PWV vs. NUDV ETF Comparison
Comparison of PowerShares Dynamic LargeCap Value (PWV) to Nuveen ESG Dividend ETF (NUDV)
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
$56.52
Average Daily Volume
37,549
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
NUDV
Nuveen ESG Dividend ETF
NUDV Description
Nuveen ESG Dividend ETF is an exchange traded fund launched and managed by Nuveen Fund Advisors, LLC. The fund is co-managed by Teachers Advisors, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It does not invest in companies related to alcohol production, tobacco production, nuclear power, gambling, and weapons and firearm production. The fund replicates the performance of the TIAA ESG USA High Dividend Index, by using full replication technique. Nuveen ESG Dividend ETF was formed on September 27, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$28.44
Average Daily Volume
1,509
Number of Holdings
*
114
* may have additional holdings in another (foreign) market
Performance
| Period | PWV | NUDV |
|---|---|---|
| 30 Days | 3.70% | 5.19% |
| 60 Days | 3.17% | 6.48% |
| 90 Days | 3.24% | 6.92% |
| 12 Months | 21.07% | 20.77% |
19 Overlapping Holdings
| Symbol | Grade | Weight in PWV | Weight in NUDV | Overlap | |
|---|---|---|---|---|---|
| AMGN | C | 3.5% | 1.6% | 1.6% | |
| BAC | D | 3.27% | 1.78% | 1.78% | |
| BK | B | 1.58% | 1.03% | 1.03% | |
| CAT | C | 3.08% | 1.51% | 1.51% | |
| CI | B | 1.5% | 1.47% | 1.47% | |
| CMCSA | C | 3.18% | 1.49% | 1.49% | |
| COF | C | 1.43% | 1.13% | 1.13% | |
| CSCO | B | 3.41% | 1.67% | 1.67% | |
| FDX | D | 1.61% | 1.41% | 1.41% | |
| FIS | A | 1.49% | 0.95% | 0.95% | |
| IBM | A | 3.82% | 1.74% | 1.74% | |
| JNJ | B | 3.68% | 2.08% | 2.08% | |
| KR | C | 1.39% | 0.73% | 0.73% | |
| LOW | B | 1.55% | 1.58% | 1.55% | |
| MS | C | 3.23% | 1.44% | 1.44% | |
| NXPI | D | 1.16% | 1.22% | 1.16% | |
| PNC | B | 1.63% | 1.48% | 1.48% | |
| PRU | C | 1.38% | 0.87% | 0.87% | |
| VZ | B | 3.35% | 1.59% | 1.59% |
PWV Overweight 30 Positions Relative to NUDV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ABBV | B | 4.03% | |
| ABT | A | 3.56% | |
| JPM | B | 3.49% | |
| XOM | C | 3.16% | |
| WFC | D | 3.1% | |
| CVX | F | 2.83% | |
| DHI | B | 1.75% | |
| AFL | B | 1.72% | |
| HCA | B | 1.69% | |
| LEN | B | 1.57% | |
| GM | B | 1.53% | |
| CB | A | 1.51% | |
| MET | B | 1.49% | |
| WMB | B | 1.49% | |
| ELV | B | 1.43% | |
| URI | C | 1.43% | |
| CME | A | 1.41% | |
| ET | C | 1.4% | |
| CNC | D | 1.37% | |
| AIG | D | 1.35% | |
| EOG | D | 1.33% | |
| MPC | D | 1.31% | |
| F | D | 1.27% | |
| PSX | D | 1.26% | |
| COP | D | 1.25% | |
| PCAR | D | 1.19% | |
| VLO | D | 1.16% | |
| NUE | F | 1.14% | |
| SCCO | D | 1.09% | |
| DELL | F | 0.89% |
PWV Underweight 95 Positions Relative to NUDV
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNH | A | -2.41% | |
| HD | B | -2.02% | |
| KO | B | -1.94% | |
| ACN | A | -1.75% | |
| TXN | C | -1.65% | |
| SBUX | B | -1.64% | |
| GS | C | -1.6% | |
| BMY | B | -1.59% | |
| UNP | B | -1.59% | |
| GILD | A | -1.57% | |
| AMT | A | -1.56% | |
| PFE | D | -1.52% | |
| MMM | B | -1.5% | |
| ADP | B | -1.5% | |
| MMC | A | -1.49% | |
| USB | B | -1.48% | |
| PEP | A | -1.46% | |
| EQIX | B | -1.39% | |
| WELL | A | -1.38% | |
| DE | B | -1.37% | |
| C | D | -1.37% | |
| TGT | B | -1.29% | |
| NEM | B | -1.24% | |
| UPS | F | -1.22% | |
| PSA | A | -1.09% | |
| OKE | A | -1.08% | |
| TRV | A | -1.05% | |
| JCI | C | -1.0% | |
| INTC | F | -1.0% | |
| KMB | A | -0.98% | |
| CMI | B | -0.86% | |
| PAYX | B | -0.85% | |
| SYY | A | -0.78% | |
| EXC | A | -0.77% | |
| BKR | D | -0.71% | |
| HPQ | D | -0.71% | |
| DFS | C | -0.7% | |
| ED | A | -0.7% | |
| IRM | B | -0.67% | |
| AVB | B | -0.64% | |
| ROK | D | -0.63% | |
| WTW | A | -0.61% | |
| PPG | D | -0.61% | |
| ADM | D | -0.61% | |
| TSCO | B | -0.58% | |
| HSY | A | -0.58% | |
| NDAQ | A | -0.58% | |
| FITB | B | -0.58% | |
| AWK | A | -0.56% | |
| CAH | A | -0.55% | |
| STT | B | -0.53% | |
| IFF | A | -0.53% | |
| LYB | D | -0.52% | |
| NTAP | D | -0.5% | |
| BR | C | -0.5% | |
| HPE | D | -0.5% | |
| SBAC | A | -0.49% | |
| ES | A | -0.47% | |
| HBAN | B | -0.44% | |
| MKC | A | -0.41% | |
| SYF | C | -0.41% | |
| GPC | D | -0.4% | |
| STX | D | -0.4% | |
| CLX | A | -0.39% | |
| BBY | A | -0.39% | |
| OMC | B | -0.39% | |
| ATO | A | -0.39% | |
| PFG | D | -0.38% | |
| NTRS | B | -0.37% | |
| AVY | B | -0.36% | |
| STLD | D | -0.36% | |
| DGX | B | -0.35% | |
| WSM | D | -0.33% | |
| IP | B | -0.32% | |
| OC | D | -0.3% | |
| BG | D | -0.29% | |
| DKS | C | -0.28% | |
| IPG | B | -0.25% | |
| HST | D | -0.25% | |
| JNPR | A | -0.25% | |
| ALLY | C | -0.24% | |
| ALLE | B | -0.24% | |
| LKQ | D | -0.22% | |
| BXP | A | -0.22% | |
| FOXA | B | -0.2% | |
| WTRG | D | -0.2% | |
| MKTX | A | -0.19% | |
| TTC | D | -0.19% | |
| LW | D | -0.18% | |
| CNH | C | -0.18% | |
| KNX | D | -0.17% | |
| BBWI | F | -0.13% | |
| HIG | B | -0.12% | |
| FOX | B | -0.11% | |
| PARA | F | -0.11% |
PWV: Top Represented Industries & Keywords
Industries:
Banks - Global
Drug Manufacturers - Major
Health Care Plans
Insurance - Life
Oil & Gas Refining & Marketing
Auto Manufacturers
Oil & Gas E&P
Oil & Gas Integrated
Oil & Gas Midstream
Residential Construction
Asset Management
Banks - Regional - US
Business Services
Capital Markets
Communication Equipment
Computer Systems
Copper
Credit Services
Farm & Construction Equipment
Financial Data & Stock Exchanges
Keywords:
S&P 500
Dow Jones Component
Natural Gas
Bank
Insurance
Crude Oil
Financial Products
Banking
Health Insurance
Investment Management
Nasdaq 100
Petroleum
Petroleum Industry
Petroleum Products
Asset Management Services
Cash Management
Disability
Insurance Products
Investment Bank
Life Insurance
NUDV: Top Represented Industries & Keywords
Industries:
Business Services
Drug Manufacturers - Major
Specialty Retail
Banks - Regional - US
Asset Management
Capital Markets
Communication Equipment
Credit Services
Diversified Industrials
Farm & Construction Equipment
Semiconductors
Specialty Chemicals
Telecom Services
Advertising Agencies
Banks - Global
Beverages - Soft Drinks
Broadcasting - TV
Data Storage
Farm Products
Health Care Plans
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