PSRU vs. WUKD ETF Comparison

Comparison of PowerShares FTSE RAFI UK 100 UCITS ETF (PSRU) to WisdomTree UK Equity Income UCITS ETF (WUKD)
PSRU

PowerShares FTSE RAFI UK 100 UCITS ETF

PSRU Description

The investment seeks to track the price and performance yield, before fees and expenses, of the FTSE RAFI UK 100 index. The fund will achieve this by holding the shares from the index and their respective weightings, subject to the investment restrictions. It will invest in swaps and swaptions, options, FDIs, and in order to gain exposure to the components of the index or for cash management purposes, hold ancillary liquid assets such as cash, commercial paper and money market obligations such as short and medium-term treasury bills and treasury notes certificates of deposit, bankers’ acceptances, and variable and floating rate instruments which are either of investment grade or are issued or guaranteed by a national government or its agencies.

Grade (RS Rating)

Last Trade

£1,190.70

Average Daily Volume

2,829

Number of Holdings *

98

* may have additional holdings in another (foreign) market
WUKD

WisdomTree UK Equity Income UCITS ETF

WUKD Description The WisdomTree UK Equity Income UCITS ETF seeks to track the price and yield performance, before fees and expenses, of the WisdomTree UK Equity Income Index.

Grade (RS Rating)

Last Trade

£409.95

Average Daily Volume

10,962

Number of Holdings *

56

* may have additional holdings in another (foreign) market
Performance
Period PSRU WUKD
30 Days 3.76% 2.85%
60 Days 5.04% 3.55%
90 Days 8.16% 3.05%
12 Months 0.72% -5.27%
22 Overlapping Holdings
Symbol Grade Weight in PSRU Weight in WUKD Overlap
BARC B 3.39% 3.9% 3.39%
BLND B 0.18% 4.58% 0.18%
BT.A F 0.96% 4.19% 0.96%
BWY D 0.19% 2.2% 0.19%
CYBG B 0.23% 1.58% 0.23%
DRX C 0.19% 1.84% 0.19%
HAS F 0.16% 1.06% 0.16%
HBR B 0.15% 3.18% 0.15%
HSBA A 7.02% 3.1% 3.1%
ITV B 0.22% 2.63% 0.22%
JMAT B 0.4% 3.0% 0.4%
LAND D 0.23% 4.53% 0.23%
LLOY B 2.86% 3.55% 2.86%
NG C 2.05% 4.68% 2.05%
RIO A 3.7% 4.52% 3.7%
SBRY B 0.67% 4.42% 0.67%
SDR F 0.15% 2.84% 0.15%
SSE B 0.88% 4.54% 0.88%
STJ F 0.16% 1.81% 0.16%
TPK F 0.18% 1.25% 0.18%
UU D 0.26% 4.23% 0.26%
VOD F 3.34% 3.86% 3.34%
PSRU Overweight 76 Positions Relative to WUKD
Symbol Grade Weight
SHEL B 11.28%
BP B 7.81%
GLEN A 6.77%
BATS F 4.58%
ULVR F 3.14%
AZN A 2.67%
AAL A 2.58%
GSK D 2.36%
TSCO C 1.86%
STAN C 1.37%
LGEN C 1.28%
DGE D 1.27%
AV C 1.21%
IMB D 1.16%
BA B 1.12%
PRU D 0.96%
CPG D 0.84%
LSEG C 0.81%
REL C 0.75%
III A 0.72%
RKT F 0.71%
HLN F 0.67%
KGF A 0.58%
MNG F 0.58%
AHT B 0.55%
WPP A 0.55%
CNA C 0.49%
SKG B 0.48%
MNDI D 0.47%
DCC D 0.42%
PSN C 0.42%
IAG A 0.4%
SMDS B 0.39%
RR B 0.37%
EXPN D 0.37%
MKS B 0.36%
BDEV F 0.36%
ABF A 0.34%
TW D 0.32%
SGRO D 0.31%
DLG B 0.31%
BNZL D 0.31%
FLTR D 0.29%
PSON C 0.28%
TUI C 0.28%
ANTO A 0.27%
SN F 0.27%
PHNX D 0.27%
INF D 0.26%
ABDN F 0.26%
NXT B 0.25%
ADM A 0.25%
RTO D 0.24%
IDS B 0.23%
BME D 0.22%
INCH A 0.21%
ITRK A 0.2%
SMIN F 0.19%
BKG C 0.19%
ENT D 0.19%
BBY B 0.19%
PSH C 0.18%
SVT D 0.18%
BRBY F 0.18%
WG B 0.17%
CRDA C 0.17%
CCH C 0.17%
WTB F 0.17%
SGE D 0.17%
VTY B 0.17%
DWL D 0.17%
IGG B 0.15%
IHG D 0.15%
ICP A 0.15%
EZJ D 0.14%
RCP C 0.14%
PSRU Underweight 34 Positions Relative to WUKD
Symbol Grade Weight
HL D -2.26%
INVP C -1.77%
PNN D -1.63%
LMP B -1.55%
BYG B -1.55%
SPT B -1.24%
PHP F -1.14%
BGEO B -1.12%
PLUS A -1.08%
RDW D -0.96%
AGR F -0.84%
MGAM A -0.7%
TEP B -0.68%
MONY F -0.59%
MSLH D -0.54%
MGNS B -0.52%
RWS F -0.51%
ASHM F -0.51%
IBST C -0.46%
CMCX A -0.41%
VSVS C -0.41%
WKP F -0.4%
IPX D -0.38%
JUP F -0.35%
KLR B -0.33%
HFD F -0.28%
RCH C -0.23%
TYMN C -0.22%
AVON A -0.21%
PAF A -0.18%
WIX D -0.17%
PAY F -0.16%
MAB1 B -0.14%
CSN D -0.1%
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