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KCE vs FMCE

State Street SPDR S&P Capital Markets ETF vs FM Compounders Equity ETF

KCE

State Street SPDR S&P Capital Markets ETF

Annual cost

0.35%

Fund size

$444M

FMCE

FM Compounders Equity ETF

Annual cost

0.72%

Fund size

$68M

Key differences

Both KCE and FMCE are equity ETFs. KCE charges 0.35% a year and FMCE 0.72%. The main difference: KCE follows a index tracking strategy; FMCE uses active selection.

  • KCE follows a index tracking strategy; FMCE uses active selection.
  • KCE costs 0.37% less per year.
  • KCE is much larger than FMCE. Larger funds are usually 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

KCEFMCE
Annual cost (TER)0.35%0.72%
Fund size (AUM)$444M$68M
Since20052024
Dividend yield1.70%0.77%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+14.4%+10.6%
CAGR 3Y+25.0%N/A
CAGR 5Y+12.9%N/A
Sharpe 3Y0.99N/A
Volatility 1Y20.12%12.61%
Max drawdown-40.78%-11.69%

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

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