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KBE vs IJR
State Street SPDR S&P Bank ETF vs iShares Core S&P Small-Cap ETF
Key differences
- IJR costs 0.29% less per year.
- IJR 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.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KBE | IJR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.06% |
| Fund size (AUM) | $1.5B | $102.6B |
| Since | 2005 | 2000 |
| Dividend yield | 2.31% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.3% | +33.1% |
| CAGR 3Y | +25.7% | +15.4% |
| CAGR 5Y | +5.6% | +5.9% |
| Sharpe 3Y | 0.88 | 0.63 |
| Volatility 1Y | 21.55% | 17.65% |
| Max drawdown | -53.14% | -44.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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