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KBE vs XPH

State Street SPDR S&P Bank ETF vs State Street SPDR S&P Pharmaceuticals ETF

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

XPH

State Street SPDR S&P Pharmaceuticals ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$355M

Key differences

  • KBE is significantly larger than XPH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KBE has delivered higher annualized returns.

Side-by-side comparison

KBEXPH
Annual cost (TER)0.35%0.35%
Fund size (AUM)$1.5B$355M
Since20052006
Dividend yield2.31%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.8%+47.4%
CAGR 3Y+26.2%+14.1%
CAGR 5Y+6.1%+4.7%
Sharpe 3Y0.890.58
Volatility 1Y21.59%21.28%
Max drawdown-53.14%-35.96%

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

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