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KCE vs IVV

State Street SPDR S&P Capital Markets ETF vs iShares Core S&P 500 ETF

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

Key differences

  • IVV costs 0.32% less per year.
  • IVV 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.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KCEIVV
Annual cost (TER)0.35%0.03%
Fund size (AUM)$456M$797.5B
Since20052000
Dividend yield1.70%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.1%+29.5%
CAGR 3Y+26.5%+23.2%
CAGR 5Y+12.9%+14.0%
Sharpe 3Y1.051.25
Volatility 1Y19.67%11.96%
Max drawdown-40.78%-33.90%

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

Similar to KCE and IVV