KBE vs XLF

Both KBE and XLF are ETFs. KBE has a lower 5-year return than XLF (1.41% vs 7.69%). KBE has a higher expense ratio than XLF (0.35% vs 0.13%). Below is the comparison between KBE and XLF.

KBE XLF
Segment Equity: U.S. Banks Equity: U.S. Financials
Issuer State Street Global Advisors State Street Global Advisors
Net Assets $983.18M $15.1B
Expense Ratio 0.35% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.36% 2.63%
Underlying Index S&P Banks Select Industry Index S&P Financial Select Sector Index
YTD Return -29.53% -17.09%
1-Year Return -22.30% -8.46%
3-Year Return -8.03% 0.45%
5-Year Return 1.41% 7.69%
10-Year Return 5.74% 9.97%

KBE description

The Fund seeks to replicate as closely as possible, before expenses, the total return of the KBW Bank Index. The Fund uses a passive management strategy designed to track the total return performance of the Bank Index.

KBE performance & returns

YTD Return -29.53%
1-Month Return 4.39%
3-Month Return 5.54%
1-Year Return -22.30%
3-Year Return -8.03%
5-Year Return 1.41%
10-Year Return 5.74%
KBE expense ratio is 0.35%.

KBE holdings

Top 10 Holdings (17.30% of Total Assets)

Name Symbol % Assets
SVB Financial Group SIVB 2.02%
Voya Financial Inc VOYA 1.79%
First Republic Bank FRC 1.74%
MGIC Investment Corp MTG 1.73%
Bank of America Corp BAC 1.71%
Equitable Holdings Inc EQH 1.69%
East West Bancorp Inc EWBC 1.66%
Comerica Inc CMA 1.66%
PNC Financial Services Group Inc PNC 1.65%
JPMorgan Chase & Co JPM 1.65%

Other relevant KBE comparisons

You may also want to check out the following KBE comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

XLF description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Financial Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLF performance & returns

YTD Return -17.09%
1-Month Return 0.57%
3-Month Return 4.06%
1-Year Return -8.46%
3-Year Return 0.45%
5-Year Return 7.69%
10-Year Return 9.97%
XLF expense ratio is 0.13%.

XLF holdings

Top 10 Holdings (52.78% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 13.40%
JPMorgan Chase & Co JPM 11.07%
Bank of America Corp BAC 7.16%
Citigroup Inc C 4.11%
Wells Fargo & Co WFC 3.69%
BlackRock Inc BLK 3.24%
S&P Global Inc SPGI 3.07%
American Express Co AXP 2.43%
Goldman Sachs Group Inc GS 2.36%
CME Group Inc Class A CME 2.25%

Other relevant XLF comparisons

You may also want to check out the following XLF comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us