STNC vs. KIE ETF Comparison

Comparison of Stance Equity ESG Large Cap Core ETF (STNC) to SPDR S&P Insurance ETF (KIE)
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

$29.13

Average Daily Volume

9,134

Number of Holdings *

35

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

SPDR S&P Insurance ETF

KIE 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 in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "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 insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$50.71

Average Daily Volume

941,234

Number of Holdings *

49

* may have additional holdings in another (foreign) market
Performance
Period STNC KIE
30 Days -2.85% -0.57%
60 Days -1.44% 1.85%
90 Days 2.24% 7.03%
12 Months 11.87% 27.87%
4 Overlapping Holdings
Symbol Grade Weight in STNC Weight in KIE Overlap
AFL A 3.25% 2.23% 2.23%
AON F 3.66% 1.94% 1.94%
BRO C 4.02% 2.1% 2.1%
MMC C 3.03% 2.11% 2.11%
STNC Overweight 31 Positions Relative to KIE
Symbol Grade Weight
GE A 4.53%
AVGO C 4.04%
TDG A 4.01%
GWW D 3.8%
CI C 3.75%
HLT D 3.73%
MA D 3.68%
MSFT C 3.67%
MKC B 3.6%
ELV B 3.46%
V D 3.44%
GOOGL B 3.43%
REGN C 3.41%
SNA D 3.32%
HPQ D 3.22%
CNC D 3.21%
T B 3.2%
PSA D 3.12%
AAPL B 2.99%
NKE D 2.89%
CTSH F 2.85%
APH A 2.49%
ADM C 2.14%
NFLX D 1.98%
CSX D 1.51%
OTIS D 1.32%
AVY A 1.2%
DHR D 0.75%
LOW D 0.27%
TXN A 0.26%
A D 0.21%
STNC Underweight 45 Positions Relative to KIE
Symbol Grade Weight
OSCR A -2.57%
ACGL A -2.37%
ALL B -2.37%
PGR A -2.31%
ORI A -2.27%
RGA A -2.27%
UNM B -2.23%
LNC C -2.22%
AIG A -2.21%
L A -2.21%
KMPR B -2.2%
AEL A -2.19%
PRU C -2.19%
AXS A -2.19%
MET C -2.19%
CB C -2.18%
EG C -2.18%
CINF D -2.17%
AFG C -2.17%
HIG C -2.17%
FNF B -2.16%
PFG C -2.16%
MKL A -2.14%
RLI B -2.12%
SIGI F -2.12%
AIZ C -2.12%
TRV D -2.11%
RYAN D -2.09%
FAF D -2.07%
RNR D -2.05%
AJG D -2.05%
WTW D -2.02%
WRB D -2.0%
CNO A -1.99%
ERIE C -1.99%
THG A -1.91%
PRI D -1.89%
BHF B -1.85%
AGO D -1.82%
GNW C -1.57%
KNSL F -1.56%
GL F -1.39%
WTM A -1.3%
ESGR C -1.3%
PLMR B -0.87%
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