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KCE vs FMCX

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

KCE

State Street SPDR S&P Capital Markets ETF

Annual cost

0.35%

Fund size

$444M

FMCX

FM Focus Equity ETF

Annual cost

0.71%

Fund size

$118M

Key differences

Both KCE and FMCX are equity ETFs. KCE charges 0.35% a year and FMCX 0.71%. The main difference: KCE follows a index tracking strategy; FMCX uses active selection.

  • KCE follows a index tracking strategy; FMCX uses active selection.
  • KCE costs 0.36% less per year.
  • KCE is much larger than FMCX. 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

KCEFMCX
Annual cost (TER)0.35%0.71%
Fund size (AUM)$444M$118M
Since20052022
Dividend yield1.70%0.33%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+14.4%+14.1%
CAGR 3Y+25.0%+15.8%
CAGR 5Y+12.9%N/A
Sharpe 3Y0.990.86
Volatility 1Y20.12%13.13%
Max drawdown-40.78%-17.70%

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

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