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KCE vs SPGM

State Street SPDR S&P Capital Markets ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

SPGM

State Street SPDR Portfolio MSCI Global Stock Market ETF

State Street Investment Management

Annual cost

0.09%

Fund size

$1.6B

Key differences

  • SPGM costs 0.26% less per year.
  • SPGM is significantly larger than KCE — larger funds tend to be more liquid and less likely to close.
  • KCE covers north america markets; SPGM covers global.
  • Over the last 3 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

KCESPGM
Annual cost (TER)0.35%0.09%
Fund size (AUM)$456M$1.6B
Since20052012
Dividend yield1.70%1.75%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+15.1%+33.8%
CAGR 3Y+26.5%+21.9%
CAGR 5Y+12.9%+12.0%
Sharpe 3Y1.051.20
Volatility 1Y19.67%12.96%
Max drawdown-40.78%-33.97%

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

Similar to KCE and SPGM