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XLE vs KBE

State Street Energy Select Sector SPDR ETF vs State Street SPDR S&P Bank ETF

XLE

State Street Energy Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$41.4B

KBE

State Street SPDR S&P Bank ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • XLE costs 0.27% less per year.
  • XLE 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.
  • XLE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLEKBE
Annual cost (TER)0.08%0.35%
Fund size (AUM)$41.4B$1.5B
Since19982005
Dividend yield2.50%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+49.7%+23.3%
CAGR 3Y+18.7%+25.7%
CAGR 5Y+21.2%+5.6%
Sharpe 3Y0.740.88
Volatility 1Y20.22%21.55%
Max drawdown-66.81%-53.14%

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

Similar to XLE and KBE