Screener
KBE vs SDY
State Street SPDR S&P Bank ETF vs State Street SPDR S&P Dividend ETF
Key differences
- SDY 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.
Side-by-side comparison
| KBE | SDY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $1.5B | $22.0B |
| Since | 2005 | 2005 |
| Dividend yield | 2.31% | 2.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.3% | +14.8% |
| CAGR 3Y | +25.7% | +10.1% |
| CAGR 5Y | +5.6% | +6.2% |
| Sharpe 3Y | 0.88 | 0.56 |
| Volatility 1Y | 21.55% | 10.48% |
| 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.
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