KCE vs. WGMI ETF Comparison

Comparison of SPDR S&P Capital Markets ETF (KCE) to Valkyrie Bitcoin Miners ETF (WGMI)
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

$107.43

Average Daily Volume

57,773

Number of Holdings *

60

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

Valkyrie Bitcoin Miners ETF

WGMI Description Valkyrie Bitcoin Miners ETF is a leading financial services firm with a focus on digital assets. Headquartered in Nashville, Valkyrie's team combines deep technical expertise in this emerging asset class with decades of experience launching investment vehicles for a wide variety of markets participants. The firm is led by financial industry veterans with decades of experience across firms including Guggenheim Partners, UBS, Chicago Board of Trade, Chicago Mercantile Exchange, and The World Bank.

Grade (RS Rating)

Last Trade

$14.24

Average Daily Volume

414,795

Number of Holdings *

12

* may have additional holdings in another (foreign) market
Performance
Period KCE WGMI
30 Days -2.89% -22.13%
60 Days 0.77% -22.91%
90 Days 6.22% 5.16%
12 Months 37.39% 35.95%
0 Overlapping Holdings
Symbol Grade Weight in KCE Weight in WGMI Overlap
KCE Overweight 60 Positions Relative to WGMI
Symbol Grade Weight
RILY B 2.75%
VCTR A 2.16%
VIRT A 1.89%
GS A 1.86%
SCHW A 1.86%
IBKR A 1.81%
OWL A 1.81%
STEP B 1.81%
SNEX A 1.8%
SF A 1.78%
HLNE A 1.77%
MS A 1.77%
PIPR A 1.74%
BK A 1.73%
LPLA A 1.73%
STT C 1.71%
HLI A 1.71%
NTRS C 1.71%
RJF B 1.71%
HOOD D 1.7%
JEF B 1.69%
ARES B 1.68%
AMP C 1.68%
AMG C 1.67%
DFIN B 1.67%
NDAQ B 1.67%
TW B 1.65%
CME C 1.64%
JHG C 1.63%
TPG C 1.62%
CG D 1.62%
SEIC C 1.61%
SPGI C 1.61%
KKR C 1.61%
MCO C 1.61%
BGC A 1.6%
CBOE C 1.6%
TROW D 1.59%
BX D 1.59%
ICE C 1.58%
PJT D 1.58%
EVR C 1.57%
MKTX F 1.57%
MC D 1.57%
APAM D 1.56%
FHI D 1.55%
CNS D 1.55%
MORN D 1.54%
BLK D 1.52%
IVZ F 1.52%
FDS D 1.51%
BSIG B 1.49%
VRTS D 1.48%
MSCI F 1.44%
COIN D 1.41%
BEN F 1.38%
PX F 0.89%
AMK D 0.58%
LPRO F 0.45%
DHIL B 0.33%
KCE Underweight 12 Positions Relative to WGMI
Symbol Grade Weight
CLSK B -19.92%
IREN F -10.08%
CIFR B -9.71%
MARA D -8.64%
RIOT F -5.14%
WULF C -5.01%
NVDA C -4.92%
BTBT F -4.28%
APLD F -2.24%
DGHI F -0.94%
TSM C -0.63%
AMD D -0.5%
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