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KCE vs SPY

Comparison between STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF (KCE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceKCE has outperformed SPY, delivering a return of +13.5% compared to +12.8%

KCE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KCE
$457M
Winner
SPY
$795B
Expense Ratio
KCE
0.35%
Winner
SPY
0.09%
Max Drawdown
KCE
74.37%
Winner
SPY
56.47%
Sharpe Ratio
KCE
0.45
Winner
SPY
1.21
5Y Beta
KCE
1.15
Winner
SPY
1.00
P/E Ratio
Winner
KCE
18.56
SPY
26.08
Forward P/E
Winner
KCE
14.76
SPY
20.91
PEG Ratio
KCE
0.43
Winner
SPY
0.37
5Y Dividends CAGR
Winner
KCE
10.66%
SPY
6.00%
5Y EPS CAGR
KCE
8.14%
Winner
SPY
26.38%
Debt to Equity
KCE
57.53%
Winner
SPY
45.86%
P/S Ratio
Winner
KCE
1.60
SPY
3.75
P/B Ratio
Winner
KCE
3.67
SPY
5.57

KCE vs SPY - Holdings Comparison

KCE and SPY have 27 common holdings. Overlap is 3.14%

KCE's top 25 holdings weight is 43.60%. SPY's top 25 holdings weight is 51.61%.

RankKCESPY
#1
MARKETAXESS HOLDINGS INC (MKTX) - 2.01%
NVIDIA CORP (NVDA) - 7.90%
#2
WISDOMTREE INC (WT) - 1.95%
APPLE INC (AAPL) - 6.79%
#3
HAMILTON LANE INC CLASS A (HLNE) - 1.92%
MICROSOFT CORP (MSFT) - 5.64%
#4
DONNELLEY FINANCIAL SOLUTIONS INC (DFIN) - 1.86%
AMAZON.COM INC (AMZN) - 4.08%
#5
VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.86%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
TPG INC ORDINARY SHARES CLASS A (TPG) - 1.78%
BROADCOM INC (AVGO) - 3.00%
#7
CHARLES SCHWAB CORP (SCHW) - 1.77%
ALPHABET INC CLASS C (GOOG) - 2.52%
#8
n/a (APAM) - 1.76%
META PLATFORMS INC CLASS A (META) - 1.96%
#9
LPL FINANCIAL HOLDINGS INC (LPLA) - 1.76%
ELI LILLY AND CO (LLY) - 1.46%
#10
SEI INVESTMENTS CO (SEIC) - 1.75%
MICRON TECHNOLOGY INC (MU) - 1.46%
#11
AMERIPRISE FINANCIAL INC (AMP) - 1.75%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46%
#12
n/a (OWL) - 1.74%
JPMORGAN CHASE & CO (JPM) - 1.45%
#13
FACTSET RESEARCH SYSTEMS INC (FDS) - 1.74%
TESLA INC (TSLA) - 1.40%
#14
ACADIAN ASSET MANAGEMENT INC (AAMI) - 1.72%
ADVANCED MICRO DEVICES INC (AMD) - 1.15%
#15
VIRTUS INVESTMENT PARTNERS INC (VRTS) - 1.72%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.99%
#16
BLACKSTONE INC (BX) - 1.72%
JOHNSON & JOHNSON (JNJ) - 0.94%
#17
MORNINGSTAR INC (MORN) - 1.68%
VISA INC CLASS A (V) - 0.90%
#18
n/a (STEP) - 1.66%
WALMART INC (WMT) - 0.74%
#19
INVESCO LTD (IVZ) - 1.65%
CISCO SYSTEMS INC (CSCO) - 0.73%
#20
RAYMOND JAMES FINANCIAL INC (RJF) - 1.65%
INTEL CORP (INTC) - 0.69%
#21
STIFEL FINANCIAL CORP (SF) - 1.64%
MASTERCARD INC CLASS A (MA) - 0.68%
#22
BLACKROCK INC (BLK) - 1.63%
ABBVIE INC (ABBV) - 0.66%
#23
STATE STREET CORP (STT) - 1.63%
COSTCO WHOLESALE CORP (COST) - 0.63%
#24
INTERCONTINENTAL EXCHANGE INC (ICE) - 1.63%
APPLIED MATERIALS INC (AMAT) - 0.62%
#25
BANK OF NEW YORK MELLON CORP (BNY) - 1.62%
BANK OF AMERICA CORP (BAC) - 0.62%
Total Holdings66505

KCE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
KCE
+5.91%
SPY
+3.85%
3M
Winner
KCE
+13.91%
SPY
+2.21%
6M
Winner
KCE
+19.44%
SPY
+12.75%
1Y
KCE
+11.71%
Winner
SPY
+19.87%
5Y(CAGR)
Winner
KCE
+13.50%
SPY
+12.82%
10Y(CAGR)
Winner
KCE
+17.96%
SPY
+15.27%
Max(CAGR)
KCE
+8.04%
Winner
SPY
+8.58%

KCE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearKCESPY
2026+14.16%+13.21%
2025+10.40%+18.00%
2024+38.90%+25.59%
2023+30.99%+26.72%
2022-21.95%-18.64%
2021+42.03%+30.52%
2020+29.79%+17.28%
2019+26.60%+31.09%
2018-14.90%-5.24%
2017+30.51%+20.78%
2016+8.38%+13.59%
2015-11.62%+1.31%
2014+4.35%+14.56%
2013+45.53%+29.00%
2012+23.28%+14.17%
2011-26.33%+0.85%
2010+3.61%+13.14%
2009+37.55%+22.67%
2008-59.20%-36.25%
2007-0.32%+5.32%
2006+26.64%+13.85%
2005+1.56%+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

KCE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current KCE drawdown is -0.26%. The current SPY drawdown is -1.10%.

RankKCESPY
#1-74.01%
Jun 21, 2007 - Jan 5, 2018		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.75%
Feb 20, 2020 - Oct 12, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.43%
Nov 3, 2021 - Feb 26, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-26.44%
Mar 9, 2018 - Dec 17, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-26.32%
Nov 25, 2024 - Jul 2, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.44%
Jan 16, 2026 - Jul 15, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.06%
Apr 19, 2006 - Oct 4, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.06%
Sep 11, 2025 - Jan 5, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.70%
Feb 7, 2007 - Jun 1, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.15%
Jan 26, 2018 - Mar 9, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.91%
Jul 31, 2024 - Aug 30, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.41%
Oct 16, 2020 - Nov 5, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.33%
Jan 12, 2021 - Feb 8, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.10%
Sep 2, 2021 - Oct 14, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.86%
Apr 8, 2024 - May 9, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between KCE and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

KCE vs SPY dividend yield comparison.

YearKCESPY
20260.83%0.48%
20251.63%1.07%
20241.56%1.21%
20231.82%1.40%
20222.42%1.65%
20211.53%1.20%
20202.20%1.52%
20192.32%1.75%
20182.67%2.04%
20171.95%1.80%
20162.30%2.03%
20152.43%2.06%
20141.59%1.87%
20131.73%1.81%
20123.84%2.18%
20112.54%2.05%
20101.71%1.80%
20090.80%1.95%
20081.89%3.02%
20070.72%1.85%
20064.24%1.73%
20050.04%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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