KCE vs. WBIF ETF Comparison
Comparison of SPDR S&P Capital Markets ETF (KCE) to WBI Large Cap Tactical Value Shares (WBIF)
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
$124.87
Average Daily Volume
34,647
59
WBIF
WBI Large Cap Tactical Value Shares
WBIF Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive discount in a company's intrinsic value relative to its market price, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$29.16
Average Daily Volume
1,052
69
Performance
| Period | KCE | WBIF |
|---|---|---|
| 30 Days | 3.26% | -0.28% |
| 60 Days | 9.84% | 3.44% |
| 90 Days | 12.69% | 0.79% |
| 12 Months | 52.26% | 12.47% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KCE | Weight in WBIF | Overlap |
|---|
KCE Overweight 59 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| LPLA | D | 1.85% | |
| IVZ | A | 1.84% | |
| COIN | F | 1.83% | |
| STEP | A | 1.81% | |
| HLNE | A | 1.81% | |
| SF | A | 1.8% | |
| EVR | C | 1.79% | |
| OWL | A | 1.79% | |
| KKR | A | 1.78% | |
| PJT | C | 1.78% | |
| MS | B | 1.77% | |
| VCTR | B | 1.77% | |
| FHI | C | 1.77% | |
| IBKR | A | 1.77% | |
| CG | C | 1.77% | |
| STT | C | 1.76% | |
| ARES | A | 1.76% | |
| APAM | C | 1.76% | |
| AMP | A | 1.76% | |
| BLK | A | 1.76% | |
| JHG | C | 1.75% | |
| TROW | D | 1.74% | |
| PIPR | B | 1.74% | |
| BK | C | 1.73% | |
| JEF | A | 1.73% | |
| AMG | B | 1.73% | |
| TW | A | 1.72% | |
| GS | C | 1.72% | |
| BEN | F | 1.72% | |
| CNS | C | 1.72% | |
| RJF | B | 1.72% | |
| SEIC | B | 1.71% | |
| FDS | C | 1.7% | |
| TPG | B | 1.7% | |
| HLI | C | 1.7% | |
| MC | C | 1.7% | |
| SCHW | D | 1.7% | |
| HOOD | C | 1.69% | |
| NTRS | C | 1.69% | |
| MORN | C | 1.69% | |
| BX | C | 1.68% | |
| DBRG | D | 1.67% | |
| CME | A | 1.67% | |
| MSCI | B | 1.67% | |
| NDAQ | C | 1.65% | |
| MCO | D | 1.65% | |
| SPGI | C | 1.64% | |
| MKTX | C | 1.64% | |
| ICE | A | 1.63% | |
| CBOE | A | 1.63% | |
| VIRT | B | 1.61% | |
| BGC | C | 1.6% | |
| SNEX | C | 1.37% | |
| VRTS | F | 1.21% | |
| DFIN | C | 1.04% | |
| PX | C | 0.66% | |
| BSIG | D | 0.65% | |
| DHIL | C | 0.39% | |
| LPRO | D | 0.37% |
KCE Underweight 69 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| BDX | B | -3.27% | |
| DTE | A | -3.26% | |
| UNM | A | -3.21% | |
| VOYA | A | -3.21% | |
| WRB | B | -3.2% | |
| CI | D | -3.16% | |
| FIX | A | -3.12% | |
| RGA | C | -3.09% | |
| UHS | D | -3.05% | |
| PRU | C | -2.99% | |
| CMS | A | -2.98% | |
| OXY | F | -2.89% | |
| LRCX | D | -1.52% | |
| AMAT | B | -1.5% | |
| LEN | B | -1.48% | |
| MCK | F | -1.48% | |
| AXP | A | -1.48% | |
| V | C | -1.47% | |
| CSL | A | -1.47% | |
| MPC | F | -1.46% | |
| PHM | A | -1.45% | |
| DHI | C | -1.44% | |
| SLB | D | -1.43% | |
| ADP | A | -1.43% | |
| BYD | C | -1.39% | |
| MLI | C | -1.38% | |
| PAG | D | -1.37% | |
| NXST | D | -1.35% | |
| AME | D | -1.33% | |
| PAYX | A | -1.32% | |
| DKS | D | -1.31% | |
| EXP | C | -1.29% | |
| BR | B | -1.29% | |
| PRI | A | -1.28% | |
| RMD | C | -1.28% | |
| OC | C | -1.28% | |
| G | A | -1.27% | |
| R | C | -1.26% | |
| HRB | C | -1.22% | |
| LPX | A | -1.22% | |
| CASY | D | -1.22% | |
| TXRH | A | -1.2% | |
| KBR | C | -1.2% | |
| FLTR | A | -0.77% | |
| FALN | A | -0.77% | |
| AGZD | B | -0.76% | |
| DFS | C | -0.72% | |
| FTSL | A | -0.7% | |
| SYF | B | -0.57% | |
| EG | B | -0.57% | |
| ALSN | A | -0.57% | |
| DOX | B | -0.56% | |
| IPG | C | -0.56% | |
| TOL | A | -0.56% | |
| AVY | C | -0.56% | |
| NEU | F | -0.55% | |
| EQH | C | -0.55% | |
| STIP | A | -0.55% | |
| ALLE | A | -0.55% | |
| TTC | D | -0.55% | |
| GPI | C | -0.55% | |
| DCI | B | -0.55% | |
| CBT | B | -0.55% | |
| SCI | C | -0.54% | |
| THG | C | -0.54% | |
| NOV | F | -0.53% | |
| GL | C | -0.53% | |
| AOS | B | -0.43% | |
| BKLN | A | -0.32% |
KCE: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
Compare ETFs
