Year to date, KCE has rallied 10.48%, while IAI is up 2.72% and KBWC has risen 0.38%.
It is important to note that IAI hones in specifically on “Broker/Dealers” and thus does not have exposure to names such as Legg Mason and Federated Investors for instance, equities that are included in the “Capital Markets” space. Thus, this would explain the performance differentials cited above since these funds are not entirely “apples to apples.”
iShares DJ U.S. Broker Dealers
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