KBE vs AVES
Comparison between STATE STREET(R) SPDR(R) S&P(R) BANK ETF (KBE, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).
5-Year PerformanceAVES has outperformed KBE, delivering a return of +10.7% compared to +7.2%
KBE vs AVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBE
$1.40B
Winner
AVES
$1.50B
Expense Ratio
Winner
KBE
0.35%
AVES
0.36%
Max Drawdown
KBE
84.59%
Winner
AVES
28.22%
Sharpe Ratio
KBE
1.01
Winner
AVES
1.34
5Y Beta
KBE
0.99
Winner
AVES
0.70
P/E Ratio
KBE
14.14
AVES
N/A
Forward P/E
KBE
11.12
AVES
N/A
5Y Dividends CAGR
KBE
6.74%
AVES
N/A
5Y EPS CAGR
KBE
7.27%
AVES
N/A
Debt to Equity
KBE
39.15%
AVES
N/A
P/S Ratio
KBE
3.29
AVES
N/A
P/B Ratio
KBE
1.29
AVES
N/A
KBE vs AVES - Holdings Comparison
KBE and AVES have 1 common holdings. Overlap is 0.00%
KBE's top 25 holdings weight is 28.18%. AVES's top 25 holdings weight is 20.43%.
| Rank | KBE | AVES |
|---|---|---|
| #1 | FIRST BANCORP (FBP) - 2.00% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.34% |
| #2 | TRIUMPH FINANCIAL INC (TFIN) - 1.18% | HYUNDAI MOTOR CO (n/a) - 1.23% |
| #3 | VOYA FINANCIAL INC (VOYA) - 1.17% | VALE SA ADR (VALE) - 1.08% |
| #4 | APOLLO GLOBAL MANAGEMENT INC (APO) - 1.14% | LG ELECTRONICS INC (n/a) - 1.02% |
| #5 | CITIGROUP INC (C) - 1.13% | HANA FINANCIAL GROUP INC (n/a) - 1.01% |
| #6 | BANK OF NEW YORK MELLON CORP (BNY) - 1.13% | KIA CORP (n/a) - 1.00% |
| #7 | NORTHERN TRUST CORP (NTRS) - 1.13% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.90% |
| #8 | CATHAY GENERAL BANCORP (CATY) - 1.13% | INNOLUX CORP (n/a) - 0.90% |
| #9 | POPULAR INC (BPOP) - 1.10% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.78% |
| #10 | COREBRIDGE FINANCIAL INC (CRBG) - 1.08% | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.77% |
| #11 | EAST WEST BANCORP INC (EWBC) - 1.08% | SK TELECOM CO LTD ADR (SKM) - 0.76% |
| #12 | UMB FINANCIAL CORP (UMBF) - 1.08% | KB FINANCIAL GROUP INC ADR (KB) - 0.75% |
| #13 | VALLEY NATIONAL BANCORP (VLY) - 1.08% | INDIAN RUPEE (n/a) - 0.75% |
| #14 | WAFD INC (WAFD) - 1.08% | n/a (n/a) - 0.75% |
| #15 | WESTERN ALLIANCE BANCORP (WAL) - 1.08% | GOLD CIRCUIT ELECTRONICS LTD (n/a) - 0.74% |
| #16 | BANC OF CALIFORNIA INC (BANC) - 1.07% | n/a (n/a) - 0.72% |
| #17 | FLAGSTAR BANK NA (FLG) - 1.07% | ZHEN DING TECHNOLOGY HOLDING LTD (n/a) - 0.72% |
| #18 | WSFS FINANCIAL CORP (WSFS) - 1.07% | n/a (n/a) - 0.71% |
| #19 | ZIONS BANCORP NA (ZION) - 1.06% | WOORI FINANCIAL GROUP INC (n/a) - 0.71% |
| #20 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.06% | CHINA HONGQIAO GROUP LTD (n/a) - 0.69% |
| #21 | FIRST FINANCIAL BANCORP (FFBC) - 1.06% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.65% |
| #22 | FIFTH THIRD BANCORP (FITB) - 1.05% | n/a (n/a) - 0.63% |
| #23 | AMERIS BANCORP (ABCB) - 1.05% | LG INNOTEK CO LTD (n/a) - 0.61% |
| #24 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.05% | n/a (n/a) - 0.61% |
| #25 | FIRST HAWAIIAN INC (FHB) - 1.05% | ANTA SPORTS PRODUCTS LTD (n/a) - 0.60% |
| Total Holdings | 101 | 1741 |
KBE vs AVES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBE
+7.15%
AVES
+5.96%
3M
Winner
KBE
+14.29%
AVES
+13.27%
6M
KBE
+6.77%
Winner
AVES
+21.11%
1Y
KBE
+27.67%
Winner
AVES
+33.64%
5Y(CAGR)
KBE
+7.18%
Winner
AVES
+10.66%
10Y(CAGR)
KBE
+10.45%
AVES
N/A
Max(CAGR)
KBE
+3.69%
Winner
AVES
+10.66%
KBE vs AVES - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KBE | AVES |
|---|---|---|
| 2026 | +8.66% | +17.11% |
| 2025 | +13.47% | +30.47% |
| 2024 | +23.28% | +5.94% |
| 2023 | +5.73% | +16.19% |
| 2022 | -16.50% | -16.49% |
| 2021 | +34.82% | +1.32% |
| 2020 | -8.85% | N/A |
| 2019 | +27.89% | N/A |
| 2018 | -19.85% | N/A |
| 2017 | +9.98% | N/A |
| 2016 | +33.85% | N/A |
| 2015 | +3.32% | N/A |
| 2014 | +3.89% | N/A |
| 2013 | +37.11% | N/A |
| 2012 | +19.94% | N/A |
| 2011 | -23.80% | N/A |
| 2010 | +19.99% | N/A |
| 2009 | -3.17% | N/A |
| 2008 | -46.17% | N/A |
| 2007 | -22.19% | N/A |
| 2006 | +14.46% | N/A |
| 2005 | +1.90% | N/A |
KBE vs AVES Drawdown Comparison
The maximum drawdown for KBE was -83.19%, occurring on Mar 6, 2009. Recovery took 2718 trading sessions.
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
The current KBE drawdown is -1.40%.
| Rank | KBE | AVES |
|---|---|---|
| #1 | -83.19% Feb 20, 2007 - Dec 4, 2017 | -27.41% Jan 12, 2022 - Apr 8, 2024 |
| #2 | -53.11% Mar 9, 2018 - Feb 16, 2021 | -18.49% Oct 2, 2024 - Jun 4, 2025 |
| #3 | -45.27% Jan 14, 2022 - Oct 16, 2024 | -12.90% Feb 25, 2026 - May 6, 2026 |
| #4 | -25.99% Nov 25, 2024 - Sep 4, 2025 | -8.51% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -14.63% Feb 6, 2026 - Mar 18, 2026 | -6.73% Jun 1, 2026 - Jun 15, 2026 |
| #6 | -14.49% Jun 1, 2021 - Oct 8, 2021 | -5.43% Oct 25, 2021 - Jan 11, 2022 |
| #7 | -10.58% Sep 18, 2025 - Dec 10, 2025 | -5.24% May 8, 2026 - May 26, 2026 |
| #8 | -10.30% Nov 3, 2021 - Jan 6, 2022 | -4.76% Apr 9, 2024 - May 2, 2024 |
| #9 | -8.32% Mar 12, 2021 - May 5, 2021 | -4.68% May 17, 2024 - Jul 11, 2024 |
| #10 | -7.82% Jan 23, 2018 - Mar 7, 2018 | -4.55% Sep 17, 2025 - Oct 23, 2025 |
| #11 | -6.79% May 5, 2006 - Sep 20, 2006 | -3.87% Nov 12, 2025 - Dec 22, 2025 |
| #12 | -4.77% Feb 24, 2021 - Mar 8, 2021 | -3.72% Jul 23, 2025 - Aug 13, 2025 |
| #13 | -4.60% Oct 17, 2024 - Nov 6, 2024 | -2.63% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -4.46% Jan 11, 2006 - Feb 22, 2006 | -2.40% Jan 28, 2026 - Feb 9, 2026 |
| #15 | -4.37% May 7, 2021 - May 14, 2021 | -2.21% Oct 27, 2025 - Nov 10, 2025 |
Correlation
Correlation between KBE and AVES is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2005 - 2026)
KBE vs AVES dividend yield comparison.
| Year | KBE | AVES |
|---|---|---|
| 2026 | 0.51% | 0.74% |
| 2025 | 2.51% | 3.17% |
| 2024 | 2.35% | 4.09% |
| 2023 | 2.78% | 3.96% |
| 2022 | 2.99% | 3.70% |
| 2021 | 2.16% | 0.62% |
| 2020 | 2.44% | 0.00% |
| 2019 | 2.33% | 0.00% |
| 2018 | 2.18% | 0.00% |
| 2017 | 1.36% | 0.00% |
| 2016 | 1.39% | 0.00% |
| 2015 | 1.70% | 0.00% |
| 2014 | 1.59% | 0.00% |
| 2013 | 1.38% | 0.00% |
| 2012 | 2.07% | 0.00% |
| 2011 | 1.88% | 0.00% |
| 2010 | 0.51% | 0.00% |
| 2009 | 1.69% | 0.00% |
| 2008 | 6.26% | 0.00% |
| 2007 | 5.70% | 0.00% |
| 2006 | 3.39% | 0.00% |
| 2005 | 0.25% | 0.00% |
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