KCE vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricKCESPYWinner
Expense Ratio0.35%0.09%
AUM$460M$789.1B
Dividend Yield1.82%1.01%
Holdings67505
YTD Return+8.94%+13.75%
1Y Return+8.73%+22.91%
3Y Return (annualized)+24.60%+21.67%
5Y Return (annualized)+12.80%+13.32%
Volatility (annualized)22.9%15.3%
Max Drawdown-74.4%-56.5%
Fund FamilyState Street Investment ManagementState Street Investment Management
CategoryEquityEquity
InceptionNov 8, 2005Jan 22, 1993

KCE vs SPY Performance

State Street SPDR S&P Capital Markets ETF (KCE) is a ETF from State Street Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year KCE returned +8.73% while SPY returned +22.91%. Year to date, KCE is up 8.94% versus a gain of 13.75% for SPY.

Over three years, KCE compounded at +24.60% per year against +21.67% for SPY; over five years the annualized figures are +12.80% and +13.32% respectively. Across the full 21-year window we track, SPY has the edge at +8.85% annualized vs +6.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KCE has been the more volatile fund, with annualized monthly volatility of 22.9% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -74.4% for KCE and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KCE charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, KCE currently yields 1.82% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

KCE and SPY share 1 holdings out of 503 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KCEWeight in SPYDifference
IVZ1.54%0.02%1.52%

Frequently Asked Questions

Which is cheaper, KCE or SPY?

KCE has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, KCE or SPY?

Over the past year KCE returned +8.73% vs +22.91% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (21 years), KCE annualized +6.03% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, KCE or SPY?

KCE has been the more volatile fund at 22.9% annualized versus 15.3% for SPY. Worst drawdown: KCE -74.4% vs SPY -56.5%.

Should I hold both KCE and SPY?

KCE and SPY have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KCE and SPY?

KCE and SPY share 1 common holdings with a 0.0% weight overlap. Combined, they hold 503 unique securities.

Which pays a higher dividend, KCE or SPY?

KCE yields 1.82% while SPY yields 1.01%, so KCE currently pays the higher dividend yield.

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