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SPGM vs KBE

State Street SPDR Portfolio MSCI Global Stock Market ETF vs State Street SPDR S&P Bank ETF

SPGM

State Street SPDR Portfolio MSCI Global Stock Market ETF

State Street Investment Management

Annual cost

0.09%

Fund size

$1.6B

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • SPGM costs 0.26% less per year.
  • SPGM covers global markets; KBE covers north america.
  • 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

SPGMKBE
Annual cost (TER)0.09%0.35%
Fund size (AUM)$1.6B$1.5B
Since20122005
Dividend yield1.75%2.31%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.8%+23.3%
CAGR 3Y+21.9%+25.7%
CAGR 5Y+12.0%+5.6%
Sharpe 3Y1.200.88
Volatility 1Y12.96%21.55%
Max drawdown-33.97%-53.14%

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

Similar to SPGM and KBE