XLF vs KBE

Both KBE and XLF are ETFs. KBE has a lower 5-year return than XLF (-4.5% vs 4.9%). KBE has a higher expense ratio than XLF (0.35% vs 0.1%). Below is the comparison between KBE and XLF.

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KBE XLF
Security Type ETF ETF
Finny Score 20 50
Category Financial Financial
Family State Street Global Advisors State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.35% 0.10%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.46% 2.11%
Underlying Index S&P Banks Select Industry Index S&P Financial Select Sector Index
YTD Return -22.74% -6.42%
1-Year Return -24.77% -4.82%
3-Year Return 9.24% 15.57%
5-Year Return -4.50% 4.90%
10-Year Return 4.31% 9.21%

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 -22.74%
1-Month Return -2.04%
3-Month Return -27.77%
1-Year Return -24.77%
3-Year Return 9.24%
5-Year Return -4.50%
10-Year Return 4.31%
KBE expense ratio is 0.35%.

KBE holdings

Top 10 Holdings (19.55% of Total Assets)

Name Symbol % Assets
First Citizens BancShares Inc Class A FCNCA 2.82%
New York Community Bancorp Inc NYCB 2.50%
MGIC Investment Corp MTG 1.99%
Voya Financial Inc VOYA 1.91%
Apollo Global Management Inc Class A APO 1.81%
JPMorgan Chase & Co JPM 1.78%
Popular Inc BPOP 1.70%
Prosperity Bancshares Inc PB 1.68%
Bank OZK OZK 1.68%
Citigroup Inc C 1.68%

KBE pros

The following are KBE strengths from our perspective:

  • KBE 3-year return is 9.35%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.

KBE cons

The following are KBE weaknesses from our perspective:

  • KBE net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • KBE 5-year return is -4.31%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • KBE 10-year return is 4.32%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • KBE 15-year return is 0.23%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

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XLF

XLF description

The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 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. The fund invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Financial Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.

XLF performance & returns
YTD Return -6.42%
1-Month Return -2.21%
3-Month Return -10.25%
1-Year Return -4.82%
3-Year Return 15.57%
5-Year Return 4.90%
10-Year Return 9.21%
XLF expense ratio is 0.1%.

XLF holdings

Top 10 Holdings (54.75% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 12.93%
JPMorgan Chase & Co JPM 8.86%
Visa Inc Class A V 8.26%
Mastercard Inc Class A MA 7.01%
Bank of America Corp BAC 4.46%
Wells Fargo & Co WFC 3.31%
S&P Global Inc SPGI 2.61%
Morgan Stanley MS 2.57%
The Goldman Sachs Group Inc GS 2.54%
BlackRock Inc BLK 2.20%

XLF pros

The following are XLF strengths from our perspective:

  • XLF 3-year return is 16.26%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • XLF 10-year return is 9.39%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • XLF expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.

XLF cons

The following are XLF weaknesses from our perspective:

  • XLF net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • XLF 5-year return is 5.4%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • XLF 15-year return is 2.13%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

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