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KCE vs IYG

State Street SPDR S&P Capital Markets ETF vs iShares U.S. Financial Services ETF

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

IYG

iShares U.S. Financial Services ETF

iShares

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • IYG 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.
  • IYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KCEIYG
Annual cost (TER)0.35%0.38%
Fund size (AUM)$456M$2.0B
Since20052000
Dividend yield1.70%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.1%+9.3%
CAGR 3Y+26.5%+21.7%
CAGR 5Y+12.9%+8.9%
Sharpe 3Y1.051.00
Volatility 1Y19.67%15.46%
Max drawdown-40.78%-44.32%

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

Similar to KCE and IYG