PEZ:ARCA-PowerShares DWA Consumer Cyclicals Momentum Portfolio

ETF | Consumer Cyclical | NYSE Arca

Last Closing Price

USD 56.37


0.00 (0.00)%

Market Cap

USD 0.03B



Average Target Price

Average Analyst Rating


STA Verdict



The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright? Consumer Cyclicals Technical Leaders Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The underlying index is composed of at least 30 common stocks of companies in the consumer discretionary (or cyclicals) sector that have powerful relative strength or "momentum" characteristics.

Inception Date: 12/10/2006

Primary Benchmark: Dorsey Wright Con Cycl Tech Ldrs TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.71%

Management Expense Ratio: 0.60 %

Unadjusted Closing Price

Adjusted Closing Price



Top Sectors


Top Regions


Share Volume

Relative Performance (Total Returns)

Relative Returns (From:    To: 2019-04-20 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Mer Price(Change) Market Cap
IBUY Amplify Online Retail ETF 0.65 %


USD 0.28B
PSCD Invesco S&P SmallCap Consumer .. 0.29 %


USD 0.08B
CARZ First Trust NASDAQ Global Auto.. 0.70 %


USD 0.02B
FTXD First Trust Nasdaq Retail ETF 0.60 %


USD 9.12M
EBIZ Global X E-commerce ETF 0.00 %


USD 1.80M
BITE The Restaurant ETF 0.00 %



ETFs Containing PEZ

Symbol Name Weight Mer Price(Change) Market Cap


Market Performance

  Market Performance vs.
Industry/Classification (Consumer Cyclical)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Capital Gain 20.79% 67% D+ 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.79% 67% D+ 66% D
Trailing 12 Months  
Capital Gain 12.77% 100% A+ 78% C+
Dividend Return 0.18% 25% F 2% F
Total Return 12.95% 100% A+ 76% C
Trailing 5 Years  
Capital Gain 41.11% 100% A+ 61% D-
Dividend Return 2.46% 33% F 8% F
Total Return 43.57% 100% A+ 58% F
Average Annual (5 Year Horizon)  
Capital Gain 6.36% 60% D- 53% F
Dividend Return 6.87% 60% D- 50% F
Total Return 0.51% 25% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 11.77% 80% B- 83% B
Risk Adjusted Return 58.41% 40% F 68% D+
Market Capitalization 0.04B 67% D+ 15% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.