KCE - ETF AI Analysis
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SPDR S&P Capital Markets ETF (KCE)
KCE, the SPDR S&P Capital Markets ETF, has a solid overall rating driven by strong holdings like FactSet, Nasdaq, BlackRock, and Morningstar, which benefit from robust financial performance, strategic use of AI, and generally positive outlooks from recent earnings calls. The rating is held back somewhat by names like MSCI and Donnelley Financial Solutions, where high leverage, bearish technical trends, and pressure in legacy business segments introduce more risk. The main risk factor for this ETF is its concentration in capital markets and related financial services companies, which can make it more sensitive to market cycles and valuation swings in that specific industry.
KCE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 443.56M
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 1.19
- Issuer
- SPDR
- Inception Date
- Nov 08, 2005
- Dividend Yield
- 1.71%
- Asset Class
- Equity
- Index Tracked
- S&P Capital Markets Select Industry
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 power the markets, such as investment banks, asset managers, and trading platforms. Well-known holdings include CME Group and Nasdaq, both major stock and derivatives exchanges. Investors might consider KCE for targeted exposure to the financial sector and to benefit from growth in trading, investing, and market data services. A key risk is that it is heavily tied to financial markets, so its value can rise or fall sharply when the financial sector is under pressure.
How much will it cost me?
This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 invested. That’s a bit higher than the cheapest broad, passively managed index ETFs, mainly because this is a more specialized, sector-focused fund tracking a narrower slice of the market.
What would affect this ETF?
KCE is heavily focused on U.S. financial and capital markets companies like exchanges, asset managers, and data providers, so it can benefit if stock markets stay strong, trading activity grows, and demand for investment products and financial technology increases. On the negative side, it could be hurt by rising interest rates that slow economic growth, market downturns that reduce trading and assets under management, or tighter financial regulations that pressure profits for its top holdings.
KCE Top 10 Holdings
KCE is essentially a bet on U.S. capital markets plumbing, with data and trading platforms doing most of the heavy lifting. Donnelley Financial, FactSet, Nasdaq, and MSCI have been rising, helped by steady demand for market data and software-like services, giving the fund a solid backbone. Cboe is also pulling its weight as trading activity stays healthy. On the softer side, S&P Global has been mixed and Wealthfront is lagging, slightly dragging on returns. Overall, it’s a U.S.-centric, financials-heavy ETF with a clear tilt toward market infrastructure and analytics.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 DFIN | Donnelley Financial Solutions | 2.27% | $9.91M | $1.63B | 47.44% | 64Neutral |
 TW | Tradeweb Markets | 1.98% | $8.62M | $28.68B | 17.68% | 71Outperform |
 FDS | Factset Research | 1.96% | $8.56M | $11.62B | 28.84% | 78Outperform |
 MORN | Morningstar | 1.90% | $8.27M | $8.39B | 12.45% | 76Outperform |
 AMG | Affiliated Managers | 1.78% | $7.77M | $9.87B | 55.65% | 74Outperform |
 NDAQ | Nasdaq | 1.87% | $8.16M | $58.95B | 27.06% | 78Outperform |
 WLTH | Wealthfront Corporation | 1.80% | $7.87M | $1.60B | -26.43% | ―― |
 MSCI | MSCI | 1.87% | $8.15M | $44.57B | 8.27% | 62Neutral |
 SPGI | S&P Global | 1.85% | $8.09M | $135.25B | -2.47% | 73Outperform |
 BLK | BlackRock | 1.78% | $7.77M | $186.45B | 7.79% | 77Outperform |
KCE Technical Analysis
Price Trends
Market Momentum
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 157.05 is above the 20-day moving average (MA) of 153.32, below the 50-day MA of 158.62, and above the 200-day MA of 152.25, indicating a neutral trend. The MACD of -0.51 indicates Negative momentum. The RSI at 54.62 is Neutral, neither overbought nor oversold. The STOCH value of 78.32 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| KCE | $157.05 | $167.00(6.34% Upside) | $443.56M | 0.35% | 66Neutral |
 IAT | $60.91 | $68.46(12.39% Upside) | $633.93M | 0.37% | 74Outperform |
 KIE | $64.86 | $68.68(5.89% Upside) | $519.42M | 0.35% | 71Outperform |
 IAK | $151.04 | $153.24(1.46% Upside) | $469.07M | 0.37% | 74Outperform |
 REM | $17.37 | $21.48(23.66% Upside) | $449.30M | 0.48% | 62Neutral |
 KBWD | $10.70 | $12.44(16.24% Upside) | $331.10M | 5.39% | 64Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| KCE | SPDR S&P Capital Markets ETF | 157.05 | 14.97 | 10.53% | |
| IAT | iShares U.S. Regional Banks ETF | 60.91 | 12.99 | 27.11% | |
| KIE | SPDR S&P Insurance ETF | 64.86 | 8.91 | 15.92% | |
| IAK | iShares U.S. Insurance ETF | 151.04 | 25.89 | 20.69% | |
| REM | iShares Mortgage Real Estate ETF | 17.37 | -2.78 | -13.81% | |
| KBWD | Invesco KBW High Dividend Yield Financial ETF | 10.70 | -1.09 | -9.22% |
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.