SPHB vs. IYW ETF Comparison
Comparison of PowerShares S&P 500 High Beta Portfolio (SPHB) to iShares U.S. Technology ETF (IYW)
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
$89.17
Average Daily Volume
401,273
98
IYW
iShares U.S. Technology ETF
IYW Description
The investment seeks to track the investment results of an index composed of U.S. equities in the technology sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Technology Index (the "underlying index"), which measures the performance of the technology sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$151.66
Average Daily Volume
898,285
140
Performance
Period | SPHB | IYW |
---|---|---|
30 Days | 8.85% | 7.61% |
60 Days | 14.28% | 13.84% |
90 Days | 4.86% | -2.82% |
12 Months | 31.48% | 43.88% |
36 Overlapping Holdings
Symbol | Grade | Weight in SPHB | Weight in IYW | Overlap | |
---|---|---|---|---|---|
ADBE | F | 0.78% | 2.02% | 0.78% | |
ADI | B | 0.92% | 1.0% | 0.92% | |
ADSK | B | 0.93% | 0.52% | 0.52% | |
AMAT | C | 1.36% | 1.48% | 1.36% | |
AMD | C | 1.82% | 2.33% | 1.82% | |
ANSS | D | 0.79% | 0.25% | 0.25% | |
APH | D | 0.76% | 0.68% | 0.68% | |
AVGO | B | 1.62% | 3.37% | 1.62% | |
CDNS | D | 1.06% | 0.65% | 0.65% | |
CRM | B | 0.91% | 2.3% | 0.91% | |
CRWD | D | 1.3% | 0.56% | 0.56% | |
DAY | C | 0.88% | 0.08% | 0.08% | |
EPAM | F | 0.65% | 0.1% | 0.1% | |
GOOG | B | 0.78% | 2.23% | 0.78% | |
INTC | D | 0.94% | 0.87% | 0.87% | |
INTU | F | 0.83% | 1.5% | 0.83% | |
JBL | C | 1.07% | 0.12% | 0.12% | |
KLAC | B | 1.35% | 0.92% | 0.92% | |
LRCX | D | 1.37% | 0.94% | 0.94% | |
MCHP | F | 1.13% | 0.37% | 0.37% | |
META | A | 1.18% | 4.18% | 1.18% | |
MPWR | B | 1.79% | 0.38% | 0.38% | |
MU | D | 1.33% | 1.0% | 1.0% | |
NOW | B | 0.94% | 1.61% | 0.94% | |
NVDA | B | 1.75% | 13.29% | 1.75% | |
ON | F | 1.25% | 0.28% | 0.28% | |
ORCL | A | 1.04% | 2.37% | 1.04% | |
PANW | B | 0.88% | 0.92% | 0.88% | |
QCOM | D | 1.12% | 1.67% | 1.12% | |
QRVO | F | 0.88% | 0.09% | 0.09% | |
SMCI | F | 1.8% | 0.18% | 0.18% | |
SNPS | F | 1.04% | 0.68% | 0.68% | |
SWKS | F | 0.9% | 0.14% | 0.14% | |
TER | C | 1.51% | 0.18% | 0.18% | |
TXN | C | 0.77% | 1.66% | 0.77% | |
WDC | C | 1.15% | 0.2% | 0.2% |
SPHB Overweight 62 Positions Relative to IYW
Symbol | Grade | Weight | |
---|---|---|---|
TSLA | C | 1.56% | |
BLDR | C | 1.45% | |
ALB | D | 1.4% | |
ANET | A | 1.35% | |
CZR | B | 1.31% | |
NCLH | C | 1.28% | |
CCL | C | 1.25% | |
ENPH | F | 1.22% | |
URI | C | 1.18% | |
VST | A | 1.15% | |
ALGN | D | 1.15% | |
CEG | A | 1.14% | |
GNRC | B | 1.11% | |
FSLR | C | 1.08% | |
NXPI | F | 1.06% | |
PWR | A | 1.05% | |
BX | C | 1.03% | |
BXP | B | 1.01% | |
UAL | A | 1.01% | |
CARR | A | 1.01% | |
KKR | A | 1.01% | |
UBER | C | 1.01% | |
PYPL | A | 0.99% | |
ABNB | D | 0.98% | |
ETN | B | 0.98% | |
AMZN | C | 0.98% | |
FCX | B | 0.97% | |
RCL | B | 0.97% | |
HUBB | A | 0.94% | |
KEYS | B | 0.94% | |
PODD | C | 0.92% | |
ZBRA | B | 0.91% | |
PHM | C | 0.91% | |
PH | A | 0.89% | |
AES | C | 0.85% | |
MHK | C | 0.84% | |
BKNG | B | 0.84% | |
ARE | D | 0.83% | |
IDXX | D | 0.82% | |
LEN | C | 0.81% | |
FICO | C | 0.81% | |
DHI | C | 0.81% | |
LW | D | 0.81% | |
DECK | B | 0.81% | |
ROK | D | 0.81% | |
IVZ | A | 0.8% | |
ISRG | C | 0.8% | |
GE | B | 0.8% | |
EFX | D | 0.8% | |
KEY | B | 0.79% | |
RMD | C | 0.79% | |
KMX | F | 0.78% | |
APTV | D | 0.77% | |
CRL | F | 0.77% | |
LULU | D | 0.77% | |
MGM | D | 0.76% | |
TROW | D | 0.74% | |
WBD | F | 0.73% | |
IQV | F | 0.72% | |
BBWI | F | 0.72% | |
CPRT | B | 0.71% | |
MLM | F | 0.67% |
SPHB Underweight 104 Positions Relative to IYW
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -15.8% | |
MSFT | D | -15.06% | |
GOOGL | B | -2.63% | |
IBM | A | -1.82% | |
PLTR | A | -0.66% | |
MRVL | C | -0.54% | |
ROP | D | -0.53% | |
WDAY | D | -0.46% | |
FTNT | A | -0.44% | |
DASH | A | -0.44% | |
IT | A | -0.34% | |
CTSH | B | -0.34% | |
VRT | B | -0.32% | |
HPQ | B | -0.31% | |
DDOG | B | -0.31% | |
GLW | C | -0.31% | |
APP | A | -0.31% | |
SNOW | F | -0.31% | |
DELL | C | -0.28% | |
CDW | D | -0.26% | |
NTAP | D | -0.23% | |
TEAM | D | -0.23% | |
MSTR | B | -0.23% | |
HUBS | D | -0.23% | |
HPE | B | -0.23% | |
TYL | D | -0.22% | |
NET | D | -0.21% | |
GDDY | B | -0.2% | |
LDOS | A | -0.2% | |
PTC | B | -0.19% | |
PINS | D | -0.18% | |
ZM | B | -0.16% | |
MDB | D | -0.16% | |
ENTG | D | -0.15% | |
MANH | A | -0.15% | |
PSTG | F | -0.14% | |
AKAM | D | -0.14% | |
ZS | F | -0.14% | |
DT | B | -0.14% | |
SSNC | C | -0.14% | |
VRSN | C | -0.14% | |
GEN | A | -0.13% | |
GWRE | A | -0.13% | |
FFIV | B | -0.12% | |
NTNX | C | -0.12% | |
COHR | B | -0.11% | |
DOCU | A | -0.11% | |
TOST | B | -0.11% | |
TWLO | B | -0.1% | |
CACI | A | -0.1% | |
OKTA | F | -0.1% | |
OLED | B | -0.09% | |
MTCH | B | -0.09% | |
ONTO | B | -0.09% | |
DOX | B | -0.09% | |
PAYC | D | -0.08% | |
KBR | A | -0.08% | |
SNX | C | -0.08% | |
SMAR | A | -0.07% | |
GLOB | D | -0.07% | |
ESTC | F | -0.06% | |
AZPN | A | -0.06% | |
S | C | -0.06% | |
PCOR | D | -0.06% | |
CRUS | D | -0.06% | |
U | D | -0.06% | |
CART | B | -0.06% | |
BSY | D | -0.06% | |
LSCC | D | -0.06% | |
ARW | C | -0.06% | |
SAIC | A | -0.06% | |
KD | D | -0.05% | |
APPF | C | -0.05% | |
PATH | D | -0.05% | |
GTLB | D | -0.05% | |
MTSI | B | -0.05% | |
DBX | C | -0.05% | |
IAC | C | -0.04% | |
DLB | D | -0.04% | |
CFLT | F | -0.04% | |
HCP | A | -0.04% | |
PSN | A | -0.04% | |
AVT | B | -0.04% | |
CCCS | D | -0.04% | |
TDC | D | -0.03% | |
ZI | F | -0.03% | |
PEGA | B | -0.03% | |
AMKR | F | -0.03% | |
DNB | D | -0.03% | |
DXC | C | -0.03% | |
GFS | F | -0.03% | |
IPGP | D | -0.02% | |
FIVN | F | -0.02% | |
CNXC | F | -0.02% | |
DV | F | -0.02% | |
RNG | F | -0.02% | |
NCNO | F | -0.02% | |
ALGM | F | -0.02% | |
CLVT | D | -0.02% | |
DJT | F | -0.01% | |
PYCR | D | -0.01% | |
WOLF | F | -0.01% | |
ALAB | C | -0.01% | |
INFA | D | -0.01% |
SPHB: Top Represented Industries & Keywords
IYW: Top Represented Industries & Keywords