PWV vs. INCE ETF Comparison
Comparison of PowerShares Dynamic LargeCap Value (PWV) to Franklin Income Equity Focus ETF (INCE)
PWV
PowerShares Dynamic LargeCap Value
PWV Description
The PowerShares Dynamic Large Cap Value Portfolio (Fund) is based on the Dynamic Large Cap Value IntellidexSM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed 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
$60.13
Average Daily Volume
32,724
49
INCE
Franklin Income Equity Focus ETF
INCE Description
Under normal marketing conditions, the fund will invest at least 80% of its net assets in equity securities, and in derivatives and other instruments that have economic characteristics and provide investment exposure similar to equity securities.Grade (RS Rating)
Last Trade
$58.12
Average Daily Volume
5,957
45
Performance
| Period | PWV | INCE |
|---|---|---|
| 30 Days | 1.02% | -1.41% |
| 60 Days | 3.72% | 1.24% |
| 90 Days | 6.13% | 3.70% |
| 12 Months | 29.29% | 18.83% |
17 Overlapping Holdings
| Symbol | Grade | Weight in PWV | Weight in INCE | Overlap | |
|---|---|---|---|---|---|
| BAC | A | 3.7% | 1.04% | 1.04% | |
| CVX | A | 3.52% | 2.86% | 2.86% | |
| GM | B | 1.61% | 1.09% | 1.09% | |
| IBM | D | 3.37% | 0.92% | 0.92% | |
| JCI | A | 1.64% | 2.19% | 1.64% | |
| JNJ | D | 2.98% | 2.87% | 2.87% | |
| JPM | A | 3.52% | 1.48% | 1.48% | |
| KO | D | 2.8% | 0.97% | 0.97% | |
| LMT | D | 1.32% | 2.23% | 1.32% | |
| MET | A | 1.51% | 1.29% | 1.29% | |
| MS | A | 1.78% | 1.47% | 1.47% | |
| PG | C | 3.16% | 1.93% | 1.93% | |
| PNC | A | 1.6% | 0.6% | 0.6% | |
| RTX | D | 1.37% | 1.43% | 1.37% | |
| TXN | B | 3.13% | 1.25% | 1.25% | |
| VZ | C | 3.16% | 2.85% | 2.85% | |
| XOM | A | 3.28% | 1.58% | 1.58% |
PWV Overweight 32 Positions Relative to INCE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFC | A | 4.15% | |
| ABT | A | 3.26% | |
| BRK.A | A | 3.25% | |
| AMGN | F | 2.9% | |
| ABBV | F | 2.77% | |
| COF | B | 1.77% | |
| KMI | A | 1.72% | |
| OKE | A | 1.68% | |
| DELL | B | 1.65% | |
| CMI | A | 1.63% | |
| BK | A | 1.59% | |
| URI | B | 1.58% | |
| LNG | A | 1.57% | |
| T | A | 1.56% | |
| KR | B | 1.54% | |
| CAT | B | 1.52% | |
| LHX | B | 1.48% | |
| ET | A | 1.48% | |
| PRU | A | 1.47% | |
| EOG | A | 1.45% | |
| CB | C | 1.42% | |
| AIG | A | 1.39% | |
| AFL | C | 1.39% | |
| VLO | C | 1.36% | |
| PSX | C | 1.32% | |
| MPC | C | 1.27% | |
| LEN | D | 1.27% | |
| KMB | C | 1.26% | |
| CI | D | 1.25% | |
| DHI | F | 1.19% | |
| CNC | F | 1.03% | |
| ELV | F | 1.02% |
PWV Underweight 28 Positions Relative to INCE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SO | C | -3.06% | |
| APD | A | -1.97% | |
| PEP | F | -1.78% | |
| RIO | F | -1.64% | |
| HD | A | -1.64% | |
| SCHW | A | -1.48% | |
| UNP | D | -1.42% | |
| LOW | A | -1.37% | |
| ADI | D | -1.31% | |
| PM | A | -1.23% | |
| MCD | D | -1.17% | |
| USB | A | -1.15% | |
| SBUX | A | -1.15% | |
| TTE | F | -1.14% | |
| CSCO | B | -1.13% | |
| HON | A | -1.1% | |
| SRE | A | -1.08% | |
| NOC | D | -1.04% | |
| AEP | C | -0.95% | |
| NEM | F | -0.89% | |
| UPS | C | -0.87% | |
| DUK | C | -0.81% | |
| FITB | A | -0.59% | |
| MA | A | -0.54% | |
| FCX | F | -0.51% | |
| ALB | C | -0.5% | |
| BA | F | -0.42% | |
| C | A | -0.0% |
PWV: Top Represented Industries & Keywords
INCE: Top Represented Industries & Keywords
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