USMC vs. PWV ETF Comparison
Comparison of Principal U.S. Mega-Cap ETF (USMC) to PowerShares Dynamic LargeCap Value (PWV)
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.
Grade (RS Rating)
Last Trade
$59.94
Average Daily Volume
57,458
25
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
Performance
| Period | USMC | PWV |
|---|---|---|
| 30 Days | 4.28% | 5.47% |
| 60 Days | 6.03% | 6.02% |
| 90 Days | 8.69% | 6.59% |
| 12 Months | 33.67% | 31.64% |
USMC Underweight 42 Positions Relative to PWV
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFC | A | -4.18% | |
| CVX | A | -3.52% | |
| IBM | C | -3.46% | |
| ABT | B | -3.27% | |
| VZ | B | -3.26% | |
| TXN | D | -3.0% | |
| KO | D | -2.82% | |
| AMGN | F | -2.81% | |
| KMI | B | -1.79% | |
| MS | C | -1.77% | |
| OKE | B | -1.75% | |
| COF | B | -1.74% | |
| DELL | C | -1.64% | |
| 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% | |
| EOG | C | -1.46% | |
| LHX | C | -1.46% | |
| PRU | A | -1.45% | |
| AFL | A | -1.41% | |
| CB | C | -1.4% | |
| VLO | C | -1.37% | |
| RTX | D | -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% |
USMC: Top Represented Industries & Keywords
PWV: Top Represented Industries & Keywords
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