AIPI vs KCE
Comparison between REX AI EQUITY PREMIUM INCOME ETF (AIPI, ETF) and STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF (KCE, ETF).
AIPI is from the Technology sector, while KCE is from the Financial Services sector.
AIPI vs KCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIPI
$419M
Winner
KCE
$419M
Expense Ratio
AIPI
0.65%
Winner
KCE
0.35%
Max Drawdown
Winner
AIPI
42.01%
KCE
74.37%
Sharpe Ratio
Winner
AIPI
0.65
KCE
0.14
5Y Beta
Winner
AIPI
1.11
KCE
1.14
P/E Ratio
AIPI
44.73
Winner
KCE
22.73
Forward P/E
AIPI
24.63
Winner
KCE
15.09
PEG Ratio
Winner
AIPI
0.44
KCE
0.48
5Y Dividends CAGR
AIPI
N/A
KCE
10.66%
5Y EPS CAGR
Winner
AIPI
39.00%
KCE
16.38%
Debt to Equity
Winner
AIPI
27.21%
KCE
55.21%
P/S Ratio
AIPI
7.07
Winner
KCE
1.89
P/B Ratio
AIPI
9.27
Winner
KCE
3.64
AIPI vs KCE - Holdings Comparison
AIPI and KCE have 1 common holdings. Overlap is -0.32%
AIPI's top 25 holdings weight is 98.15%. KCE's top 25 holdings weight is 42.44%.
| Rank | AIPI | KCE |
|---|---|---|
| #1 | n/a (PLTR) - 10.83% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.05% |
| #2 | NVIDIA CORP (NVDA) - 9.69% | DONNELLEY FINANCIAL SOLUTIONS INC (DFIN) - 1.83% |
| #3 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 9.25% | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.80% |
| #4 | ARM HOLDINGS PLC ADR (ARM) - 4.12% | CHARLES SCHWAB CORP (SCHW) - 1.78% |
| #5 | DATADOG INC CLASS A (DDOG) - 3.75% | WISDOMTREE INC (WT) - 1.74% |
| #6 | SYNOPSYS INC (SNPS) - 3.64% | T. ROWE PRICE GROUP INC (TROW) - 1.73% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 3.38% | VIRTUS INVESTMENT PARTNERS INC (VRTS) - 1.71% |
| #8 | CISCO SYSTEMS INC (CSCO) - 3.36% | STATE STREET CORP (STT) - 1.71% |
| #9 | ADOBE INC (ADBE) - 3.28% | RAYMOND JAMES FINANCIAL INC (RJF) - 1.71% |
| #10 | SALESFORCE INC (CRM) - 3.27% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.70% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.25% | NORTHERN TRUST CORP (NTRS) - 1.69% |
| #12 | QUALCOMM INC (QCOM) - 3.17% | AMERIPRISE FINANCIAL INC (AMP) - 1.69% |
| #13 | APPLE INC (AAPL) - 3.15% | FRANKLIN RESOURCES INC (BEN) - 1.68% |
| #14 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.05% | MOODYS CORP (MCO) - 1.68% |
| #15 | INTEL CORP (INTC) - 3.01% | BANK OF NEW YORK MELLON CORP (BNY) - 1.67% |
| #16 | BROADCOM INC (AVGO) - 3.01% | SEI INVESTMENTS CO (SEIC) - 1.66% |
| #17 | MICRON TECHNOLOGY INC (MU) - 3.01% | S&P GLOBAL INC (SPGI) - 1.65% |
| #18 | MICROSOFT CORP (MSFT) - 2.95% | AFFILIATED MANAGERS GROUP INC (AMG) - 1.65% |
| #19 | ARISTA NETWORKS INC (ANET) - 2.88% | MORGAN STANLEY (MS) - 1.65% |
| #20 | AMAZON.COM INC (AMZN) - 2.80% | LPL FINANCIAL HOLDINGS INC (LPLA) - 1.62% |
| #21 | SERVICENOW INC (NOW) - 2.79% | STIFEL FINANCIAL CORP (SF) - 1.62% |
| #22 | ADVANCED MICRO DEVICES INC (AMD) - 2.76% | n/a (COIN) - 1.61% |
| #23 | PALO ALTO NETWORKS INC (PANW) - 2.71% | n/a (APAM) - 1.61% |
| #24 | IONQ INC CLASS A (IONQ) - 2.58% | THE GOLDMAN SACHS GROUP INC (GS) - 1.60% |
| #25 | SUPER MICRO COMPUTER INC (SMCI) - 2.46% | MIAMI INTERNATIONAL HOLDINGS INC (MIAX) - 1.60% |
| Total Holdings | 136 | 66 |
AIPI vs KCE - Historical Returns
Returns include dividend reinvestment.
1M
AIPI
-1.95%
Winner
KCE
+2.36%
3M
Winner
AIPI
+6.70%
KCE
+3.66%
6M
Winner
AIPI
+7.26%
KCE
-0.38%
1Y
Winner
AIPI
+14.01%
KCE
+5.69%
5Y(CAGR)
AIPI
N/A
KCE
+13.09%
10Y(CAGR)
AIPI
N/A
KCE
+17.61%
Max(CAGR)
Winner
AIPI
+17.63%
KCE
+7.64%
AIPI vs KCE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | AIPI | KCE |
|---|---|---|
| 2026 | +6.21% | +5.01% |
| 2025 | +15.76% | +10.40% |
| 2024 | +15.22% | +38.90% |
| 2023 | N/A | +30.99% |
| 2022 | N/A | -21.95% |
| 2021 | N/A | +42.03% |
| 2020 | N/A | +29.79% |
| 2019 | N/A | +26.60% |
| 2018 | N/A | -14.90% |
| 2017 | N/A | +30.51% |
| 2016 | N/A | +8.38% |
| 2015 | N/A | -11.62% |
| 2014 | N/A | +4.35% |
| 2013 | N/A | +45.53% |
| 2012 | N/A | +23.28% |
| 2011 | N/A | -26.33% |
| 2010 | N/A | +3.61% |
| 2009 | N/A | +37.55% |
| 2008 | N/A | -59.20% |
| 2007 | N/A | -0.32% |
| 2006 | N/A | +26.64% |
| 2005 | N/A | +1.56% |
AIPI vs KCE Drawdown Comparison
The maximum drawdown for AIPI was -25.24%, occurring on Apr 8, 2025. Recovery took 97 trading sessions.
The maximum drawdown for KCE was -74.01%, occurring on Nov 20, 2008. Recovery took 2655 trading sessions.
The current AIPI drawdown is -5.43%. The current KCE drawdown is -2.44%.
| Rank | AIPI | KCE |
|---|---|---|
| #1 | -25.24% Feb 18, 2025 - Jul 9, 2025 | -74.01% Jun 21, 2007 - Jan 5, 2018 |
| #2 | -15.87% Jul 10, 2024 - Oct 11, 2024 | -40.75% Feb 20, 2020 - Oct 12, 2020 |
| #3 | -14.46% Nov 3, 2025 - May 14, 2026 | -34.43% Nov 3, 2021 - Feb 26, 2024 |
| #4 | -7.09% Jun 2, 2026 - Jun 25, 2026 | -26.44% Mar 9, 2018 - Dec 17, 2019 |
| #5 | -4.08% Oct 29, 2024 - Nov 6, 2024 | -26.32% Nov 25, 2024 - Jul 2, 2025 |
| #6 | -4.02% Dec 16, 2024 - Jan 21, 2025 | -17.44% Jan 16, 2026 - Jul 15, 2026 |
| #7 | -4.01% Jan 23, 2025 - Feb 10, 2025 | -17.06% Apr 19, 2006 - Oct 4, 2006 |
| #8 | -3.71% Jul 28, 2025 - Sep 15, 2025 | -12.06% Sep 11, 2025 - Jan 5, 2026 |
| #9 | -2.87% Nov 7, 2024 - Nov 22, 2024 | -11.70% Feb 7, 2007 - Jun 1, 2007 |
| #10 | -2.35% Jun 18, 2024 - Jul 1, 2024 | -9.15% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -1.83% Oct 9, 2025 - Oct 20, 2025 | -8.91% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -1.62% Dec 6, 2024 - Dec 16, 2024 | -6.41% Oct 16, 2020 - Nov 5, 2020 |
| #13 | -1.61% Oct 21, 2024 - Oct 29, 2024 | -6.33% Jan 12, 2021 - Feb 8, 2021 |
| #14 | -1.05% Oct 21, 2025 - Oct 23, 2025 | -6.10% Sep 2, 2021 - Oct 14, 2021 |
| #15 | -0.89% Jul 9, 2025 - Jul 17, 2025 | -5.86% Apr 8, 2024 - May 9, 2024 |
Correlation
Correlation between AIPI and KCE is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2005 - 2026)
AIPI vs KCE dividend yield comparison.
| Year | AIPI | KCE |
|---|---|---|
| 2026 | 17.66% | 0.90% |
| 2025 | 37.84% | 1.63% |
| 2024 | 18.13% | 1.56% |
| 2023 | 0.00% | 1.82% |
| 2022 | 0.00% | 2.42% |
| 2021 | 0.00% | 1.53% |
| 2020 | 0.00% | 2.20% |
| 2019 | 0.00% | 2.32% |
| 2018 | 0.00% | 2.67% |
| 2017 | 0.00% | 1.95% |
| 2016 | 0.00% | 2.30% |
| 2015 | 0.00% | 2.43% |
| 2014 | 0.00% | 1.59% |
| 2013 | 0.00% | 1.73% |
| 2012 | 0.00% | 3.84% |
| 2011 | 0.00% | 2.54% |
| 2010 | 0.00% | 1.71% |
| 2009 | 0.00% | 0.80% |
| 2008 | 0.00% | 1.89% |
| 2007 | 0.00% | 0.72% |
| 2006 | 0.00% | 4.24% |
| 2005 | 0.00% | 0.04% |
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