KBE vs. SDVY ETF Comparison
Comparison of SPDR S&P Bank ETF (KBE) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
KBE
SPDR S&P Bank ETF
KBE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded national money centers and leading regional banks. In seeking to track the performance of the S&P Banks Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the banks industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$60.28
Average Daily Volume
1,814,987
Number of Holdings
*
93
* may have additional holdings in another (foreign) market
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.Grade (RS Rating)
Last Trade
$38.91
Average Daily Volume
1,255,136
Number of Holdings
*
94
* may have additional holdings in another (foreign) market
Performance
| Period | KBE | SDVY |
|---|---|---|
| 30 Days | 10.56% | 6.75% |
| 60 Days | 12.89% | 7.90% |
| 90 Days | 13.40% | 8.74% |
| 12 Months | 57.32% | 36.25% |
22 Overlapping Holdings
| Symbol | Grade | Weight in KBE | Weight in SDVY | Overlap | |
|---|---|---|---|---|---|
| BPOP | C | 0.99% | 0.96% | 0.96% | |
| CADE | B | 1.22% | 1.18% | 1.18% | |
| CFG | B | 1.15% | 1.1% | 1.1% | |
| CMA | B | 1.21% | 1.12% | 1.12% | |
| CRBG | B | 1.11% | 1.09% | 1.09% | |
| EBC | B | 1.03% | 1.08% | 1.03% | |
| EQH | C | 1.2% | 1.12% | 1.12% | |
| ESNT | F | 0.89% | 0.88% | 0.88% | |
| EWBC | A | 1.34% | 1.24% | 1.24% | |
| FBP | C | 1.06% | 1.02% | 1.02% | |
| FITB | B | 1.12% | 1.07% | 1.07% | |
| HBAN | A | 1.22% | 1.16% | 1.16% | |
| IBOC | B | 0.89% | 1.14% | 0.89% | |
| JXN | C | 1.31% | 1.18% | 1.18% | |
| MTG | C | 0.98% | 0.96% | 0.96% | |
| OZK | B | 1.15% | 1.1% | 1.1% | |
| RDN | D | 0.98% | 0.97% | 0.97% | |
| RF | A | 1.19% | 1.11% | 1.11% | |
| SNV | C | 1.3% | 1.24% | 1.24% | |
| VOYA | B | 1.1% | 1.05% | 1.05% | |
| WTFC | A | 1.27% | 1.21% | 1.21% | |
| ZION | B | 1.28% | 1.24% | 1.24% |
KBE Overweight 71 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| APO | B | 1.42% | |
| WFC | A | 1.37% | |
| WBS | A | 1.34% | |
| AX | B | 1.32% | |
| PNFP | B | 1.32% | |
| ASB | B | 1.29% | |
| COLB | B | 1.28% | |
| GBCI | B | 1.28% | |
| CFR | B | 1.28% | |
| MTB | A | 1.26% | |
| TCBI | C | 1.26% | |
| FHN | A | 1.25% | |
| BOH | B | 1.22% | |
| NTRS | A | 1.21% | |
| HWC | B | 1.2% | |
| KEY | B | 1.19% | |
| ONB | C | 1.19% | |
| C | A | 1.19% | |
| UMBF | B | 1.19% | |
| FULT | A | 1.18% | |
| BAC | A | 1.18% | |
| FCNCA | A | 1.18% | |
| VLY | B | 1.18% | |
| PNC | B | 1.18% | |
| FNB | A | 1.18% | |
| JPM | A | 1.17% | |
| BANC | B | 1.16% | |
| CBSH | B | 1.16% | |
| ABCB | B | 1.15% | |
| FFIN | B | 1.15% | |
| TBBK | B | 1.15% | |
| HOMB | A | 1.15% | |
| SSB | B | 1.14% | |
| PB | B | 1.14% | |
| UBSI | B | 1.14% | |
| BK | A | 1.13% | |
| WAL | B | 1.13% | |
| USB | A | 1.13% | |
| TFC | A | 1.11% | |
| BKU | A | 1.1% | |
| FIBK | B | 1.09% | |
| COOP | B | 1.06% | |
| AUB | B | 1.03% | |
| CVBF | A | 1.02% | |
| WD | D | 1.01% | |
| PFS | B | 1.0% | |
| INDB | B | 0.99% | |
| CBU | B | 0.99% | |
| CATY | B | 0.97% | |
| BOKF | B | 0.94% | |
| NMIH | C | 0.93% | |
| SFBS | C | 0.91% | |
| PFSI | C | 0.9% | |
| FHB | B | 0.89% | |
| UCB | A | 0.88% | |
| WAFD | B | 0.85% | |
| RNST | B | 0.82% | |
| WSFS | B | 0.81% | |
| TFIN | B | 0.81% | |
| RKT | F | 0.79% | |
| PPBI | C | 0.79% | |
| IBTX | B | 0.78% | |
| BANR | B | 0.75% | |
| SBCF | B | 0.72% | |
| SFNC | C | 0.64% | |
| TRMK | C | 0.62% | |
| FFBC | B | 0.61% | |
| HTH | C | 0.59% | |
| FRME | B | 0.57% | |
| LKFN | C | 0.46% | |
| WSBC | B | 0.44% |
KBE Underweight 72 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | -1.44% | |
| SYF | B | -1.27% | |
| SNA | A | -1.26% | |
| PRDO | B | -1.24% | |
| GRMN | B | -1.23% | |
| MLI | B | -1.23% | |
| UNM | A | -1.22% | |
| MATX | C | -1.22% | |
| CALM | A | -1.2% | |
| WTTR | A | -1.18% | |
| STLD | B | -1.17% | |
| G | B | -1.17% | |
| J | D | -1.17% | |
| CR | A | -1.14% | |
| FIX | A | -1.14% | |
| DELL | B | -1.13% | |
| KTB | B | -1.13% | |
| RHI | C | -1.13% | |
| EME | A | -1.13% | |
| LECO | C | -1.12% | |
| RL | C | -1.12% | |
| CMC | B | -1.12% | |
| OC | A | -1.11% | |
| RS | B | -1.1% | |
| BKE | B | -1.1% | |
| CINF | A | -1.1% | |
| IEX | C | -1.09% | |
| CRC | A | -1.07% | |
| SLM | A | -1.07% | |
| ITT | A | -1.05% | |
| SM | B | -1.04% | |
| LSTR | D | -1.04% | |
| AFG | A | -1.04% | |
| ALLY | C | -1.04% | |
| MGY | A | -1.03% | |
| CF | A | -1.03% | |
| PHIN | A | -1.03% | |
| GGG | B | -1.03% | |
| RGA | A | -1.03% | |
| WHD | B | -1.03% | |
| BEN | C | -1.02% | |
| WGO | C | -1.02% | |
| BCC | B | -1.02% | |
| EDR | A | -1.01% | |
| UFPI | C | -0.99% | |
| TOL | B | -0.99% | |
| OMC | C | -0.99% | |
| TEX | F | -0.98% | |
| NTAP | C | -0.96% | |
| EXPD | C | -0.95% | |
| EG | C | -0.94% | |
| IPG | D | -0.93% | |
| AGCO | D | -0.93% | |
| AESI | B | -0.92% | |
| SHOO | F | -0.92% | |
| SLVM | B | -0.92% | |
| DKS | D | -0.91% | |
| LEA | F | -0.9% | |
| DINO | D | -0.9% | |
| KBH | D | -0.88% | |
| PHM | D | -0.88% | |
| AOS | F | -0.87% | |
| VSH | F | -0.87% | |
| WLK | D | -0.87% | |
| WSM | C | -0.86% | |
| WMS | F | -0.86% | |
| MTH | D | -0.86% | |
| IBP | D | -0.85% | |
| AMKR | D | -0.83% | |
| NSP | F | -0.83% | |
| CCS | D | -0.82% | |
| CRI | F | -0.79% |
KBE: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Banks - Global
Specialty Finance
Savings & Cooperative Banks
Banks - Regional
Insurance - Specialty
Insurance - Diversified
Insurance - Property & Casualty
Mortgage Finance
Keywords:
Bank
Banking
Deposit Products
Commercial Banking
Real Estate Loans
Commercial Bank
Cash Management
Trust Services
Investment Bank
Investment Management
Individual Retirement Account
S&P 500
Cash Management Services
Financial Products
Banking Services
Investment Services
Business Loans
Deposit Services
Internet Banking
Loan
SDVY: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Residential Construction
Asset Management
Apparel Manufacturing
Engineering & Construction
Oil & Gas E&P
Steel
Advertising Agencies
Auto Parts
Building Materials
Credit Services
Farm & Construction Equipment
Insurance - Property & Casualty
Insurance - Reinsurance
Insurance - Specialty
Integrated Shipping & Logistics
Lumber & Wood Production
Oil & Gas Equipment & Services
Semiconductors
Compare ETFs
