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KBE vs XSW

State Street SPDR S&P Bank ETF vs State Street SPDR S&P Software & Services ETF

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

XSW

State Street SPDR S&P Software & Services ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$365M

Key differences

  • KBE is significantly larger than XSW — 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

KBEXSW
Annual cost (TER)0.35%0.35%
Fund size (AUM)$1.5B$365M
Since20052011
Dividend yield2.31%0.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.3%-6.9%
CAGR 3Y+25.7%+11.4%
CAGR 5Y+5.6%+1.6%
Sharpe 3Y0.880.41
Volatility 1Y21.55%27.24%
Max drawdown-53.14%-45.38%

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

Similar to KBE and XSW