This ETF offers exposure to companies that deal with capital markets, delivering targeted exposure to a unique corner of the U.S. financials sector. Given the narrow focus of KBWC, this fund might be most useful for investors looking to implement a shorter term tactical tilt towards this corner of the market, though it can certainly also be used as a complimentary holding in long-term portfolio as well. KBWC's portfolio is unique from the most popular ETFs in the Financials Equities ETFdb Category; this ETF is designed to focus on firms that do business as broker-dealers, asset managers, and others, and as such does not include Wall Street titans that make up funds such as XLF. Moreover, it should be noted that these smaller capital market firms often maintain risk/return profiles that differ considerably from their large cap peers. KBWC's portfolio is somewhat shallow, consisting of about 25 individual holdings. Given the fairly low number of securities, investors will note that over half of the fund's total assets are dedicated to the top five holdings; something that should be considered prior to investment as it may potentially increase the company-specific risk associated with this product. Alternative ETPs are hard to come by given KBWC's unique exposure to the financial sector, although there is one product, KCE, which offers a very similar investment thesis.
The adjacent table gives investors an individual Realtime Rating for KBWC on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Financials Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb Category.
This ETF is not currently available for commission free trading on any platforms.
There are 4 other ETFs in the Financials Equities ETFdb Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of KBWC relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb Category.
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