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KBE vs XHE

State Street SPDR S&P Bank ETF vs State Street SPDR S&P Health Care Equipment ETF

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

XHE

State Street SPDR S&P Health Care Equipment ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$130M

Key differences

  • KBE is significantly larger than XHE — 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

KBEXHE
Annual cost (TER)0.35%0.35%
Fund size (AUM)$1.5B$130M
Since20052011
Dividend yield2.31%0.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.8%-0.3%
CAGR 3Y+26.2%-6.1%
CAGR 5Y+6.1%-7.4%
Sharpe 3Y0.89-0.34
Volatility 1Y21.59%21.53%
Max drawdown-53.14%-49.92%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KBE and XHE