Screener
XLFI vs KBE
State Street Financial Select Sector SPDR Premium Income ETF vs State Street SPDR S&P Bank ETF
Key differences
- KBE is significantly larger than XLFI — larger funds tend to be more liquid and less likely to close.
- XLFI is classified as alternative, while KBE is equity — different risk/return profiles.
- XLFI follows a option income strategy; KBE uses index tracking.
- KBE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLFI | KBE | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $3M | $1.5B |
| Since | 2025 | 2005 |
| Dividend yield | — | 2.31% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +23.3% |
| CAGR 3Y | N/A | +25.7% |
| CAGR 5Y | N/A | +5.6% |
| Sharpe 3Y | N/A | 0.88 |
| Volatility 1Y | — | 21.55% |
| Max drawdown | -11.89% | -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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