PFM vs. STNC ETF Comparison

Comparison of PowerShares Dividend Achievers (PFM) to Stance Equity ESG Large Cap Core ETF (STNC)
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

$46.35

Average Daily Volume

27,329

Number of Holdings *

418

* may have additional holdings in another (foreign) market
STNC

Stance Equity ESG Large Cap Core ETF

STNC Description The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.

Grade (RS Rating)

Last Trade

$30.71

Average Daily Volume

8,758

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period PFM STNC
30 Days 2.74% 2.95%
60 Days 5.01% 2.37%
90 Days 8.01% 2.93%
12 Months 26.80% 20.23%
21 Overlapping Holdings
Symbol Grade Weight in PFM Weight in STNC Overlap
AAPL C 4.29% 4.49% 4.29%
ABBV C 1.52% 3.63% 1.52%
ACN C 0.97% 2.44% 0.97%
AOS D 0.04% 3.35% 0.04%
BK A 0.23% 0.3% 0.23%
CSX D 0.29% 3.33% 0.29%
CTAS C 0.37% 1.14% 0.37%
EMR D 0.26% 3.41% 0.26%
HD A 1.64% 1.05% 1.05%
MA B 2.01% 3.31% 2.01%
MCD B 0.93% 3.44% 0.93%
MSFT C 3.81% 3.77% 3.77%
NDAQ A 0.19% 3.49% 0.19%
NKE D 0.42% 1.57% 0.42%
PAYX C 0.21% 3.42% 0.21%
SBUX C 0.5% 2.71% 0.5%
SHW B 0.42% 1.48% 0.42%
SYY D 0.17% 3.33% 0.17%
TRV B 0.24% 3.13% 0.24%
TSN D 0.08% 3.48% 0.08%
WRB C 0.1% 3.25% 0.1%
PFM Overweight 397 Positions Relative to STNC
Symbol Grade Weight
AVGO C 3.37%
WMT B 2.84%
JPM D 2.62%
UNH C 2.39%
XOM D 2.21%
V C 1.99%
ORCL B 1.96%
PG C 1.81%
COST B 1.79%
JNJ C 1.75%
KO B 1.36%
BAC D 1.34%
MRK D 1.29%
CVX D 1.14%
PEP D 1.08%
LIN B 0.99%
ABT C 0.9%
DHR C 0.89%
CSCO B 0.88%
PM C 0.86%
IBM A 0.86%
VZ B 0.82%
QCOM F 0.81%
INTU C 0.8%
TXN C 0.79%
AMGN B 0.78%
NEE C 0.76%
PFE C 0.73%
CAT B 0.73%
SPGI A 0.72%
RTX C 0.71%
MS C 0.69%
GS C 0.68%
CMCSA D 0.68%
UNP C 0.67%
LOW A 0.64%
SYK C 0.62%
LMT B 0.6%
HON D 0.59%
BLK B 0.58%
ELV C 0.56%
ETN C 0.54%
MDT C 0.53%
PLD C 0.53%
CB B 0.52%
MMC C 0.5%
ADP B 0.5%
ADI C 0.49%
AMT C 0.49%
KLAC D 0.44%
MDLZ C 0.44%
SO A 0.43%
BMY C 0.43%
ICE C 0.41%
UPS F 0.41%
DUK B 0.4%
MO C 0.4%
CL C 0.39%
MCO A 0.39%
ZTS C 0.38%
GD B 0.37%
WM D 0.37%
TT A 0.36%
CME C 0.35%
APH C 0.34%
NOC A 0.34%
ITW C 0.33%
AON B 0.33%
ECL A 0.32%
MMM A 0.32%
MSI B 0.32%
PNC A 0.31%
BDX F 0.3%
USB B 0.3%
TGT C 0.3%
AJG D 0.29%
MCK F 0.29%
EPD B 0.28%
RSG D 0.28%
AFL C 0.27%
APD B 0.27%
ROP C 0.26%
TFC D 0.25%
MET A 0.24%
AEP C 0.24%
O C 0.24%
SRE B 0.23%
PSX D 0.23%
GWW A 0.22%
ALL B 0.22%
KMB D 0.21%
AMP B 0.19%
LHX C 0.19%
MPLX B 0.19%
TEL D 0.19%
FAST C 0.18%
A C 0.18%
KR C 0.18%
CMI C 0.18%
MCHP D 0.18%
PEG A 0.18%
PRU C 0.18%
EXR B 0.17%
HUM F 0.17%
XEL B 0.16%
ED C 0.16%
GLW B 0.16%
RMD C 0.16%
NUE F 0.15%
HIG B 0.15%
LYB F 0.14%
VMC D 0.14%
XYL D 0.14%
HPQ D 0.14%
DFS B 0.14%
EIX C 0.14%
FITB B 0.13%
AWK C 0.13%
BRO C 0.13%
HSY D 0.13%
ROK F 0.13%
PPG D 0.13%
ADM D 0.13%
CDW D 0.13%
WEC B 0.13%
TSCO C 0.13%
CAH C 0.12%
K A 0.12%
ES C 0.11%
RJF C 0.11%
STE C 0.11%
BR D 0.11%
STT B 0.11%
CHD C 0.11%
DOV B 0.11%
DTE B 0.11%
WST D 0.1%
CBOE C 0.1%
AEE A 0.1%
TROW D 0.1%
ERIE B 0.1%
ESS C 0.09%
BAH B 0.09%
RF B 0.09%
ATO B 0.09%
CLX C 0.09%
LII B 0.09%
MKC C 0.09%
CMS B 0.09%
BBY C 0.09%
CINF C 0.09%
ARE C 0.09%
HUBB A 0.09%
EXPD C 0.08%
DGX C 0.08%
HRL D 0.08%
MAS B 0.08%
JBHT D 0.08%
STLD D 0.08%
AVY D 0.08%
WSM D 0.08%
WLK D 0.08%
PKG B 0.08%
PFG B 0.08%
GPC D 0.08%
MAA C 0.08%
CSL B 0.08%
IEX D 0.07%
KEY B 0.07%
NI B 0.07%
SWK B 0.07%
LNT B 0.07%
RPM B 0.07%
UDR C 0.07%
RS D 0.07%
FNF B 0.07%
WSO C 0.07%
FDS C 0.07%
SJM C 0.06%
JKHY C 0.06%
AES C 0.06%
CE F 0.06%
MORN B 0.06%
POOL D 0.06%
RNR B 0.06%
REG C 0.06%
EVRG B 0.06%
GGG C 0.06%
RGA B 0.06%
ELS C 0.06%
HEI A 0.06%
CASY D 0.06%
NDSN C 0.06%
DPZ D 0.06%
SNA C 0.06%
BEN F 0.05%
CHDN D 0.05%
ALB F 0.05%
UNM B 0.05%
WTRG D 0.05%
REXR C 0.05%
ITT B 0.05%
AFG B 0.05%
IPG C 0.05%
CHRW A 0.05%
SCI C 0.05%
EMN B 0.05%
FIX A 0.05%
CUBE B 0.05%
OGE B 0.04%
DCI D 0.04%
ENSG C 0.04%
TTC D 0.04%
CHE C 0.04%
SEIC C 0.04%
PRI B 0.04%
NNN C 0.04%
EGP C 0.04%
INGR B 0.04%
EVR A 0.04%
RGLD B 0.04%
ORI B 0.04%
GL C 0.04%
MKTX C 0.04%
RRX C 0.04%
AIZ B 0.04%
LECO F 0.04%
ATR B 0.04%
PNW B 0.04%
HII D 0.04%
CBT B 0.03%
BMI B 0.03%
R B 0.03%
LFUS C 0.03%
WTFC C 0.03%
OSK D 0.03%
AXS B 0.03%
RHI D 0.03%
BOKF B 0.03%
AGCO D 0.03%
TRNO C 0.03%
ZION D 0.03%
FAF C 0.03%
MSA D 0.03%
CFR C 0.03%
RLI B 0.03%
SSB B 0.03%
STAG D 0.03%
PB B 0.03%
UFPI C 0.03%
FR C 0.03%
LAD C 0.03%
SSD C 0.03%
WBA F 0.03%
ADC C 0.03%
AIT B 0.03%
CBSH D 0.03%
CCOI C 0.02%
WDFC C 0.02%
CNO A 0.02%
SR B 0.02%
PRGO F 0.02%
KAI C 0.02%
IBOC D 0.02%
BKH B 0.02%
DDS D 0.02%
AVNT B 0.02%
ASH D 0.02%
AGO C 0.02%
FUL D 0.02%
PII D 0.02%
FELE C 0.02%
CNS B 0.02%
MATX C 0.02%
AVT C 0.02%
OZK D 0.02%
NJR B 0.02%
AL D 0.02%
POR C 0.02%
GATX D 0.02%
FLO C 0.02%
LANC D 0.02%
UBSI C 0.02%
UGI C 0.02%
UMBF B 0.02%
SWX C 0.02%
FFIN B 0.02%
BC C 0.02%
THG C 0.02%
WTS C 0.02%
MDU B 0.02%
IDA C 0.02%
THO D 0.02%
EXPO B 0.02%
SON D 0.02%
SLGN B 0.02%
HOMB C 0.02%
BCPC C 0.02%
NXST D 0.02%
NFG B 0.02%
SIGI D 0.02%
TKR D 0.02%
CADE C 0.02%
UVV D 0.01%
WABC D 0.01%
LNN D 0.01%
TR C 0.01%
CSGS C 0.01%
HMN D 0.01%
TCBK D 0.01%
APOG C 0.01%
SRCE D 0.01%
NWN C 0.01%
ANDE D 0.01%
STBA C 0.01%
LKFN C 0.01%
SCL D 0.01%
SYBT B 0.01%
GTY C 0.01%
TNC F 0.01%
CHCO C 0.01%
AGM D 0.01%
WSBC D 0.01%
DKL C 0.01%
SJW D 0.01%
HI F 0.01%
NHC D 0.01%
LMAT B 0.01%
SXI C 0.01%
NBTB D 0.01%
FRME D 0.01%
MTRN F 0.01%
WOR F 0.01%
HNI C 0.01%
TOWN B 0.01%
HWKN C 0.01%
INDB C 0.01%
TRN D 0.01%
SFNC C 0.01%
ABR B 0.01%
CPK B 0.01%
IOSP D 0.01%
WAFD C 0.01%
AVA C 0.01%
KWR D 0.01%
AWR B 0.01%
CBU D 0.01%
FIBK C 0.01%
WSFS D 0.01%
CWT C 0.01%
ASB D 0.01%
ABM D 0.01%
MGEE B 0.01%
OTTR D 0.01%
JJSF C 0.01%
NSP D 0.01%
BRC B 0.01%
GFF D 0.01%
POWI F 0.01%
AUB D 0.01%
MAN C 0.01%
BANF B 0.01%
NWE B 0.01%
FLIC B 0.0%
BMRC C 0.0%
JOUT D 0.0%
ODC C 0.0%
ARTNA D 0.0%
HVT D 0.0%
CTO C 0.0%
AROW D 0.0%
THFF C 0.0%
HIFS B 0.0%
WASH C 0.0%
YORW D 0.0%
CASS D 0.0%
SMBC C 0.0%
PLOW C 0.0%
UHT C 0.0%
GSBC D 0.0%
HBNC C 0.0%
MBWM D 0.0%
MATW F 0.0%
MNRO D 0.0%
SPTN C 0.0%
HFWA C 0.0%
FCBC B 0.0%
TMP D 0.0%
HY F 0.0%
PFC D 0.0%
CTBI C 0.0%
AMSF C 0.0%
GRC D 0.0%
SBSI C 0.0%
SCVL B 0.0%
GABC C 0.0%
MSEX C 0.0%
PFM Underweight 12 Positions Relative to STNC
Symbol Grade Weight
TJX C -4.06%
REGN C -4.01%
T C -3.97%
CMG C -3.85%
COF A -3.46%
CTSH C -3.29%
CI C -3.27%
DIS D -2.9%
HLT B -2.89%
NEM B -1.13%
C D -0.32%
AMD D -0.29%
Compare ETFs