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KBE vs XLE

State Street SPDR S&P Bank ETF vs State Street Energy Select Sector SPDR ETF

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

XLE

State Street Energy Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$41.4B

Key differences

  • XLE costs 0.27% less per year.
  • XLE 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.
  • XLE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KBEXLE
Annual cost (TER)0.35%0.08%
Fund size (AUM)$1.5B$41.4B
Since20051998
Dividend yield2.31%2.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+49.7%
CAGR 3Y+25.7%+18.7%
CAGR 5Y+5.6%+21.2%
Sharpe 3Y0.880.74
Volatility 1Y21.55%20.22%
Max drawdown-53.14%-66.81%

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

Similar to KBE and XLE