XPND vs. PWB ETF Comparison
Comparison of First Trust Expanded Technology ETF (XPND) to PowerShares Dynamic LargeCap Growth (PWB)
XPND
First Trust Expanded Technology ETF
XPND Description
The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$28.93
Average Daily Volume
2,159
48
PWB
PowerShares Dynamic LargeCap Growth
PWB Description
The PowerShares Dynamic Large Cap Growth Portfolio (Fund) is based on the Dynamic Large Cap Growth IntellidexSM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index seeks 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
$99.20
Average Daily Volume
21,875
50
Performance
| Period | XPND | PWB |
|---|---|---|
| 30 Days | 6.52% | 6.30% |
| 60 Days | 14.38% | 14.22% |
| 90 Days | 0.17% | 2.81% |
| 12 Months | 41.41% | 47.56% |
17 Overlapping Holdings
| Symbol | Grade | Weight in XPND | Weight in PWB | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.33% | 3.22% | 3.22% | |
| ADBE | F | 3.91% | 2.93% | 2.93% | |
| AMAT | C | 3.18% | 1.45% | 1.45% | |
| ANET | A | 2.23% | 1.52% | 1.52% | |
| APH | D | 1.46% | 1.35% | 1.35% | |
| CRM | B | 4.75% | 3.38% | 3.38% | |
| GOOGL | B | 4.34% | 3.21% | 3.21% | |
| KLAC | B | 1.99% | 1.33% | 1.33% | |
| MA | A | 4.43% | 3.35% | 3.35% | |
| META | A | 4.75% | 3.52% | 3.52% | |
| MPWR | B | 0.24% | 1.35% | 0.24% | |
| MSFT | D | 4.51% | 3.33% | 3.33% | |
| MSI | A | 1.38% | 1.43% | 1.38% | |
| NVDA | B | 4.53% | 3.05% | 3.05% | |
| ORCL | A | 5.19% | 3.93% | 3.93% | |
| TMUS | A | 4.37% | 3.24% | 3.24% | |
| V | B | 4.29% | 3.28% | 3.28% |
XPND Overweight 31 Positions Relative to PWB
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | B | 4.77% | |
| IBM | A | 3.79% | |
| QCOM | D | 3.54% | |
| TXN | C | 3.52% | |
| NOW | B | 3.35% | |
| INTU | F | 3.28% | |
| LRCX | D | 2.03% | |
| PANW | B | 2.02% | |
| PYPL | A | 1.51% | |
| CRWD | D | 1.27% | |
| WDAY | D | 1.19% | |
| MRVL | C | 1.17% | |
| ADSK | B | 1.08% | |
| CHTR | D | 0.83% | |
| APP | A | 0.33% | |
| MANH | A | 0.26% | |
| WMG | D | 0.26% | |
| CDW | D | 0.25% | |
| FOXA | B | 0.25% | |
| OMC | C | 0.25% | |
| NTAP | D | 0.25% | |
| IT | A | 0.25% | |
| HPE | B | 0.25% | |
| CPAY | A | 0.24% | |
| BSY | D | 0.24% | |
| TYL | D | 0.24% | |
| TER | C | 0.24% | |
| TDY | A | 0.24% | |
| PTC | B | 0.24% | |
| EA | D | 0.23% | |
| SWKS | F | 0.22% |
XPND Underweight 33 Positions Relative to PWB
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -3.5% | |
| NFLX | A | -3.28% | |
| COST | C | -3.14% | |
| LLY | D | -2.97% | |
| CEG | A | -1.81% | |
| FICO | C | -1.55% | |
| SCCO | B | -1.55% | |
| ETN | B | -1.53% | |
| PWR | A | -1.52% | |
| BKNG | B | -1.51% | |
| IR | A | -1.5% | |
| SPOT | C | -1.5% | |
| TT | A | -1.5% | |
| KKR | A | -1.49% | |
| GWW | B | -1.48% | |
| HLT | A | -1.48% | |
| AXP | A | -1.47% | |
| TDG | A | -1.46% | |
| BSX | A | -1.44% | |
| GD | C | -1.43% | |
| ALL | A | -1.41% | |
| FTNT | A | -1.41% | |
| PGR | B | -1.41% | |
| HWM | A | -1.41% | |
| ECL | C | -1.41% | |
| CTAS | C | -1.4% | |
| MELI | D | -1.4% | |
| SPGI | C | -1.4% | |
| WM | B | -1.36% | |
| MCO | D | -1.35% | |
| CL | D | -1.35% | |
| RSG | D | -1.33% | |
| NU | D | -1.3% |
XPND: Top Represented Industries & Keywords
PWB: Top Represented Industries & Keywords
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