PSCE vs. HAPS ETF Comparison

Comparison of PowerShares S&P SmallCap Energy Portfolio (PSCE) to Harbor Corporate Culture Small Cap ETF (HAPS)
PSCE

PowerShares S&P SmallCap Energy Portfolio

PSCE Description

The PowerShares S&P SmallCap Energy Portfolio (Fund) is based on the S&P SmallCap 600® Capped Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks of US energy companies. These companies are principally engaged in the business of producing, distributing or servicing energy related products, including oil and gas exploration and production, refining, oil services, pipeline, and solar, wind and other non-oil based energy. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.  

Grade (RS Rating)

Last Trade

$51.97

Average Daily Volume

39,156

Number of Holdings *

28

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

Harbor Corporate Culture Small Cap ETF

HAPS Description The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 200 small cap U.S. companies identified by Irrational Capital LLC those it believes to possess strong corporate culture based on its proprietary scoring methodology.

Grade (RS Rating)

Last Trade

$26.49

Average Daily Volume

3,174

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period PSCE HAPS
30 Days -0.27% -2.79%
60 Days -4.52% -2.02%
90 Days -10.21% -3.04%
12 Months 14.31% 5.24%
1 Overlapping Holdings
Symbol Grade Weight in PSCE Weight in HAPS Overlap
LBRT D 4.3% 1.54% 1.54%
PSCE Overweight 27 Positions Relative to HAPS
Symbol Grade Weight
SM D 8.01%
TDW C 7.35%
MGY B 7.35%
HP D 5.64%
NOG C 5.54%
WHD C 5.49%
CRC C 4.7%
AROC B 4.62%
PTEN F 4.5%
CEIX B 4.27%
OII B 3.91%
BTU C 3.82%
TALO F 3.16%
HLX B 2.75%
LPG C 2.39%
PARR F 2.21%
SLCA B 2.02%
GPRE F 1.8%
CRK D 1.71%
CLB B 1.55%
VTOL C 1.36%
CVI F 1.3%
PUMP F 1.17%
REX F 1.14%
DRQ F 1.07%
NBR F 1.06%
RES F 0.88%
PSCE Underweight 9 Positions Relative to HAPS
Symbol Grade Weight
BPMC A -2.07%
AVT D -2.02%
AWI D -2.02%
PECO C -1.98%
MOG.A C -1.9%
CBT D -1.86%
APLE D -1.71%
KOS F -1.69%
LOPE C -1.58%
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