KCE vs. SAEF ETF Comparison

Comparison of SPDR S&P Capital Markets ETF (KCE) to Schwab Ariel ESG ETF (SAEF)
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

$112.55

Average Daily Volume

57,483

Number of Holdings *

60

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

Schwab Ariel ESG ETF

SAEF Description Schwab Ariel ESG ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund is co-managed by Ariel Investments, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of diverse market cap companies, within the market capitalization range of the Russell 2500 Index. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It employs proprietary research to create its portfolio. Schwab Ariel ESG ETF was formed on November 16, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$24.10

Average Daily Volume

1,989

Number of Holdings *

57

* may have additional holdings in another (foreign) market
Performance
Period KCE SAEF
30 Days 7.64% 7.01%
60 Days 5.77% 2.55%
90 Days 8.97% 3.75%
12 Months 44.38% 17.62%
3 Overlapping Holdings
Symbol Grade Weight in KCE Weight in SAEF Overlap
GS A 1.88% 2.23% 1.88%
KKR B 1.64% 3.09% 1.64%
NTRS C 1.71% 2.23% 1.71%
KCE Overweight 57 Positions Relative to SAEF
Symbol Grade Weight
VCTR B 2.16%
RILY D 2.11%
VIRT B 1.96%
SCHW B 1.89%
IBKR B 1.86%
STEP C 1.84%
SNEX C 1.84%
SF B 1.81%
PIPR B 1.8%
HLNE B 1.79%
MS B 1.79%
HLI C 1.76%
TW B 1.75%
JEF A 1.74%
RJF C 1.72%
HOOD D 1.72%
OWL C 1.72%
STT B 1.71%
BK A 1.71%
LPLA C 1.7%
NDAQ C 1.69%
AMP B 1.69%
BGC A 1.68%
JHG B 1.68%
ARES B 1.67%
TPG D 1.64%
MCO A 1.64%
AMG D 1.63%
SPGI B 1.63%
DFIN C 1.63%
EVR B 1.62%
PJT C 1.62%
MC B 1.62%
SEIC D 1.62%
CME C 1.61%
CBOE C 1.6%
MORN D 1.59%
APAM B 1.58%
CNS B 1.57%
BX C 1.57%
FHI D 1.56%
ICE C 1.56%
TROW C 1.56%
MKTX D 1.56%
IVZ C 1.55%
FDS D 1.53%
BLK C 1.52%
VRTS C 1.49%
BSIG A 1.47%
CG D 1.45%
COIN D 1.44%
MSCI F 1.42%
BEN F 1.36%
PX D 0.88%
AMK D 0.58%
LPRO D 0.46%
DHIL D 0.33%
KCE Underweight 54 Positions Relative to SAEF
Symbol Grade Weight
NCLH F -3.76%
OSW B -3.59%
LIND F -3.29%
BCO B -3.15%
NVT B -2.89%
REZI C -2.58%
ZBRA B -2.48%
CRL D -2.45%
PBH D -2.22%
FICO A -2.08%
GNRC C -2.07%
GNTX D -2.05%
CBRE C -1.87%
FAF D -1.85%
MAT F -1.85%
JLL B -1.78%
MTB B -1.7%
ZBH D -1.66%
LFUS C -1.55%
KEYS C -1.53%
KN B -1.48%
MSI A -1.46%
AXTA C -1.45%
KMT C -1.45%
LESL F -1.42%
SSD F -1.4%
IPG D -1.36%
MIDD F -1.35%
ST C -1.35%
SNA D -1.32%
MSGE D -1.32%
MAS D -1.31%
LH D -1.3%
PGR D -1.28%
DNB C -1.26%
ADTN D -1.25%
KMX F -1.2%
MSGS C -1.2%
AFL B -1.18%
ATGE B -1.14%
BWA C -1.13%
SRCL F -1.12%
PDCO F -1.1%
HCKT F -1.02%
BRC C -0.97%
MANU D -0.95%
MHK C -0.92%
KFY B -0.91%
REYN B -0.9%
BIO F -0.84%
NVST F -0.66%
SJM F -0.49%
PARA D -0.36%
PHIN A -0.25%
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