KBE vs. WLDR ETF Comparison
Comparison of SPDR S&P Bank ETF (KBE) to Affinity World Leaders Equity ETF (WLDR)
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
$60.02
Average Daily Volume
1,801,246
Number of Holdings
*
93
* may have additional holdings in another (foreign) market
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.Grade (RS Rating)
Last Trade
$34.22
Average Daily Volume
3,952
Number of Holdings
*
73
* may have additional holdings in another (foreign) market
Performance
| Period | KBE | WLDR |
|---|---|---|
| 30 Days | 10.64% | 1.33% |
| 60 Days | 16.77% | 6.96% |
| 90 Days | 20.31% | 10.88% |
| 12 Months | 58.08% | 35.22% |
KBE Overweight 91 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| APO | B | 1.42% | |
| WFC | A | 1.37% | |
| EWBC | B | 1.34% | |
| WBS | A | 1.34% | |
| AX | B | 1.32% | |
| PNFP | B | 1.32% | |
| JXN | B | 1.31% | |
| SNV | B | 1.3% | |
| ASB | B | 1.29% | |
| ZION | B | 1.28% | |
| COLB | B | 1.28% | |
| GBCI | B | 1.28% | |
| CFR | B | 1.28% | |
| WTFC | B | 1.27% | |
| MTB | B | 1.26% | |
| TCBI | B | 1.26% | |
| FHN | A | 1.25% | |
| CADE | B | 1.22% | |
| BOH | B | 1.22% | |
| HBAN | B | 1.22% | |
| NTRS | A | 1.21% | |
| CMA | A | 1.21% | |
| HWC | B | 1.2% | |
| EQH | B | 1.2% | |
| KEY | B | 1.19% | |
| ONB | B | 1.19% | |
| C | A | 1.19% | |
| UMBF | B | 1.19% | |
| FULT | B | 1.18% | |
| BAC | A | 1.18% | |
| FCNCA | B | 1.18% | |
| VLY | B | 1.18% | |
| PNC | B | 1.18% | |
| FNB | A | 1.18% | |
| JPM | B | 1.17% | |
| BANC | B | 1.16% | |
| CBSH | A | 1.16% | |
| ABCB | B | 1.15% | |
| FFIN | B | 1.15% | |
| CFG | B | 1.15% | |
| OZK | B | 1.15% | |
| TBBK | B | 1.15% | |
| HOMB | A | 1.15% | |
| SSB | B | 1.14% | |
| PB | B | 1.14% | |
| UBSI | B | 1.14% | |
| WAL | B | 1.13% | |
| USB | A | 1.13% | |
| FITB | A | 1.12% | |
| TFC | B | 1.11% | |
| CRBG | C | 1.11% | |
| BKU | B | 1.1% | |
| VOYA | B | 1.1% | |
| FIBK | B | 1.09% | |
| FBP | B | 1.06% | |
| COOP | B | 1.06% | |
| AUB | B | 1.03% | |
| EBC | B | 1.03% | |
| CVBF | B | 1.02% | |
| WD | D | 1.01% | |
| PFS | B | 1.0% | |
| BPOP | C | 0.99% | |
| INDB | B | 0.99% | |
| CBU | B | 0.99% | |
| RDN | C | 0.98% | |
| MTG | C | 0.98% | |
| CATY | B | 0.97% | |
| BOKF | B | 0.94% | |
| NMIH | C | 0.93% | |
| SFBS | B | 0.91% | |
| PFSI | D | 0.9% | |
| IBOC | B | 0.89% | |
| FHB | B | 0.89% | |
| ESNT | D | 0.89% | |
| UCB | B | 0.88% | |
| WAFD | B | 0.85% | |
| RNST | B | 0.82% | |
| WSFS | B | 0.81% | |
| TFIN | B | 0.81% | |
| RKT | F | 0.79% | |
| PPBI | B | 0.79% | |
| IBTX | B | 0.78% | |
| BANR | B | 0.75% | |
| SBCF | B | 0.72% | |
| SFNC | B | 0.64% | |
| TRMK | B | 0.62% | |
| FFBC | B | 0.61% | |
| HTH | B | 0.59% | |
| FRME | B | 0.57% | |
| LKFN | B | 0.46% | |
| WSBC | B | 0.44% |
KBE Underweight 71 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| DELL | B | -3.18% | |
| AMAT | F | -2.99% | |
| META | B | -2.96% | |
| HPE | B | -2.84% | |
| STX | D | -2.83% | |
| NTAP | D | -2.82% | |
| CPNG | B | -2.7% | |
| BURL | C | -2.55% | |
| PFE | F | -2.16% | |
| APP | B | -2.07% | |
| VTRS | B | -2.05% | |
| DOCU | B | -1.9% | |
| GEN | A | -1.86% | |
| CTSH | A | -1.83% | |
| SSNC | C | -1.73% | |
| EBAY | C | -1.7% | |
| CMCSA | B | -1.42% | |
| VZ | C | -1.36% | |
| TROW | B | -1.29% | |
| DFS | B | -1.29% | |
| TEVA | D | -1.22% | |
| OMC | B | -1.2% | |
| BRK.A | B | -1.18% | |
| PM | C | -1.09% | |
| LMT | C | -0.98% | |
| WMB | B | -0.97% | |
| VRT | B | -0.97% | |
| MO | A | -0.94% | |
| MMM | C | -0.93% | |
| BKR | B | -0.92% | |
| TOL | C | -0.92% | |
| OC | A | -0.91% | |
| KR | A | -0.88% | |
| USFD | A | -0.85% | |
| BCS | B | -0.81% | |
| FANG | D | -0.81% | |
| SWK | F | -0.8% | |
| CCL | A | -0.73% | |
| RCL | A | -0.72% | |
| CI | D | -0.71% | |
| HCA | D | -0.69% | |
| THC | B | -0.69% | |
| FI | A | -0.69% | |
| ELV | F | -0.67% | |
| UHS | D | -0.64% | |
| PYPL | A | -0.61% | |
| CNC | F | -0.6% | |
| LOGI | F | -0.59% | |
| GOLD | F | -0.56% | |
| ALL | A | -0.56% | |
| AER | C | -0.52% | |
| MKL | A | -0.52% | |
| CF | B | -0.5% | |
| RNR | D | -0.5% | |
| EMN | D | -0.45% | |
| FIS | B | -0.4% | |
| ETR | B | -0.4% | |
| PPL | A | -0.37% | |
| EXC | C | -0.37% | |
| VST | B | -0.37% | |
| UAL | B | -0.37% | |
| SPG | B | -0.36% | |
| EVRG | A | -0.35% | |
| DAL | A | -0.35% | |
| VICI | D | -0.32% | |
| DOC | C | -0.31% | |
| GLPI | D | -0.3% | |
| LUV | B | -0.29% | |
| CPT | C | -0.29% | |
| NEM | F | -0.26% | |
| PKG | B | -0.26% |
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
WLDR: Top Represented Industries & Keywords
Industries:
Airlines
Health Care Plans
Medical Care
Software - Application
Asset Management
Business Services
Computer Systems
Credit Services
Data Storage
Drug Manufacturers - Specialty & Generic
Gold
Insurance - Property & Casualty
Leisure
REIT - Diversified
Tobacco
Utilities - Diversified
Utilities - Regulated Electric
Advertising Agencies
Aerospace & Defense
Agricultural Inputs
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