KCE vs VOO

KCE vs VOO

Which is better, KCE or VOO?

Each has led over a different period.

VOO has a lower expense ratio. KCE led over 3Y, VOO over 1Y, 5Y and the full window. KCE is less concentrated, with 18.5% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: KCE

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricKCEVOO
Expense Ratio0.35%0.03%Best
AUM$473M$997.4B
Dividend Yield1.57%1.04%
Holdings66509
YTD Return+4.68%+13.31%Best
1Y Return+2.51%+17.07%Best
3Y Return (annualized)+23.67%Best+22.72%
5Y Return (annualized)+12.11%+13.19%Best
Volatility (annualized)21.6%14.1%Best
Max Drawdown-41.4%-34.3%Best
$10,000 over 5 years$17,710$18,580Best
Top 10 Weight18.5%Best37.6%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 8, 2005Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 23, 2026 (16 years).

KCE vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16 years both funds cover.

KCE vs VOO Performance

State Street SPDR S&P Capital Markets ETF (KCE) is an ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year KCE returned +2.51% while VOO returned +17.07%. Year to date, KCE is up 4.68% versus a gain of 13.31% for VOO.

Over three years, KCE compounded at +23.67% per year against +22.72% for VOO; over five years the annualized figures are +12.11% and +13.19% respectively. Across the full 16-year window we track, VOO has the edge at +13.43% annualized vs +10.97%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KCE has been the more volatile fund, with annualized monthly volatility of 21.6% compared with 14.1% for VOO. 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 -41.4% for KCE and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KCE charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, KCE currently yields 1.57% against 1.04% for VOO.

Holdings Overlap

KCE already in VOO39.6%
VOO already in KCE3.1%

39.6% of KCE's money is in holdings VOO also owns. 3.1% of VOO's money is in holdings KCE also owns.

The two portfolios partly overlap.

25 positions in common, counted across the 66 positions we hold weights for in KCE and 494 in VOO, against full books of 66 and 509.

What only one of them owns

Measured across the 66 and 494 positions we hold weights for.

VOO holds 462 positions KCE does not, 96.1% of the fund.

Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AMZN 4.13%, GOOGL 3.24%

Top Shared Holdings

StockWeight in KCEWeight in VOODifference
SCHWSchwab Strategic T1.72%0.27%1.45%
GSGoldman Sachs Group Inc/The1.43%0.45%0.98%
BLKBlackrock Inc1.60%0.24%1.36%
BXBlackstone Group Inc. Class A1.69%0.15%1.54%
MSMorgan Stanley1.44%0.39%1.05%
HOODRobinhood Markets Inc - A1.70%0.11%1.59%
AMPAmeriprise Financial Inc1.72%0.08%1.64%
BKBank Of New York Mellon Corp1.62%0.17%1.45%
FDSFactset Research Systems Inc.1.76%0.01%1.75%
COINCoinbase Globa-A1.71%0.05%1.66%

39.6% of KCE is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

KCEVOO

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Frequently Asked Questions

Which is cheaper, KCE or VOO?

KCE has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, KCE or VOO?

Over the past year KCE returned +2.51% vs +17.07% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), KCE annualized +10.97% vs +13.43% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KCE or VOO?

KCE has been the more volatile fund at 21.6% annualized versus 14.1% for VOO. Worst drawdown: KCE -41.4% vs VOO -34.3%.

Should I hold both KCE and VOO?

KCE and VOO have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between KCE and VOO?

39.6% of KCE's money is in holdings VOO also owns. 3.1% of VOO's is in holdings KCE also owns. They hold 25 positions in common, counted across the 66 positions we hold weights for in KCE and 494 in VOO.

Which pays a higher dividend, KCE or VOO?

KCE yields 1.57% while VOO yields 1.04%, so KCE currently pays the higher dividend yield.

Is VOO better than KCE?

VOO has a lower expense ratio. KCE led over 3Y, VOO over 1Y, 5Y and the full window. KCE is less concentrated, with 18.5% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.