PSL vs. IYY ETF Comparison

Comparison of PowerShares Dynamic Consumer Staples (PSL) to iShares Dow Jones U.S. ETF (IYY)
PSL

PowerShares Dynamic Consumer Staples

PSL Description

The PowerShares Dynamic Consumer Staples Sector Portfolio (Fund) is based on the Dynamic Consumer Staples 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 consumer staples companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that have non-cyclical characteristics, including tobacco, textiles, food and beverage, and non-discretionary retail. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$98.62

Average Daily Volume

1,922

Number of Holdings *

31

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

iShares Dow Jones U.S. ETF

IYY Description The investment seeks to track the investment results of a broad-based index composed of U.S. equities. 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 Dow Jones U.S. Index (the "underlying index"), which measures the performance of the broad U.S. equity market. The underlying index is comprised of all of the companies in the Dow Jones Large-Cap Index, Dow Jones Mid-Cap Index and Dow Jones Small-Cap Index.

Grade (RS Rating)

Last Trade

$131.38

Average Daily Volume

25,213

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period PSL IYY
30 Days 1.48% 4.20%
60 Days 1.72% -2.49%
90 Days 2.27% 1.52%
12 Months 15.80% 22.41%
0 Overlapping Holdings
Symbol Grade Weight in PSL Weight in IYY Overlap
PSL Overweight 31 Positions Relative to IYY
Symbol Grade Weight
SFM B 4.57%
COKE B 4.47%
COST B 4.29%
CHD A 4.03%
HRB B 3.93%
SCI B 3.71%
PG A 3.69%
CASY C 3.68%
ATGE C 3.61%
USFD B 3.55%
ELF F 3.52%
KR C 3.49%
PFGC B 3.41%
BJ D 3.34%
PEP A 3.28%
BFAM B 3.26%
FRPT B 3.19%
LRN B 3.13%
CALM B 3.06%
MDLZ A 2.94%
BRBR A 2.9%
VITL D 2.77%
INGR A 2.75%
POST B 2.7%
SPB B 2.69%
LOPE D 2.6%
LAUR C 2.52%
BROS D 2.43%
PRDO D 2.4%
STRA D 1.98%
UTZ A 1.9%
PSL Underweight 10 Positions Relative to IYY
Symbol Grade Weight
AAPL C -6.28%
MSFT D -6.1%
NVDA D -5.64%
AMZN D -3.36%
META C -2.04%
GOOGL D -1.98%
GOOG D -1.66%
BRK.A B -1.56%
AVGO D -1.37%
TSLA D -1.26%
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