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IYF vs KBE

iShares U.S. Financials ETF vs State Street SPDR S&P Bank ETF

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • Over the last 3 years, KBE has delivered higher annualized returns.
  • IYF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYFKBE
Annual cost (TER)0.38%0.35%
Fund size (AUM)$3.4B$1.5B
Since20002005
Dividend yield1.54%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.6%+23.3%
CAGR 3Y+22.0%+25.7%
CAGR 5Y+10.4%+5.6%
Sharpe 3Y1.060.88
Volatility 1Y14.37%21.55%
Max drawdown-42.57%-53.14%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IYF and KBE