PFI vs. SHRY ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to First Trust Bloomberg Shareholder Yield ETF (SHRY)
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
$63.14
Average Daily Volume
6,473
40
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$42.72
Average Daily Volume
433
49
Performance
| Period | PFI | SHRY |
|---|---|---|
| 30 Days | 12.13% | 3.76% |
| 60 Days | 13.64% | 3.76% |
| 90 Days | 17.59% | 5.78% |
| 12 Months | 50.72% |
PFI Overweight 36 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARES | A | 4.16% | |
| KKR | A | 3.74% | |
| JPM | A | 3.65% | |
| HOOD | B | 2.99% | |
| FCNCA | A | 2.87% | |
| EVR | B | 2.81% | |
| WAL | B | 2.68% | |
| JEF | A | 2.59% | |
| BRO | B | 2.54% | |
| AXP | A | 2.54% | |
| KNSL | B | 2.38% | |
| COOP | B | 2.38% | |
| MMC | B | 2.3% | |
| WRB | A | 2.11% | |
| PIPR | B | 2.08% | |
| PRI | A | 2.07% | |
| PGR | A | 2.06% | |
| SPG | B | 2.0% | |
| HLI | B | 1.95% | |
| ICE | C | 1.85% | |
| ACGL | D | 1.77% | |
| JXN | C | 1.74% | |
| SFBS | B | 1.67% | |
| HLNE | B | 1.58% | |
| VCTR | B | 1.55% | |
| SLG | B | 1.54% | |
| BGC | C | 1.54% | |
| ENVA | B | 1.48% | |
| MTG | C | 1.35% | |
| BPOP | B | 1.24% | |
| OFG | B | 1.21% | |
| RDFN | D | 1.19% | |
| ERIE | D | 1.16% | |
| NMRK | B | 1.05% | |
| TREE | F | 0.95% | |
| UWMC | D | 0.75% |
PFI Underweight 45 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -5.34% | |
| PFG | D | -4.77% | |
| CHTR | C | -3.92% | |
| CAH | B | -3.8% | |
| EOG | A | -3.63% | |
| KMI | A | -3.13% | |
| HPQ | B | -3.07% | |
| MCK | B | -3.03% | |
| LYB | F | -2.95% | |
| HIG | B | -2.86% | |
| LMT | D | -2.52% | |
| NVR | D | -2.49% | |
| JNJ | D | -2.35% | |
| GIS | D | -2.33% | |
| MET | A | -2.28% | |
| CME | A | -2.25% | |
| SLB | C | -1.95% | |
| CMCSA | B | -1.91% | |
| KMB | D | -1.84% | |
| MDT | D | -1.73% | |
| PG | A | -1.73% | |
| MRK | F | -1.59% | |
| BLK | C | -1.56% | |
| PAYX | C | -1.55% | |
| CL | D | -1.54% | |
| UNP | C | -1.52% | |
| TRV | B | -1.51% | |
| ADP | B | -1.49% | |
| ABT | B | -1.46% | |
| AAPL | C | -1.43% | |
| ORLY | B | -1.36% | |
| SHW | A | -1.18% | |
| QCOM | F | -1.15% | |
| GOOGL | C | -1.15% | |
| MCD | D | -1.1% | |
| BX | A | -1.1% | |
| ETN | A | -1.07% | |
| CB | C | -0.99% | |
| ADBE | C | -0.96% | |
| ORCL | B | -0.85% | |
| AMAT | F | -0.72% | |
| ACN | C | -0.7% | |
| KLAC | D | -0.54% | |
| MSFT | F | -0.39% | |
| BRK.A | B | -0.39% |
PFI: Top Represented Industries & Keywords
SHRY: Top Represented Industries & Keywords
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