KCE vs. IWR ETF Comparison

Comparison of SPDR S&P Capital Markets ETF (KCE) to iShares Russell Mid-Cap ETF (IWR)
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

$122.44

Average Daily Volume

35,180

Number of Holdings *

59

* may have additional holdings in another (foreign) market
IWR

iShares Russell Mid-Cap ETF

IWR Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the mid-capitalization sector of the U.S. equity market. The underlying index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index.

Grade (RS Rating)

Last Trade

$86.68

Average Daily Volume

1,162,894

Number of Holdings *

803

* may have additional holdings in another (foreign) market
Performance
Period KCE IWR
30 Days 3.36% 2.80%
60 Days 4.01% 3.44%
90 Days 12.68% 6.63%
12 Months 37.79% 22.44%
31 Overlapping Holdings
Symbol Grade Weight in KCE Weight in IWR Overlap
AMG C 1.77% 1.0% 1.0%
AMP B 1.64% 1.0% 1.0%
ARES C 1.7% 1.0% 1.0%
BEN D 1.42% 1.0% 1.0%
BK A 1.87% 1.0% 1.0%
CBOE B 2.01% 1.0% 1.0%
CG D 1.54% 1.0% 1.0%
COIN F 1.02% 1.0% 1.0%
EVR B 1.87% 1.0% 1.0%
FDS C 1.73% 1.0% 1.0%
HLI A 1.87% 1.0% 1.0%
HOOD C 1.47% 1.0% 1.0%
IBKR B 1.63% 1.0% 1.0%
IVZ C 1.73% 1.0% 1.0%
JEF B 2.04% 1.0% 1.0%
JHG B 1.71% 1.0% 1.0%
LPLA F 1.2% 1.0% 1.0%
MKTX C 2.03% 1.0% 1.0%
MORN C 1.71% 1.0% 1.0%
MSCI C 1.86% 1.0% 1.0%
NDAQ B 1.96% 1.0% 1.0%
NTRS B 1.7% 1.0% 1.0%
OWL C 1.58% 1.0% 1.0%
RJF C 1.6% 1.0% 1.0%
SEIC C 1.64% 1.0% 1.0%
SF B 1.68% 1.0% 1.0%
STT B 1.85% 1.0% 1.0%
TPG B 2.0% 1.0% 1.0%
TROW D 1.44% 1.0% 1.0%
TW A 1.75% 1.0% 1.0%
VIRT B 2.09% 1.0% 1.0%
KCE Overweight 28 Positions Relative to IWR
Symbol Grade Weight
HLNE B 2.02%
CNS A 2.01%
PIPR B 1.99%
STEP B 1.92%
MC B 1.9%
SPGI A 1.89%
ICE B 1.88%
BX A 1.88%
PJT C 1.86%
MCO B 1.86%
BGC B 1.85%
BLK A 1.81%
CME B 1.77%
KKR B 1.72%
FHI B 1.71%
GS D 1.68%
VCTR B 1.67%
MS D 1.62%
APAM C 1.6%
DFIN B 1.54%
SCHW D 1.38%
VRTS D 1.28%
SNEX C 1.25%
PX C 0.91%
BSIG C 0.63%
DHIL C 0.34%
LPRO F 0.32%
RILY F 0.24%
KCE Underweight 772 Positions Relative to IWR
Symbol Grade Weight
SEG C -1.0%
PARAA D -1.0%
GRAL F -1.0%
PLTK D -1.0%
UHAL B -1.0%
TFSL C -1.0%
LOAR C -1.0%
NFE F -1.0%
UI B -1.0%
LLYVA B -1.0%
SEB C -1.0%
ALAB F -1.0%
UWMC C -1.0%
LBRDA D -1.0%
CWEN A -1.0%
DJT F -1.0%
PYCR D -1.0%
DDS D -1.0%
WOLF F -1.0%
CAR F -1.0%
SNDR B -1.0%
CNA C -1.0%
CERT F -1.0%
UAA C -1.0%
TRIP F -1.0%
LEG D -1.0%
INFA D -1.0%
UA C -1.0%
GO F -1.0%
LSXMA D -1.0%
AS C -1.0%
ALGM D -1.0%
FTRE F -1.0%
REYN C -1.0%
FWONA C -1.0%
SIRI C -1.0%
MP D -1.0%
LLYVK C -1.0%
BIRK D -1.0%
IPGP F -1.0%
QS F -1.0%
PPC D -1.0%
VSTS D -1.0%
HAYW D -1.0%
ADT D -1.0%
SHC B -1.0%
LEN B -1.0%
FIVN F -1.0%
RCM C -1.0%
CWEN A -1.0%
HHH C -1.0%
JWN C -1.0%
KSS F -1.0%
ENOV F -1.0%
CRI C -1.0%
QDEL D -1.0%
RNG D -1.0%
AAP F -1.0%
BOKF B -1.0%
ZG B -1.0%
TXG D -1.0%
PINC C -1.0%
NCNO F -1.0%
AGR B -1.0%
SAM F -1.0%
VAC F -1.0%
AZTA D -1.0%
TDC F -1.0%
CLVT D -1.0%
COLM B -1.0%
SPB B -1.0%
RKT B -1.0%
DV F -1.0%
CXT D -1.0%
CC F -1.0%
CACC F -1.0%
PENN D -1.0%
WEN C -1.0%
BROS D -1.0%
MPW B -1.0%
SMG C -1.0%
BHF F -1.0%
PK F -1.0%
WU F -1.0%
PAG D -1.0%
FHB C -1.0%
NVST D -1.0%
TNL F -1.0%
ZI D -1.0%
PEGA C -1.0%
AMED D -1.0%
NWL C -1.0%
LCID C -1.0%
YETI D -1.0%
HCP A -1.0%
NSA A -1.0%
NWS D -1.0%
IRDM D -1.0%
AMKR D -1.0%
HIW A -1.0%
LSXMK D -1.0%
LBTYA B -1.0%
GTES C -1.0%
MAN D -1.0%
CNXC D -1.0%
LBTYK B -1.0%
CHH C -1.0%
MSM D -1.0%
EPR B -1.0%
DNB C -1.0%
HUN D -1.0%
NEU C -1.0%
LITE C -1.0%
RH C -1.0%
COTY D -1.0%
KMPR D -1.0%
MSGS B -1.0%
DXC C -1.0%
PRGO C -1.0%
IAC C -1.0%
SPR D -1.0%
W D -1.0%
CPRI D -1.0%
DLB D -1.0%
GFS F -1.0%
LYFT D -1.0%
M D -1.0%
APLS D -1.0%
KRC C -1.0%
BYD C -1.0%
FIVE D -1.0%
LOPE D -1.0%
SLGN B -1.0%
PII D -1.0%
VNOM D -1.0%
PSN B -1.0%
GAP F -1.0%
ROIV C -1.0%
CUZ B -1.0%
ASH D -1.0%
DOCS B -1.0%
AN D -1.0%
AGO C -1.0%
OZK D -1.0%
FLO C -1.0%
EEFT F -1.0%
WTM D -1.0%
RYN C -1.0%
HOG C -1.0%
SEE D -1.0%
AL D -1.0%
SLM D -1.0%
FOUR C -1.0%
WLK D -1.0%
CCCS D -1.0%
ALK C -1.0%
AVT D -1.0%
MASI D -1.0%
LNC D -1.0%
CFLT F -1.0%
RARE B -1.0%
FOX C -1.0%
PATH D -1.0%
HXL F -1.0%
AM B -1.0%
APPF D -1.0%
COLB C -1.0%
U D -1.0%
MDU B -1.0%
TKR D -1.0%
OLN D -1.0%
UGI B -1.0%
WHR D -1.0%
NXST D -1.0%
VNT D -1.0%
VVV D -1.0%
BC D -1.0%
XRAY D -1.0%
S C -1.0%
VMI D -1.0%
KD D -1.0%
IDA B -1.0%
THO C -1.0%
FNB D -1.0%
OLLI C -1.0%
AWI C -1.0%
LAZ B -1.0%
THG A -1.0%
CLF F -1.0%
NFG A -1.0%
SRCL A -1.0%
ST F -1.0%
SON C -1.0%
ESAB C -1.0%
AGCO D -1.0%
MTSI D -1.0%
OGN C -1.0%
OMF D -1.0%
GXO D -1.0%
PVH D -1.0%
CIVI F -1.0%
CELH F -1.0%
BILL D -1.0%
RITM A -1.0%
ESI D -1.0%
PCOR D -1.0%
VKTX C -1.0%
LSCC D -1.0%
INSP C -1.0%
POST C -1.0%
DBX D -1.0%
ESTC F -1.0%
STWD B -1.0%
VNO A -1.0%
CART C -1.0%
AZEK C -1.0%
AAON A -1.0%
LPX B -1.0%
SITE D -1.0%
GME F -1.0%
R B -1.0%
WH B -1.0%
MTDR F -1.0%
FLS D -1.0%
PARA F -1.0%
DAR F -1.0%
AZPN C -1.0%
AXS B -1.0%
VFC C -1.0%
LFUS D -1.0%
WBA F -1.0%
SMAR B -1.0%
RHI D -1.0%
MTZ B -1.0%
CNM F -1.0%
MSA D -1.0%
MAT C -1.0%
SN B -1.0%
FRPT B -1.0%
LSTR D -1.0%
RLI B -1.0%
ETSY F -1.0%
BIO C -1.0%
H D -1.0%
CFR C -1.0%
LEA F -1.0%
SNV C -1.0%
OSK D -1.0%
TREX F -1.0%
WTFC C -1.0%
JAZZ D -1.0%
NOV F -1.0%
GTLB D -1.0%
FAF A -1.0%
PB B -1.0%
BBWI F -1.0%
RYAN C -1.0%
WCC D -1.0%
X D -1.0%
RL B -1.0%
CGNX D -1.0%
G B -1.0%
RRC D -1.0%
ZION D -1.0%
MTG B -1.0%
WSC D -1.0%
WFRD D -1.0%
SWN D -1.0%
LBRDK D -1.0%
PCTY D -1.0%
KEX C -1.0%
BRKR D -1.0%
HR B -1.0%
BSY D -1.0%
UHAL B -1.0%
ARW C -1.0%
SAIC B -1.0%
IONS F -1.0%
MTN D -1.0%
AAL D -1.0%
CMA B -1.0%
GNTX F -1.0%
PLNT B -1.0%
MIDD D -1.0%
AGNC A -1.0%
ACHC C -1.0%
ELF F -1.0%
BPOP C -1.0%
STAG B -1.0%
VOYA A -1.0%
SSD C -1.0%
MKSI F -1.0%
EXEL A -1.0%
NCLH C -1.0%
CR C -1.0%
AR D -1.0%
PNFP B -1.0%
DINO F -1.0%
ATI D -1.0%
BRBR C -1.0%
AYI B -1.0%
ADC B -1.0%
DTM B -1.0%
CBSH B -1.0%
FR B -1.0%
ITCI D -1.0%
CRUS D -1.0%
SOFI C -1.0%
APG D -1.0%
DVA A -1.0%
CIEN C -1.0%
PEN D -1.0%
ELAN D -1.0%
AA D -1.0%
BWA F -1.0%
LAD C -1.0%
ALSN B -1.0%
DUOL C -1.0%
AXTA C -1.0%
WBS D -1.0%
FCN C -1.0%
FMC C -1.0%
BERY B -1.0%
WEX C -1.0%
WYNN D -1.0%
MHK B -1.0%
GMED D -1.0%
COKE C -1.0%
PAYC D -1.0%
KNX C -1.0%
CZR D -1.0%
OGE B -1.0%
DAY C -1.0%
ACI D -1.0%
BFAM B -1.0%
CROX C -1.0%
RBC D -1.0%
RGEN F -1.0%
EXP A -1.0%
COLD D -1.0%
BRX B -1.0%
GLOB D -1.0%
UNM B -1.0%
ROKU C -1.0%
PR D -1.0%
DCI D -1.0%
CHRD F -1.0%
TPX C -1.0%
Z B -1.0%
MOS F -1.0%
TTC D -1.0%
CHE C -1.0%
GNRC D -1.0%
WAL B -1.0%
SNX D -1.0%
FHN C -1.0%
FYBR C -1.0%
NYT C -1.0%
MGM D -1.0%
OLED C -1.0%
NNN B -1.0%
CAVA B -1.0%
MEDP D -1.0%
GPK A -1.0%
KBR D -1.0%
HRB C -1.0%
INGR B -1.0%
EGP B -1.0%
BWXT D -1.0%
LW D -1.0%
CNH C -1.0%
HSIC D -1.0%
AFRM C -1.0%
RGLD B -1.0%
SOLV C -1.0%
SKX C -1.0%
PRI B -1.0%
TKO B -1.0%
ORI B -1.0%
ONTO D -1.0%
EHC B -1.0%
HRL C -1.0%
AOS D -1.0%
WMS D -1.0%
APA F -1.0%
HAS B -1.0%
TPR C -1.0%
FBIN B -1.0%
FRT B -1.0%
CHK D -1.0%
LECO D -1.0%
CHDN B -1.0%
MTCH C -1.0%
LNW B -1.0%
WWD D -1.0%
ALB D -1.0%
MUSA B -1.0%
AFG B -1.0%
CRL D -1.0%
ARMK B -1.0%
COHR C -1.0%
TAP C -1.0%
DOX C -1.0%
FOXA C -1.0%
WTRG D -1.0%
CPB B -1.0%
OHI B -1.0%
GL C -1.0%
ATR A -1.0%
PNW A -1.0%
RRX C -1.0%
NLY A -1.0%
NWSA D -1.0%
KNSL C -1.0%
NVT D -1.0%
BJ D -1.0%
AIZ C -1.0%
QRVO F -1.0%
SAIA D -1.0%
CCK A -1.0%
CACI B -1.0%
TWLO D -1.0%
TOST C -1.0%
FIX B -1.0%
HII D -1.0%
REXR C -1.0%
LKQ D -1.0%
ITT C -1.0%
FTI D -1.0%
LAMR A -1.0%
CTLT B -1.0%
TXRH D -1.0%
WING B -1.0%
OVV F -1.0%
FND C -1.0%
HEI A -1.0%
EXAS C -1.0%
SCI A -1.0%
TECH D -1.0%
PFGC B -1.0%
EWBC D -1.0%
RIVN F -1.0%
EPAM D -1.0%
ALLY F -1.0%
RPRX C -1.0%
TFX B -1.0%
CUBE A -1.0%
OKTA F -1.0%
DOCU C -1.0%
EMN A -1.0%
BLD D -1.0%
SW B -1.0%
INCY C -1.0%
CHRW C -1.0%
HST D -1.0%
FFIV A -1.0%
CW B -1.0%
XPO D -1.0%
BXP A -1.0%
JLL B -1.0%
GWRE A -1.0%
ALLE A -1.0%
IPG C -1.0%
AES C -1.0%
JBL D -1.0%
SRPT F -1.0%
NBIX D -1.0%
DKS D -1.0%
CLH B -1.0%
JNPR B -1.0%
TTEK B -1.0%
SJM C -1.0%
JKHY A -1.0%
EQH C -1.0%
KMX D -1.0%
POOL C -1.0%
DT C -1.0%
CPT B -1.0%
ACM B -1.0%
WPC B -1.0%
ELS B -1.0%
NTRA B -1.0%
AMH B -1.0%
GGG C -1.0%
REG B -1.0%
EVRG A -1.0%
USFD A -1.0%
GLPI B -1.0%
CE D -1.0%
TRMB C -1.0%
RNR B -1.0%
PSTG D -1.0%
OC C -1.0%
UHS B -1.0%
NDSN C -1.0%
BG F -1.0%
VTRS C -1.0%
JBHT D -1.0%
DLTR F -1.0%
SNA B -1.0%
ROL B -1.0%
CASY C -1.0%
PNR A -1.0%
DPZ D -1.0%
LVS D -1.0%
TOL B -1.0%
RGA B -1.0%
RVTY B -1.0%
RPM B -1.0%
UDR B -1.0%
GEN B -1.0%
FNF B -1.0%
CF C -1.0%
ENPH D -1.0%
UAL C -1.0%
IEX D -1.0%
TPL C -1.0%
ZS F -1.0%
L C -1.0%
CVNA B -1.0%
LYV C -1.0%
AKAM D -1.0%
NI A -1.0%
PODD B -1.0%
LNT A -1.0%
SWK B -1.0%
KEY B -1.0%
KIM B -1.0%
UTHR C -1.0%
NTNX C -1.0%
MRO D -1.0%
MANH A -1.0%
WSO C -1.0%
RS D -1.0%
CAG B -1.0%
DOC B -1.0%
FWONK C -1.0%
THC B -1.0%
SSNC A -1.0%
DKNG D -1.0%
VRSN D -1.0%
BMRN F -1.0%
CCL C -1.0%
HEI A -1.0%
AMCR B -1.0%
SWKS F -1.0%
WSM C -1.0%
IP B -1.0%
EME A -1.0%
STLD F -1.0%
ENTG D -1.0%
TXT D -1.0%
ZM C -1.0%
ZBRA C -1.0%
NRG C -1.0%
SUI B -1.0%
BURL B -1.0%
EG B -1.0%
ALGN D -1.0%
MAS B -1.0%
EXPE C -1.0%
DGX B -1.0%
EXPD D -1.0%
ULTA D -1.0%
CTRA F -1.0%
AVTR B -1.0%
AVY B -1.0%
CNP C -1.0%
DG F -1.0%
LUV C -1.0%
LII A -1.0%
J D -1.0%
WBD D -1.0%
PKG B -1.0%
PINS F -1.0%
TSN C -1.0%
TRU A -1.0%
WRB C -1.0%
MAA A -1.0%
HOLX B -1.0%
PFG C -1.0%
MSTR D -1.0%
DRI C -1.0%
LH B -1.0%
GPC D -1.0%
CSL C -1.0%
CFG C -1.0%
TER D -1.0%
ESS A -1.0%
EQT D -1.0%
APTV F -1.0%
MOH C -1.0%
OMC B -1.0%
WAT C -1.0%
SYF D -1.0%
BAX C -1.0%
MDB D -1.0%
ATO A -1.0%
HUBB B -1.0%
BAH B -1.0%
PTC D -1.0%
BALL C -1.0%
MKL C -1.0%
BLDR C -1.0%
TDY B -1.0%
CMS A -1.0%
ARE B -1.0%
CLX B -1.0%
WDC D -1.0%
SMCI F -1.0%
ILMN C -1.0%
COO B -1.0%
MKC B -1.0%
RF C -1.0%
K A -1.0%
LDOS B -1.0%
CPAY C -1.0%
CINF B -1.0%
ZBH D -1.0%
HBAN B -1.0%
BBY B -1.0%
GDDY D -1.0%
WST F -1.0%
WY C -1.0%
AEE A -1.0%
RBLX B -1.0%
DECK C -1.0%
INVH B -1.0%
FSLR D -1.0%
HPE F -1.0%
APP B -1.0%
FCNCA D -1.0%
NET D -1.0%
STE B -1.0%
PPL A -1.0%
ES B -1.0%
DOV B -1.0%
NTAP D -1.0%
HUBS D -1.0%
BR B -1.0%
LYB F -1.0%
TYL B -1.0%
SBAC B -1.0%
BRO B -1.0%
VTR B -1.0%
AXON A -1.0%
FTV C -1.0%
KEYS C -1.0%
DTE A -1.0%
FE B -1.0%
CHD B -1.0%
HAL F -1.0%
VST C -1.0%
IFF B -1.0%
ETR A -1.0%
TTWO D -1.0%
DVN F -1.0%
PHM B -1.0%
NVR B -1.0%
VRT C -1.0%
CPNG B -1.0%
ANSS D -1.0%
VLTO B -1.0%
DAL C -1.0%
CAH B -1.0%
DXCM F -1.0%
GPN C -1.0%
GRMN D -1.0%
MTB B -1.0%
AWK A -1.0%
EQR B -1.0%
FITB B -1.0%
WAB B -1.0%
CDW D -1.0%
TSCO B -1.0%
PPG C -1.0%
HSY B -1.0%
MTD D -1.0%
ROK D -1.0%
BIIB F -1.0%
ADM D -1.0%
WEC B -1.0%
EBAY A -1.0%
WTW B -1.0%
ON D -1.0%
VMC D -1.0%
XYL D -1.0%
CHTR D -1.0%
MLM D -1.0%
CSGP D -1.0%
IRM A -1.0%
VEEV C -1.0%
ALNY C -1.0%
GLW C -1.0%
AVB B -1.0%
FANG F -1.0%
DDOG D -1.0%
TRGP B -1.0%
DFS C -1.0%
NUE D -1.0%
EIX B -1.0%
HPQ D -1.0%
DD B -1.0%
BKR D -1.0%
HIG B -1.0%
CBRE B -1.0%
VICI B -1.0%
XEL B -1.0%
IR D -1.0%
KR B -1.0%
RMD B -1.0%
SQ D -1.0%
DOW F -1.0%
HES F -1.0%
ED B -1.0%
EXR A -1.0%
EFX B -1.0%
IT B -1.0%
ODFL D -1.0%
PWR C -1.0%
GEHC C -1.0%
OTIS C -1.0%
FAST C -1.0%
RCL B -1.0%
YUM B -1.0%
AME D -1.0%
CTSH B -1.0%
HWM B -1.0%
EXC A -1.0%
CTVA B -1.0%
IDXX C -1.0%
CNC C -1.0%
VRSK D -1.0%
EA C -1.0%
FERG D -1.0%
SYY C -1.0%
MPWR C -1.0%
COR B -1.0%
PEG A -1.0%
A C -1.0%
CMI C -1.0%
MCHP D -1.0%
ACGL A -1.0%
GWW B -1.0%
LNG C -1.0%
KMI B -1.0%
PAYX B -1.0%
GIS B -1.0%
FICO A -1.0%
PRU C -1.0%
LEN B -1.0%
KVUE B -1.0%
HUM F -1.0%
LHX C -1.0%
PCG B -1.0%
IQV C -1.0%
TTD B -1.0%
FIS A -1.0%
URI C -1.0%
DLR A -1.0%
ALL A -1.0%
CCI B -1.0%
ROST C -1.0%
HLT B -1.0%
SPG B -1.0%
OKE A -1.0%
O B -1.0%
DHI B -1.0%
WMB A -1.0%
PLTR B -1.0%
AFL B -1.0%
AJG A -1.0%
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