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XRT vs KBE

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

XRT

State Street SPDR S&P Retail ETF

Annual cost

0.35%

Fund size

$693M

KBE

State Street SPDR S&P Bank ETF

Annual cost

0.35%

Fund size

$1.4B

Key differences

Both XRT and KBE are equity ETFs. XRT charges 0.35% a year and KBE 0.35%. The main difference: Over the last three years, KBE has delivered higher annualized returns.

  • Over the last three years, KBE has delivered higher annualized returns.

Side-by-side comparison

XRTKBE
Annual cost (TER)0.35%0.35%
Fund size (AUM)$693M$1.4B
Since20062005
Dividend yield0.82%2.33%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.2%+24.1%
CAGR 3Y+14.8%+27.0%
CAGR 5Y-0.9%+6.0%
Sharpe 3Y0.560.91
Volatility 1Y20.36%21.74%
Max drawdown-47.02%-53.14%

Similar to XRT and KBE