PowerShares Takes On … PowerShares?

October 12, 2006

UTILITIES

Once again, there is very little difference in the growth/value split between these two indexes.  The difference lies in the capitalization, with the average market cap on the Intellidex just over half that of the FTSE RAFI.  That small-cap tilt, along with the Intellidex's focus on return-on-equity, led to strong outperformance in recent years.

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

FTSE RAFI

Intellidex

1-Year

2.60

8.96

3-Year

18.38

21.83

5-Year

11.77

14.28

Fundamentals

Category

FTSE RAFI

Intellidex

Average P/E

15.59

15.91

Average P/B

1.77

2.13

Return on Equity

10.79

14.91

Average Market Cap.

$14.186 ($USB)

$8.168 ($USB)

Number of Securities

71

30

Capitalization Comparison (%)

Category

FTSE RAFI

Intellidex

Large Cap Growth

0.00

0.00

Large Cap Value

43.19

19.97

Mid-Cap Growth

6.05

10.62

Mid-Cap Value

42.64

50.64

Small Cap Growth

1.18

2.57

Small Cap Value

6.95

16.20

 

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