PowerShares Takes On … PowerShares?

October 12, 2006

INDUSTRIALS

The Intellidexes easily outperform the FTSE RAFI funds here, thanks again to the dramatic small-cap tilt.  The FTSE RAFI fund is dominated by large-cap value, while the Intellidex has almost no large-cap value exposure.

Performance Comparison - Index Only - Through 6/30/2006
Time Period

FTSE RAFI

Intellidex

1-Year

17.68

23.53

3-Year

19.16

26.13

5-Year

10.06

16.60

Fundamentals

Category

FTSE RAFI

Intellidex

Average P/E

17.68

17.65

Average P/B

2.67

3.03

Return on Equity

17.77

19.27

Average Market Cap.

$92.423 ($USB)

$12.640 ($USB)

Number of Securities

152

60

Capitalization Comparison (%)

Category

FTSE RAFI

Intellidex

Large Cap Growth

20.50

20.70

Large Cap Value

44.13

2.54

Mid-Cap Growth

8.06

18.56

Mid-Cap Value

22.31

23.44

Small Cap Growth

0.34

18.57

Small Cap Value

4.66

16.19

TECHNOLOGY

Both of these funds achieve a balance between growth and value exposure. The Intellidex strongly outperforms the FTSE RAFI on a historical basis, most likely because of its pronounced small-cap tilt.

Performance Comparison - Index Only - Through 6/30/2006
Time Period

FTSE RAFI

Intellidex

1-Year

6.13

15.02

3-Year

10.63

12.44

5-Year

2.58

5.35

Fundamentals

Category

FTSE RAFI

Intellidex

Average P/E

18.61

20.82

Average P/B

2.61

3.19

Return on Equity

18.15

20.85

Average Market Cap.

$85.373 ($USB)

$19.688 ($USB)

Number of Securities

109

60

Capitalization Comparison (%)

Category

FTSE RAFI

Intellidex

Large Cap Growth

39.30

7.43

Large Cap Value

39.85

9.96

Mid-Cap Growth

9.87

30.95

Mid-Cap Value

8.33

14.29

Small Cap Growth

0.36

18.53

Small Cap Value

2.30

18.84

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