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SPWO vs KCE

SP Funds S&P World ETF vs State Street SPDR S&P Capital Markets ETF

SPWO

SP Funds S&P World ETF

SP Funds

Annual cost

0.55%

Fund size

$156M

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

Key differences

  • KCE costs 0.20% less per year.
  • SPWO covers global markets; KCE covers north america.
  • KCE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPWOKCE
Annual cost (TER)0.55%0.35%
Fund size (AUM)$156M$456M
Since20232005
Dividend yield1.13%1.70%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.8%+15.1%
CAGR 3YN/A+26.5%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.05
Volatility 1Y19.36%19.67%
Max drawdown-18.02%-40.78%

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

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