KCE vs NFLT

Comparison between STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF (KCE, ETF) and VIRTUS NEWFLEET MULTI-SECTOR BOND ETF (NFLT, ETF).

5-Year PerformanceKCE has outperformed NFLT, delivering a return of +13.5% compared to +3.0%

KCE vs NFLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KCE(ETF)	NFLT(ETF)
Net Assets	$457M	$455M
Expense Ratio	0.35%	0.50%
Max Drawdown	74.37%	19.24%
Sharpe Ratio	0.45	0.20
5Y Beta	1.15	0.10
P/E Ratio	18.56	N/A
Forward P/E	14.76	N/A
PEG Ratio	0.43	N/A
5Y Dividends CAGR	10.66%	7.30%
5Y EPS CAGR	8.14%	N/A
Debt to Equity	57.53%	N/A
P/S Ratio	1.60	N/A
P/B Ratio	3.67	N/A

Net Assets

Winner

KCE

$457M

NFLT

$455M

Expense Ratio

Winner

KCE

0.35%

NFLT

0.50%

Max Drawdown

KCE

74.37%

Winner

NFLT

19.24%

Sharpe Ratio

Winner

KCE

0.45

NFLT

0.20

5Y Beta

KCE

1.15

Winner

NFLT

0.10

P/E Ratio

KCE

18.56

NFLT

N/A

Forward P/E

KCE

14.76

NFLT

N/A

PEG Ratio

KCE

0.43

NFLT

N/A

5Y Dividends CAGR

Winner

KCE

10.66%

NFLT

7.30%

5Y EPS CAGR

KCE

8.14%

NFLT

N/A

Debt to Equity

KCE

57.53%

NFLT

N/A

P/S Ratio

KCE

1.60

NFLT

N/A

P/B Ratio

KCE

3.67

NFLT

N/A

KCE vs NFLT - Historical Returns

Returns include dividend reinvestment.

Period	KCE	NFLT
1 month	+5.91%	+0.45%
3 months	+13.91%	+0.49%
6 months	+19.44%	+0.49%
1 year	+11.71%	+4.32%
5 years(CAGR)	+13.50%	+2.99%
10 years(CAGR)	+17.96%	+3.77%
Max(CAGR)	+8.04%	+4.05%

Winner

KCE

+5.91%

NFLT

+0.45%

Winner

KCE

+13.91%

NFLT

+0.49%

Winner

KCE

+19.44%

NFLT

+0.49%

Winner

KCE

+11.71%

NFLT

+4.32%

5Y(CAGR)

Winner

KCE

+13.50%

NFLT

+2.99%

10Y(CAGR)

Winner

KCE

+17.96%

NFLT

+3.77%

Max(CAGR)

Winner

KCE

+8.04%

NFLT

+4.05%

KCE vs NFLT - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	KCE	NFLT
2026	+14.16%	+1.81%
2025	+10.40%	+8.23%
2024	+38.90%	+6.16%
2023	+30.99%	+8.74%
2022	-21.95%	-9.30%
2021	+42.03%	+1.54%
2020	+29.79%	+8.12%
2019	+26.60%	+10.25%
2018	-14.90%	-2.52%
2017	+30.51%	+6.29%
2016	+8.38%	+7.57%
2015	-11.62%	-0.21%
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 NFLT Drawdown Comparison

The maximum drawdown for KCE was -74.01%, occurring on Nov 20, 2008. Recovery took 2655 trading sessions.

The maximum drawdown for NFLT was -15.17%, occurring on Mar 19, 2020. Recovery took 108 trading sessions.

The current KCE drawdown is -0.26%. The current NFLT drawdown is -0.52%.

Rank	KCE	NFLT
#1	-74.01% Jun 21, 2007 - Jan 5, 2018	-15.17% Feb 21, 2020 - Jul 27, 2020
#2	-40.75% Feb 20, 2020 - Oct 12, 2020	-13.41% Sep 14, 2021 - May 21, 2024
#3	-34.43% Nov 3, 2021 - Feb 26, 2024	-3.72% Jan 5, 2018 - Mar 7, 2019
#4	-26.44% Mar 9, 2018 - Dec 17, 2019	-3.37% Oct 30, 2015 - Mar 21, 2016
#5	-26.32% Nov 25, 2024 - Jul 2, 2025	-2.89% Feb 28, 2025 - May 20, 2025
#6	-17.44% Jan 16, 2026 - Jul 15, 2026	-2.84% Oct 25, 2016 - Jan 11, 2017
#7	-17.06% Apr 19, 2006 - Oct 4, 2006	-2.41% Feb 23, 2026 - Apr 17, 2026
#8	-12.06% Sep 11, 2025 - Jan 5, 2026	-2.27% Feb 5, 2021 - Jun 9, 2021
#9	-11.70% Feb 7, 2007 - Jun 1, 2007	-1.93% Dec 9, 2024 - Jan 29, 2025
#10	-9.15% Jan 26, 2018 - Mar 9, 2018	-1.80% Oct 1, 2024 - Dec 9, 2024
#11	-8.91% Jul 31, 2024 - Aug 30, 2024	-1.64% Sep 7, 2016 - Oct 7, 2016
#12	-6.41% Oct 16, 2020 - Nov 5, 2020	-1.33% Mar 3, 2017 - Apr 10, 2017
#13	-6.33% Jan 12, 2021 - Feb 8, 2021	-1.18% Jun 11, 2026 - Aug 27, 2026
#14	-6.10% Sep 2, 2021 - Oct 14, 2021	-1.13% May 8, 2026 - May 29, 2026
#15	-5.86% Apr 8, 2024 - May 9, 2024	-1.03% Oct 16, 2017 - Dec 4, 2017

Correlation

Correlation between KCE and NFLT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2005 - 2026)

KCE vs NFLT dividend yield comparison.

Year	KCE	NFLT
2026	0.83%	3.26%
2025	1.63%	5.74%
2024	1.56%	5.76%
2023	1.82%	6.02%
2022	2.42%	4.16%
2021	1.53%	3.41%
2020	2.20%	3.63%
2019	2.32%	4.33%
2018	2.67%	4.81%
2017	1.95%	6.23%
2016	2.30%	5.30%
2015	2.43%	0.67%
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%