KCE vs. IAI ETF Comparison
Comparison of SPDR S&P Capital Markets ETF (KCE) to iShares U.S. Broker-Dealers ETF (IAI)
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
$146.05
Average Daily Volume
69,120
60
IAI
iShares U.S. Broker-Dealers ETF
IAI Description
The investment seeks to track the investment results of an index composed of U.S. equities in the investment services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Investment Services Index (the "underlying index"), which measures the performance of the investment services sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$151.13
Average Daily Volume
101,159
32
Performance
| Period | KCE | IAI |
|---|---|---|
| 30 Days | 7.14% | 9.08% |
| 60 Days | 15.23% | 17.22% |
| 90 Days | 21.86% | 20.02% |
| 12 Months | 65.55% | 57.25% |
31 Overlapping Holdings
| Symbol | Grade | Weight in KCE | Weight in IAI | Overlap | |
|---|---|---|---|---|---|
| BGC | C | 1.61% | 0.43% | 0.43% | |
| CBOE | C | 1.36% | 2.48% | 1.36% | |
| CME | A | 1.53% | 3.82% | 1.53% | |
| COIN | B | 2.54% | 6.64% | 2.54% | |
| DFIN | D | 0.87% | 0.2% | 0.2% | |
| EVR | B | 1.84% | 1.29% | 1.29% | |
| FDS | B | 1.6% | 2.25% | 1.6% | |
| GS | B | 1.8% | 14.35% | 1.8% | |
| HLI | A | 1.75% | 1.18% | 1.18% | |
| HOOD | B | 2.1% | 2.74% | 2.1% | |
| IBKR | A | 2.03% | 2.32% | 2.03% | |
| ICE | D | 1.4% | 3.67% | 1.4% | |
| JEF | A | 1.85% | 1.44% | 1.44% | |
| LPLA | A | 2.22% | 2.81% | 2.22% | |
| LPRO | C | 0.35% | 0.08% | 0.08% | |
| MC | B | 1.62% | 0.47% | 0.47% | |
| MCO | B | 1.46% | 3.78% | 1.46% | |
| MKTX | D | 1.51% | 1.2% | 1.2% | |
| MORN | B | 1.62% | 1.11% | 1.11% | |
| MS | B | 1.96% | 12.73% | 1.96% | |
| MSCI | C | 1.58% | 4.03% | 1.58% | |
| NDAQ | A | 1.59% | 3.87% | 1.59% | |
| PIPR | B | 1.82% | 0.64% | 0.64% | |
| PJT | B | 1.86% | 0.47% | 0.47% | |
| RJF | A | 1.98% | 3.56% | 1.98% | |
| SCHW | A | 1.83% | 4.88% | 1.83% | |
| SF | B | 1.95% | 1.43% | 1.43% | |
| SNEX | A | 1.4% | 0.33% | 0.33% | |
| SPGI | D | 1.43% | 12.62% | 1.43% | |
| TW | A | 1.57% | 1.8% | 1.57% | |
| VIRT | A | 1.58% | 0.37% | 0.37% |
KCE Overweight 29 Positions Relative to IAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| OWL | A | 1.86% | |
| CG | B | 1.86% | |
| AMP | A | 1.85% | |
| HLNE | B | 1.81% | |
| STEP | B | 1.8% | |
| KKR | B | 1.8% | |
| JHG | B | 1.79% | |
| VCTR | B | 1.77% | |
| NTRS | A | 1.76% | |
| SEIC | B | 1.75% | |
| FHI | B | 1.74% | |
| BX | A | 1.74% | |
| TPG | A | 1.7% | |
| BLK | B | 1.69% | |
| APAM | B | 1.68% | |
| STT | A | 1.66% | |
| TROW | B | 1.65% | |
| ARES | A | 1.65% | |
| BK | B | 1.64% | |
| WT | A | 1.62% | |
| IVZ | B | 1.6% | |
| AMG | B | 1.6% | |
| CNS | B | 1.59% | |
| BEN | C | 1.57% | |
| DBRG | F | 1.29% | |
| VRTS | B | 1.22% | |
| BSIG | A | 0.66% | |
| PX | A | 0.63% | |
| DHIL | A | 0.36% |
KCE Underweight 1 Positions Relative to IAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| LAZ | B | -0.76% |
KCE: Top Represented Industries & Keywords
IAI: Top Represented Industries & Keywords
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