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XBI vs KBE

State Street SPDR S&P Biotech ETF vs State Street SPDR S&P Bank ETF

XBI

State Street SPDR S&P Biotech ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$8.3B

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • XBI 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

XBIKBE
Annual cost (TER)0.35%0.35%
Fund size (AUM)$8.3B$1.5B
Since20062005
Dividend yield0.34%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+66.6%+23.3%
CAGR 3Y+15.6%+25.7%
CAGR 5Y+0.9%+5.6%
Sharpe 3Y0.540.88
Volatility 1Y25.14%21.55%
Max drawdown-63.89%-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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