Beyond AI: Where Investors Can Still Find Dividend Growth In 2026

Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere. Dividend growth investing could be hitting its stride amid shifting macro and micro trends. Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches.

Seeking Alpha • Jun 24, 2026

Is State Street SPDR S&P Capital Markets ETF (KCE) a Strong ETF Right Now?

The State Street SPDR S&P Capital Markets ETF (KCE) made its debut on 11/08/2005, and is a smart beta exchange traded fund that provides broad exposure to the Financials ETFs category of the market.

Zacks Investment Research • Jun 15, 2026

Should You Invest in the State Street SPDR S&P Capital Markets ETF (KCE)?

Launched on November 8, 2005, the State Street SPDR S&P Capital Markets ETF (KCE) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Brokers/ Capital markets segment of the equity market.

Zacks Investment Research • May 25, 2026

KCE: Not The Best Tactical Approach To Financial Exposures

The State Street SPDR S&P Capital Markets ETF offers significant exposure to asset managers and custody banks, benefiting from rising AUM in buoyant markets. KCE's resilience is offset by limited upside in strong markets and commodification pressures, with many AM components trading above a 10x PE baseline. Large-ticket advisory and bulge bracket banks like GS, MS, and JPM are better positioned to capitalize on potential AI and SpaceX IPO deal flow and ECM activity indexed to strong markets.

Seeking Alpha • May 9, 2026

Wall Street's Middlemen: Why Capital Markets ETFs Are Winning in the M&A Boom

This ETF could benefit from increasing M&A activity. There are other potential catalysts for this fund, too.

The Motley Fool • Feb 19, 2026

KCE: Not So Convinced By The AI Scare

KCE, the State Street SPDR S&P Capital Markets ETF, in our initial opinion is not materially threatened by recent AI-scare trades or LLM-based automation. Asset management within KCE is already rather commodified; AI is unlikely to accelerate revenue declines already in effect from the competition of passive investments. Investment banking and brokerage remain resilient, with technology democratization potentially boosting retail activity and being positive for brokerage.

Seeking Alpha • Feb 18, 2026

KCE: Capital Markets Shine As Financials Lag

The SPDR S&P Capital Markets ETF continues to outperform the broader Financials sector and remains close to S&P 500 returns year-to-date. KCE offers diversified, modified equal-weight exposure to capital markets stocks, with a compelling 16.2x P/E ratio and a 1.5% yield. Technical analysis shows rising support and favorable seasonality, though RSI momentum suggests bulls face resistance near $158.

Seeking Alpha • Oct 30, 2025

Is SPDR S&P Capital Markets ETF (KCE) a Strong ETF Right Now?

The SPDR S&P Capital Markets ETF (KCE) made its debut on 11/08/2005, and is a smart beta exchange traded fund that provides broad exposure to the Financials ETFs category of the market.

Zacks Investment Research • Oct 2, 2025

Should You Invest in the SPDR S&P Capital Markets ETF (KCE)?

Designed to provide broad exposure to the Financials - Brokers/ Capital markets segment of the equity market, the SPDR S&P Capital Markets ETF (KCE) is a passively managed exchange traded fund launched on November 8, 2005.

Zacks Investment Research • Sep 15, 2025

KCE: Recent Outperformance Can Continue

I am initiating coverage of KCE with a Buy rating, expecting continued outperformance vs. the S&P 500. SPDR S&P Capital Markets ETF's strong historical returns are impressive, especially given its focus on financials and lack of mega-cap tech exposure. The ETF is well-diversified, with 62 holdings across a number of subsectors.

Seeking Alpha • Aug 18, 2025