SPHB vs. IQM ETF Comparison
Comparison of PowerShares S&P 500 High Beta Portfolio (SPHB) to Franklin Intelligent Machines ETF (IQM)
SPHB
PowerShares S&P 500 High Beta Portfolio
SPHB Description
The PowerShares S&P 500 High Beta Portfolio (Fund) is based on the S&P 500 High Beta Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's and consists of the 100 stocks from the S&P 500 Index with the highest sensitivity to market movements, or beta, over the past 12 months. Beta is a measure of relative risk and is the rate of change of a security's price. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$92.10
Average Daily Volume
240,213
97
IQM
Franklin Intelligent Machines ETF
IQM Description
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies that are relevant to its investment theme of intelligent machines. The fund invests predominantly in common stock. Although it may invest across economic sectors, the advisor expects to have significant positions in particular sectors including technology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$67.39
Average Daily Volume
3,231
49
Performance
Period | SPHB | IQM |
---|---|---|
30 Days | 2.95% | 4.72% |
60 Days | 15.59% | 18.04% |
90 Days | 14.40% | 15.39% |
12 Months | 37.29% | 49.41% |
27 Overlapping Holdings
Symbol | Grade | Weight in SPHB | Weight in IQM | Overlap | |
---|---|---|---|---|---|
ADI | B | 0.93% | 1.48% | 0.93% | |
ADSK | A | 1.01% | 1.92% | 1.01% | |
ALGN | F | 0.99% | 0.23% | 0.23% | |
AMAT | D | 1.23% | 2.59% | 1.23% | |
AMD | F | 1.63% | 2.19% | 1.63% | |
APH | A | 0.81% | 1.34% | 0.81% | |
AVGO | B | 1.61% | 2.16% | 1.61% | |
CDNS | B | 1.12% | 4.14% | 1.12% | |
CRWD | C | 1.43% | 0.79% | 0.79% | |
ETN | B | 1.02% | 1.0% | 1.0% | |
FSLR | F | 0.86% | 0.45% | 0.45% | |
IDXX | F | 0.68% | 0.74% | 0.68% | |
ISRG | A | 0.87% | 5.76% | 0.87% | |
KEYS | A | 0.92% | 0.82% | 0.82% | |
KLAC | F | 1.17% | 1.4% | 1.17% | |
LRCX | D | 1.25% | 1.25% | 1.25% | |
MCHP | F | 1.08% | 0.36% | 0.36% | |
MPWR | F | 1.5% | 0.24% | 0.24% | |
NVDA | A | 1.95% | 13.52% | 1.95% | |
NXPI | D | 1.07% | 0.51% | 0.51% | |
PWR | A | 1.12% | 2.61% | 1.12% | |
SNPS | B | 1.08% | 3.92% | 1.08% | |
TER | F | 1.22% | 1.49% | 1.22% | |
TSLA | A | 1.6% | 3.31% | 1.6% | |
TXN | A | 0.78% | 0.72% | 0.72% | |
UBER | D | 1.0% | 1.46% | 1.0% | |
ZBRA | B | 0.97% | 0.55% | 0.55% |
SPHB Overweight 70 Positions Relative to IQM
Symbol | Grade | Weight | |
---|---|---|---|
NCLH | B | 1.61% | |
CCL | B | 1.53% | |
ALB | C | 1.46% | |
ANET | A | 1.41% | |
UAL | B | 1.4% | |
SMCI | F | 1.36% | |
BLDR | D | 1.36% | |
CZR | D | 1.33% | |
VST | B | 1.31% | |
ON | C | 1.26% | |
MU | C | 1.26% | |
GNRC | A | 1.26% | |
META | B | 1.24% | |
URI | B | 1.24% | |
CEG | C | 1.22% | |
BX | A | 1.17% | |
RCL | B | 1.15% | |
WDC | C | 1.11% | |
KKR | B | 1.11% | |
DAY | A | 1.11% | |
QCOM | C | 1.1% | |
ORCL | A | 1.09% | |
JBL | B | 1.08% | |
BXP | C | 1.06% | |
ABNB | C | 1.06% | |
NOW | A | 1.05% | |
PYPL | B | 1.03% | |
CRM | B | 1.01% | |
AMZN | A | 1.0% | |
PANW | A | 0.99% | |
LW | C | 0.99% | |
BKNG | B | 0.99% | |
HUBB | B | 0.98% | |
CARR | D | 0.96% | |
PODD | B | 0.94% | |
PH | B | 0.93% | |
ENPH | F | 0.93% | |
LULU | C | 0.9% | |
INTC | C | 0.89% | |
FICO | A | 0.89% | |
PHM | D | 0.88% | |
DECK | B | 0.87% | |
FCX | B | 0.87% | |
KEY | B | 0.86% | |
GOOG | B | 0.85% | |
ROK | B | 0.84% | |
INTU | A | 0.83% | |
ANSS | B | 0.82% | |
SWKS | F | 0.82% | |
RMD | B | 0.82% | |
IVZ | B | 0.81% | |
ARE | F | 0.8% | |
TROW | B | 0.78% | |
GE | D | 0.78% | |
LEN | D | 0.78% | |
MGM | D | 0.77% | |
MLM | B | 0.77% | |
KMX | C | 0.76% | |
DHI | D | 0.76% | |
EFX | D | 0.76% | |
AES | F | 0.75% | |
WBD | C | 0.75% | |
ADBE | F | 0.75% | |
MHK | D | 0.75% | |
CRL | D | 0.73% | |
CPRT | B | 0.73% | |
IQV | F | 0.65% | |
EPAM | C | 0.64% | |
APTV | F | 0.63% | |
QRVO | F | 0.62% |
SPHB Underweight 22 Positions Relative to IQM
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | B | -4.33% | |
TSM | B | -4.32% | |
AXON | A | -4.25% | |
ASML | F | -3.05% | |
PTC | B | -1.35% | |
ALTR | C | -1.29% | |
ENTG | F | -1.27% | |
VMI | B | -1.18% | |
GEV | A | -1.13% | |
AVAV | B | -1.05% | |
VRT | B | -1.01% | |
ROP | B | -0.86% | |
PRCT | B | -0.77% | |
BKR | A | -0.52% | |
IOT | A | -0.5% | |
TRMB | B | -0.43% | |
BSY | C | -0.42% | |
PSTG | C | -0.37% | |
SITM | A | -0.28% | |
FTI | B | -0.25% | |
OII | B | -0.25% | |
PLTR | A | -0.24% |
SPHB: Top Represented Industries & Keywords
IQM: Top Represented Industries & Keywords