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XLY vs KBE
State Street Consumer Discretionary Select Sector SPDR ETF vs State Street SPDR S&P Bank ETF
Key differences
Both XLY and KBE are equity ETFs. XLY charges 0.08% a year and KBE 0.35%. The main difference: XLY costs 0.27% less per year.
- XLY costs 0.27% less per year.
- XLY is much larger than KBE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, KBE has delivered higher annualized returns.
- XLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLY | KBE | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.35% |
| Fund size (AUM) | $23.8B | $1.4B |
| Since | 1998 | 2005 |
| Dividend yield | 0.74% | 2.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.8% | +24.1% |
| CAGR 3Y | +15.8% | +27.0% |
| CAGR 5Y | +6.7% | +6.0% |
| Sharpe 3Y | 0.64 | 0.91 |
| Volatility 1Y | 18.28% | 21.74% |
| Max drawdown | -39.67% | -53.14% |
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