KIE vs. OCFS ETF Comparison
Comparison of SPDR S&P Insurance ETF (KIE) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
KIE
SPDR S&P Insurance ETF
KIE 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 in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "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 insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$59.29
Average Daily Volume
1,076,745
50
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.Grade (RS Rating)
Last Trade
$27.49
Average Daily Volume
1,195
20
Performance
| Period | KIE | OCFS |
|---|---|---|
| 30 Days | 1.51% | -3.08% |
| 60 Days | 5.33% | 2.81% |
| 90 Days | 9.60% | 8.61% |
| 12 Months | 36.26% |
KIE Overweight 48 Positions Relative to OCFS
| Symbol | Grade | Weight | |
|---|---|---|---|
| GSHD | B | 2.49% | |
| UNM | A | 2.45% | |
| BHF | C | 2.23% | |
| LNC | B | 2.21% | |
| KMPR | A | 2.2% | |
| CNO | B | 2.2% | |
| PRI | A | 2.17% | |
| RLI | A | 2.15% | |
| AGO | A | 2.13% | |
| AIZ | A | 2.09% | |
| WTM | A | 2.08% | |
| THG | A | 2.07% | |
| RYAN | B | 2.06% | |
| CINF | A | 2.05% | |
| AXS | A | 2.04% | |
| MKL | A | 2.04% | |
| SIGI | B | 2.03% | |
| PRU | B | 2.02% | |
| AON | B | 2.02% | |
| WTW | B | 2.02% | |
| MET | A | 2.02% | |
| GNW | A | 2.02% | |
| TRV | A | 2.01% | |
| RGA | B | 2.0% | |
| ORI | A | 1.99% | |
| PFG | C | 1.98% | |
| L | A | 1.97% | |
| AFG | A | 1.97% | |
| GL | C | 1.96% | |
| ALL | A | 1.94% | |
| AIG | C | 1.93% | |
| KNSL | B | 1.9% | |
| PGR | B | 1.88% | |
| FNF | A | 1.88% | |
| ESGR | B | 1.88% | |
| HIG | B | 1.88% | |
| AFL | C | 1.88% | |
| AJG | B | 1.85% | |
| CB | C | 1.85% | |
| RNR | C | 1.85% | |
| FAF | C | 1.82% | |
| MMC | D | 1.8% | |
| EG | D | 1.78% | |
| PLMR | A | 1.75% | |
| ACGL | D | 1.66% | |
| ERIE | F | 1.45% | |
| STC | B | 1.38% | |
| OSCR | C | 1.33% |
KIE Underweight 18 Positions Relative to OCFS
KIE: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords
Compare ETFs
