KCE vs VTI

KCE vs VTI

Which is better, KCE or VTI?

Each has led over a different period.

VTI has a lower expense ratio. KCE led over 3Y and 5Y, VTI over 1Y and the full window.

Lower Fees: VTIHigher Returns: split

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

MetricKCEVTI
Expense Ratio0.35%0.03%Best
AUM$484M$666.9B
Dividend Yield1.67%1.07%
Holdings663,543
YTD Return+13.85%Best+13.59%
1Y Return+12.40%+20.00%Best
3Y Return (annualized)+26.38%Best+20.95%
5Y Return (annualized)+13.72%Best+11.81%
Volatility (annualized)22.9%15.5%Best
Max Drawdown-74.4%-56.6%Best
$10,000 over 5 years$19,019Best$17,474
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 8, 2005May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 15, 2005 to Sep 4, 2026 (20.8 years).

KCE vs VTI 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 20.8 years both funds cover.

KCE vs VTI Performance

State Street SPDR S&P Capital Markets ETF (KCE) is an ETF from State Street Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year KCE returned +12.40% while VTI returned +20.00%. Year to date, KCE is up 13.85% versus a gain of 13.59% for VTI.

Over three years, KCE compounded at +26.38% per year against +20.95% for VTI; over five years the annualized figures are +13.72% and +11.81% respectively. Across the full 21-year window we track, VTI has the edge at +9.62% annualized vs +6.23%.

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 15.5% for VTI. 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 -56.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KCE charges 0.35% per year while VTI 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 1.67% against 1.07% for VTI.

Holdings Overlap

KCE already in VTI82.5%

At least 82.5% of KCE's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of KCE is already inside VTI. Owning both mostly buys the same companies twice.

53 positions in common, counted across the 66 positions we hold weights for in KCE and 2,787 in VTI, against full books of 66 and 3,543.

What only one of them owns

Measured across the 66 and 2,787 positions we hold weights for.

VTI holds 656 positions KCE does not, 89.1% of the fund.

Largest: NVDA 6.32%, AAPL 5.84%, MSFT 3.81%, AMZN 3.17%, GOOGL 2.88%

Top Shared Holdings

StockWeight in KCEWeight in VTIDifference
MKTXMarketaxess Holdings Inc?.?2.02%0.00%2.02%
WETFWisdomtree International Equity1.93%0.00%1.93%
SCHWSchwab Strategic T1.72%0.21%1.51%
DFINDonnelley Financial Solutions Inc1.91%0.00%1.91%
GSGoldman Sachs Group Inc/The1.51%0.39%1.12%
HLNEHamilton Lane Inc1.88%0.00%1.88%
MSMorgan Stanley1.52%0.34%1.18%
AMPAmeriprise Financial Inc1.77%0.06%1.71%
LPLALpl Holdings1.77%0.03%1.74%
BLKBlackrock Inc1.62%0.18%1.44%

82.5% of KCE is already inside VTI.

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

KCEVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KCE or VTI?

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

Which performed better, KCE or VTI?

Over the past year KCE returned +12.40% vs +20.00% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (21 years), KCE annualized +6.23% vs +9.62% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KCE or VTI?

KCE has been the more volatile fund at 22.9% annualized versus 15.5% for VTI. Worst drawdown: KCE -74.4% vs VTI -56.6%.

Should I hold both KCE and VTI?

KCE and VTI have a monthly-return correlation of 0.88, 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 VTI?

At least 82.5% of KCE's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 53 positions in common, counted across the 66 positions we hold weights for in KCE and 2,787 in VTI.

Which pays a higher dividend, KCE or VTI?

KCE yields 1.67% while VTI yields 1.07%, so KCE currently pays the higher dividend yield.

Is VTI better than KCE?

VTI has a lower expense ratio. KCE led over 3Y and 5Y, VTI over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.