KCE vs. STNC ETF Comparison

Comparison of SPDR S&P Capital Markets ETF (KCE) to Stance Equity ESG Large Cap Core ETF (STNC)
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

$146.81

Average Daily Volume

70,565

Number of Holdings *

60

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

Stance Equity ESG Large Cap Core ETF

STNC Description The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.

Grade (RS Rating)

Last Trade

$32.03

Average Daily Volume

5,427

Number of Holdings *

45

* may have additional holdings in another (foreign) market
Performance
Period KCE STNC
30 Days 11.35% 2.79%
60 Days 17.27% 3.89%
90 Days 22.08% 6.73%
12 Months 67.71% 20.83%
4 Overlapping Holdings
Symbol Grade Weight in KCE Weight in STNC Overlap
AMP A 1.85% 1.96% 1.85%
BK A 1.64% 3.48% 1.64%
GS A 1.8% 2.43% 1.8%
RJF A 1.98% 2.87% 1.98%
KCE Overweight 56 Positions Relative to STNC
Symbol Grade Weight
COIN C 2.54%
LPLA A 2.22%
HOOD B 2.1%
IBKR A 2.03%
MS A 1.96%
SF B 1.95%
PJT A 1.86%
OWL A 1.86%
CG A 1.86%
JEF A 1.85%
EVR B 1.84%
SCHW B 1.83%
PIPR B 1.82%
HLNE B 1.81%
STEP B 1.8%
KKR A 1.8%
JHG A 1.79%
VCTR B 1.77%
NTRS A 1.76%
HLI B 1.75%
SEIC B 1.75%
FHI A 1.74%
BX A 1.74%
TPG A 1.7%
BLK C 1.69%
APAM B 1.68%
STT A 1.66%
TROW B 1.65%
ARES A 1.65%
MORN B 1.62%
WT B 1.62%
MC C 1.62%
BGC C 1.61%
IVZ B 1.6%
FDS B 1.6%
AMG B 1.6%
NDAQ A 1.59%
CNS B 1.59%
MSCI C 1.58%
VIRT B 1.58%
BEN C 1.57%
TW A 1.57%
CME A 1.53%
MKTX D 1.51%
MCO B 1.46%
SPGI C 1.43%
SNEX B 1.4%
ICE C 1.4%
CBOE B 1.36%
DBRG F 1.29%
VRTS B 1.22%
DFIN D 0.87%
BSIG A 0.66%
PX A 0.63%
DHIL A 0.36%
LPRO C 0.35%
KCE Underweight 41 Positions Relative to STNC
Symbol Grade Weight
EBAY D -3.59%
MMM D -3.57%
T A -3.33%
AKAM D -3.2%
KR B -3.19%
SYY B -3.18%
HIG B -3.16%
IEX B -3.13%
WAB B -3.12%
BSX B -3.12%
AAPL C -3.06%
COR B -2.95%
HPQ B -2.93%
PRU A -2.93%
CVS D -2.91%
CMG B -2.69%
MSFT F -2.66%
HD A -2.53%
SYF B -2.37%
AZO C -2.37%
CTLT B -2.29%
PTC A -2.21%
LOW D -2.17%
AMAT F -2.07%
AOS F -1.89%
DXCM D -1.7%
ITW B -1.69%
COF B -1.63%
ACN C -1.54%
GWW B -1.43%
WFC A -1.4%
XYL D -1.39%
AVGO D -1.23%
ORLY B -1.22%
MAR B -1.16%
ORCL B -1.06%
GOOGL C -0.92%
TFC A -0.59%
MRNA F -0.46%
DAL C -0.41%
FCX D -0.39%
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