PUI vs. TPMN ETF Comparison
Comparison of PowerShares Dynamic Utilities (PUI) to The Timothy Plan Timothy Plan Market Neutral ETF (TPMN)
PUI
PowerShares Dynamic Utilities
PUI Description
The PowerShares Dynamic Utilities Portfolio (Fund) is based on the Dynamic Utilities 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 utilities companies. These companies are principally engaged in providing either energy, water, natural gas or telecommunications services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$40.52
Average Daily Volume
12,477
33
TPMN
The Timothy Plan Timothy Plan Market Neutral ETF
TPMN Description
The adviser pursues the fund's investment objective by implementing a proprietary, "market neutral" investment strategy designed to seek income from the fund's investments while maintaining a low correlation to the foreign and domestic equity and bond markets. The adviser uses a multi-strategy approach. The fund will be actively managed, meaning that the sub-advisor may make changes to the fund's portfolio at any time.Grade (RS Rating)
Last Trade
$24.13
Average Daily Volume
2,103
1
Performance
| Period | PUI | TPMN |
|---|---|---|
| 30 Days | 5.60% | 1.79% |
| 60 Days | 13.49% | 2.09% |
| 90 Days | 17.27% | 3.28% |
| 12 Months | 42.75% | 2.24% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PUI | Weight in TPMN | Overlap |
|---|
PUI Overweight 33 Positions Relative to TPMN
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | A | 4.37% | |
| CEG | A | 3.99% | |
| PCG | C | 3.59% | |
| OKE | A | 3.59% | |
| PEG | A | 3.57% | |
| DUK | C | 3.56% | |
| ATO | A | 3.5% | |
| WEC | B | 3.43% | |
| NI | A | 3.43% | |
| AWK | D | 3.3% | |
| SRE | C | 3.3% | |
| NRG | A | 3.29% | |
| DTE | B | 3.24% | |
| XEL | C | 3.23% | |
| SO | A | 3.22% | |
| T | B | 3.19% | |
| CMS | A | 3.14% | |
| LUMN | C | 3.13% | |
| LNT | B | 2.89% | |
| CNP | B | 2.8% | |
| EVRG | C | 2.78% | |
| PNW | C | 2.7% | |
| AEE | A | 2.64% | |
| FE | C | 2.63% | |
| EIX | C | 2.63% | |
| AEP | C | 2.57% | |
| ED | C | 2.56% | |
| ES | D | 2.56% | |
| IDA | D | 2.35% | |
| NFG | A | 2.28% | |
| NJR | C | 2.22% | |
| OTTR | F | 2.12% | |
| NOVA | F | 2.03% |
PUI Underweight 1 Positions Relative to TPMN
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVA | D | -6.96% |
PUI: Top Represented Industries & Keywords
TPMN: Top Represented Industries & Keywords
Compare ETFs
