KCE vs. CSB ETF Comparison
Comparison of SPDR S&P Capital Markets ETF (KCE) to Compass EMP US Small Cap High Dividend 100 Volatility Weighted Index ETF (CSB)
KCE
SPDR S&P Capital Markets ETF
KCE 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 companies that do business as broker-dealers, asset managers, trust and custody banks or exchanges. In seeking to track the performance of the S&P Capital Markets Select Industry 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 capital markets industry group of the S&P Total Market Index ("S&P TMI"). It is non-diversified.
Grade (RS Rating)
Last Trade
$143.90
Average Daily Volume
67,627
Number of Holdings
*
60
* may have additional holdings in another (foreign) market
CSB
Compass EMP US Small Cap High Dividend 100 Volatility Weighted Index ETF
CSB Description
CSB's take on the US small-cap space mirrors that of its large-cap sibling, CDL. To qualify for this fund, a company must be among the 500 largest US companies under 3 billion USD in market cap and must have positive earnings for the four most recent quarters. The index selects the 100 highest dividend-yielding stocks from this group and weights them by inverse volatility, giving overweight to low-vol stocks. The index applies 20% country cap and 25% sector cap with semi-annual reconstitution starting each March. The funds closest peers are sibling funds: CSA, which has the same exposure but without the dividend yield screen, and CSF with a cash toggle feature during downturns.Grade (RS Rating)
Last Trade
$61.69
Average Daily Volume
12,388
Number of Holdings
*
97
* may have additional holdings in another (foreign) market
Performance
| Period | KCE | CSB |
|---|---|---|
| 30 Days | 6.07% | 3.05% |
| 60 Days | 14.59% | 5.08% |
| 90 Days | 22.43% | 9.62% |
| 12 Months | 65.59% | 25.65% |
KCE Overweight 57 Positions Relative to CSB
| Symbol | Grade | Weight | |
|---|---|---|---|
| COIN | A | 2.54% | |
| LPLA | A | 2.22% | |
| HOOD | A | 2.1% | |
| IBKR | A | 2.03% | |
| RJF | A | 1.98% | |
| MS | A | 1.96% | |
| SF | A | 1.95% | |
| PJT | B | 1.86% | |
| OWL | A | 1.86% | |
| CG | B | 1.86% | |
| AMP | A | 1.85% | |
| JEF | A | 1.85% | |
| EVR | B | 1.84% | |
| SCHW | A | 1.83% | |
| PIPR | A | 1.82% | |
| HLNE | B | 1.81% | |
| STEP | B | 1.8% | |
| KKR | A | 1.8% | |
| GS | A | 1.8% | |
| JHG | A | 1.79% | |
| VCTR | B | 1.77% | |
| NTRS | A | 1.76% | |
| HLI | B | 1.75% | |
| SEIC | A | 1.75% | |
| BX | A | 1.74% | |
| TPG | A | 1.7% | |
| BLK | A | 1.69% | |
| STT | A | 1.66% | |
| TROW | A | 1.65% | |
| ARES | B | 1.65% | |
| BK | A | 1.64% | |
| MORN | B | 1.62% | |
| WT | A | 1.62% | |
| BGC | B | 1.61% | |
| IVZ | B | 1.6% | |
| FDS | A | 1.6% | |
| AMG | A | 1.6% | |
| NDAQ | A | 1.59% | |
| CNS | B | 1.59% | |
| MSCI | A | 1.58% | |
| VIRT | A | 1.58% | |
| BEN | C | 1.57% | |
| TW | A | 1.57% | |
| CME | A | 1.53% | |
| MKTX | D | 1.51% | |
| MCO | D | 1.46% | |
| SPGI | C | 1.43% | |
| SNEX | A | 1.4% | |
| ICE | C | 1.4% | |
| CBOE | C | 1.36% | |
| DBRG | F | 1.29% | |
| VRTS | B | 1.22% | |
| DFIN | D | 0.87% | |
| BSIG | A | 0.66% | |
| PX | A | 0.63% | |
| DHIL | A | 0.36% | |
| LPRO | C | 0.35% |
KCE Underweight 94 Positions Relative to CSB
| Symbol | Grade | Weight | |
|---|---|---|---|
| DTM | A | -2.05% | |
| IDA | A | -1.7% | |
| SR | A | -1.47% | |
| NJR | A | -1.43% | |
| NFG | A | -1.42% | |
| PNM | B | -1.42% | |
| POR | C | -1.38% | |
| KNTK | A | -1.37% | |
| BKH | A | -1.37% | |
| NWE | C | -1.37% | |
| AWR | A | -1.36% | |
| PINC | B | -1.35% | |
| OGS | A | -1.32% | |
| FLO | D | -1.32% | |
| CALM | A | -1.3% | |
| TGNA | B | -1.28% | |
| WEN | C | -1.28% | |
| GEF | B | -1.24% | |
| FHB | B | -1.22% | |
| AVA | C | -1.22% | |
| KMT | B | -1.2% | |
| SON | D | -1.2% | |
| MSM | D | -1.19% | |
| ENR | A | -1.19% | |
| AVT | C | -1.19% | |
| SWX | A | -1.18% | |
| ASB | B | -1.15% | |
| SXT | C | -1.14% | |
| SJW | F | -1.12% | |
| BANR | A | -1.12% | |
| NWBI | A | -1.12% | |
| HNI | B | -1.09% | |
| WMG | B | -1.09% | |
| FFBC | A | -1.08% | |
| UBSI | A | -1.05% | |
| BOH | B | -1.05% | |
| TNL | A | -1.04% | |
| SNV | B | -1.04% | |
| WU | F | -1.03% | |
| KTB | A | -1.03% | |
| CVBF | A | -1.02% | |
| FRME | A | -1.02% | |
| WKC | D | -1.0% | |
| FULT | A | -0.99% | |
| WSBC | A | -0.99% | |
| CAKE | B | -0.96% | |
| AROC | A | -0.96% | |
| SFNC | B | -0.96% | |
| AUB | A | -0.95% | |
| NOG | A | -0.93% | |
| MAN | F | -0.93% | |
| CCOI | B | -0.91% | |
| OTTR | C | -0.91% | |
| INDB | A | -0.91% | |
| SEE | D | -0.89% | |
| LNC | B | -0.89% | |
| NAVI | F | -0.89% | |
| TRN | A | -0.88% | |
| PFS | A | -0.87% | |
| BKE | A | -0.87% | |
| VAC | C | -0.87% | |
| FIBK | A | -0.86% | |
| HP | C | -0.85% | |
| CRI | F | -0.84% | |
| CWEN | C | -0.84% | |
| UPBD | C | -0.84% | |
| OZK | A | -0.81% | |
| UGI | C | -0.81% | |
| IPAR | C | -0.8% | |
| CRGY | A | -0.8% | |
| PDCO | D | -0.79% | |
| HEES | B | -0.78% | |
| CRC | A | -0.78% | |
| INSW | F | -0.77% | |
| COLB | B | -0.76% | |
| AESI | B | -0.75% | |
| NSP | F | -0.74% | |
| CABO | C | -0.72% | |
| STRA | C | -0.72% | |
| VLY | A | -0.71% | |
| LCII | D | -0.68% | |
| AEO | F | -0.66% | |
| PII | F | -0.66% | |
| PTEN | C | -0.65% | |
| PTVE | C | -0.63% | |
| LEVI | F | -0.62% | |
| JWN | C | -0.6% | |
| M | D | -0.59% | |
| CVI | D | -0.58% | |
| MLKN | F | -0.57% | |
| AAP | C | -0.54% | |
| KSS | F | -0.49% | |
| OGN | F | -0.47% | |
| CC | C | -0.45% |
KCE: Top Represented Industries & Keywords
Industries:
Asset Management
Capital Markets
Financial Data & Stock Exchanges
Business Services
Credit Services
REIT - Diversified
Software - Application
Software - Infrastructure
Keywords:
S&P 500
Investment Bank
Private Equity
Hedge Funds
Insurance
Brokerage
Exchange Traded Fund
Investment Management
Advisory Services
Financial Advisory Services
Investment Banking
Wilshire Associates
Financial Advisors
Futures Exchanges
Separately Managed Account
Banking
Exchange Traded Funds
Fixed Income Products
Income Products
Investment Management Services
CSB: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Gas
Oil & Gas E&P
Packaging & Containers
Utilities - Diversified
Utilities - Regulated Electric
Apparel Manufacturing
Asset Management
Department Stores
Apparel Stores
Business Equipment
Credit Services
Oil & Gas Drilling
Oil & Gas Equipment & Services
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Packaged Foods
Recreational Vehicles
Rental & Leasing Services
Restaurants
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