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XSW vs KBE

State Street SPDR S&P Software & Services ETF vs State Street SPDR S&P Bank ETF

XSW

State Street SPDR S&P Software & Services ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$365M

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 XSW — 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

XSWKBE
Annual cost (TER)0.35%0.35%
Fund size (AUM)$365M$1.5B
Since20112005
Dividend yield0.05%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-6.9%+23.3%
CAGR 3Y+11.4%+25.7%
CAGR 5Y+1.6%+5.6%
Sharpe 3Y0.410.88
Volatility 1Y27.24%21.55%
Max drawdown-45.38%-53.14%

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

Similar to XSW and KBE