The Global Listed Private Equity ETF fund, symbol PEX, is an exchange traded fund (ETF) within the PowerShares family. There aren't any other funds that we track with a return profile that is extremely similar to PEX.

Which PowerShares funds are most similar to PEX?

Similarity Symbol Fund Family Fund Name Compare
Somewhat Similar UMDD PowerShares UltraPro MidCap400
Somewhat Similar EFAD PowerShares MSCI EAFE Dividend Growers ETF
Somewhat Similar MVV PowerShares Ultra MidCap400
Somewhat Similar TOLZ PowerShares DJ Brookfield Global Infrastructure ETF
Somewhat Similar UYG PowerShares Ultra Financials

Which Non-PowerShares funds are most similar to PEX?

Similarity Symbol Fund Family Fund Name Compare
Somewhat Similar VFSAX Vanguard Mutual Funds FTSE All-World ex-US Small-Cap Index Fund Admiral Shares
Somewhat Similar FZIPX Fidelity ZERO Extended Market Index Fund
Somewhat Similar FMRHX Fidelity Simplicity RMD 2025 Fund
Somewhat Similar FMRAX Fidelity Managed Retirement 2030 Fund
Somewhat Similar VGWAX Vanguard Mutual Funds Global Wellington Fund Admiral Shares

Which PowerShares funds are negatively correlated to PEX?

Correlation Symbol Fund Family Fund Name Compare
-76.8% MYY PowerShares Short MidCap400
-75.6% EFZ PowerShares Short MSCI EAFE
-75.3% SEF PowerShares Short Financials
-75.1% MZZ PowerShares UltraShort MidCap400
-75.1% EPV PowerShares UltraShort FTSE Europe
-73.4% SKF PowerShares UltraShort Financials
-73.3% EFU PowerShares UltraShort MSCI EAFE
-72.9% DOG PowerShares Short Dow30
-72.2% RWM PowerShares Short Russell2000
-71.5% EMTY PowerShares Decline of the Retail Store ETF

Which Non-PowerShares funds are negatively correlated to PEX?

Correlation Symbol Fund Family Fund Name Compare
-26.6% IBTJ iShares iBonds Dec 2029 Term Treasury ETF
-26.5% IBTE iShares iBonds Dec 2024 Term Treasury ETF
-26.1% SCHQ Schwab Long-Term U.S. Treasury ETF
-25.7% IBTA iShares iBonds Dec 2021 Term Treasury ETF
-24.5% GOVT iShares U.S. Treasury Bond ETF
-23.5% IBTF iShares iBonds Dec 2025 Term Treasury ETF
-23.4% SCHR Schwab Intermediate-Term U.S. Treasury ETF
-23.3% VGLT Vanguard Long-Term Treasury ETF
-23.3% FGOVX Fidelity Government Income Fund
-23.3% SPTL SPDR Portfolio Long Term Treasury ETF

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