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KCE vs BCFN

State Street SPDR S&P Capital Markets ETF vs Baron Financials ETF

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

BCFN

Baron Financials ETF

Baron Capital Group, Inc.

Annual cost

0.80%

Fund size

$48M

Key differences

  • KCE costs 0.45% less per year.
  • KCE is significantly larger than BCFN — larger funds tend to be 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

KCEBCFN
Annual cost (TER)0.35%0.80%
Fund size (AUM)$456M$48M
Since20052019
Dividend yield1.70%0.00%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.0%N/A
CAGR 3Y+26.3%N/A
CAGR 5Y+13.2%N/A
Sharpe 3Y1.04N/A
Volatility 1Y19.68%
Max drawdown-40.78%-20.95%

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

Similar to KCE and BCFN