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KBE vs SPSM
State Street SPDR S&P Bank ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF
Key differences
- SPSM costs 0.32% less per year.
- SPSM 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.
- KBE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KBE | SPSM | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.03% |
| Fund size (AUM) | $1.5B | $15.4B |
| Since | 2005 | 2013 |
| Dividend yield | 2.31% | 1.44% |
| 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% | +6.0% |
| Sharpe 3Y | 0.88 | 0.63 |
| Volatility 1Y | 21.55% | 17.58% |
| Max drawdown | -53.14% | -42.89% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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