PUI vs. UPGR ETF Comparison
Comparison of PowerShares Dynamic Utilities (PUI) to Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
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
$41.33
Average Daily Volume
8,535
33
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
UPGR Description
The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. It is non-diversified.Grade (RS Rating)
Last Trade
$18.08
Average Daily Volume
248
42
Performance
| Period | PUI | UPGR |
|---|---|---|
| 30 Days | 1.88% | -5.29% |
| 60 Days | 3.87% | -5.35% |
| 90 Days | 10.52% | -3.04% |
| 12 Months | 36.03% | -2.64% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PUI | Weight in UPGR | Overlap | |
|---|---|---|---|---|---|
| NOVA | F | 0.83% | 1.14% | 0.83% |
PUI Overweight 32 Positions Relative to UPGR
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | A | 5.0% | |
| LUMN | C | 4.64% | |
| OKE | A | 4.13% | |
| PCG | A | 3.74% | |
| ATO | A | 3.62% | |
| SRE | A | 3.59% | |
| NI | A | 3.53% | |
| CEG | C | 3.51% | |
| WEC | A | 3.46% | |
| PEG | C | 3.39% | |
| DUK | C | 3.38% | |
| XEL | A | 3.35% | |
| NRG | B | 3.3% | |
| T | A | 3.16% | |
| SO | C | 3.05% | |
| AWK | C | 2.99% | |
| CMS | C | 2.98% | |
| DTE | C | 2.96% | |
| EVRG | A | 2.83% | |
| LNT | A | 2.82% | |
| AEE | A | 2.75% | |
| CNP | A | 2.75% | |
| PNW | B | 2.72% | |
| IDA | A | 2.64% | |
| EIX | C | 2.48% | |
| FE | C | 2.45% | |
| ED | C | 2.37% | |
| AEP | C | 2.35% | |
| ES | C | 2.31% | |
| NFG | A | 2.29% | |
| NJR | A | 2.24% | |
| OTTR | C | 2.18% |
PUI Underweight 41 Positions Relative to UPGR
| Symbol | Grade | Weight | |
|---|---|---|---|
| PCT | C | -3.22% | |
| TSLA | A | -3.19% | |
| BE | A | -2.99% | |
| RYI | C | -2.77% | |
| RS | B | -2.59% | |
| PH | B | -2.58% | |
| ITRI | B | -2.58% | |
| IEX | B | -2.55% | |
| CWST | A | -2.53% | |
| MEG | F | -2.5% | |
| WM | B | -2.47% | |
| IR | B | -2.43% | |
| AZZ | A | -2.42% | |
| ORA | B | -2.42% | |
| AMPS | C | -2.4% | |
| RSG | A | -2.4% | |
| GGG | B | -2.38% | |
| CLH | C | -2.37% | |
| RIVN | F | -2.37% | |
| LII | A | -2.33% | |
| ECL | D | -2.26% | |
| ENS | D | -2.25% | |
| ARRY | F | -2.23% | |
| FLNC | C | -2.21% | |
| PLUG | F | -2.17% | |
| SHLS | F | -2.15% | |
| VLTO | C | -2.14% | |
| BLNK | F | -2.13% | |
| CARR | D | -2.13% | |
| XYL | D | -2.11% | |
| QS | D | -2.06% | |
| GPRE | F | -1.99% | |
| AOS | F | -1.92% | |
| CHPT | F | -1.92% | |
| FSLR | F | -1.88% | |
| EOSE | D | -1.86% | |
| NVRI | F | -1.6% | |
| NEP | F | -1.48% | |
| LCID | F | -1.47% | |
| RUN | F | -1.36% | |
| RNEW | B | -0.28% |
PUI: Top Represented Industries & Keywords
UPGR: Top Represented Industries & Keywords
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