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SPY vs KBE
State Street SPDR S&P 500 ETF Trust vs State Street SPDR S&P Bank ETF
Key differences
- SPY costs 0.26% less per year.
- SPY 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.
- SPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPY | KBE | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.35% |
| Fund size (AUM) | $735.1B | $1.5B |
| Since | 1993 | 2005 |
| Dividend yield | 1.03% | 2.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.4% | +23.3% |
| CAGR 3Y | +23.1% | +25.7% |
| CAGR 5Y | +14.0% | +5.6% |
| Sharpe 3Y | 1.22 | 0.88 |
| Volatility 1Y | 12.00% | 21.55% |
| Max drawdown | -33.72% | -53.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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