KCE vs. MOTE ETF Comparison

Comparison of SPDR S&P Capital Markets ETF (KCE) to VanEck Morningstar ESG Moat ETF (MOTE)
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

$142.63

Average Daily Volume

67,042

Number of Holdings *

59

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

VanEck Morningstar ESG Moat ETF

MOTE Description VanEck Morningstar ESG Moat ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the Morningstar US Sustainability Moat Focus Index. The fund was formed on October 5, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$28.96

Average Daily Volume

387

Number of Holdings *

61

* may have additional holdings in another (foreign) market
Performance
Period KCE MOTE
30 Days 6.51% -1.22%
60 Days 17.00% 1.91%
90 Days 20.93% 5.08%
12 Months 65.43% 24.27%
7 Overlapping Holdings
Symbol Grade Weight in KCE Weight in MOTE Overlap
BK A 1.66% 1.68% 1.66%
CME A 1.5% 2.34% 1.5%
ICE D 1.42% 2.64% 1.42%
MKTX C 1.57% 1.05% 1.05%
NTRS A 1.75% 2.72% 1.75%
STT A 1.68% 1.46% 1.46%
TROW A 1.69% 1.12% 1.12%
KCE Overweight 52 Positions Relative to MOTE
Symbol Grade Weight
COIN A 2.31%
LPLA A 2.18%
HOOD A 1.96%
RJF A 1.95%
SF A 1.95%
CG B 1.92%
MS A 1.92%
OWL A 1.91%
IBKR A 1.91%
EVR A 1.89%
PJT A 1.88%
STEP A 1.84%
PIPR A 1.84%
AMP A 1.83%
HLNE A 1.82%
JHG A 1.8%
VCTR B 1.8%
KKR A 1.8%
GS A 1.79%
JEF A 1.77%
SEIC A 1.76%
HLI A 1.75%
FHI A 1.75%
APAM A 1.74%
BGC B 1.74%
SCHW A 1.73%
TPG B 1.73%
BX A 1.71%
ARES B 1.68%
IVZ B 1.68%
MC B 1.68%
CNS B 1.64%
MORN B 1.63%
TW B 1.62%
AMG A 1.59%
FDS A 1.57%
NDAQ A 1.57%
BEN C 1.57%
WT A 1.55%
VIRT A 1.53%
MSCI A 1.51%
MCO C 1.44%
SNEX A 1.43%
SPGI C 1.41%
CBOE D 1.4%
DBRG D 1.31%
VRTS A 1.21%
DFIN D 0.88%
BSIG A 0.66%
PX A 0.62%
LPRO C 0.36%
DHIL A 0.35%
KCE Underweight 54 Positions Relative to MOTE
Symbol Grade Weight
TRU D -3.21%
TYL B -2.97%
EMR A -2.81%
ADSK B -2.79%
ALLE D -2.71%
MAS D -2.58%
GOOGL B -2.49%
VEEV C -2.48%
CMCSA B -2.43%
EFX F -2.37%
YUM D -2.22%
DIS A -2.21%
TMO D -2.19%
PEP F -2.15%
STZ D -2.02%
AXP A -1.86%
FTNT A -1.6%
NOW B -1.55%
CRM A -1.46%
WAT B -1.42%
LNG A -1.41%
USB B -1.39%
WDAY B -1.35%
PANW B -1.34%
LOW A -1.31%
MA A -1.29%
CSCO B -1.26%
ADI D -1.26%
ECL D -1.26%
GILD B -1.25%
JKHY D -1.24%
AMAT F -1.23%
APD A -1.22%
CSX B -1.2%
ADBE F -1.2%
OTIS D -1.2%
KLAC F -1.2%
SYY D -1.19%
AMGN D -1.18%
TER F -1.17%
A D -1.16%
CLX A -1.16%
MDT D -1.12%
MSFT D -1.1%
CSGP F -1.09%
HOG D -1.09%
IFF D -1.04%
ROP C -1.03%
SBUX A -1.01%
ZBH C -1.01%
ROK A -0.99%
MDLZ F -0.97%
VRSN D -0.84%
NKE D -0.67%
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