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KCE vs SPY

State Street SPDR S&P Capital Markets ETF vs State Street SPDR S&P 500 ETF Trust

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

Key differences

  • SPY costs 0.26% less per year.
  • SPY 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.
  • SPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KCESPY
Annual cost (TER)0.35%0.09%
Fund size (AUM)$456M$735.1B
Since20051993
Dividend yield1.70%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.1%+29.4%
CAGR 3Y+26.5%+23.1%
CAGR 5Y+12.9%+14.0%
Sharpe 3Y1.051.22
Volatility 1Y19.67%12.00%
Max drawdown-40.78%-33.72%

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

Similar to KCE and SPY