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NFLT vs KCE

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

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

NFLT vs KCE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

NFLT vs KCE - Historical Returns

Returns include dividend reinvestment.

1M
NFLT
+0.45%
Winner
KCE
+5.91%
3M
NFLT
+0.49%
Winner
KCE
+13.91%
6M
NFLT
+0.49%
Winner
KCE
+19.44%
1Y
NFLT
+4.32%
Winner
KCE
+11.71%
5Y(CAGR)
NFLT
+2.99%
Winner
KCE
+13.50%
10Y(CAGR)
NFLT
+3.77%
Winner
KCE
+17.96%
Max(CAGR)
NFLT
+4.05%
Winner
KCE
+8.04%

NFLT vs KCE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearNFLTKCE
2026+1.81%+14.16%
2025+8.23%+10.40%
2024+6.16%+38.90%
2023+8.74%+30.99%
2022-9.30%-21.95%
2021+1.54%+42.03%
2020+8.12%+29.79%
2019+10.25%+26.60%
2018-2.52%-14.90%
2017+6.29%+30.51%
2016+7.57%+8.38%
2015-0.21%-11.62%
2014N/A+4.35%
2013N/A+45.53%
2012N/A+23.28%
2011N/A-26.33%
2010N/A+3.61%
2009N/A+37.55%
2008N/A-59.20%
2007N/A-0.32%
2006N/A+26.64%
2005N/A+1.56%

NFLT vs KCE Drawdown Comparison

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

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

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

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

Correlation

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

0.95
-101

Dividend Comparison (2005 - 2026)

NFLT vs KCE dividend yield comparison.

YearNFLTKCE
20263.26%0.83%
20255.74%1.63%
20245.76%1.56%
20236.02%1.82%
20224.16%2.42%
20213.41%1.53%
20203.63%2.20%
20194.33%2.32%
20184.81%2.67%
20176.23%1.95%
20165.30%2.30%
20150.67%2.43%
20140.00%1.59%
20130.00%1.73%
20120.00%3.84%
20110.00%2.54%
20100.00%1.71%
20090.00%0.80%
20080.00%1.89%
20070.00%0.72%
20060.00%4.24%
20050.00%0.04%

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