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Screener

PSCF vs KIE

Invesco S&P SmallCap Financials ETF vs State Street SPDR S&P Insurance ETF

PSCF

Invesco S&P SmallCap Financials ETF

Annual cost

0.29%

Fund size

$24M

KIE

State Street SPDR S&P Insurance ETF

Annual cost

0.35%

Fund size

$450M

Key differences

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

  • PSCF costs 0.06% less per year.
  • KIE is much larger than PSCF. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PSCF has delivered higher annualized returns.
  • KIE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCFKIE
Annual cost (TER)0.29%0.35%
Fund size (AUM)$24M$450M
Since20102005
Dividend yield2.37%1.68%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.4%+2.5%
CAGR 3Y+16.2%+15.1%
CAGR 5Y+3.9%+10.0%
Sharpe 3Y0.640.71
Volatility 1Y17.56%16.43%
Max drawdown-45.46%-44.31%

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

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