Both KBE and KBWB are ETFs. KBE has a lower 5-year return than KBWB (14.27% vs 16.81%). KBE and KBWB have the same expense ratio (0.35%). Below is the comparison between KBE and KBWB.
| KBE | KBWB | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 60 | N/A |
| Category | N/A | N/A |
| Family | State Street Global Advisors | Invesco PowerShares |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.35% | 0.35% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.99% | 2.84% |
| Underlying Index | S&P Banks Select Industry Index | KBW Nasdaq Bank Index |
| YTD Return | 31.41% | 33.03% |
| 1-Year Return | 90.88% | 89.77% |
| 3-Year Return | 6.89% | 9.71% |
| 5-Year Return | 14.27% | 16.81% |
| 10-Year Return | 10.06% | 0.00% |
KBE
KBE description
SPDR Series Trust - SPDR S&P Bank ETF is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across financials, banks sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the S&P Banks Select Industry Index, by using representative sampling technique. SPDR Series Trust - SPDR S&P Bank ETF was formed on November 8, 2005 and is domiciled in the United States.
KBE performance & returns
| YTD Return | 31.41% |
| 1-Month Return | 4.50% |
| 3-Month Return | 19.18% |
| 1-Year Return | 90.88% |
| 3-Year Return | 6.89% |
| 5-Year Return | 14.27% |
| 10-Year Return | 10.06% |
KBE holdings
Top 10 Holdings (15.11% of Total Assets)
KBE pros
The following are KBE strengths from our perspective:
- KBE 3-year return is 6.89%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- KBE 5-year return is 14.27%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KBE 10-year return is 10.06%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
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KBWB
KBWB description
Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. It invests in public equity markets of the United States. It invests in stocks of companies operating across financials, banks sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the KBW Nasdaq Bank Index, by using full replication technique. Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF was formed on November 1, 2011 and is domiciled in the United States.
KBWB performance & returns
| YTD Return | 33.03% |
| 1-Month Return | 6.84% |
| 3-Month Return | 22.32% |
| 1-Year Return | 89.77% |
| 3-Year Return | 9.71% |
| 5-Year Return | 16.81% |
| 10-Year Return | 0.00% |
KBWB holdings
Top 10 Holdings (61.37% of Total Assets)
KBWB cons
The following are KBWB weaknesses from our perspective:
- KBWB net assets are $0.00 million. This fund is not a popular choice with retail investors.
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