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SPTM vs KBE

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF vs State Street SPDR S&P Bank ETF

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$13.0B

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • SPTM costs 0.32% less per year.
  • SPTM is significantly larger than KBE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KBE has delivered higher annualized returns.
  • SPTM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPTMKBE
Annual cost (TER)0.03%0.35%
Fund size (AUM)$13.0B$1.5B
Since20002005
Dividend yield1.09%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+23.3%
CAGR 3Y+22.6%+25.7%
CAGR 5Y+13.5%+5.6%
Sharpe 3Y1.210.88
Volatility 1Y12.05%21.55%
Max drawdown-34.67%-53.14%

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

Similar to SPTM and KBE