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SPWO vs KBE

SP Funds S&P World ETF vs State Street SPDR S&P Bank ETF

SPWO

SP Funds S&P World ETF

SP Funds

Annual cost

0.55%

Fund size

$156M

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 SPWO — larger funds tend to be more liquid and less likely to close.
  • SPWO covers global markets; KBE covers north america.
  • KBE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPWOKBE
Annual cost (TER)0.55%0.35%
Fund size (AUM)$156M$1.5B
Since20232005
Dividend yield1.13%2.31%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.8%+23.3%
CAGR 3YN/A+25.7%
CAGR 5YN/A+5.6%
Sharpe 3YN/A0.88
Volatility 1Y19.36%21.55%
Max drawdown-18.02%-53.14%

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

Similar to SPWO and KBE