Screener
FMCX vs KCE
FM Focus Equity ETF vs State Street SPDR S&P Capital Markets ETF
Key differences
Both FMCX and KCE are equity ETFs. FMCX charges 0.71% a year and KCE 0.35%. The main difference: FMCX follows a active selection strategy; KCE uses index tracking.
- FMCX follows a active selection strategy; KCE uses index tracking.
- KCE costs 0.36% less per year.
- KCE is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, KCE has delivered higher annualized returns.
- KCE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCX | KCE | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.35% |
| Fund size (AUM) | $118M | $444M |
| Since | 2022 | 2005 |
| Dividend yield | 0.33% | 1.70% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.1% | +14.4% |
| CAGR 3Y | +15.8% | +25.0% |
| CAGR 5Y | N/A | +12.9% |
| Sharpe 3Y | 0.86 | 0.99 |
| Volatility 1Y | 13.13% | 20.12% |
| Max drawdown | -17.70% | -40.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.