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FNCL vs KCE

Fidelity MSCI Financials Index ETF vs State Street SPDR S&P Capital Markets ETF

FNCL

Fidelity MSCI Financials Index ETF

Annual cost

0.08%

Fund size

$2.2B

KCE

State Street SPDR S&P Capital Markets ETF

Annual cost

0.35%

Fund size

$444M

Key differences

Both FNCL and KCE are equity ETFs. FNCL charges 0.08% a year and KCE 0.35%. The main difference: FNCL costs 0.27% less per year.

  • FNCL costs 0.27% less per year.
  • FNCL is much larger than KCE. 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

FNCLKCE
Annual cost (TER)0.08%0.35%
Fund size (AUM)$2.2B$444M
Since20132005
Dividend yield1.67%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+12.7%
CAGR 3Y+20.3%+25.6%
CAGR 5Y+8.4%+12.2%
Sharpe 3Y0.971.01
Volatility 1Y14.99%19.98%
Max drawdown-44.38%-40.78%

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

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