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KCE vs SPYD

State Street SPDR S&P Capital Markets ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

Key differences

  • SPYD costs 0.28% less per year.
  • SPYD 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.
  • KCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KCESPYD
Annual cost (TER)0.35%0.07%
Fund size (AUM)$456M$7.4B
Since20052015
Dividend yield1.70%4.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.1%+18.8%
CAGR 3Y+26.5%+14.8%
CAGR 5Y+12.9%+6.9%
Sharpe 3Y1.050.78
Volatility 1Y19.67%11.72%
Max drawdown-40.78%-46.42%

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

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