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SPTE vs KBE

SP Funds S&P Global Technology ETF vs State Street SPDR S&P Bank ETF

SPTE

SP Funds S&P Global Technology ETF

SP Funds

Annual cost

0.55%

Fund size

$141M

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • KBE costs 0.20% less per year.
  • KBE is significantly larger than SPTE — larger funds tend to be more liquid and less likely to close.
  • KBE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPTEKBE
Annual cost (TER)0.55%0.35%
Fund size (AUM)$141M$1.5B
Since20232005
Dividend yield0.81%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+64.9%+23.3%
CAGR 3YN/A+25.7%
CAGR 5YN/A+5.6%
Sharpe 3YN/A0.88
Volatility 1Y21.84%21.55%
Max drawdown-25.54%-53.14%

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

Similar to SPTE and KBE