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PSCF vs KCE

Invesco S&P SmallCap Financials ETF vs State Street SPDR S&P Capital Markets ETF

PSCF

Invesco S&P SmallCap Financials ETF

Annual cost

0.29%

Fund size

$24M

KCE

State Street SPDR S&P Capital Markets ETF

Annual cost

0.35%

Fund size

$444M

Key differences

Both PSCF and KCE are equity ETFs. PSCF charges 0.29% a year and KCE 0.35%. The main difference: PSCF costs 0.06% less per year.

  • PSCF costs 0.06% less per year.
  • KCE is much larger than PSCF. Larger funds are usually more liquid and less likely to close.
  • Over the last three 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

PSCFKCE
Annual cost (TER)0.29%0.35%
Fund size (AUM)$24M$444M
Since20102005
Dividend yield2.37%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.0%+12.7%
CAGR 3Y+18.4%+25.6%
CAGR 5Y+3.2%+12.2%
Sharpe 3Y0.721.01
Volatility 1Y17.54%19.98%
Max drawdown-45.46%-40.78%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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