PKB vs. UPGD ETF Comparison

Comparison of PowerShares Dynamic Build & Construction (PKB) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
PKB

PowerShares Dynamic Build & Construction

PKB Description

The PowerShares Dynamic Building & Construction Portfolio (Fund) is based on the Dynamic Building & Construction 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 30 US building and construction companies. These are companies that are primarily engaged in providing construction and related engineering services for building and remodeling residential properties, commercial or industrial buildings, or working on large-scale infrastructure projects, such as highways, tunnels, bridges, dams, power lines, and airports. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$78.71

Average Daily Volume

34,853

Number of Holdings *

28

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

Invesco Bloomberg Analyst Rating Improvers ETF

UPGD Description The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ("ANR"), an affiliate of the index provider.

Grade (RS Rating)

Last Trade

$71.38

Average Daily Volume

1,760

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period PKB UPGD
30 Days 5.76% 1.49%
60 Days 10.26% 6.68%
90 Days 17.95% 8.69%
12 Months 62.45% 34.39%
0 Overlapping Holdings
Symbol Grade Weight in PKB Weight in UPGD Overlap
PKB Overweight 28 Positions Relative to UPGD
Symbol Grade Weight
PHM A 5.07%
TT A 5.07%
NVR A 4.99%
CSL A 4.97%
MLM D 4.84%
LEN B 4.78%
DHI C 4.73%
AGX A 3.32%
STRL B 3.1%
USLM C 3.07%
KNF C 2.94%
TPC A 2.84%
EXP C 2.84%
MTZ B 2.83%
LPX A 2.8%
MDU C 2.78%
TOL A 2.75%
APOG B 2.68%
GRBK C 2.68%
PRIM C 2.67%
MHO C 2.66%
SKY B 2.64%
MHK B 2.62%
SWX C 2.61%
MTH C 2.6%
KBH C 2.6%
TILE C 2.54%
TPH C 2.54%
PKB Underweight 10 Positions Relative to UPGD
Symbol Grade Weight
K B -2.51%
CHRW A -2.36%
KMX F -2.33%
LII C -2.28%
CLX B -2.27%
SIRI C -2.26%
CAH B -2.25%
IBM B -2.24%
QRVO F -2.24%
T A -2.19%
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