PFM vs. IWX ETF Comparison
Comparison of PowerShares Dividend Achievers (PFM) to iShares Russell Top 200 Value ETF (IWX)
PFM
PowerShares Dividend Achievers
PFM Description
The PowerShares Dividend AchieversTM Portfolio (Fund) seeks to replicate, before fees and expenses, the NASDAQ US Broad Dividend AchieversTM Index (Index), which is designed to identify a diversified group of dividend-paying companies. The Fund will normally invest at least 90% of its total assets in dividend paying common stocks that comprise Index. These companies have increased their annual dividend for 10 or more consecutive fiscal years. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc., replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Broad Dividend Achievers Index to NASDAQ US Broad Dividend Achievers Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.
Grade (RS Rating)
Last Trade
$46.08
Average Daily Volume
28,064
Number of Holdings
*
418
* may have additional holdings in another (foreign) market
IWX
iShares Russell Top 200 Value ETF
IWX Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$80.75
Average Daily Volume
163,731
Number of Holdings
*
158
* may have additional holdings in another (foreign) market
Performance
| Period | PFM | IWX |
|---|---|---|
| 30 Days | 0.69% | 1.02% |
| 60 Days | 5.66% | 6.13% |
| 90 Days | 7.55% | 8.40% |
| 12 Months | 29.67% | 28.44% |
86 Overlapping Holdings
| Symbol | Grade | Weight in PFM | Weight in IWX | Overlap | |
|---|---|---|---|---|---|
| ABBV | A | 1.49% | 1.2% | 1.2% | |
| ABT | C | 0.86% | 1.19% | 0.86% | |
| ACN | B | 0.92% | 1.35% | 0.92% | |
| ADI | C | 0.49% | 0.71% | 0.49% | |
| ADP | A | 0.49% | 0.05% | 0.05% | |
| AEP | C | 0.23% | 0.33% | 0.23% | |
| AMGN | D | 0.77% | 0.24% | 0.24% | |
| AON | B | 0.33% | 0.42% | 0.33% | |
| APD | C | 0.28% | 0.41% | 0.28% | |
| APH | D | 0.34% | 0.2% | 0.2% | |
| BAC | D | 1.33% | 1.64% | 1.33% | |
| BDX | C | 0.3% | 0.43% | 0.3% | |
| BLK | A | 0.61% | 0.86% | 0.61% | |
| BMY | B | 0.45% | 0.63% | 0.45% | |
| CAT | A | 0.81% | 1.01% | 0.81% | |
| CB | B | 0.51% | 0.72% | 0.51% | |
| CL | D | 0.37% | 0.23% | 0.23% | |
| CMCSA | C | 0.69% | 0.98% | 0.69% | |
| CME | A | 0.34% | 0.48% | 0.34% | |
| CSCO | A | 0.92% | 1.32% | 0.92% | |
| CSX | D | 0.29% | 0.41% | 0.29% | |
| CTAS | C | 0.36% | 0.02% | 0.02% | |
| CVX | B | 1.17% | 1.54% | 1.17% | |
| DHR | D | 0.86% | 1.09% | 0.86% | |
| DUK | B | 0.39% | 0.55% | 0.39% | |
| ECL | B | 0.32% | 0.05% | 0.05% | |
| ELV | F | 0.53% | 0.63% | 0.53% | |
| EMR | B | 0.26% | 0.38% | 0.26% | |
| ETN | C | 0.57% | 0.81% | 0.57% | |
| GD | C | 0.36% | 0.5% | 0.36% | |
| GS | D | 0.68% | 0.71% | 0.68% | |
| HD | A | 1.73% | 0.49% | 0.49% | |
| HON | C | 0.58% | 0.7% | 0.58% | |
| IBM | A | 0.88% | 1.24% | 0.88% | |
| ICE | A | 0.4% | 0.55% | 0.4% | |
| ITW | B | 0.33% | 0.3% | 0.3% | |
| JNJ | D | 1.7% | 2.39% | 1.7% | |
| JPM | D | 2.62% | 3.71% | 2.62% | |
| KMB | D | 0.21% | 0.17% | 0.17% | |
| KO | C | 1.34% | 0.73% | 0.73% | |
| LIN | B | 0.99% | 1.42% | 0.99% | |
| LMT | A | 0.6% | 0.52% | 0.52% | |
| LOW | A | 0.66% | 0.94% | 0.66% | |
| MCD | A | 0.94% | 1.26% | 0.94% | |
| MCK | F | 0.27% | 0.22% | 0.22% | |
| MDLZ | D | 0.43% | 0.61% | 0.43% | |
| MDT | C | 0.5% | 0.7% | 0.5% | |
| MET | B | 0.24% | 0.3% | 0.24% | |
| MMC | D | 0.48% | 0.59% | 0.48% | |
| MMM | C | 0.33% | 0.38% | 0.33% | |
| MO | D | 0.38% | 0.54% | 0.38% | |
| MS | B | 0.72% | 0.7% | 0.7% | |
| MSI | A | 0.33% | 0.24% | 0.24% | |
| NEE | A | 0.75% | 1.07% | 0.75% | |
| NKE | D | 0.46% | 0.25% | 0.25% | |
| NOC | B | 0.34% | 0.45% | 0.34% | |
| PEP | F | 1.01% | 0.3% | 0.3% | |
| PFE | D | 0.73% | 1.01% | 0.73% | |
| PG | D | 1.77% | 1.95% | 1.77% | |
| PLD | D | 0.51% | 0.71% | 0.51% | |
| PM | D | 0.82% | 1.15% | 0.82% | |
| PNC | C | 0.32% | 0.45% | 0.32% | |
| PSX | D | 0.23% | 0.34% | 0.23% | |
| QCOM | C | 0.81% | 0.07% | 0.07% | |
| ROP | C | 0.26% | 0.36% | 0.26% | |
| RSG | C | 0.28% | 0.25% | 0.25% | |
| RTX | A | 0.69% | 0.98% | 0.69% | |
| SBUX | C | 0.47% | 0.15% | 0.15% | |
| SHW | B | 0.42% | 0.05% | 0.05% | |
| SO | A | 0.43% | 0.61% | 0.43% | |
| SPGI | B | 0.7% | 0.99% | 0.7% | |
| SRE | B | 0.23% | 0.32% | 0.23% | |
| SYK | C | 0.6% | 0.56% | 0.56% | |
| TFC | D | 0.24% | 0.35% | 0.24% | |
| TGT | D | 0.31% | 0.44% | 0.31% | |
| TRV | C | 0.24% | 0.33% | 0.24% | |
| TT | A | 0.38% | 0.35% | 0.35% | |
| TXN | C | 0.81% | 1.03% | 0.81% | |
| UNH | B | 2.31% | 3.06% | 2.31% | |
| UNP | D | 0.66% | 0.48% | 0.48% | |
| UPS | D | 0.41% | 0.6% | 0.41% | |
| USB | D | 0.31% | 0.44% | 0.31% | |
| VZ | B | 0.82% | 1.16% | 0.82% | |
| WMT | A | 2.82% | 2.13% | 2.13% | |
| XOM | A | 2.26% | 3.19% | 2.26% | |
| ZTS | C | 0.38% | 0.1% | 0.1% |
PFM Overweight 332 Positions Relative to IWX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | 4.06% | |
| AAPL | C | 3.92% | |
| AVGO | C | 3.52% | |
| V | C | 1.98% | |
| ORCL | C | 1.98% | |
| MA | A | 1.94% | |
| COST | C | 1.74% | |
| MRK | F | 1.27% | |
| INTU | F | 0.78% | |
| AMT | C | 0.48% | |
| KLAC | B | 0.45% | |
| MCO | D | 0.38% | |
| WM | B | 0.36% | |
| EPD | A | 0.28% | |
| AJG | D | 0.27% | |
| AFL | A | 0.26% | |
| O | A | 0.24% | |
| BK | C | 0.23% | |
| ALL | C | 0.22% | |
| GWW | B | 0.22% | |
| PAYX | A | 0.21% | |
| TEL | D | 0.2% | |
| AMP | A | 0.2% | |
| MPLX | A | 0.2% | |
| NDAQ | B | 0.19% | |
| PRU | C | 0.19% | |
| PEG | A | 0.19% | |
| CMI | A | 0.19% | |
| LHX | A | 0.19% | |
| A | B | 0.18% | |
| KR | C | 0.18% | |
| FAST | C | 0.18% | |
| MCHP | F | 0.18% | |
| EXR | C | 0.17% | |
| GLW | C | 0.17% | |
| NUE | C | 0.16% | |
| RMD | C | 0.16% | |
| HUM | F | 0.16% | |
| SYY | C | 0.16% | |
| DFS | C | 0.15% | |
| HIG | B | 0.15% | |
| HPQ | C | 0.15% | |
| ED | A | 0.15% | |
| XEL | B | 0.15% | |
| LYB | F | 0.14% | |
| XYL | C | 0.14% | |
| EIX | B | 0.14% | |
| VMC | D | 0.14% | |
| FITB | C | 0.13% | |
| ADM | F | 0.13% | |
| BRO | A | 0.13% | |
| ROK | C | 0.13% | |
| WEC | A | 0.13% | |
| TSCO | B | 0.13% | |
| PPG | D | 0.13% | |
| CDW | D | 0.13% | |
| CAH | B | 0.12% | |
| STT | C | 0.12% | |
| K | A | 0.12% | |
| AWK | C | 0.12% | |
| HSY | F | 0.12% | |
| TROW | D | 0.11% | |
| BR | B | 0.11% | |
| CHD | D | 0.11% | |
| ERIE | B | 0.11% | |
| RJF | B | 0.11% | |
| DTE | A | 0.11% | |
| DOV | B | 0.11% | |
| LII | C | 0.1% | |
| WST | D | 0.1% | |
| AEE | A | 0.1% | |
| HUBB | B | 0.1% | |
| STE | D | 0.1% | |
| ES | D | 0.1% | |
| PFG | C | 0.09% | |
| CSL | A | 0.09% | |
| CLX | C | 0.09% | |
| BAH | A | 0.09% | |
| RF | C | 0.09% | |
| MKC | C | 0.09% | |
| ATO | A | 0.09% | |
| CMS | A | 0.09% | |
| BBY | C | 0.09% | |
| CINF | A | 0.09% | |
| ARE | D | 0.09% | |
| CBOE | B | 0.09% | |
| WRB | C | 0.09% | |
| TSN | D | 0.08% | |
| WSO | C | 0.08% | |
| AVY | D | 0.08% | |
| FDS | C | 0.08% | |
| JBHT | D | 0.08% | |
| EXPD | D | 0.08% | |
| MAS | A | 0.08% | |
| WLK | C | 0.08% | |
| MAA | D | 0.08% | |
| ESS | D | 0.08% | |
| PKG | B | 0.08% | |
| STLD | B | 0.08% | |
| WSM | B | 0.08% | |
| GPC | D | 0.08% | |
| UDR | C | 0.07% | |
| NI | A | 0.07% | |
| LNT | A | 0.07% | |
| KEY | C | 0.07% | |
| RS | D | 0.07% | |
| RPM | B | 0.07% | |
| IEX | D | 0.07% | |
| SWK | C | 0.07% | |
| FNF | B | 0.07% | |
| DGX | C | 0.07% | |
| HRL | F | 0.07% | |
| CHRW | C | 0.06% | |
| EMN | C | 0.06% | |
| REG | C | 0.06% | |
| AES | C | 0.06% | |
| ELS | D | 0.06% | |
| MORN | C | 0.06% | |
| CASY | D | 0.06% | |
| RNR | A | 0.06% | |
| FIX | B | 0.06% | |
| EVRG | C | 0.06% | |
| POOL | B | 0.06% | |
| GGG | C | 0.06% | |
| RGA | C | 0.06% | |
| CE | C | 0.06% | |
| HEI | C | 0.06% | |
| NDSN | C | 0.06% | |
| DPZ | D | 0.06% | |
| SNA | A | 0.06% | |
| WTRG | D | 0.05% | |
| ALB | D | 0.05% | |
| UNM | A | 0.05% | |
| LECO | F | 0.05% | |
| BEN | F | 0.05% | |
| RRX | C | 0.05% | |
| REXR | D | 0.05% | |
| AFG | B | 0.05% | |
| SCI | D | 0.05% | |
| IPG | D | 0.05% | |
| ITT | C | 0.05% | |
| CUBE | C | 0.05% | |
| SJM | D | 0.05% | |
| JKHY | A | 0.05% | |
| SSD | B | 0.04% | |
| UFPI | C | 0.04% | |
| OGE | A | 0.04% | |
| AIT | B | 0.04% | |
| ENSG | D | 0.04% | |
| LAD | C | 0.04% | |
| NNN | A | 0.04% | |
| DCI | C | 0.04% | |
| INGR | B | 0.04% | |
| CHE | C | 0.04% | |
| SEIC | B | 0.04% | |
| TTC | D | 0.04% | |
| EGP | D | 0.04% | |
| PRI | A | 0.04% | |
| ORI | B | 0.04% | |
| RGLD | C | 0.04% | |
| GL | C | 0.04% | |
| CHDN | D | 0.04% | |
| MKTX | B | 0.04% | |
| EVR | C | 0.04% | |
| PNW | B | 0.04% | |
| HII | F | 0.04% | |
| AIZ | B | 0.04% | |
| ATR | A | 0.04% | |
| AOS | B | 0.04% | |
| THO | C | 0.03% | |
| TKR | D | 0.03% | |
| CBT | C | 0.03% | |
| LFUS | D | 0.03% | |
| BMI | A | 0.03% | |
| R | C | 0.03% | |
| TRNO | D | 0.03% | |
| FAF | C | 0.03% | |
| AXS | A | 0.03% | |
| OSK | F | 0.03% | |
| BOKF | D | 0.03% | |
| PB | D | 0.03% | |
| ZION | D | 0.03% | |
| RLI | A | 0.03% | |
| AGCO | D | 0.03% | |
| MSA | F | 0.03% | |
| RHI | D | 0.03% | |
| STAG | D | 0.03% | |
| WTFC | C | 0.03% | |
| CFR | D | 0.03% | |
| WBA | F | 0.03% | |
| SSB | C | 0.03% | |
| FR | D | 0.03% | |
| ADC | B | 0.03% | |
| CBSH | D | 0.03% | |
| WDFC | D | 0.02% | |
| NWE | B | 0.02% | |
| POWI | F | 0.02% | |
| BANF | D | 0.02% | |
| CCOI | B | 0.02% | |
| GFF | C | 0.02% | |
| MAN | D | 0.02% | |
| PRGO | F | 0.02% | |
| SR | C | 0.02% | |
| IBOC | D | 0.02% | |
| CNO | C | 0.02% | |
| KAI | C | 0.02% | |
| BKH | C | 0.02% | |
| ASH | F | 0.02% | |
| AGO | B | 0.02% | |
| FUL | F | 0.02% | |
| AVNT | C | 0.02% | |
| NJR | C | 0.02% | |
| DDS | D | 0.02% | |
| OZK | D | 0.02% | |
| FELE | C | 0.02% | |
| PII | D | 0.02% | |
| POR | D | 0.02% | |
| AVT | C | 0.02% | |
| CNS | C | 0.02% | |
| FLO | D | 0.02% | |
| GATX | F | 0.02% | |
| LANC | F | 0.02% | |
| MATX | C | 0.02% | |
| UBSI | D | 0.02% | |
| AL | D | 0.02% | |
| UMBF | C | 0.02% | |
| UGI | C | 0.02% | |
| IDA | D | 0.02% | |
| SWX | C | 0.02% | |
| SON | D | 0.02% | |
| NXST | F | 0.02% | |
| THG | C | 0.02% | |
| FFIN | D | 0.02% | |
| HOMB | D | 0.02% | |
| SLGN | C | 0.02% | |
| SIGI | D | 0.02% | |
| NFG | A | 0.02% | |
| MDU | C | 0.02% | |
| BC | D | 0.02% | |
| WTS | C | 0.02% | |
| BCPC | C | 0.02% | |
| EXPO | A | 0.02% | |
| CADE | D | 0.02% | |
| SCVL | D | 0.01% | |
| TR | D | 0.01% | |
| WABC | F | 0.01% | |
| UVV | D | 0.01% | |
| LNN | C | 0.01% | |
| CSGS | C | 0.01% | |
| TCBK | D | 0.01% | |
| HMN | C | 0.01% | |
| APOG | C | 0.01% | |
| SRCE | D | 0.01% | |
| NWN | D | 0.01% | |
| STBA | D | 0.01% | |
| AGM | F | 0.01% | |
| ANDE | D | 0.01% | |
| LKFN | F | 0.01% | |
| SCL | D | 0.01% | |
| CHCO | D | 0.01% | |
| GTY | C | 0.01% | |
| WSBC | D | 0.01% | |
| TNC | F | 0.01% | |
| SYBT | D | 0.01% | |
| SJW | D | 0.01% | |
| DKL | B | 0.01% | |
| HI | F | 0.01% | |
| NHC | D | 0.01% | |
| LMAT | C | 0.01% | |
| NBTB | D | 0.01% | |
| SXI | C | 0.01% | |
| FRME | D | 0.01% | |
| MTRN | F | 0.01% | |
| WOR | F | 0.01% | |
| TOWN | D | 0.01% | |
| HNI | C | 0.01% | |
| HWKN | C | 0.01% | |
| INDB | D | 0.01% | |
| SFNC | C | 0.01% | |
| CPK | C | 0.01% | |
| TRN | C | 0.01% | |
| WAFD | D | 0.01% | |
| IOSP | F | 0.01% | |
| ABR | C | 0.01% | |
| KWR | F | 0.01% | |
| AVA | D | 0.01% | |
| WSFS | D | 0.01% | |
| AWR | A | 0.01% | |
| CWT | D | 0.01% | |
| CBU | D | 0.01% | |
| FIBK | D | 0.01% | |
| ABM | D | 0.01% | |
| ASB | F | 0.01% | |
| NSP | F | 0.01% | |
| JJSF | C | 0.01% | |
| MGEE | B | 0.01% | |
| OTTR | F | 0.01% | |
| AUB | D | 0.01% | |
| BRC | C | 0.01% | |
| FLIC | B | 0.0% | |
| BMRC | D | 0.0% | |
| JOUT | F | 0.0% | |
| ARTNA | F | 0.0% | |
| ODC | D | 0.0% | |
| HVT | F | 0.0% | |
| CTO | D | 0.0% | |
| AROW | D | 0.0% | |
| THFF | D | 0.0% | |
| HIFS | D | 0.0% | |
| YORW | F | 0.0% | |
| WASH | D | 0.0% | |
| CASS | F | 0.0% | |
| SMBC | B | 0.0% | |
| PLOW | D | 0.0% | |
| UHT | C | 0.0% | |
| GSBC | D | 0.0% | |
| HBNC | D | 0.0% | |
| MBWM | D | 0.0% | |
| MATW | F | 0.0% | |
| HFWA | D | 0.0% | |
| SPTN | C | 0.0% | |
| FCBC | D | 0.0% | |
| PFC | D | 0.0% | |
| TMP | C | 0.0% | |
| MNRO | B | 0.0% | |
| HY | F | 0.0% | |
| CTBI | D | 0.0% | |
| AMSF | B | 0.0% | |
| GRC | D | 0.0% | |
| SBSI | D | 0.0% | |
| GABC | D | 0.0% | |
| MSEX | D | 0.0% |
PFM Underweight 72 Positions Relative to IWX
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | -5.14% | |
| TMO | D | -1.44% | |
| WFC | F | -1.2% | |
| DIS | D | -1.08% | |
| T | A | -0.97% | |
| GE | C | -0.97% | |
| BSX | A | -0.75% | |
| COP | D | -0.75% | |
| MU | D | -0.73% | |
| C | C | -0.73% | |
| DE | B | -0.65% | |
| GILD | A | -0.64% | |
| INTC | D | -0.63% | |
| TMUS | A | -0.61% | |
| REGN | D | -0.61% | |
| AXP | B | -0.58% | |
| AMD | B | -0.55% | |
| CI | D | -0.54% | |
| SCHW | D | -0.53% | |
| PH | B | -0.5% | |
| EQIX | C | -0.49% | |
| PYPL | C | -0.49% | |
| CVS | C | -0.48% | |
| BA | F | -0.47% | |
| WELL | C | -0.47% | |
| FCX | B | -0.45% | |
| FI | A | -0.43% | |
| EOG | B | -0.43% | |
| CEG | A | -0.42% | |
| GEV | A | -0.42% | |
| CARR | A | -0.41% | |
| KKR | C | -0.39% | |
| CRH | C | -0.39% | |
| NEM | C | -0.38% | |
| VRTX | D | -0.37% | |
| SLB | D | -0.37% | |
| FDX | D | -0.37% | |
| TDG | B | -0.37% | |
| MAR | B | -0.36% | |
| COF | C | -0.35% | |
| HCA | C | -0.35% | |
| MPC | C | -0.35% | |
| NSC | D | -0.34% | |
| MRVL | B | -0.34% | |
| TJX | D | -0.33% | |
| JCI | C | -0.32% | |
| GM | D | -0.32% | |
| PCAR | C | -0.31% | |
| AIG | F | -0.29% | |
| PSA | C | -0.29% | |
| D | A | -0.29% | |
| VLO | F | -0.27% | |
| F | D | -0.26% | |
| STZ | D | -0.25% | |
| CRM | B | -0.24% | |
| KDP | C | -0.24% | |
| OXY | D | -0.21% | |
| EW | F | -0.2% | |
| KHC | F | -0.19% | |
| DELL | C | -0.17% | |
| PGR | C | -0.14% | |
| MRNA | F | -0.13% | |
| APO | B | -0.1% | |
| AMAT | B | -0.09% | |
| EL | D | -0.09% | |
| FTNT | B | -0.06% | |
| MNST | D | -0.05% | |
| BKNG | C | -0.05% | |
| DASH | C | -0.04% | |
| AZO | D | -0.03% | |
| ORLY | A | -0.03% | |
| CPRT | C | -0.02% |
PFM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Specialty Chemicals
Utilities - Regulated Electric
Insurance - Property & Casualty
Business Services
Asset Management
Capital Markets
Insurance - Life
Packaged Foods
REIT - Industrial
Utilities - Diversified
Utilities - Regulated Gas
Utilities - Regulated Water
Aerospace & Defense
Drug Manufacturers - Major
Semiconductors
Tools & Accessories
Building Materials
Household & Personal Products
IWX: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Medical Devices
Banks - Global
Beverages - Soft Drinks
Capital Markets
Health Care Plans
Household & Personal Products
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Biotechnology
Business Services
Credit Services
Insurance - Property & Casualty
Oil & Gas E&P
Oil & Gas Refining & Marketing
Railroads
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