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KBE vs XLY
State Street SPDR S&P Bank ETF vs State Street Consumer Discretionary Select Sector SPDR ETF
Key differences
Both KBE and XLY are equity ETFs. KBE charges 0.35% a year and XLY 0.08%. The main difference: XLY costs 0.27% less per year.
- XLY costs 0.27% less per year.
- XLY is much larger than KBE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, KBE has delivered higher annualized returns.
- XLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KBE | XLY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.08% |
| Fund size (AUM) | $1.4B | $23.8B |
| Since | 2005 | 1998 |
| Dividend yield | 2.33% | 0.74% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.1% | +7.8% |
| CAGR 3Y | +27.0% | +15.8% |
| CAGR 5Y | +6.0% | +6.7% |
| Sharpe 3Y | 0.91 | 0.64 |
| Volatility 1Y | 21.74% | 18.28% |
| Max drawdown | -53.14% | -39.67% |
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