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KBE vs SIMS

State Street SPDR S&P Bank ETF vs State Street SPDR S&P Kensho Intelligent Structures ETF

KBE

State Street SPDR S&P Bank ETF

Annual cost

0.35%

Fund size

$1.4B

SIMS

State Street SPDR S&P Kensho Intelligent Structures ETF

Annual cost

0.45%

Fund size

$9M

Key differences

Both KBE and SIMS are equity ETFs. KBE charges 0.35% a year and SIMS 0.45%. The main difference: KBE costs 0.10% less per year.

  • KBE costs 0.10% less per year.
  • KBE is much larger than SIMS. 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

KBESIMS
Annual cost (TER)0.35%0.45%
Fund size (AUM)$1.4B$9M
Since20052017
Dividend yield2.33%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.4%+35.6%
CAGR 3Y+26.2%+12.1%
CAGR 5Y+5.8%+0.2%
Sharpe 3Y0.890.45
Volatility 1Y21.74%23.44%
Max drawdown-53.14%-43.97%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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