Deep Dive
Financials drop 2.4% after the Fed's first hike since 2023 and a Bank of America fee warning
State Street SPDR S&P Capital Markets ETF
Grades compare a fund with genuinely similar funds. This fund's comparison group currently has too few members for a fair comparison, so no letter is published.
The ETF.net KCE Grade
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Too few comparable funds to grade fairly
Grades compare a fund with genuinely similar funds. This fund's comparison group currently has too few members for a fair comparison, so no letter is published.
Our read on KCE
In short
Wall Street's own business in one ticker: exchanges, brokers, investment banks and asset managers. KCE weights them modified-equal, so a regional broker carries meaningful heft next to a bulge-bracket giant.
Stated mandate
The fund seeks to track the total return of the S&P Capital Markets Select Industry Index before fees and expenses. It targets the capital-markets segment of the S&P TMI through modified equal weighting across large-, mid-, and small-cap stocks.
Why people hold it
Worth knowing
KCE Holdings
- Stocks
- 68
- 19%
- DFIN
Sectors
- Financials95.3%
- Technology3.4%
- Consumer Staples1.3%
Geography
- United States100.00%
KCE Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
KCE$10,774
Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | KCE |
|---|---|
| Year to date | +4.3% |
| 1 month | +0.1% |
| 3 months | −3.2% |
| 1 year | +7.7% |
| 3 years | +25.7% |
| 5 years | +9.8% |
| 10 years | +17.2% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | KCE |
|---|---|---|
| 2026 YTD | +4.3% | |
| 2025 | +10.7% | |
| 2024 | +37.5% | |
| 2023 | +32.0% | |
| 2022 | −22.1% | |
| 2021 | +40.1% | |
| 2020 | +30.9% |
KCE in the news
KCE Dividends
- 1.74%
- $2.69
- $0.55 per share
- Quarterly
KCE Risk
- 21.2%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.98
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −34.4%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.25
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
KCE Cost
KCE cost
$7,126
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
KCE 0.35%
$7,126
Cost over time
Year by year
| Year | KCE |
|---|---|
| 10 | $634 |
| 20 | $2,454 |
| 30 | $7,126 |
