SHRY vs. KCE ETF Comparison
Comparison of First Trust Bloomberg Shareholder Yield ETF (SHRY) to SPDR S&P Capital Markets ETF (KCE)
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.
Grade (RS Rating)
Last Trade
$38.40
Average Daily Volume
1,108
Number of Holdings
*
51
* may have additional holdings in another (foreign) market
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
$113.53
Average Daily Volume
39,051
Number of Holdings
*
60
* may have additional holdings in another (foreign) market
Performance
Period | SHRY | KCE |
---|---|---|
30 Days | 5.23% | 7.97% |
60 Days | 1.74% | 4.67% |
90 Days | 10.88% | |
12 Months | 43.91% |
SHRY Overweight 47 Positions Relative to KCE
Symbol | Grade | Weight | |
---|---|---|---|
MO | A | 5.11% | |
PFG | C | 4.52% | |
DELL | B | 3.98% | |
HPQ | C | 3.93% | |
EOG | C | 3.4% | |
DOW | B | 3.4% | |
PRU | A | 3.39% | |
AFL | A | 3.26% | |
MET | B | 3.26% | |
CMCSA | D | 3.23% | |
LMT | A | 2.94% | |
JNJ | D | 2.87% | |
GIS | B | 2.54% | |
CSX | D | 2.23% | |
MCK | A | 2.23% | |
MMM | A | 2.07% | |
CHTR | F | 1.9% | |
LOW | D | 1.81% | |
GD | A | 1.78% | |
UPS | D | 1.73% | |
CL | A | 1.72% | |
CAT | C | 1.67% | |
AAPL | B | 1.62% | |
CB | C | 1.6% | |
PG | A | 1.59% | |
HD | D | 1.57% | |
MAR | D | 1.53% | |
AON | D | 1.49% | |
HCA | C | 1.43% | |
ABT | F | 1.35% | |
UNP | C | 1.34% | |
KO | A | 1.34% | |
COST | A | 1.25% | |
LRCX | D | 1.25% | |
QCOM | A | 1.23% | |
ADP | C | 1.21% | |
V | C | 1.2% | |
SHW | D | 1.19% | |
KLAC | A | 1.19% | |
SLB | D | 1.12% | |
GOOGL | B | 1.08% | |
MCD | D | 0.89% | |
MA | D | 0.86% | |
AMAT | C | 0.81% | |
ACN | D | 0.67% | |
MRK | B | 0.51% | |
SOLV | F | 0.34% |
SHRY Underweight 56 Positions Relative to KCE
Symbol | Grade | Weight | |
---|---|---|---|
VCTR | C | -2.11% | |
VIRT | A | -1.98% | |
RILY | C | -1.97% | |
GS | A | -1.92% | |
SCHW | A | -1.87% | |
MS | A | -1.84% | |
IBKR | B | -1.81% | |
SNEX | B | -1.79% | |
SF | A | -1.78% | |
STEP | A | -1.78% | |
PIPR | A | -1.77% | |
ARES | A | -1.76% | |
JEF | A | -1.76% | |
TW | B | -1.76% | |
HLNE | C | -1.75% | |
JHG | A | -1.72% | |
STT | B | -1.72% | |
HLI | A | -1.72% | |
OWL | B | -1.72% | |
MCO | A | -1.71% | |
KKR | B | -1.7% | |
MC | C | -1.7% | |
BK | A | -1.7% | |
BGC | B | -1.69% | |
HOOD | D | -1.69% | |
RJF | B | -1.68% | |
NTRS | B | -1.68% | |
NDAQ | C | -1.67% | |
SPGI | B | -1.65% | |
APAM | C | -1.63% | |
LPLA | C | -1.63% | |
IVZ | C | -1.63% | |
EVR | B | -1.63% | |
MKTX | F | -1.62% | |
AMG | D | -1.61% | |
DFIN | C | -1.6% | |
PJT | B | -1.6% | |
ICE | D | -1.59% | |
SEIC | D | -1.59% | |
TROW | D | -1.58% | |
CBOE | D | -1.57% | |
CNS | D | -1.57% | |
MORN | D | -1.56% | |
FDS | D | -1.54% | |
TPG | D | -1.54% | |
FHI | D | -1.51% | |
VRTS | D | -1.51% | |
BSIG | C | -1.5% | |
CG | D | -1.48% | |
MSCI | D | -1.45% | |
BEN | D | -1.39% | |
COIN | D | -1.25% | |
PX | D | -0.95% | |
AMK | D | -0.56% | |
LPRO | D | -0.54% | |
DHIL | C | -0.33% |
SHRY: Top Represented Industries & Keywords
Industries:
Insurance - Life
Asset Management
Semiconductor Equipment & Materials
Aerospace & Defense
Computer Systems
Credit Services
Drug Manufacturers - Major
Home Improvement Stores
Household & Personal Products
Pay TV
Railroads
Beverages - Soft Drinks
Business Services
Chemicals
Consumer Electronics
Discount Stores
Diversified Industrials
Farm & Construction Equipment
Financial Data & Stock Exchanges
Health Information Services
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Insurance
Disability
Cloud Computing
Computing
Integrated Circuits
Life Insurance
Payment Solutions
Pharmaceutical Products
Advisory Services
Alcohol
Crude Oil
E Commerce
Electronics
Financial Products
Freight Transport
Health Care Products
Health Insurance
KCE: Top Represented Industries & Keywords
Industries:
Asset Management
Capital Markets
Financial Data & Stock Exchanges
Business Services
Credit Services
Software - Application
Software - Infrastructure
Keywords:
S&P 500
Investment Bank
Private Equity
Hedge Funds
Insurance
Investment Management
Brokerage
Exchange Traded Fund
Financial Advisory Services
Advisory Services
Financial Advisors
Investment Banking
Wilshire Associates
Futures Exchanges
Separately Managed Account
Banking
Fixed Income Products
Income Products
Investment Management Services
Investment Product