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KBE vs DIA

State Street SPDR S&P Bank ETF vs State Street SPDR Dow Jones Industrial Average ETF Trust

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust

State Street Investment Management

Annual cost

0.16%

Fund size

$42.7B

Key differences

  • DIA costs 0.19% less per year.
  • DIA is significantly larger than KBE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KBE has delivered higher annualized returns.
  • DIA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KBEDIA
Annual cost (TER)0.35%0.16%
Fund size (AUM)$1.5B$42.7B
Since20051998
Dividend yield2.31%1.42%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+22.7%
CAGR 3Y+25.7%+16.8%
CAGR 5Y+5.6%+10.0%
Sharpe 3Y0.880.96
Volatility 1Y21.55%12.17%
Max drawdown-53.14%-36.70%

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

Similar to KBE and DIA