KCE - ETF AI Analysis
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SPDR S&P Capital Markets ETF (KCE)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Leading Holding
The largest position, StoneX Group, has shown strong gains this year, helping support the fund’s overall results.
Broad Spread Across Many Stocks
The top holdings each make up only a small slice of the portfolio, which helps reduce the impact if any single company struggles.
Moderate Expense Ratio
The fund’s fee is reasonable for a specialized financial-sector ETF, allowing investors to keep more of their returns compared with higher-cost niche funds.
Negative Factors
Heavy Financial Sector Concentration
Almost all of the ETF’s assets are in financial companies, so it can be hit hard if the capital markets or financial sector weaken.
Limited Geographic Diversification
With nearly all holdings in U.S. stocks, the fund offers little protection if the U.S. market faces a downturn.
Mixed Recent Performance
While the ETF has gained over the year, its recent three-month performance has been weak, showing that returns can be bumpy over shorter periods.
KCE vs. SPDR S&P 500 ETF (SPY)
AUM449.13M
RegionNorth America
Expense Ratio0.35%
Beta1.18
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.71%
Asset ClassEquity
Index TrackedS&P Capital Markets Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,698
30 Day Avg. Volume21,523
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
172.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering65
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KCE Summary
KCE is the SPDR S&P Capital Markets ETF, which follows the S&P Capital Markets Select Industry Index. It focuses on U.S. financial companies that work in capital markets, such as investment banks, trading firms, and asset managers. Well-known names in the fund include Jefferies and Evercore Partners. Someone might invest in KCE to get diversified exposure to many different financial firms in one simple investment, hoping to benefit from growth in the financial sector. A key risk is that it is heavily tied to financial stocks, so its price can rise or fall sharply with changes in the financial markets and the economy.
How much will it cost me?The SPDR S&P Capital Markets ETF (KCE) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average because it is a sector-focused ETF, which typically requires more active management compared to broad market index funds.
What would affect this ETF?The SPDR S&P Capital Markets ETF (KCE) could benefit from positive trends like increased financial innovation, growth in investment activities, and rising demand for asset management services, especially in the U.S. However, it may face challenges from economic downturns, regulatory changes in the financial sector, or rising interest rates, which could negatively impact capital markets and its top holdings like investment banks and brokerage firms.
KCE Top 10 Holdings
KCE is a pure play on U.S. capital-markets firms, with performance leaning heavily on a handful of rising names. StoneX Group and Acadian Asset Management have been doing the heavy lifting lately, with steady-to-strong gains that help set the tone for the fund. Trading-focused BGC Group and Virtu Financial are also adding some spark, though their momentum looks a bit choppy. On the flip side, Jefferies and Moelis have been lagging this year, acting as a mild brake on an otherwise financials-heavy, U.S.-centric portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| StoneX Group | 2.18% | $9.92M | $8.35B | 81.44% | 58 Neutral | |
| Acadian Asset Management | 1.96% | $8.92M | $2.42B | 153.36% | 66 Neutral | |
| Perella Weinberg Partners | 1.84% | $8.38M | $1.95B | 28.44% | 46 Neutral | |
| Moelis | 1.82% | $8.26M | $5.44B | 33.03% | 78 Outperform | |
| BGC Group | 1.81% | $8.25M | $5.34B | 26.36% | 65 Neutral | |
| Jefferies | 1.80% | $8.18M | $9.70B | 1.96% | 63 Neutral | |
| Galaxy Digital | 1.77% | $8.06M | $10.15B | 63.30% | ― | |
| Virtu Financial | 1.76% | $8.01M | $7.51B | 21.53% | 64 Neutral | |
| Piper Sandler | 1.76% | $7.99M | $6.19B | 47.14% | 67 Neutral | |
| Evercore Partners | 1.75% | $7.97M | $13.64B | 76.35% | 76 Outperform |
KCE Technical Analysis
Positive
―
Price Trends
142.99
Positive
147.64
Positive
148.35
Positive
Market Momentum
2.68
Positive
58.47
Neutral
27.60
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KCE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 148.60, equal to the 50-day MA of 142.99, and equal to the 200-day MA of 148.35, indicating a bullish trend. The MACD of 2.68 indicates Positive momentum. The RSI at 58.47 is Neutral, neither overbought nor oversold. The STOCH value of 27.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KCE.
KCE Peer Comparison
Comparison Results
Performance Comparison
KCE
SPDR S&P Capital Markets ETF
150.60
24.60
19.52%
IAT
iShares U.S. Regional Banks ETF
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REM
iShares Mortgage Real Estate ETF
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KIE
SPDR S&P Insurance ETF
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KBWD
Invesco KBW High Dividend Yield Financial ETF
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MORT
VanEck Mortgage REIT Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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