Screener
KBE vs IYF
State Street SPDR S&P Bank ETF vs iShares U.S. Financials ETF
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
| KBE | IYF | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.38% |
| Fund size (AUM) | $1.5B | $3.4B |
| Since | 2005 | 2000 |
| Dividend yield | 2.31% | 1.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.3% | +9.6% |
| CAGR 3Y | +25.7% | +22.0% |
| CAGR 5Y | +5.6% | +10.4% |
| Sharpe 3Y | 0.88 | 1.06 |
| Volatility 1Y | 21.55% | 14.37% |
| Max drawdown | -53.14% | -42.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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