Screener
ITOT vs KBE
iShares Core S&P Total U.S. Stock Market ETF vs State Street SPDR S&P Bank ETF
Key differences
Both ITOT and KBE are equity ETFs. ITOT charges 0.03% a year and KBE 0.35%. The main difference: ITOT costs 0.32% less per year.
- ITOT costs 0.32% less per year.
- ITOT is much larger than KBE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, KBE has delivered higher annualized returns.
Side-by-side comparison
| ITOT | KBE | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.35% |
| Fund size (AUM) | $93.4B | $1.4B |
| Since | 2004 | 2005 |
| Dividend yield | 0.98% | 2.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.2% | +26.2% |
| CAGR 3Y | +21.5% | +24.0% |
| CAGR 5Y | +12.3% | +6.8% |
| Sharpe 3Y | 1.12 | 0.83 |
| Volatility 1Y | 12.69% | 21.70% |
| Max drawdown | -35.00% | -53.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.