KCE vs. WTBN ETF Comparison

Comparison of SPDR S&P Capital Markets ETF (KCE) to WisdomTree Bianco Total Return Fund (WTBN)
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
WTBN

WisdomTree Bianco Total Return Fund

WTBN Description Under normal circumstances, the fund primarily invests in the constituent exchange-traded funds ("ETF") of the index. The index, created by Bianco Research Advisors LLC, is composed of approximately 5 to 20 fixed income ETFs that are specifically selected and weighted using a modified market-capitalization weighting scheme to achieve specified factor exposures.

Grade (RS Rating)

Last Trade

$25.17

Average Daily Volume

26,313

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period KCE WTBN
30 Days 11.35% 0.08%
60 Days 17.27% -2.15%
90 Days 22.08% -1.29%
12 Months 67.71%
0 Overlapping Holdings
Symbol Grade Weight in KCE Weight in WTBN Overlap
KCE Overweight 60 Positions Relative to WTBN
Symbol Grade Weight
COIN C 2.54%
LPLA A 2.22%
HOOD B 2.1%
IBKR A 2.03%
RJF A 1.98%
MS A 1.96%
SF B 1.95%
PJT A 1.86%
OWL A 1.86%
CG A 1.86%
AMP A 1.85%
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%
GS 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%
BK A 1.64%
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 10 Positions Relative to WTBN
Symbol Grade Weight
MBB C -26.83%
IEF F -10.03%
SCHQ F -10.01%
STIP C -10.01%
USDU A -9.97%
VCIT D -8.01%
VCLT D -5.14%
LQDB D -5.0%
IEI D -2.0%
SCHO C -1.5%
Compare ETFs