PWB vs. DVOL ETF Comparison
Comparison of PowerShares Dynamic LargeCap Growth (PWB) to First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL)
PWB
PowerShares Dynamic LargeCap Growth
PWB Description
The PowerShares Dynamic Large Cap Growth Portfolio (Fund) is based on the Dynamic Large Cap Growth IntellidexSM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index seeks to provide capital appreciation while maintaining consistent stylistically accurate exposure. The Style Intellidexes apply a rigorous 10-factor style isolation process to objectively segregate companies into their appropriate investment style and size universe. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$91.40
Average Daily Volume
21,448
50
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Low Volatility Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ US Large Mid Index that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.86
Average Daily Volume
3,919
48
Performance
| Period | PWB | DVOL |
|---|---|---|
| 30 Days | 4.64% | 4.88% |
| 60 Days | -5.11% | 4.81% |
| 90 Days | 0.82% | 5.50% |
| 12 Months | 27.84% | 24.92% |
13 Overlapping Holdings
| Symbol | Grade | Weight in PWB | Weight in DVOL | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.82% | 0.95% | 0.95% | |
| AXP | B | 1.49% | 1.29% | 1.29% | |
| COST | B | 3.5% | 2.42% | 2.42% | |
| CPRT | D | 1.39% | 1.35% | 1.35% | |
| CTAS | B | 1.64% | 2.53% | 1.64% | |
| GWW | C | 1.42% | 1.6% | 1.42% | |
| HLT | C | 1.49% | 1.95% | 1.49% | |
| IR | D | 1.31% | 0.9% | 0.9% | |
| MA | B | 3.4% | 3.02% | 3.02% | |
| MSFT | D | 3.06% | 1.39% | 1.39% | |
| RSG | B | 1.55% | 3.42% | 1.55% | |
| TDG | B | 1.39% | 1.36% | 1.36% | |
| V | A | 3.18% | 3.12% | 3.12% |
PWB Overweight 37 Positions Relative to DVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | B | 3.77% | |
| ADBE | B | 3.76% | |
| ORCL | A | 3.55% | |
| NVDA | D | 3.53% | |
| META | C | 3.45% | |
| NFLX | B | 3.38% | |
| INTU | D | 3.3% | |
| CRM | D | 3.08% | |
| AMZN | D | 3.01% | |
| GOOGL | D | 2.96% | |
| FTNT | B | 1.75% | |
| PGR | A | 1.66% | |
| MCO | B | 1.63% | |
| MELI | B | 1.61% | |
| AZO | B | 1.57% | |
| ALL | B | 1.56% | |
| PH | B | 1.53% | |
| NOW | B | 1.53% | |
| ANET | D | 1.52% | |
| VRTX | D | 1.51% | |
| ECL | B | 1.5% | |
| SPOT | C | 1.49% | |
| TT | B | 1.47% | |
| KLAC | D | 1.41% | |
| BKNG | C | 1.41% | |
| WM | D | 1.39% | |
| APH | D | 1.36% | |
| PWR | C | 1.31% | |
| CDNS | D | 1.22% | |
| CMG | D | 1.21% | |
| ETN | D | 1.2% | |
| AMAT | F | 1.2% | |
| CEG | D | 1.15% | |
| LRCX | F | 1.14% | |
| ABNB | F | 1.1% | |
| COIN | F | 1.07% | |
| CRWD | F | 1.05% |
PWB Underweight 35 Positions Relative to DVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| MMC | A | -3.09% | |
| CW | B | -2.91% | |
| LIN | B | -2.9% | |
| TJX | B | -2.81% | |
| MSI | B | -2.81% | |
| WMT | A | -2.78% | |
| REGN | B | -2.76% | |
| JPM | B | -2.71% | |
| BRO | A | -2.71% | |
| OTIS | D | -2.56% | |
| AMP | B | -2.55% | |
| AIG | D | -2.5% | |
| CACI | B | -2.46% | |
| OKE | A | -2.31% | |
| MCK | D | -2.29% | |
| AFL | B | -2.28% | |
| TRV | A | -2.23% | |
| RGA | B | -1.89% | |
| WELL | A | -1.89% | |
| WAB | B | -1.84% | |
| ENSG | B | -1.6% | |
| MAR | D | -1.57% | |
| PKG | B | -1.45% | |
| PTC | D | -1.44% | |
| AOS | D | -1.34% | |
| GS | C | -1.24% | |
| HLI | B | -1.22% | |
| SF | C | -1.2% | |
| TRGP | A | -1.2% | |
| SPG | B | -1.16% | |
| TW | B | -1.13% | |
| USFD | B | -1.09% | |
| ITT | C | -0.98% | |
| WFC | D | -0.95% | |
| TXRH | D | -0.87% |
PWB: Top Represented Industries & Keywords
DVOL: Top Represented Industries & Keywords
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