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XTN vs KBE

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

XTN

State Street SPDR S&P Transportation ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$208M

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 XTN — 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

XTNKBE
Annual cost (TER)0.35%0.35%
Fund size (AUM)$208M$1.5B
Since20112005
Dividend yield0.70%2.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+48.2%+23.8%
CAGR 3Y+16.1%+26.2%
CAGR 5Y+5.1%+6.1%
Sharpe 3Y0.560.89
Volatility 1Y28.19%21.59%
Max drawdown-43.77%-53.14%

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

Similar to XTN and KBE