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KCE - ETF AI Analysis
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SPDR S&P Capital Markets ETF (KCE)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating resilience in its holdings.
Low Expense Ratio
The fund charges a relatively low fee, making it cost-effective for investors.
Focused Sector Exposure
The ETF’s heavy allocation to the financial sector aligns with its theme and provides targeted exposure to a key industry.
Negative Factors
Geographic Concentration
Nearly all holdings are U.S.-based, limiting diversification across global markets.
Sector Over-Concentration
The ETF is heavily weighted toward financial stocks, increasing vulnerability to sector-specific risks.
Recent Short-Term Underperformance
The fund has struggled over the past month and three months, which may concern investors seeking consistent returns.
KCE vs. SPDR S&P 500 ETF (SPY)
AUM534.83M
RegionNorth America
Expense Ratio0.35%
Beta1.14
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.51%
Asset ClassEquity
Index TrackedS&P Capital Markets Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,382
30 Day Avg. Volume34,826
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
176.65Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering64
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KCE Summary
The SPDR S&P Capital Markets ETF (KCE) is a fund that focuses on companies in the financial sector, specifically those involved in capital markets like investment banks, asset managers, and brokerage firms. It tracks the S&P Capital Markets Select Industry Index, providing exposure to well-known companies such as Morgan Stanley and BlackRock. This ETF might appeal to investors looking to benefit from the growth and innovation in the financial industry while diversifying their portfolio. However, it’s important to note that since it’s heavily focused on financial companies, its performance can be significantly impacted by changes in the financial sector and broader economic conditions.
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
The SPDR S&P Capital Markets ETF (KCE) is heavily concentrated in U.S. financial stocks, with nearly all its holdings tied to the capital markets sector. Goldman Sachs and Invesco are rising stars, benefiting from strong earnings and strategic growth, while Morgan Stanley remains steady with its focus on innovation. However, LPL Financial is lagging, weighed down by valuation concerns and technical pullbacks. The fund’s narrow focus on financials means its performance hinges on the sector’s health, offering potential upside but limited diversification outside of capital markets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| DigitalBridge Group | 2.01% | $10.72M | $2.54B | 15.87% | 54 Neutral | |
| Invesco | 1.96% | $10.50M | $11.59B | 56.58% | 78 Outperform | |
| Affiliated Managers | 1.96% | $10.49M | $7.68B | 52.11% | 74 Outperform | |
| State Street | 1.92% | $10.26M | $35.51B | 34.43% | 75 Outperform | |
| Morgan Stanley | 1.92% | $10.23M | $280.53B | 44.42% | 76 Outperform | |
| Goldman Sachs Group | 1.90% | $10.18M | $263.68B | 58.53% | 73 Outperform | |
| Stifel Financial | 1.89% | $10.09M | $12.99B | 22.59% | 74 Outperform | |
| TPG | 1.85% | $9.90M | $25.12B | 2.77% | 61 Neutral | |
| Bank of New York Mellon | 1.84% | $9.83M | $79.74B | 49.78% | 75 Outperform | |
| Northern | 1.82% | $9.72M | $26.15B | 37.59% | 78 Outperform |
KCE Technical Analysis
Positive
―
Price Trends
147.19
Positive
150.38
Negative
141.69
Positive
Market Momentum
1.41
Negative
54.25
Neutral
29.42
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 147.39, equal to the 50-day MA of 147.19, and equal to the 200-day MA of 141.69, indicating a bullish trend. The MACD of 1.41 indicates Negative momentum. The RSI at 54.25 is Neutral, neither overbought nor oversold. The STOCH value of 29.42 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
149.72
15.58
11.61%
REM
iShares Mortgage Real Estate ETF
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―
―
KIE
SPDR S&P Insurance ETF
―
―
―
IAT
iShares U.S. Regional Banks ETF
―
―
―
IAK
iShares U.S. Insurance ETF
―
―
―
KBWD
Invesco KBW High Dividend Yield Financial 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.
Disclaimer
This 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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