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KCE - ETF AI Analysis
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SPDR S&P Capital Markets ETF (KCE)
Rating:70Neutral
Price Target:―
Positive Factors
Broad Mix of Capital Markets Stocks
The ETF holds many different financial companies involved in capital markets, which helps spread risk across the industry.
Strong Recent Performance
The fund has shown steady gains over the past month, three months, and year to date, indicating positive recent momentum.
Multiple Strong-Performing Top Holdings
Several of the largest positions, such as WisdomTree and Perella Weinberg Partners, have delivered strong year-to-date performance that supports the fund’s returns.
Negative Factors
Heavy Concentration in Financials
Almost all of the portfolio is in the financial sector, so the fund is highly sensitive to downturns in financial markets.
Very Limited Geographic Diversification
With nearly all assets in U.S. companies, the ETF offers little protection if the U.S. market struggles compared with other regions.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, which slightly reduces the net returns investors keep over time.
KCE vs. SPDR S&P 500 ETF (SPY)
AUM546.84M
RegionNorth America
Expense Ratio0.35%
Beta1.13
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.57%
Asset ClassEquity
Index TrackedS&P Capital Markets Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,312
30 Day Avg. Volume30,400
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
181.25Price 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, asset managers, and brokerage firms. Well-known holdings include Cboe Global Markets and WisdomTree. Someone might invest in KCE to get targeted exposure to the financial sector and to spread their money across many different capital markets companies instead of picking individual stocks. A key risk is that it is heavily tied to financial stocks, so it can rise or fall sharply with changes in the financial sector and overall market.
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 very much a U.S. capital-markets story, with asset managers and exchanges in the driver’s seat. Rising names like WisdomTree, Perella Weinberg, and Affiliated Managers are giving the fund a helpful tailwind as deal activity and alternative strategies stay in focus. Cboe Global Markets adds steady strength from the trading and derivatives side. On the softer side, StepStone’s weaker fundamentals and mixed signals from firms like Donnelley Financial and Cohen & Steers keep performance from really breaking away, leaving KCE concentrated but not one‑stock dependent.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| WisdomTree | 2.21% | $12.07M | $2.28B | 65.47% | 71 Outperform | |
| Perella Weinberg Partners | 1.91% | $10.42M | $2.01B | -13.59% | 46 Neutral | |
| StoneX Group | 1.80% | $9.86M | $5.88B | 53.75% | 58 Neutral | |
| Acadian Asset Management | 1.79% | $9.77M | $1.98B | 122.39% | 66 Neutral | |
| Interactive Brokers | 1.77% | $9.70M | $33.35B | 37.75% | 75 Outperform | |
| Virtu Financial | 1.77% | $9.69M | $6.35B | 3.62% | 64 Neutral | |
| Donnelley Financial Solutions | 1.77% | $9.67M | $1.37B | -22.03% | 64 Neutral | |
| MSCI | 1.76% | $9.65M | $45.78B | 2.09% | 62 Neutral | |
| Affiliated Managers | 1.75% | $9.56M | $8.81B | 66.59% | 74 Outperform | |
| Franklin Resources | 1.73% | $9.47M | $13.88B | 19.69% | 74 Outperform |
KCE Technical Analysis
Neutral
―
Price Trends
151.54
Positive
150.53
Positive
145.72
Positive
Market Momentum
1.32
Positive
50.51
Neutral
12.37
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KCE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 157.40, equal to the 50-day MA of 151.54, and equal to the 200-day MA of 145.72, indicating a neutral trend. The MACD of 1.32 indicates Positive momentum. The RSI at 50.51 is Neutral, neither overbought nor oversold. The STOCH value of 12.37 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for KCE.
KCE Peer Comparison
Comparison Results
Performance Comparison
KCE
SPDR S&P Capital Markets ETF
155.87
14.35
10.14%
REM
iShares Mortgage Real Estate ETF
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―
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IAT
iShares U.S. Regional Banks ETF
―
―
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KIE
SPDR S&P Insurance ETF
―
―
―
KBWD
Invesco KBW High Dividend Yield Financial ETF
―
―
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IAK
iShares U.S. Insurance 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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