PSR vs. KBWY ETF Comparison

Comparison of PowerShares Active U.S. Real Estate Fund (PSR) to PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY)
PSR

PowerShares Active U.S. Real Estate Fund

PSR Description

The PowerShares Active U.S. Real Estate Fund (Fund) structures and selects its investments primarily from a universe of securities that are included within the FTSE NAREIT All Equity REITs Index at the time of purchase. The selection methodology uses quantitative and statistical metrics to identify attractively priced securities and manage risk. The Fund will invest principally in equity real estate investment trusts (REITs). The Fund is rebalanced and reconstituted monthly.

Grade (RS Rating)

Last Trade

$92.06

Average Daily Volume

3,579

Number of Holdings *

24

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

PowerShares KBW Premium Yield Equity REIT Portfolio ETF

KBWY Description The PowerShares KBW Premium Yield Equity REIT Portfolio (Fund) is based on the KBW Premium Yield Equity REIT Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 small- and mid-cap equity REITs in the United States. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$19.81

Average Daily Volume

82,814

Number of Holdings *

28

* may have additional holdings in another (foreign) market
Performance
Period PSR KBWY
30 Days 9.06% 13.20%
60 Days 9.64% 14.38%
90 Days 13.26% 15.42%
12 Months 9.29% 13.27%
1 Overlapping Holdings
Symbol Grade Weight in PSR Weight in KBWY Overlap
KIM A 4.82% 2.13% 2.13%
PSR Overweight 23 Positions Relative to KBWY
Symbol Grade Weight
EQIX B 8.51%
AMT A 8.32%
PLD B 7.11%
DOC A 4.97%
O A 4.91%
EQR A 4.79%
REXR B 4.78%
CUBE B 4.71%
WY B 4.27%
INVH B 4.0%
CCI A 3.96%
ARE D 3.75%
SBAC B 3.65%
PSA B 3.4%
VICI A 3.36%
KRC C 3.36%
SPG B 3.0%
WELL A 2.04%
RHP C 1.97%
DLR B 1.69%
CPT A 1.62%
FR A 1.34%
HST F 1.23%
PSR Underweight 27 Positions Relative to KBWY
Symbol Grade Weight
UNIT C -8.25%
GNL C -6.92%
SVC D -6.29%
DEA B -4.14%
GMRE C -3.76%
SBRA B -3.68%
OHI A -3.65%
EPR B -3.61%
HIW A -3.57%
OUT B -3.54%
BNL B -3.48%
GOOD A -3.42%
PDM A -3.23%
IIPR B -3.02%
AHH B -2.97%
GTY B -2.94%
GLPI B -2.93%
LXP B -2.93%
LTC B -2.89%
NSA C -2.86%
AAT B -2.8%
APLE C -2.71%
SLG B -2.71%
WPC C -2.59%
FCPT A -2.5%
NXRT A -2.34%
OPI D -0.81%
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