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