PTH vs. SMIZ ETF Comparison
Comparison of Invesco DWA Healthcare Momentum ETF (PTH) to Zacks Small/Mid Cap ETF (SMIZ)
PTH
Invesco DWA Healthcare Momentum ETF
PTH Description
The PowerShares Dynamic Healthcare Sector Portfolio (Fund) is based on the Dynamic Healthcare 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 health care companies. These are companies that are principally engaged in the business of providing health care-related products and services, including biotechnology, pharmaceuticals, medical technology and supplies, and facilities. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$47.48
Average Daily Volume
13,184
50
SMIZ
Zacks Small/Mid Cap ETF
SMIZ Description
The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.Grade (RS Rating)
Last Trade
$32.94
Average Daily Volume
13,757
10
Performance
| Period | PTH | SMIZ |
|---|---|---|
| 30 Days | 0.76% | 3.28% |
| 60 Days | 5.14% | 2.74% |
| 90 Days | 10.56% | 8.23% |
| 12 Months | 40.06% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PTH | Weight in SMIZ | Overlap | |
|---|---|---|---|---|---|
| ADMA | B | 4.16% | 1.42% | 1.42% |
PTH Overweight 49 Positions Relative to SMIZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | C | 5.01% | |
| INSM | D | 4.51% | |
| THC | B | 4.36% | |
| TMDX | C | 4.05% | |
| MEDP | D | 3.63% | |
| NTRA | B | 3.28% | |
| REGN | C | 2.93% | |
| UHS | B | 2.75% | |
| HIMS | D | 2.74% | |
| ISRG | C | 2.7% | |
| DVA | B | 2.65% | |
| OSCR | C | 2.64% | |
| RNA | D | 2.32% | |
| DYN | D | 2.16% | |
| ENSG | C | 2.13% | |
| KRYS | D | 2.1% | |
| CI | C | 2.09% | |
| MDGL | F | 2.07% | |
| RXST | C | 2.06% | |
| RDNT | B | 1.89% | |
| ELAN | D | 1.86% | |
| PTGX | B | 1.86% | |
| HROW | C | 1.81% | |
| GKOS | C | 1.77% | |
| PRCT | B | 1.75% | |
| MRUS | D | 1.74% | |
| CRNX | C | 1.74% | |
| STOK | D | 1.65% | |
| NRIX | B | 1.46% | |
| GERN | D | 1.45% | |
| AKRO | C | 1.37% | |
| AGIO | D | 1.36% | |
| UFPT | A | 1.26% | |
| AMRX | B | 1.23% | |
| BPMC | D | 1.19% | |
| CRVL | B | 1.18% | |
| TWST | D | 1.14% | |
| PTCT | C | 1.03% | |
| HAE | D | 0.99% | |
| COGT | C | 0.91% | |
| BLFS | C | 0.9% | |
| LMAT | B | 0.88% | |
| BKD | D | 0.83% | |
| ANIP | D | 0.73% | |
| ADUS | C | 0.72% | |
| AHCO | C | 0.65% | |
| GDRX | F | 0.64% | |
| AGL | F | 0.55% | |
| TSHA | D | 0.48% |
PTH: Top Represented Industries & Keywords
SMIZ: Top Represented Industries & Keywords
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