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FNCL vs KIE

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

FNCL

Fidelity MSCI Financials Index ETF

Annual cost

0.08%

Fund size

$2.2B

KIE

State Street SPDR S&P Insurance ETF

Annual cost

0.35%

Fund size

$450M

Key differences

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

  • FNCL costs 0.27% less per year.
  • FNCL is much larger than KIE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FNCL has delivered higher annualized returns.
  • KIE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FNCLKIE
Annual cost (TER)0.08%0.35%
Fund size (AUM)$2.2B$450M
Since20132005
Dividend yield1.67%1.68%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%-2.3%
CAGR 3Y+20.3%+15.5%
CAGR 5Y+8.4%+9.1%
Sharpe 3Y0.970.73
Volatility 1Y14.99%16.44%
Max drawdown-44.38%-44.31%

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

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