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IYG vs KCE

iShares U.S. Financial Services ETF vs State Street SPDR S&P Capital Markets ETF

IYG

iShares U.S. Financial Services ETF

iShares

Annual cost

0.38%

Fund size

$2.0B

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

Key differences

  • IYG is significantly larger than KCE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KCE has delivered higher annualized returns.
  • IYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYGKCE
Annual cost (TER)0.38%0.35%
Fund size (AUM)$2.0B$456M
Since20002005
Dividend yield1.11%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.3%+15.1%
CAGR 3Y+21.7%+26.5%
CAGR 5Y+8.9%+12.9%
Sharpe 3Y1.001.05
Volatility 1Y15.46%19.67%
Max drawdown-44.32%-40.78%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IYG and KCE