Screener
KBE vs FMCX
State Street SPDR S&P Bank ETF vs FM Focus Equity ETF
Key differences
Both KBE and FMCX are equity ETFs. KBE charges 0.35% a year and FMCX 0.71%. The main difference: KBE follows a index tracking strategy; FMCX uses active selection.
- KBE follows a index tracking strategy; FMCX uses active selection.
- KBE costs 0.36% less per year.
- KBE is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, KBE has delivered higher annualized returns.
- KBE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KBE | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.71% |
| Fund size (AUM) | $1.4B | $118M |
| Since | 2005 | 2022 |
| Dividend yield | 2.33% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.2% | +14.1% |
| CAGR 3Y | +24.0% | +15.8% |
| CAGR 5Y | +6.8% | N/A |
| Sharpe 3Y | 0.83 | 0.86 |
| Volatility 1Y | 21.70% | 13.13% |
| Max drawdown | -53.14% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.