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FMCE vs KCE

FM Compounders Equity ETF vs State Street SPDR S&P Capital Markets ETF

FMCE

FM Compounders Equity ETF

Annual cost

0.72%

Fund size

$68M

KCE

State Street SPDR S&P Capital Markets ETF

Annual cost

0.35%

Fund size

$444M

Key differences

Both FMCE and KCE are equity ETFs. FMCE charges 0.72% a year and KCE 0.35%. The main difference: FMCE follows a active selection strategy; KCE uses index tracking.

  • FMCE follows a active selection strategy; KCE uses index tracking.
  • KCE costs 0.37% less per year.
  • KCE is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
  • KCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMCEKCE
Annual cost (TER)0.72%0.35%
Fund size (AUM)$68M$444M
Since20242005
Dividend yield0.77%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+10.6%+14.4%
CAGR 3YN/A+25.0%
CAGR 5YN/A+12.9%
Sharpe 3YN/A0.99
Volatility 1Y12.61%20.12%
Max drawdown-11.69%-40.78%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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