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SPYM vs KBE

State Street SPDR Portfolio S&P 500 ETF vs State Street SPDR S&P Bank ETF

SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street Investment Management

Annual cost

0.02%

Fund size

$137.6B

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • SPYM costs 0.33% less per year.
  • SPYM 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.

Side-by-side comparison

SPYMKBE
Annual cost (TER)0.02%0.35%
Fund size (AUM)$137.6B$1.5B
Since20052005
Dividend yield1.05%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.4%+23.3%
CAGR 3Y+23.2%+25.7%
CAGR 5Y+14.0%+5.6%
Sharpe 3Y1.250.88
Volatility 1Y11.96%21.55%
Max drawdown-33.87%-53.14%

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

Similar to SPYM and KBE