR | B | 2.26% | |
| WRB | C | 2.21% | |
| HOOD | B | 2.13% | |
| ICE | A | 2.08% | |
| SPG | A | 2.06% | |
| PRI | A | 2.02% | |
| RDFN | C | 1.93% | |
| PIPR | A | 1.93% | |
| HLI | A | 1.85% | |
| JXN | A | 1.74% | |
| ERIE | A | 1.68% | |
| SLG | C | 1.54% | |
| MTG | A | 1.53% | |
| SFBS | B | 1.53% | |
| BGC | B | 1.52% | |
| VCTR | A | 1.48% | |
| TREE | C | 1.38% | |
| BPOP | D | 1.35% | |
| ENVA | B | 1.32% | |
| OFG | D | 1.3% | |
| NMRK | C | 1.21% | |
| UWMC | D | 1.13% |
PFI: Top Represented Industries & Keywords
SCDS: Top Represented Industries & Keywords
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