KCE was created on 2005-11-08 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. KCE tracks an equal-weighted index of US capital markets companies", as defined by GICS.
XJH was created on 2020-09-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 273.57m in AUM and 355 holdings. XJH tracks a market cap-weighted index of US mid-caps screened for sustainability and excluding those with exposure to certain controversial business activities.
Key Details
Nov 08, 2005
Sep 22, 2020
Equity
Equity
Financials
Mid Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
FIXD | -0.03% | $3.42B | 0.65% | |
TLH | -0.09% | $11.46B | 0.15% | |
TFI | 0.11% | $3.21B | 0.23% | |
JMBS | 0.17% | $5.55B | 0.22% | |
GLDM | 0.32% | $15.83B | 0.1% | |
NUBD | -0.42% | $397.30M | 0.16% | |
SPMB | 0.53% | $6.15B | 0.04% | |
LMBS | -0.59% | $5.11B | 0.64% | |
BIV | 0.65% | $23.34B | 0.03% | |
UITB | 0.69% | $2.34B | 0.39% | |
SCHQ | 0.69% | $756.36M | 0.03% | |
SUB | -0.71% | $9.91B | 0.07% | |
CGCB | -0.77% | $2.47B | 0.27% | |
VGLT | 0.78% | $9.82B | 0.04% | |
ISTB | 0.80% | $4.45B | 0.06% | |
CGSD | 0.81% | $1.33B | 0.25% | |
BNDW | 0.88% | $1.28B | 0.05% | |
BAR | 0.97% | $1.12B | 0.1749% | |
SGOL | 0.98% | $5.22B | 0.17% | |
BSMR | -1.02% | $255.58M | 0.18% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VSTA | 0.24% | $342.46M | +40.00% | 0.00% |
TEF | 0.54% | $29.29B | +23.28% | 6.30% |
AEP | -0.83% | $54.73B | +16.78% | 3.58% |
PHYS | -1.00% | - | - | 0.00% |
VSA | -1.20% | $8.67M | -15.70% | 0.00% |
CL | 1.32% | $71.89B | -8.58% | 2.28% |
IMDX | 1.36% | $91.52M | +8.47% | 0.00% |
CYCN | 1.51% | $9.63M | +30.43% | 0.00% |
STG | -2.00% | $29.06M | -28.79% | 0.00% |
MO | 2.08% | $98.96B | +28.98% | 6.98% |
KR | -2.17% | $47.56B | +43.04% | 1.79% |
SO | 2.29% | $99.90B | +17.18% | 3.20% |
VRCA | 2.29% | $48.34M | -92.83% | 0.00% |
BGS | 2.35% | $350.31M | -45.67% | 18.11% |
GFI | 2.41% | $20.47B | +53.49% | 2.38% |
GIS | 2.49% | $27.66B | -20.14% | 4.74% |
HSY | 2.64% | $33.83B | -9.16% | 3.28% |
SYPR | 2.69% | $52.86M | +19.79% | 0.00% |
VHC | 2.88% | $45.90M | +59.26% | 0.00% |
PPC | 2.91% | $10.57B | +30.66% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IAI | 96.55% | $1.36B | 0.4% | |
FXO | 95.50% | $2.13B | 0.62% | |
IYG | 94.62% | $1.79B | 0.39% | |
IYF | 94.31% | $3.63B | 0.39% | |
VFH | 94.17% | $12.36B | 0.09% | |
FNCL | 94.15% | $2.27B | 0.084% | |
VXF | 93.58% | $22.24B | 0.05% | |
FEX | 93.31% | $1.30B | 0.6% | |
IWR | 93.27% | $43.12B | 0.19% | |
SCHM | 93.14% | $11.48B | 0.04% | |
SMLF | 93.10% | $1.81B | 0.15% | |
FMDE | 93.04% | $2.91B | 0.23% | |
VB | 93.04% | $63.50B | 0.05% | |
JHMM | 93.03% | $4.10B | 0.42% | |
SMMD | 93.00% | $1.51B | 0.15% | |
TMSL | 92.92% | $847.12M | 0.55% | |
RSPF | 92.92% | $312.54M | 0.4% | |
FSMD | 92.90% | $1.56B | 0.16% | |
IJH | 92.90% | $94.55B | 0.05% | |
MDY | 92.88% | $22.77B | 0.24% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
EVR | 92.01% | $10.40B | +29.02% | 1.19% |
GS | 91.16% | $211.97B | +52.73% | 1.69% |
SF | 90.23% | $10.65B | +23.21% | 1.69% |
MS | 90.08% | $225.71B | +44.76% | 2.62% |
JEF | 89.66% | $11.50B | +12.04% | 2.66% |
PIPR | 89.41% | $5.00B | +23.75% | 0.92% |
KKR | 89.02% | $119.60B | +27.60% | 0.52% |
JHG | 88.89% | $6.10B | +14.92% | 4.02% |
CG | 88.35% | $18.48B | +27.45% | 2.70% |
AXP | 87.97% | $222.22B | +36.99% | 0.92% |
BN | 87.43% | $101.52B | +48.29% | 0.55% |
EQH | 87.41% | $17.01B | +36.96% | 1.75% |
STEP | 87.03% | $4.31B | +23.25% | 1.70% |
BNT | 86.63% | $12.40B | +48.28% | 0.00% |
PH | 86.63% | $89.51B | +38.50% | 0.95% |
MC | 86.56% | $4.67B | +10.73% | 3.94% |
HBAN | 86.43% | $24.18B | +25.95% | 3.72% |
AMP | 86.41% | $50.28B | +23.61% | 1.14% |
IVZ | 86.27% | $7.03B | +4.95% | 5.24% |
BX | 86.21% | $183.33B | +22.06% | 2.29% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -81.87% | $99.76M | 0.59% | |
VIXY | -75.03% | $165.69M | 0.85% | |
BTAL | -65.43% | $296.79M | 1.43% | |
IVOL | -41.99% | $349.27M | 1.02% | |
XONE | -33.87% | $585.86M | 0.03% | |
SPTS | -32.66% | $5.78B | 0.03% | |
FXY | -32.49% | $815.67M | 0.4% | |
FTSD | -30.05% | $231.79M | 0.25% | |
UTWO | -29.54% | $379.36M | 0.15% | |
VGSH | -29.29% | $22.80B | 0.03% | |
SCHO | -29.09% | $11.46B | 0.03% | |
IBTG | -25.19% | $1.92B | 0.07% | |
IBTI | -25.10% | $1.06B | 0.07% | |
IBTH | -24.13% | $1.60B | 0.07% | |
BILS | -21.99% | $3.86B | 0.1356% | |
IBTJ | -20.85% | $685.71M | 0.07% | |
XHLF | -19.80% | $1.73B | 0.03% | |
IEI | -19.63% | $15.37B | 0.15% | |
IBTK | -18.61% | $442.63M | 0.07% | |
BWX | -17.36% | $1.53B | 0.35% |
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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -14.72% | $23.98B | +34.66% | 1.10% |
AWK | -11.14% | $26.90B | +6.78% | 2.27% |
DG | -10.53% | $25.19B | -13.45% | 2.07% |
ED | -9.40% | $35.36B | +9.76% | 3.39% |
K | -7.88% | $27.41B | +36.96% | 2.88% |
TU | -7.62% | $24.14B | +4.56% | 7.30% |
ZCMD | -6.67% | $28.79M | -13.64% | 0.00% |
ASPS | -6.06% | $95.51M | -23.85% | 0.00% |
BCE | -4.72% | $20.10B | -32.65% | 11.25% |
MKTX | -4.04% | $8.23B | +9.48% | 1.37% |
AMT | -3.99% | $101.95B | +12.04% | 3.05% |
DFDV | -3.69% | $247.94M | +1,821.34% | 0.00% |
LITB | -3.26% | $21.70M | -78.27% | 0.00% |
HUSA | -3.15% | $22.94M | -6.82% | 0.00% |
CME | -2.98% | $99.01B | +39.76% | 3.87% |
KR | -2.17% | $47.56B | +43.04% | 1.79% |
STG | -2.00% | $29.06M | -28.79% | 0.00% |
VSA | -1.20% | $8.67M | -15.70% | 0.00% |
PHYS | -1.00% | - | - | 0.00% |
AEP | -0.83% | $54.73B | +16.78% | 3.58% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BCE | -0.34% | $20.10B | -32.65% | 11.25% |
TU | -0.60% | $24.14B | +4.56% | 7.30% |
HUSA | -0.98% | $22.94M | -6.82% | 0.00% |
CYCN | 1.03% | $9.63M | +30.43% | 0.00% |
MO | -1.20% | $98.96B | +28.98% | 6.98% |
ASPS | -1.55% | $95.51M | -23.85% | 0.00% |
VSTA | -1.65% | $342.46M | +40.00% | 0.00% |
KR | -1.99% | $47.56B | +43.04% | 1.79% |
DG | -2.02% | $25.19B | -13.45% | 2.07% |
GFI | 2.06% | $20.47B | +53.49% | 2.38% |
TEF | 2.42% | $29.29B | +23.28% | 6.30% |
STG | -2.69% | $29.06M | -28.79% | 0.00% |
UUU | 2.70% | $6.64M | +78.38% | 0.00% |
NEUE | 2.74% | $61.96M | +27.57% | 0.00% |
ZCMD | -2.89% | $28.79M | -13.64% | 0.00% |
AMT | 3.01% | $101.95B | +12.04% | 3.05% |
DUK | 3.07% | $90.88B | +16.65% | 3.59% |
PHYS | 3.22% | - | - | 0.00% |
MSIF | 3.34% | $769.00M | +36.08% | 6.63% |
VSA | -3.84% | $8.67M | -15.70% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -79.00% | $99.76M | 0.59% | |
VIXY | -74.45% | $165.69M | 0.85% | |
BTAL | -68.04% | $296.79M | 1.43% | |
IVOL | -44.05% | $349.27M | 1.02% | |
XONE | -32.16% | $585.86M | 0.03% | |
SPTS | -31.23% | $5.78B | 0.03% | |
FTSD | -31.06% | $231.79M | 0.25% | |
FXY | -28.57% | $815.67M | 0.4% | |
SCHO | -27.39% | $11.46B | 0.03% | |
VGSH | -26.53% | $22.80B | 0.03% | |
UTWO | -26.41% | $379.36M | 0.15% | |
IBTH | -21.82% | $1.60B | 0.07% | |
IBTI | -21.19% | $1.06B | 0.07% | |
IBTG | -20.95% | $1.92B | 0.07% | |
XHLF | -19.53% | $1.73B | 0.03% | |
BILS | -19.26% | $3.86B | 0.1356% | |
IBTJ | -17.89% | $685.71M | 0.07% | |
TBLL | -17.01% | $2.13B | 0.08% | |
IEI | -16.52% | $15.37B | 0.15% | |
STPZ | -16.16% | $450.22M | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -19.74% | $23.98B | +34.66% | 1.10% |
CME | -9.32% | $99.01B | +39.76% | 3.87% |
K | -8.64% | $27.41B | +36.96% | 2.88% |
ED | -7.52% | $35.36B | +9.76% | 3.39% |
MKTX | -6.72% | $8.23B | +9.48% | 1.37% |
DFDV | -6.13% | $247.94M | +1,821.34% | 0.00% |
AWK | -5.58% | $26.90B | +6.78% | 2.27% |
LITB | -4.54% | $21.70M | -78.27% | 0.00% |
VSA | -3.84% | $8.67M | -15.70% | 0.00% |
ZCMD | -2.89% | $28.79M | -13.64% | 0.00% |
STG | -2.69% | $29.06M | -28.79% | 0.00% |
DG | -2.02% | $25.19B | -13.45% | 2.07% |
KR | -1.99% | $47.56B | +43.04% | 1.79% |
VSTA | -1.65% | $342.46M | +40.00% | 0.00% |
ASPS | -1.55% | $95.51M | -23.85% | 0.00% |
MO | -1.20% | $98.96B | +28.98% | 6.98% |
HUSA | -0.98% | $22.94M | -6.82% | 0.00% |
TU | -0.60% | $24.14B | +4.56% | 7.30% |
BCE | -0.34% | $20.10B | -32.65% | 11.25% |
CYCN | 1.03% | $9.63M | +30.43% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
MDY | 99.36% | $22.77B | 0.24% | |
IJH | 99.35% | $94.55B | 0.05% | |
SPMD | 99.27% | $13.12B | 0.03% | |
IVOO | 99.26% | $2.66B | 0.07% | |
JMEE | 98.97% | $1.83B | 0.24% | |
VB | 98.79% | $63.50B | 0.05% | |
SCHM | 98.62% | $11.48B | 0.04% | |
SMMD | 98.54% | $1.51B | 0.15% | |
ESML | 98.52% | $1.84B | 0.17% | |
VBR | 98.44% | $29.51B | 0.07% | |
NUSC | 98.40% | $1.13B | 0.31% | |
JHMM | 98.34% | $4.10B | 0.42% | |
FSMD | 98.25% | $1.56B | 0.16% | |
IVOV | 98.21% | $924.43M | 0.1% | |
MDYV | 98.18% | $2.38B | 0.15% | |
TMSL | 98.13% | $847.12M | 0.55% | |
FNDA | 98.05% | $8.29B | 0.25% | |
IJK | 98.05% | $8.80B | 0.17% | |
FNX | 98.02% | $1.12B | 0.6% | |
IJJ | 98.02% | $7.68B | 0.18% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
DFNM | -0.12% | $1.56B | 0.17% | |
IBND | 0.16% | $378.69M | 0.5% | |
TOTL | 0.24% | $3.87B | 0.55% | |
AGZD | 0.42% | $102.66M | 0.23% | |
IBMN | -0.46% | $446.95M | 0.18% | |
JBND | 0.50% | $2.31B | 0.25% | |
SMMU | 0.65% | $888.13M | 0.35% | |
MLN | 0.81% | $540.30M | 0.24% | |
OWNS | -0.83% | $130.63M | 0.3% | |
CMBS | 0.93% | $446.84M | 0.25% | |
SHM | 1.07% | $3.41B | 0.2% | |
YEAR | 1.29% | $1.46B | 0.25% | |
SMB | -1.42% | $274.71M | 0.07% | |
FMHI | -1.68% | $752.95M | 0.7% | |
BNDX | 1.70% | $67.37B | 0.07% | |
BILZ | -2.00% | $827.49M | 0.14% | |
BUXX | 2.00% | $318.71M | 0.25% | |
TPMN | -2.07% | $30.81M | 0.65% | |
FLMI | -2.08% | $722.98M | 0.3% | |
CTA | -2.25% | $1.06B | 0.76% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 89.89% | $12.43B | +22.27% | 0.85% |
BN | 87.23% | $101.52B | +48.29% | 0.55% |
DOV | 86.53% | $25.13B | +1.58% | 1.12% |
BNT | 86.18% | $12.40B | +48.28% | 0.00% |
AVNT | 85.77% | $3.01B | -24.77% | 3.24% |
PH | 85.46% | $89.51B | +38.50% | 0.95% |
EVR | 85.37% | $10.40B | +29.02% | 1.19% |
JHG | 83.82% | $6.10B | +14.92% | 4.02% |
AIT | 83.80% | $8.82B | +19.43% | 0.71% |
AWI | 83.70% | $7.08B | +44.05% | 0.74% |
CG | 83.66% | $18.48B | +27.45% | 2.70% |
AXP | 83.66% | $222.22B | +36.99% | 0.92% |
APAM | 83.65% | $3.14B | +9.18% | 6.79% |
BX | 83.38% | $183.33B | +22.06% | 2.29% |
IR | 83.33% | $34.00B | -7.23% | 0.10% |
TROW | 83.33% | $21.17B | -16.66% | 5.21% |
DCI | 83.30% | $8.11B | -2.78% | 1.59% |
GS | 83.25% | $211.97B | +52.73% | 1.69% |
HBAN | 83.22% | $24.18B | +25.95% | 3.72% |
JEF | 83.20% | $11.50B | +12.04% | 2.66% |
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KCE - SPDR S&P Capital Markets ETF and XJH - iShares ESG Select Screened S&P Mid Cap ETF have a 10 holding overlap. Which accounts for a 3.5% overlap.
Number of overlapping holdings
10
% of overlapping holdings
3.47%
Name | Weight in KCE | Weight in XJH |
---|---|---|
1.73% | 0.37% | |
1.72% | 0.89% | |
1.72% | 0.32% | |
1.71% | 0.21% | |
1.71% | 0.40% | |
1.68% | 0.18% | |
1.66% | 0.13% | |
1.64% | 0.37% | |
1.63% | 0.34% | |
1.53% | 0.24% |
SPDR S&P Capital Markets ETF - KCE is made up of 62 holdings. iShares ESG Select Screened S&P Mid Cap ETF - XJH is made up of 363 holdings.
Name | Weight |
---|---|
2.22% | |
1.99% | |
1.86% | |
1.81% | |
1.78% | |
1.75% | |
![]() | 1.74% |
1.73% | |
1.73% | |
1.72% | |
1.72% | |
1.72% | |
1.71% | |
1.71% | |
1.71% | |
1.70% | |
1.70% | |
1.70% | |
1.70% | |
1.69% | |
1.68% | |
1.68% | |
1.68% | |
1.68% | |
1.68% | |
1.68% | |
1.68% | |
1.67% | |
![]() | 1.67% |
1.66% |
Name | Weight |
---|---|
0.90% | |
0.89% | |
0.75% | |
0.74% | |
![]() | 0.72% |
0.71% | |
0.71% | |
0.70% | |
0.68% | |
0.65% | |
0.63% | |
0.62% | |
![]() | 0.62% |
0.61% | |
![]() | 0.61% |
0.61% | |
0.60% | |
![]() | 0.59% |
![]() | 0.58% |
0.57% | |
![]() | 0.57% |
![]() | 0.57% |
![]() | 0.57% |
0.56% | |
0.56% | |
0.55% | |
![]() | 0.55% |
0.54% | |
0.53% | |
0.53% |