SMLL vs. KBWR ETF Comparison
Comparison of Harbor Active Small Cap ETF (SMLL) to PowerShares KBW Regional Banking Portfolio ETF (KBWR)
SMLL
Harbor Active Small Cap ETF
SMLL Description
The investment seeks daily investment results, before fees and expenses, of 200% of the daily performance of the Russell 2000® Index. The fund invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, and securities of the index, ETFs that track the index and other financial instruments that provide daily leveraged exposure to the index or ETFs that track the index. The index measures the performance of approximately 2,000 small-cap companies in the Russell 3000® Index, based on a combination of their market capitalization and current index membership. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$22.09
Average Daily Volume
3,163
40
KBWR
PowerShares KBW Regional Banking Portfolio ETF
KBWR Description
The PowerShares KBW Regional Banking Portfolio (Fund) is based on the KBW Regional Banking Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is an equal weighted float-adjusted market capitalization index that seeks to reflect the performance of publicly traded companies that do business as regional banks or thrifts listed on US stock markets. The Index is compiled, maintained and calculated by KBW and is composed of approximately 50 companies. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$65.24
Average Daily Volume
4,974
49
Performance
| Period | SMLL | KBWR |
|---|---|---|
| 30 Days | 6.87% | 10.73% |
| 60 Days | 12.30% | 17.38% |
| 90 Days | 19.10% | |
| 12 Months | 42.05% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SMLL | Weight in KBWR | Overlap | |
|---|---|---|---|---|---|
| WTFC | B | 2.93% | 2.11% | 2.11% |
SMLL Overweight 39 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| LBRT | F | 5.89% | |
| SSNC | C | 4.78% | |
| KNSL | C | 4.71% | |
| DOCS | B | 4.24% | |
| PCTY | B | 4.02% | |
| JBI | F | 3.87% | |
| RS | C | 3.57% | |
| FOUR | B | 3.06% | |
| ZG | B | 3.06% | |
| FRSH | B | 2.72% | |
| LYFT | B | 2.69% | |
| APAM | B | 2.64% | |
| RLJ | C | 2.38% | |
| ATR | A | 2.38% | |
| USPH | C | 1.88% | |
| LSTR | B | 1.87% | |
| WRBY | A | 1.85% | |
| PLOW | C | 1.84% | |
| HAYW | B | 1.82% | |
| PECO | B | 1.57% | |
| MC | B | 1.53% | |
| MCRI | A | 1.5% | |
| MORN | B | 1.5% | |
| OSCR | D | 1.42% | |
| WSC | F | 1.36% | |
| EWCZ | D | 1.33% | |
| QTWO | B | 1.32% | |
| NNN | F | 1.3% | |
| SAM | B | 1.27% | |
| CHWY | B | 1.2% | |
| FBIN | F | 1.13% | |
| RL | B | 1.12% | |
| RBC | B | 1.1% | |
| BECN | B | 1.1% | |
| NWE | C | 1.07% | |
| TMCI | C | 0.95% | |
| TRUE | C | 0.94% | |
| CMS | D | 0.87% | |
| REYN | D | 0.74% |
SMLL Underweight 48 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| WBS | A | -4.09% | |
| PNFP | B | -3.8% | |
| CBSH | A | -3.63% | |
| SSB | B | -3.4% | |
| BPOP | C | -2.87% | |
| CFR | B | -2.22% | |
| SNV | B | -2.2% | |
| COLB | A | -2.18% | |
| TCBI | B | -2.17% | |
| GBCI | B | -2.13% | |
| ASB | B | -2.12% | |
| UMBF | B | -2.12% | |
| CADE | B | -2.1% | |
| VLY | B | -2.09% | |
| CATY | B | -2.07% | |
| ABCB | B | -2.03% | |
| FFIN | B | -2.01% | |
| CBU | B | -1.99% | |
| OZK | B | -1.97% | |
| HWC | B | -1.96% | |
| FHB | B | -1.95% | |
| BOKF | B | -1.95% | |
| ONB | B | -1.95% | |
| PB | B | -1.94% | |
| EBC | B | -1.93% | |
| FNB | B | -1.93% | |
| UBSI | B | -1.92% | |
| HOMB | A | -1.91% | |
| AUB | A | -1.91% | |
| FULT | B | -1.9% | |
| FIBK | B | -1.89% | |
| UCB | B | -1.86% | |
| WSFS | B | -1.85% | |
| FBP | B | -1.76% | |
| SFNC | B | -1.75% | |
| BOH | B | -1.74% | |
| CVBF | B | -1.71% | |
| INDB | B | -1.69% | |
| WAFD | B | -1.68% | |
| BKU | A | -1.63% | |
| PFS | B | -1.56% | |
| FFBC | B | -1.52% | |
| PPBI | B | -1.51% | |
| BANC | B | -1.44% | |
| TRMK | B | -1.33% | |
| FCF | B | -1.07% | |
| HOPE | B | -0.92% | |
| BRKL | B | -0.61% |
SMLL: Top Represented Industries & Keywords
KBWR: Top Represented Industries & Keywords
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