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XHE vs KBE

State Street SPDR S&P Health Care Equipment ETF vs State Street SPDR S&P Bank ETF

XHE

State Street SPDR S&P Health Care Equipment ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$130M

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

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

Side-by-side comparison

XHEKBE
Annual cost (TER)0.35%0.35%
Fund size (AUM)$130M$1.5B
Since20112005
Dividend yield0.09%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-0.3%+23.8%
CAGR 3Y-6.1%+26.2%
CAGR 5Y-7.4%+6.1%
Sharpe 3Y-0.340.89
Volatility 1Y21.53%21.59%
Max drawdown-49.92%-53.14%

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

Similar to XHE and KBE