PWB vs. WBIL ETF Comparison
Comparison of PowerShares Dynamic LargeCap Growth (PWB) to WBI Large Cap Tactical Select Shares (WBIL)
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
$104.92
Average Daily Volume
20,315
50
WBIL
WBI Large Cap Tactical Select Shares
WBIL Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive financial condition and prospects for ongoing financial stability, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$36.96
Average Daily Volume
1,699
40
Performance
| Period | PWB | WBIL |
|---|---|---|
| 30 Days | 4.75% | 5.54% |
| 60 Days | 6.07% | 8.20% |
| 90 Days | 10.00% | 8.01% |
| 12 Months | 39.85% | 23.82% |
11 Overlapping Holdings
| Symbol | Grade | Weight in PWB | Weight in WBIL | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 3.05% | 4.79% | 3.05% | |
| AMZN | C | 3.72% | 3.08% | 3.08% | |
| COST | B | 3.1% | 1.94% | 1.94% | |
| CRM | B | 3.82% | 4.06% | 3.82% | |
| FICO | B | 1.77% | 2.23% | 1.77% | |
| META | D | 3.39% | 0.91% | 0.91% | |
| NFLX | B | 3.67% | 1.11% | 1.11% | |
| NVDA | C | 3.49% | 3.46% | 3.46% | |
| PWR | A | 1.56% | 2.11% | 1.56% | |
| SPOT | B | 1.84% | 0.98% | 0.98% | |
| TT | B | 1.52% | 0.87% | 0.87% |
PWB Overweight 39 Positions Relative to WBIL
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | C | 4.12% | |
| TMUS | A | 3.55% | |
| V | A | 3.47% | |
| MA | B | 3.34% | |
| GOOGL | C | 3.25% | |
| MSFT | D | 3.14% | |
| ADBE | C | 2.84% | |
| LLY | F | 2.51% | |
| BKNG | B | 1.67% | |
| FTNT | C | 1.62% | |
| KKR | B | 1.61% | |
| ETN | A | 1.6% | |
| GWW | A | 1.59% | |
| HWM | B | 1.52% | |
| HLT | A | 1.5% | |
| CEG | D | 1.5% | |
| MSI | C | 1.49% | |
| AXP | A | 1.48% | |
| IR | A | 1.48% | |
| ANET | C | 1.46% | |
| BSX | C | 1.43% | |
| CTAS | B | 1.42% | |
| APH | B | 1.42% | |
| ALL | B | 1.38% | |
| WM | A | 1.38% | |
| PGR | A | 1.37% | |
| NU | D | 1.35% | |
| GD | F | 1.32% | |
| SPGI | C | 1.32% | |
| TDG | D | 1.32% | |
| RSG | A | 1.32% | |
| MCO | A | 1.3% | |
| ECL | D | 1.3% | |
| SCCO | F | 1.25% | |
| AMAT | F | 1.24% | |
| MELI | C | 1.2% | |
| CL | D | 1.13% | |
| KLAC | F | 1.04% | |
| MPWR | F | 0.8% |
PWB Underweight 29 Positions Relative to WBIL
| Symbol | Grade | Weight | |
|---|---|---|---|
| SCHW | A | -5.19% | |
| CRWD | B | -4.95% | |
| EA | C | -4.94% | |
| AMP | B | -4.93% | |
| MRVL | B | -4.54% | |
| FI | A | -4.35% | |
| LULU | C | -4.23% | |
| TPL | B | -4.13% | |
| UBER | D | -3.66% | |
| URI | B | -3.61% | |
| CPAY | A | -3.21% | |
| BX | B | -2.73% | |
| BR | A | -2.17% | |
| INTU | C | -2.15% | |
| RMD | C | -1.88% | |
| SBUX | B | -1.84% | |
| PANW | C | -1.75% | |
| TYL | A | -1.74% | |
| EME | B | -1.46% | |
| FAST | B | -1.06% | |
| PH | A | -1.02% | |
| PAYX | B | -1.0% | |
| TJX | A | -0.95% | |
| AGZD | B | -0.74% | |
| FLTR | A | -0.73% | |
| FALN | A | -0.72% | |
| FTSL | B | -0.67% | |
| STIP | B | -0.52% | |
| BKLN | A | -0.32% |
PWB: Top Represented Industries & Keywords
WBIL: Top Represented Industries & Keywords
Compare ETFs
