KCE vs CSMD
Comparison between STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF (KCE, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).
KCE vs CSMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KCE
$457M
CSMD
$454M
Expense Ratio
Winner
KCE
0.35%
CSMD
0.68%
Max Drawdown
KCE
74.37%
Winner
CSMD
22.54%
Sharpe Ratio
Winner
KCE
0.45
CSMD
0.15
5Y Beta
KCE
1.15
Winner
CSMD
1.09
P/E Ratio
Winner
KCE
18.56
CSMD
37.47
Forward P/E
Winner
KCE
14.76
CSMD
24.31
PEG Ratio
KCE
0.43
CSMD
N/A
5Y Dividends CAGR
KCE
10.66%
CSMD
N/A
5Y EPS CAGR
KCE
8.14%
Winner
CSMD
18.62%
Debt to Equity
Winner
KCE
57.53%
CSMD
182.51%
P/S Ratio
Winner
KCE
1.60
CSMD
3.39
P/B Ratio
Winner
KCE
3.67
CSMD
5.41
KCE vs CSMD - Holdings Comparison
KCE and CSMD have 2 common holdings. Overlap is 1.44%
KCE's top 25 holdings weight is 43.60%. CSMD's top 25 holdings weight is 67.37%.
| Rank | KCE | CSMD |
|---|---|---|
| #1 | MARKETAXESS HOLDINGS INC (MKTX) - 2.01% | CURTISS-WRIGHT CORP (CW) - 4.27% |
| #2 | WISDOMTREE INC (WT) - 1.95% | NVENT ELECTRIC PLC (NVT) - 3.66% |
| #3 | HAMILTON LANE INC CLASS A (HLNE) - 1.92% | CARPENTER TECHNOLOGY CORP (CRS) - 3.57% |
| #4 | DONNELLEY FINANCIAL SOLUTIONS INC (DFIN) - 1.86% | VALMONT INDUSTRIES INC (VMI) - 3.44% |
| #5 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.86% | RUBRIK INC CLASS A SHARES (RBRK) - 3.38% |
| #6 | TPG INC ORDINARY SHARES CLASS A (TPG) - 1.78% | REPLIGEN CORP (RGEN) - 2.84% |
| #7 | CHARLES SCHWAB CORP (SCHW) - 1.77% | HALOZYME THERAPEUTICS INC (HALO) - 2.80% |
| #8 | n/a (APAM) - 1.76% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.72% |
| #9 | LPL FINANCIAL HOLDINGS INC (LPLA) - 1.76% | STERLING INFRASTRUCTURE INC (STRL) - 2.71% |
| #10 | SEI INVESTMENTS CO (SEIC) - 1.75% | UFP TECHNOLOGIES INC (UFPT) - 2.70% |
| #11 | AMERIPRISE FINANCIAL INC (AMP) - 1.75% | MEDPACE HOLDINGS INC (MEDP) - 2.70% |
| #12 | n/a (OWL) - 1.74% | RAMBUS INC (RMBS) - 2.69% |
| #13 | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.74% | LIGAND PHARMACEUTICALS INC (LGND) - 2.62% |
| #14 | ACADIAN ASSET MANAGEMENT INC (AAMI) - 1.72% | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.56% |
| #15 | VIRTUS INVESTMENT PARTNERS INC (VRTS) - 1.72% | NOVANTA INC (NOVT) - 2.56% |
| #16 | BLACKSTONE INC (BX) - 1.72% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 2.49% |
| #17 | MORNINGSTAR INC (MORN) - 1.68% | PJT PARTNERS INC CLASS A (PJT) - 2.35% |
| #18 | n/a (STEP) - 1.66% | DUTCH BROS INC CLASS A (BROS) - 2.30% |
| #19 | INVESCO LTD (IVZ) - 1.65% | STERIS PLC (STE) - 2.28% |
| #20 | RAYMOND JAMES FINANCIAL INC (RJF) - 1.65% | UMB FINANCIAL CORP (UMBF) - 2.18% |
| #21 | STIFEL FINANCIAL CORP (SF) - 1.64% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.15% |
| #22 | BLACKROCK INC (BLK) - 1.63% | KARMAN HOLDINGS INC (KRMN) - 2.13% |
| #23 | STATE STREET CORP (STT) - 1.63% | ENTEGRIS INC (ENTG) - 2.11% |
| #24 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.63% | RANGE RESOURCES CORP (RRC) - 2.10% |
| #25 | BANK OF NEW YORK MELLON CORP (BNY) - 1.62% | BOOT BARN HOLDINGS INC (BOOT) - 2.06% |
| Total Holdings | 66 | 49 |
KCE vs CSMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KCE
+5.91%
CSMD
+2.06%
3M
Winner
KCE
+13.91%
CSMD
+0.56%
6M
Winner
KCE
+19.44%
CSMD
+2.24%
1Y
Winner
KCE
+11.71%
CSMD
+4.59%
5Y(CAGR)
KCE
+13.50%
CSMD
N/A
10Y(CAGR)
KCE
+17.96%
CSMD
N/A
Max(CAGR)
KCE
+8.04%
Winner
CSMD
+11.26%
KCE vs CSMD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KCE | CSMD |
|---|---|---|
| 2026 | +14.16% | +7.03% |
| 2025 | +10.40% | +6.34% |
| 2024 | +38.90% | +14.07% |
| 2023 | +30.99% | +6.44% |
| 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 CSMD Drawdown Comparison
The maximum drawdown for KCE was -74.01%, occurring on Nov 20, 2008. Recovery took 2655 trading sessions.
The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.
The current KCE drawdown is -0.26%. The current CSMD drawdown is -5.75%.
| Rank | KCE | CSMD |
|---|---|---|
| #1 | -74.01% Jun 21, 2007 - Jan 5, 2018 | -22.54% Jan 22, 2025 - Jul 25, 2025 |
| #2 | -40.75% Feb 20, 2020 - Oct 12, 2020 | -14.79% Jan 22, 2026 - Jun 2, 2026 |
| #3 | -34.43% Nov 3, 2021 - Feb 26, 2024 | -13.85% Sep 1, 2023 - Dec 14, 2023 |
| #4 | -26.44% Mar 9, 2018 - Dec 17, 2019 | -11.08% Oct 27, 2025 - Jan 16, 2026 |
| #5 | -26.32% Nov 25, 2024 - Jul 2, 2025 | -9.65% Jun 30, 2026 - Aug 17, 2026 |
| #6 | -17.44% Jan 16, 2026 - Jul 15, 2026 | -9.08% Mar 28, 2024 - Jul 16, 2024 |
| #7 | -17.06% Apr 19, 2006 - Oct 4, 2006 | -8.97% Jul 16, 2024 - Nov 6, 2024 |
| #8 | -12.06% Sep 11, 2025 - Jan 5, 2026 | -6.90% Dec 4, 2024 - Jan 21, 2025 |
| #9 | -11.70% Feb 7, 2007 - Jun 1, 2007 | -5.75% Aug 17, 2026 - Aug 28, 2026 |
| #10 | -9.15% Jan 26, 2018 - Mar 9, 2018 | -5.43% Nov 11, 2024 - Nov 25, 2024 |
| #11 | -8.91% Jul 31, 2024 - Aug 30, 2024 | -4.65% Sep 18, 2025 - Oct 24, 2025 |
| #12 | -6.41% Oct 16, 2020 - Nov 5, 2020 | -4.54% Dec 28, 2023 - Feb 8, 2024 |
| #13 | -6.33% Jan 12, 2021 - Feb 8, 2021 | -4.26% Jun 4, 2026 - Jun 15, 2026 |
| #14 | -6.10% Sep 2, 2021 - Oct 14, 2021 | -2.19% Jul 29, 2025 - Aug 12, 2025 |
| #15 | -5.86% Apr 8, 2024 - May 9, 2024 | -2.08% Aug 13, 2025 - Aug 27, 2025 |
Correlation
Correlation between KCE and CSMD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
KCE vs CSMD dividend yield comparison.
| Year | KCE | CSMD |
|---|---|---|
| 2026 | 0.83% | 0.00% |
| 2025 | 1.63% | 0.00% |
| 2024 | 1.56% | 0.40% |
| 2023 | 1.82% | 0.02% |
| 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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