KBE vs CTA
Comparison between STATE STREET(R) SPDR(R) S&P(R) BANK ETF (KBE, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
KBE vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBE
$1.50B
CTA
$1.50B
Expense Ratio
Winner
KBE
0.35%
CTA
0.75%
Max Drawdown
KBE
84.59%
Winner
CTA
22.46%
Sharpe Ratio
Winner
KBE
1.08
CTA
0.04
5Y Beta
KBE
0.97
Winner
CTA
-0.10
P/E Ratio
KBE
14.77
CTA
N/A
Forward P/E
KBE
11.51
CTA
N/A
5Y Dividends CAGR
KBE
5.20%
CTA
N/A
5Y EPS CAGR
KBE
6.90%
CTA
N/A
Debt to Equity
KBE
40.22%
CTA
N/A
P/S Ratio
KBE
3.49
CTA
N/A
P/B Ratio
KBE
1.38
CTA
N/A
KBE vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBE
+1.37%
CTA
+0.46%
3M
Winner
KBE
+8.97%
CTA
-14.23%
6M
Winner
KBE
+5.22%
CTA
-5.23%
1Y
Winner
KBE
+28.25%
CTA
+1.52%
5Y(CAGR)
Winner
KBE
+9.20%
CTA
+6.59%
10Y(CAGR)
KBE
+10.59%
CTA
N/A
Max(CAGR)
KBE
+3.99%
Winner
CTA
+6.59%
KBE vs CTA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KBE | CTA |
|---|---|---|
| 2026 | +15.95% | -0.79% |
| 2025 | +13.47% | +0.56% |
| 2024 | +23.28% | +22.54% |
| 2023 | +5.73% | -2.92% |
| 2022 | -16.50% | +9.54% |
| 2021 | +34.82% | N/A |
| 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 CTA Drawdown Comparison
The maximum drawdown for KBE was -83.19%, occurring on Mar 6, 2009. Recovery took 2718 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current KBE drawdown is -1.61%. The current CTA drawdown is -18.89%.
| Rank | KBE | CTA |
|---|---|---|
| #1 | -83.19% Feb 20, 2007 - Dec 4, 2017 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -53.11% Mar 9, 2018 - Feb 16, 2021 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -45.27% Jan 14, 2022 - Oct 16, 2024 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -25.99% Nov 25, 2024 - Sep 4, 2025 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -14.63% Feb 6, 2026 - Jun 23, 2026 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -14.49% Jun 1, 2021 - Oct 8, 2021 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -10.58% Sep 18, 2025 - Dec 10, 2025 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -10.30% Nov 3, 2021 - Jan 6, 2022 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -8.32% Mar 12, 2021 - May 5, 2021 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -7.82% Jan 23, 2018 - Mar 7, 2018 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -6.79% May 5, 2006 - Sep 20, 2006 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -4.77% Feb 24, 2021 - Mar 8, 2021 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -4.60% Oct 17, 2024 - Nov 6, 2024 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -4.46% Jan 11, 2006 - Feb 22, 2006 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -4.37% May 7, 2021 - May 14, 2021 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between KBE and CTA is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2005 - 2026)
KBE vs CTA dividend yield comparison.
| Year | KBE | CTA |
|---|---|---|
| 2026 | 0.98% | 3.68% |
| 2025 | 2.51% | 3.19% |
| 2024 | 2.35% | 4.80% |
| 2023 | 2.78% | 7.78% |
| 2022 | 2.99% | 6.58% |
| 2021 | 2.16% | 0.00% |
| 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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