PWV vs. TGLR ETF Comparison
Comparison of PowerShares Dynamic LargeCap Value (PWV) to LAFFER TENGLER Equity Income ETF (TGLR)
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
$61.69
Average Daily Volume
32,326
49
TGLR
LAFFER TENGLER Equity Income ETF
TGLR Description
TGLR aims to provide long-term capital appreciation by actively selecting between 25-35 US large-cap stocks. The stocks selected are expected to produce above-market dividend yield with low turnover. The strategy is based on two valuation metrics the sub-adviser believes to be consistent indicators of company value: relative dividend yield and relative price-to-sales ratio. The metrics help determine over- and under valuation, security by security. The sub-adviser then conducts proprietary fundamental factor research to identify stocks for portfolio selection. The research considers both qualitative and quantitative factors such as: catalyst for outperformance, franchise value and market growth, firm management, sales or revenue growth, margins, positive free cash flow, dividend growth, P/E, asset turnover, leverage, and risk. The primary indicator for a stock sell is when the stocks dividend yield is lower than the S&P 500 Index, a sell range is determined.Grade (RS Rating)
Last Trade
$31.05
Average Daily Volume
2,374
29
Performance
| Period | PWV | TGLR |
|---|---|---|
| 30 Days | 5.47% | 4.25% |
| 60 Days | 6.02% | 4.66% |
| 90 Days | 6.59% | 8.73% |
| 12 Months | 31.64% | 31.72% |
PWV Overweight 40 Positions Relative to TGLR
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFC | A | 4.18% | |
| BAC | A | 3.72% | |
| IBM | C | 3.46% | |
| XOM | C | 3.27% | |
| ABT | B | 3.27% | |
| VZ | B | 3.26% | |
| BRK.A | B | 3.25% | |
| PG | A | 3.22% | |
| KO | D | 2.82% | |
| AMGN | F | 2.81% | |
| KMI | B | 1.79% | |
| MS | C | 1.77% | |
| OKE | B | 1.75% | |
| COF | B | 1.74% | |
| LNG | A | 1.64% | |
| CMI | A | 1.62% | |
| BK | A | 1.59% | |
| T | A | 1.59% | |
| JCI | C | 1.59% | |
| ET | A | 1.58% | |
| PNC | A | 1.56% | |
| URI | B | 1.53% | |
| GM | C | 1.53% | |
| MET | A | 1.51% | |
| KR | A | 1.5% | |
| CAT | B | 1.49% | |
| PRU | A | 1.45% | |
| AFL | A | 1.41% | |
| CB | C | 1.4% | |
| VLO | C | 1.37% | |
| AIG | B | 1.37% | |
| PSX | C | 1.34% | |
| LMT | D | 1.31% | |
| KMB | C | 1.3% | |
| MPC | D | 1.28% | |
| LEN | D | 1.26% | |
| CI | D | 1.25% | |
| DHI | D | 1.19% | |
| CNC | F | 1.03% | |
| ELV | F | 0.99% |
PWV Underweight 20 Positions Relative to TGLR
PWV: Top Represented Industries & Keywords
TGLR: Top Represented Industries & Keywords
Compare ETFs
