KCE - ETF AI Analysis
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SPDR S&P Capital Markets ETF (KCE)
Rating:68Neutral
Price Target:―
Positive Factors
Recent Performance Momentum
The ETF has shown steady gains so far this year, supported by positive one-month and three-month performance.
Strong Financial Sector Leaders
Several top holdings like WisdomTree, Bank of New York Mellon, State Street, and Ameriprise Financial have delivered strong year-to-date results, helping drive the fund’s returns.
Focused Exposure to U.S. Financials
The fund’s heavy tilt toward U.S.-based financial companies gives investors targeted exposure to the capital markets industry in a single ETF.
Negative Factors
High Sector Concentration
With most assets in the financial sector, the ETF is vulnerable if capital markets or financial stocks experience a downturn.
Underperforming Top Holdings
Some key positions such as Coinbase, Robinhood, Artisan Partners, and LPL Financial have shown weak year-to-date performance, which can drag on overall returns.
Limited Geographic Diversification
Almost all of the fund’s assets are invested in U.S. companies, offering little protection if the U.S. market faces broad weakness.
KCE vs. SPDR S&P 500 ETF (SPY)
AUM479.34M
RegionNorth America
Expense Ratio0.35%
Beta1.19
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.61%
Asset ClassEquity
Index TrackedS&P Capital Markets Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,686
30 Day Avg. Volume14,969
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
187.25Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering66
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 help move money around the markets, such as investment banks, asset managers, and trading platforms. Well-known holdings include Coinbase and Bank of New York Mellon. Someone might invest in KCE to get targeted exposure to the financial sector and diversify beyond just traditional banks or tech stocks. A key risk is that it is heavily tied to financial markets, so its price can swing sharply when interest rates, regulations, or market conditions change.
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 essentially a bet on U.S. capital-markets powerhouses, with asset managers and custodial banks steering the ship. State Street and Bank of New York Mellon have been rising steadily, giving the fund a solid backbone, while Ameriprise and Virtus add more traditional wealth-management muscle with generally supportive, if sometimes mixed, momentum. On the flip side, Robinhood and LPL Financial have been more of a drag this year, as profitability and valuation worries weigh on their stocks. Overall, performance is being driven by established financial players rather than flashy disruptors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Marketaxess Holdings | 1.99% | $9.54M | $5.72B | -12.89% | 68 Neutral | |
| WisdomTree | 1.94% | $9.27M | $3.46B | 69.03% | 71 Outperform | |
| Victory Capital Holdings | 1.92% | $9.17M | $7.27B | 67.55% | 80 Outperform | |
| Hamilton Lane | 1.90% | $9.09M | $5.75B | -35.11% | 77 Outperform | |
| Donnelley Financial Solutions | 1.85% | $8.87M | $1.20B | -13.58% | 64 Neutral | |
| Blue Owl Capital | 1.84% | $8.79M | $19.05B | -39.18% | 69 Neutral | |
| LPL Financial | 1.82% | $8.73M | $29.19B | 3.72% | 66 Neutral | |
| TPG | 1.81% | $8.65M | $20.39B | -17.10% | 61 Neutral | |
| Ameriprise Financial | 1.80% | $8.60M | $50.31B | 11.08% | 64 Neutral | |
| Charles Schwab | 1.77% | $8.48M | $192.11B | 14.98% | 74 Outperform |
KCE Technical Analysis
Positive
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Price Trends
157.04
Positive
152.35
Positive
149.39
Positive
Market Momentum
3.07
Negative
61.16
Neutral
78.00
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 162.45, equal to the 50-day MA of 157.04, and equal to the 200-day MA of 149.39, indicating a bullish trend. The MACD of 3.07 indicates Negative momentum. The RSI at 61.16 is Neutral, neither overbought nor oversold. The STOCH value of 78.00 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
165.92
16.06
10.72%
KIE
SPDR S&P Insurance ETF
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IAT
iShares U.S. Regional Banks ETF
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IAK
iShares U.S. Insurance ETF
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REM
iShares Mortgage Real Estate ETF
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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.
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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