KCE vs XMVM
Comparison between STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF (KCE, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).
5-Year PerformanceKCE has outperformed XMVM, delivering a return of +12.1% compared to +9.8%
KCE vs XMVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KCE
$456M
XMVM
$455M
Expense Ratio
Winner
KCE
0.35%
XMVM
0.39%
Max Drawdown
KCE
74.37%
Winner
XMVM
63.81%
Sharpe Ratio
KCE
0.52
Winner
XMVM
1.61
5Y Beta
KCE
1.15
Winner
XMVM
0.88
P/E Ratio
KCE
18.09
Winner
XMVM
12.33
Forward P/E
KCE
13.37
Winner
XMVM
11.35
PEG Ratio
KCE
0.45
Winner
XMVM
0.12
5Y Dividends CAGR
KCE
9.71%
Winner
XMVM
24.45%
5Y EPS CAGR
Winner
KCE
18.10%
XMVM
10.60%
Debt to Equity
KCE
59.62%
Winner
XMVM
40.99%
P/S Ratio
KCE
1.40
Winner
XMVM
0.72
P/B Ratio
KCE
3.36
Winner
XMVM
1.50
KCE vs XMVM - Holdings Comparison
KCE and XMVM have 3 common holdings. Overlap is 2.19%
KCE's top 25 holdings weight is 44.99%. XMVM's top 25 holdings weight is 44.57%.
| Rank | KCE | XMVM |
|---|---|---|
| #1 | STONEX GROUP INC (SNEX) - 2.26% | TD SYNNEX CORP (SNX) - 3.13% |
| #2 | MIAMI INTERNATIONAL HOLDINGS INC (MIAX) - 1.99% | LEAR CORP (LEA) - 2.97% |
| #3 | ACADIAN ASSET MANAGEMENT INC (AAMI) - 1.98% | HF SINCLAIR CORP (DINO) - 2.39% |
| #4 | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.98% | n/a (BHF) - 2.18% |
| #5 | JEFFERIES FINANCIAL GROUP INC (JEF) - 1.95% | VALARIS LTD (VAL) - 2.01% |
| #6 | n/a (GLXY) - 1.89% | MACY'S INC (M) - 1.96% |
| #7 | CBOE GLOBAL MARKETS INC (CBOE) - 1.89% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.91% |
| #8 | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 1.83% | PBF ENERGY INC CLASS A (PBF) - 1.85% |
| #9 | FRANKLIN RESOURCES INC (BEN) - 1.81% | ALBERTSONS COMPANIES INC CLASS A (ACI) - 1.78% |
| #10 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.80% | n/a (GHC) - 1.77% |
| #11 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.79% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.71% |
| #12 | WISDOMTREE INC (WT) - 1.77% | BANK OZK (OZK) - 1.68% |
| #13 | STATE STREET CORP (STT) - 1.76% | VALLEY NATIONAL BANCORP (VLY) - 1.61% |
| #14 | MORGAN STANLEY (MS) - 1.73% | RYDER SYSTEM INC (R) - 1.58% |
| #15 | NORTHERN TRUST CORP (NTRS) - 1.73% | VISTEON CORP (VC) - 1.57% |
| #16 | n/a (ARES) - 1.73% | PERFORMANCE FOOD GROUP CO (PFGC) - 1.51% |
| #17 | BANK OF NEW YORK MELLON CORP (BNY) - 1.71% | UNUM GROUP (UNM) - 1.49% |
| #18 | n/a (STEP) - 1.71% | AUTONATION INC (AN) - 1.48% |
| #19 | SEI INVESTMENTS CO (SEIC) - 1.69% | ZIONS BANCORP NA (ZION) - 1.46% |
| #20 | T. ROWE PRICE GROUP INC (TROW) - 1.68% | WEBSTER FINANCIAL CORP (WBS) - 1.46% |
| #21 | COHEN & STEERS INC (CNS) - 1.67% | UNITED BANKSHARES INC (UBSI) - 1.46% |
| #22 | MOELIS & CO CLASS A (MC) - 1.67% | CNO FINANCIAL GROUP INC (CNO) - 1.41% |
| #23 | EVERCORE INC CLASS A (EVR) - 1.66% | WESCO INTERNATIONAL INC (WCC) - 1.41% |
| #24 | THE GOLDMAN SACHS GROUP INC (GS) - 1.66% | F N B CORP (FNB) - 1.40% |
| #25 | PJT PARTNERS INC CLASS A (PJT) - 1.65% | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.39% |
| Total Holdings | 65 | 81 |
KCE vs XMVM - Historical Returns
Returns include dividend reinvestment.
1M
KCE
-1.62%
Winner
XMVM
+0.58%
3M
KCE
+3.72%
Winner
XMVM
+4.67%
6M
KCE
+0.93%
Winner
XMVM
+10.90%
1Y
KCE
+12.42%
Winner
XMVM
+32.06%
5Y(CAGR)
Winner
KCE
+12.09%
XMVM
+9.83%
10Y(CAGR)
Winner
KCE
+16.35%
XMVM
+11.79%
Max(CAGR)
KCE
+7.39%
Winner
XMVM
+9.40%
KCE vs XMVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KCE | XMVM |
|---|---|---|
| 2026 | -0.82% | +8.03% |
| 2025 | +10.40% | +19.49% |
| 2024 | +38.90% | +12.02% |
| 2023 | +30.99% | +18.01% |
| 2022 | -21.95% | -8.79% |
| 2021 | +42.03% | +38.13% |
| 2020 | +29.79% | +5.79% |
| 2019 | +26.60% | +30.77% |
| 2018 | -14.90% | -10.13% |
| 2017 | +30.51% | +1.49% |
| 2016 | +8.38% | +30.34% |
| 2015 | -11.62% | -7.21% |
| 2014 | +4.35% | +14.45% |
| 2013 | +45.53% | +36.61% |
| 2012 | +23.28% | +16.95% |
| 2011 | -26.33% | -1.86% |
| 2010 | +3.61% | +12.61% |
| 2009 | +37.55% | +21.72% |
| 2008 | -59.20% | -36.11% |
| 2007 | -0.32% | -0.16% |
| 2006 | +26.64% | +12.55% |
| 2005 | +1.56% | +10.42% |
KCE vs XMVM Drawdown Comparison
The maximum drawdown for KCE was -74.01%, occurring on Nov 20, 2008. Recovery took 2655 trading sessions.
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current KCE drawdown is -6.88%. The current XMVM drawdown is -0.27%.
| Rank | KCE | XMVM |
|---|---|---|
| #1 | -74.01% Jun 21, 2007 - Jan 5, 2018 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -40.75% Feb 20, 2020 - Oct 12, 2020 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -34.43% Nov 3, 2021 - Feb 26, 2024 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -26.44% Mar 9, 2018 - Dec 17, 2019 | -22.69% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -26.32% Nov 25, 2024 - Jul 2, 2025 | -19.55% Mar 23, 2015 - Jun 3, 2016 |
| #6 | -17.44% Jan 16, 2026 - Mar 27, 2026 | -16.82% Aug 20, 2018 - Apr 1, 2019 |
| #7 | -17.06% Apr 19, 2006 - Oct 4, 2006 | -13.19% May 7, 2021 - Nov 5, 2021 |
| #8 | -12.06% Sep 11, 2025 - Jan 5, 2026 | -11.85% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -11.70% Feb 7, 2007 - Jun 1, 2007 | -11.06% Sep 5, 2014 - Nov 25, 2014 |
| #10 | -9.15% Jan 26, 2018 - Mar 9, 2018 | -9.21% Jul 31, 2024 - Oct 14, 2024 |
| #11 | -8.91% Jul 31, 2024 - Aug 30, 2024 | -9.18% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -6.41% Oct 16, 2020 - Nov 5, 2020 | -8.51% Nov 23, 2021 - Jan 4, 2022 |
| #13 | -6.33% Jan 12, 2021 - Feb 8, 2021 | -8.27% Jan 26, 2018 - Aug 6, 2018 |
| #14 | -6.10% Sep 2, 2021 - Oct 14, 2021 | -7.78% Aug 3, 2005 - Nov 18, 2005 |
| #15 | -5.86% Apr 8, 2024 - May 9, 2024 | -7.59% Mar 1, 2017 - Jan 11, 2018 |
Correlation
Correlation between KCE and XMVM 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 XMVM dividend yield comparison.
| Year | KCE | XMVM |
|---|---|---|
| 2026 | 0.48% | 0.59% |
| 2025 | 1.63% | 2.07% |
| 2024 | 1.56% | 1.43% |
| 2023 | 1.82% | 1.57% |
| 2022 | 2.42% | 1.76% |
| 2021 | 1.53% | 1.10% |
| 2020 | 2.20% | 1.37% |
| 2019 | 2.32% | 1.73% |
| 2018 | 2.67% | 2.87% |
| 2017 | 1.95% | 2.22% |
| 2016 | 2.30% | 2.27% |
| 2015 | 2.43% | 2.58% |
| 2014 | 1.59% | 1.52% |
| 2013 | 1.73% | 1.39% |
| 2012 | 3.84% | 2.14% |
| 2011 | 2.54% | 1.17% |
| 2010 | 1.71% | 0.95% |
| 2009 | 0.80% | 2.03% |
| 2008 | 1.89% | 2.50% |
| 2007 | 0.72% | 1.24% |
| 2006 | 4.24% | 1.27% |
| 2005 | 0.04% | 1.45% |
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