FITE vs SWP
Comparison between STATE STREET(R) SPDR(R) S&P KENSHO FUTURE SECURITY ETF (FITE, ETF) and SWP GROWTH & INCOME ETF (SWP, ETF).
FITE vs SWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FITE
$155M
SWP
$154M
Expense Ratio
Winner
FITE
0.45%
SWP
0.99%
Max Drawdown
FITE
37.23%
Winner
SWP
17.14%
Sharpe Ratio
Winner
FITE
1.62
SWP
1.32
5Y Beta
FITE
1.19
Winner
SWP
0.78
P/E Ratio
Winner
FITE
-5396.73
SWP
24.81
Forward P/E
FITE
21.33
Winner
SWP
20.19
PEG Ratio
FITE
N/A
SWP
0.76
5Y Dividends CAGR
FITE
-19.89%
SWP
N/A
5Y EPS CAGR
FITE
9.38%
Winner
SWP
16.44%
Debt to Equity
FITE
41.86%
SWP
N/A
P/S Ratio
FITE
2.97
Winner
SWP
2.54
P/B Ratio
Winner
FITE
4.17
SWP
4.97
FITE vs SWP - Holdings Comparison
FITE and SWP have 3 common holdings. Overlap is 2.16%
FITE's top 25 holdings weight is 51.43%. SWP's top 25 holdings weight is 72.69%.
| Rank | FITE | SWP |
|---|---|---|
| #1 | PLANET LABS PBC CLASS A (PL) - 4.06% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 8.04% |
| #2 | REDWIRE CORP (RDW) - 3.21% | MICROSOFT CORP (MSFT) - 5.74% |
| #3 | IRIDIUM COMMUNICATIONS INC (IRDM) - 2.89% | BROADCOM INC (AVGO) - 4.36% |
| #4 | PALO ALTO NETWORKS INC (PANW) - 2.77% | APPLE INC (AAPL) - 4.25% |
| #5 | ROCKET LAB CORP (RKLB) - 2.70% | ALPHABET INC CLASS A (GOOGL) - 3.89% |
| #6 | VIASAT INC (VSAT) - 2.38% | ORACLE CORP (ORCL) - 3.45% |
| #7 | KOPIN CORP (KOPN) - 2.30% | META PLATFORMS INC CLASS A (META) - 3.26% |
| #8 | TTM TECHNOLOGIES INC (TTMI) - 2.17% | PROLOGIS INC (PLD) - 2.81% |
| #9 | BLACKBERRY LTD (BB) - 2.08% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.81% |
| #10 | AKAMAI TECHNOLOGIES INC (AKAM) - 1.86% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.71% |
| #11 | ELBIT SYSTEMS LTD (n/a) - 1.85% | JPMORGAN CHASE & CO (JPM) - 2.41% |
| #12 | VOYAGER TECHNOLOGIES INC CLASS A (VOYG) - 1.84% | UNITED RENTALS INC (URI) - 2.36% |
| #13 | FORTINET INC (FTNT) - 1.79% | THE GOLDMAN SACHS GROUP INC (GS) - 2.27% |
| #14 | DUCOMMUN INC (DCO) - 1.77% | TJX COMPANIES INC (TJX) - 2.26% |
| #15 | A10 NETWORKS INC (ATEN) - 1.74% | EMERSON ELECTRIC CO (EMR) - 2.15% |
| #16 | VUZIX CORP (VUZI) - 1.68% | CITIGROUP INC (C) - 2.11% |
| #17 | F5 INC (FFIV) - 1.67% | NEXTERA ENERGY INC (NEE) - 2.06% |
| #18 | COHERENT CORP (COHR) - 1.66% | BLACKSTONE INC (BX) - 2.04% |
| #19 | ESCO TECHNOLOGIES INC (ESE) - 1.64% | BLACKROCK INC (BLK) - 2.04% |
| #20 | NETSCOUT SYSTEMS INC (NTCT) - 1.64% | AMERICAN EXPRESS CO (AXP) - 2.02% |
| #21 | DATADOG INC CLASS A (DDOG) - 1.61% | ELI LILLY AND CO (LLY) - 1.99% |
| #22 | CISCO SYSTEMS INC (CSCO) - 1.60% | ASTRAZENECA PLC (AZN) - 1.97% |
| #23 | OCEANEERING INTERNATIONAL INC (OII) - 1.56% | RTX CORP (RTX) - 1.93% |
| #24 | MOOG INC CLASS A (MOG-A) - 1.56% | n/a (TSM) - 1.89% |
| #25 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.40% | ABBVIE INC (ABBV) - 1.87% |
| Total Holdings | 78 | 84 |
FITE vs SWP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FITE
+8.70%
SWP
+0.93%
3M
Winner
FITE
+22.11%
SWP
+6.89%
6M
Winner
FITE
+26.12%
SWP
+5.87%
1Y
Winner
FITE
+49.94%
SWP
+20.40%
5Y(CAGR)
FITE
+15.84%
SWP
N/A
10Y(CAGR)
FITE
+17.15%
SWP
N/A
Max(CAGR)
Winner
FITE
+17.15%
SWP
+14.09%
FITE vs SWP - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FITE | SWP |
|---|---|---|
| 2026 | +25.37% | +5.01% |
| 2025 | +27.49% | +16.94% |
| 2024 | +23.68% | +1.24% |
| 2023 | +28.46% | N/A |
| 2022 | -17.92% | N/A |
| 2021 | +16.70% | N/A |
| 2020 | +17.92% | N/A |
| 2019 | +33.92% | N/A |
| 2018 | -0.91% | N/A |
| 2017 | -0.35% | N/A |
FITE vs SWP Drawdown Comparison
The maximum drawdown for FITE was -36.90%, occurring on Mar 20, 2020. Recovery took 223 trading sessions.
The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.
The current FITE drawdown is -8.39%. The current SWP drawdown is -1.76%.
| Rank | FITE | SWP |
|---|---|---|
| #1 | -36.90% Jan 16, 2020 - Dec 3, 2020 | -16.40% Feb 11, 2025 - Jul 1, 2025 |
| #2 | -27.13% Nov 8, 2021 - Jan 22, 2024 | -9.97% Feb 10, 2026 - Apr 17, 2026 |
| #3 | -23.33% Sep 14, 2018 - Apr 8, 2019 | -5.57% Nov 29, 2024 - Jan 23, 2025 |
| #4 | -22.07% Feb 10, 2025 - Jun 9, 2025 | -3.54% Nov 12, 2025 - Nov 26, 2025 |
| #5 | -15.35% Jan 27, 2026 - May 6, 2026 | -3.47% Sep 22, 2025 - Oct 24, 2025 |
| #6 | -14.13% Oct 8, 2025 - Jan 8, 2026 | -2.98% Oct 18, 2024 - Nov 6, 2024 |
| #7 | -11.36% Jun 2, 2026 - Jun 10, 2026 | -2.93% Dec 10, 2025 - Jan 5, 2026 |
| #8 | -9.45% Feb 9, 2021 - Apr 26, 2021 | -2.79% Jun 4, 2026 - Jun 10, 2026 |
| #9 | -8.19% Jul 31, 2024 - Aug 19, 2024 | -2.35% Jan 16, 2026 - Feb 6, 2026 |
| #10 | -7.74% Jul 26, 2019 - Nov 12, 2019 | -2.06% May 6, 2026 - May 22, 2026 |
| #11 | -7.69% May 3, 2019 - Jun 20, 2019 | -2.03% Jul 25, 2025 - Aug 13, 2025 |
| #12 | -7.44% Mar 7, 2024 - Jul 12, 2024 | -1.48% Apr 20, 2026 - May 6, 2026 |
| #13 | -6.72% Jan 26, 2018 - Feb 20, 2018 | -1.48% Nov 11, 2024 - Nov 21, 2024 |
| #14 | -6.32% Sep 3, 2021 - Oct 21, 2021 | -1.29% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -6.14% Jun 17, 2021 - Aug 27, 2021 | -1.24% Sep 30, 2024 - Oct 9, 2024 |
Correlation
Correlation between FITE and SWP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2018 - 2026)
FITE vs SWP dividend yield comparison.
| Year | FITE | SWP |
|---|---|---|
| 2026 | 0.03% | 2.21% |
| 2025 | 0.23% | 5.64% |
| 2024 | 0.11% | 0.44% |
| 2023 | 0.13% | 0.00% |
| 2022 | 0.12% | 0.00% |
| 2021 | 0.92% | 0.00% |
| 2020 | 0.88% | 0.00% |
| 2019 | 0.44% | 0.00% |
| 2018 | 1.79% | 0.00% |
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