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KCE vs SPMD

State Street SPDR S&P Capital Markets ETF vs State Street SPDR Portfolio S&P 400 Mid Cap ETF

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

Key differences

  • SPMD costs 0.32% less per year.
  • SPMD 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.

Side-by-side comparison

KCESPMD
Annual cost (TER)0.35%0.03%
Fund size (AUM)$456M$17.0B
Since20052005
Dividend yield1.70%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.1%+26.8%
CAGR 3Y+26.5%+16.3%
CAGR 5Y+12.9%+8.4%
Sharpe 3Y1.050.73
Volatility 1Y19.67%15.76%
Max drawdown-40.78%-41.86%

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

Similar to KCE and SPMD