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KCE vs IJH

State Street SPDR S&P Capital Markets ETF vs iShares Core S&P Mid-Cap ETF

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH costs 0.30% less per year.
  • IJH 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.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KCEIJH
Annual cost (TER)0.35%0.05%
Fund size (AUM)$456M$115.7B
Since20052000
Dividend yield1.70%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.1%+24.7%
CAGR 3Y+26.5%+16.0%
CAGR 5Y+12.9%+7.8%
Sharpe 3Y1.050.72
Volatility 1Y19.67%15.66%
Max drawdown-40.78%-42.18%

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

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