PFI vs. USMC ETF Comparison
Comparison of PowerShares Dynamic Financial (PFI) to Principal U.S. Mega-Cap ETF (USMC)
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
$62.51
Average Daily Volume
6,476
40
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.Grade (RS Rating)
Last Trade
$59.12
Average Daily Volume
56,653
25
Performance
| Period | PFI | USMC |
|---|---|---|
| 30 Days | 9.19% | 2.39% |
| 60 Days | 13.02% | 4.74% |
| 90 Days | 16.42% | 6.39% |
| 12 Months | 49.21% | 31.58% |
PFI Overweight 37 Positions Relative to USMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMP | A | 4.44% | |
| ARES | A | 4.16% | |
| KKR | A | 3.73% | |
| EVR | B | 2.91% | |
| FCNCA | A | 2.8% | |
| HOOD | B | 2.73% | |
| WAL | B | 2.73% | |
| AXP | A | 2.54% | |
| JEF | A | 2.53% | |
| BRO | B | 2.52% | |
| COOP | B | 2.42% | |
| KNSL | B | 2.39% | |
| MMC | B | 2.24% | |
| AFL | B | 2.07% | |
| PIPR | A | 2.06% | |
| WRB | A | 2.04% | |
| PGR | A | 2.03% | |
| PRI | B | 2.02% | |
| HLI | A | 1.96% | |
| SPG | A | 1.96% | |
| JXN | C | 1.91% | |
| ICE | C | 1.8% | |
| ACGL | C | 1.79% | |
| SFBS | C | 1.72% | |
| VCTR | B | 1.65% | |
| BGC | C | 1.63% | |
| HLNE | B | 1.62% | |
| SLG | B | 1.59% | |
| ENVA | B | 1.49% | |
| RDFN | D | 1.43% | |
| MTG | C | 1.32% | |
| BPOP | C | 1.23% | |
| OFG | B | 1.22% | |
| ERIE | D | 1.15% | |
| TREE | F | 1.11% | |
| NMRK | C | 1.05% | |
| UWMC | D | 0.77% |
PFI Underweight 22 Positions Relative to USMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -6.61% | |
| MSFT | D | -6.37% | |
| NFLX | A | -5.21% | |
| BRK.A | B | -5.04% | |
| NVDA | B | -4.89% | |
| META | D | -4.74% | |
| XOM | B | -4.63% | |
| PG | C | -4.49% | |
| UNH | B | -4.25% | |
| GOOGL | C | -4.08% | |
| AMZN | C | -3.76% | |
| AVGO | D | -3.55% | |
| TSLA | B | -3.3% | |
| HD | B | -3.23% | |
| WMT | A | -3.21% | |
| BAC | A | -3.03% | |
| COST | A | -2.79% | |
| JNJ | C | -2.77% | |
| ABBV | F | -2.7% | |
| LLY | F | -2.32% | |
| AMD | F | -2.18% | |
| MRK | D | -2.11% |
PFI: Top Represented Industries & Keywords
USMC: Top Represented Industries & Keywords
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