KBE vs EPS
Comparison between SPDR(R) S&P BANK ETF (KBE, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
5-Year PerformanceEPS has outperformed KBE, delivering a return of +12.5% compared to +6.0%
KBE vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBE
$1.30B
EPS
$1.30B
Expense Ratio
KBE
0.35%
Winner
EPS
0.08%
Max Drawdown
KBE
84.59%
Winner
EPS
55.60%
Sharpe Ratio
KBE
1.02
Winner
EPS
2.14
5Y Beta
KBE
1.01
Winner
EPS
0.90
P/E Ratio
Winner
KBE
14.59
EPS
23.71
Forward P/E
Winner
KBE
11.02
EPS
19.12
5Y Dividends CAGR
KBE
6.74%
Winner
EPS
8.33%
5Y EPS CAGR
KBE
8.59%
Winner
EPS
25.30%
Debt to Equity
Winner
KBE
-26.99%
EPS
26.36%
P/S Ratio
KBE
3.32
Winner
EPS
3.01
P/B Ratio
Winner
KBE
1.28
EPS
4.22
KBE vs EPS - Holdings Comparison
KBE and EPS have 20 common holdings. Overlap is 4.88%
KBE's top 25 holdings weight is 27.42%. EPS's top 25 holdings weight is 52.10%.
| Rank | KBE | EPS |
|---|---|---|
| #1 | FIRST BANCORP (FBP) - 1.98% | NVIDIA CORP (NVDA) - 7.90% |
| #2 | NORTHERN TRUST CORP (NTRS) - 1.13% | AMAZON.COM INC (AMZN) - 6.48% |
| #3 | CITIGROUP INC (C) - 1.11% | ALPHABET INC CLASS A (GOOGL) - 6.37% |
| #4 | APOLLO GLOBAL MANAGEMENT INC (APO) - 1.11% | APPLE INC (AAPL) - 5.01% |
| #5 | BANK OF NEW YORK MELLON CORP (BK) - 1.09% | MICROSOFT CORP (MSFT) - 4.10% |
| #6 | TRIUMPH FINANCIAL INC (TFIN) - 1.09% | META PLATFORMS INC CLASS A (META) - 3.59% |
| #7 | FLAGSTAR BANK NA (FLG) - 1.08% | JPMORGAN CHASE & CO (JPM) - 2.08% |
| #8 | POPULAR INC (BPOP) - 1.07% | BROADCOM INC (AVGO) - 1.72% |
| #9 | CUSTOMERS BANCORP INC (CUBI) - 1.07% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.69% |
| #10 | EAST WEST BANCORP INC (EWBC) - 1.06% | EXXON MOBIL CORP (XOM) - 1.40% |
| #11 | TEXAS CAPITAL BANCSHARES INC (TCBI) - 1.06% | JOHNSON & JOHNSON (JNJ) - 1.18% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.06% | BANK OF AMERICA CORP (BAC) - 1.00% |
| #13 | FIFTH THIRD BANCORP (FITB) - 1.05% | MERCK & CO INC (MRK) - 0.85% |
| #14 | THE BANCORP INC (TBBK) - 1.05% | MICRON TECHNOLOGY INC (MU) - 0.84% |
| #15 | WAFD INC (WAFD) - 1.05% | VERIZON COMMUNICATIONS INC (VZ) - 0.84% |
| #16 | CATHAY GENERAL BANCORP (CATY) - 1.04% | WALMART INC (WMT) - 0.83% |
| #17 | ASSOCIATED BANC-CORP (ASB) - 1.04% | ELI LILLY AND CO (LLY) - 0.78% |
| #18 | ZIONS BANCORP NA (ZION) - 1.04% | VISA INC CLASS A (V) - 0.76% |
| #19 | VOYA FINANCIAL INC (VOYA) - 1.04% | UNITEDHEALTH GROUP INC (UNH) - 0.74% |
| #20 | VALLEY NATIONAL BANCORP (VLY) - 1.04% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #21 | KEYCORP (KEY) - 1.04% | PFIZER INC (PFE) - 0.68% |
| #22 | TRUIST FINANCIAL CORP (TFC) - 1.03% | WELLS FARGO & CO (WFC) - 0.66% |
| #23 | WSFS FINANCIAL CORP (WSFS) - 1.03% | TESLA INC (TSLA) - 0.64% |
| #24 | FIRST HAWAIIAN INC (FHB) - 1.03% | THE GOLDMAN SACHS GROUP INC (GS) - 0.63% |
| #25 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.03% | CHEVRON CORP (CVX) - 0.63% |
| Total Holdings | 101 | 477 |
KBE vs EPS - Historical Returns
Returns include dividend reinvestment.
1M
KBE
+2.15%
Winner
EPS
+8.58%
3M
KBE
-4.21%
Winner
EPS
+6.58%
6M
Winner
KBE
+12.86%
EPS
+11.27%
1Y
KBE
+24.13%
Winner
EPS
+32.07%
5Y(CAGR)
KBE
+5.97%
Winner
EPS
+12.49%
10Y(CAGR)
KBE
+10.16%
Winner
EPS
+14.82%
Max(CAGR)
KBE
+3.55%
Winner
EPS
+10.35%
KBE vs EPS - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KBE | EPS |
|---|---|---|
| 2026 | +5.31% | +8.53% |
| 2025 | +13.47% | +17.52% |
| 2024 | +23.28% | +24.38% |
| 2023 | +5.73% | +23.19% |
| 2022 | -16.50% | -16.52% |
| 2021 | +34.82% | +29.19% |
| 2020 | -8.85% | +11.09% |
| 2019 | +27.89% | +32.16% |
| 2018 | -19.85% | -7.91% |
| 2017 | +9.98% | +22.21% |
| 2016 | +33.85% | +15.33% |
| 2015 | +3.32% | -1.36% |
| 2014 | +3.89% | +14.27% |
| 2013 | +37.11% | +29.44% |
| 2012 | +19.94% | +12.80% |
| 2011 | -23.80% | +2.58% |
| 2010 | +19.99% | +11.74% |
| 2009 | -3.17% | +23.43% |
| 2008 | -46.17% | -35.92% |
| 2007 | -22.19% | +2.94% |
| 2006 | +14.46% | N/A |
| 2005 | +1.90% | N/A |
KBE vs EPS Drawdown Comparison
The maximum drawdown for KBE was -83.19%, occurring on Mar 6, 2009. Recovery took 2718 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The current KBE drawdown is -4.44%.
| Rank | KBE | EPS |
|---|---|---|
| #1 | -83.19% Feb 20, 2007 - Dec 4, 2017 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -53.11% Mar 9, 2018 - Feb 16, 2021 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -45.27% Jan 14, 2022 - Oct 16, 2024 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -25.99% Nov 25, 2024 - Sep 4, 2025 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -14.63% Feb 6, 2026 - Mar 18, 2026 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -14.49% Jun 1, 2021 - Oct 8, 2021 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -10.58% Sep 18, 2025 - Dec 10, 2025 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -10.30% Nov 3, 2021 - Jan 6, 2022 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -8.32% Mar 12, 2021 - May 5, 2021 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -7.82% Jan 23, 2018 - Mar 7, 2018 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -6.79% May 5, 2006 - Sep 20, 2006 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -4.77% Feb 24, 2021 - Mar 8, 2021 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -4.60% Oct 17, 2024 - Nov 6, 2024 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -4.46% Jan 11, 2006 - Feb 22, 2006 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -4.37% May 7, 2021 - May 14, 2021 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between KBE and EPS is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2005 - 2026)
KBE vs EPS dividend yield comparison.
| Year | KBE | EPS |
|---|---|---|
| 2026 | 0.52% | 0.26% |
| 2025 | 2.51% | 1.26% |
| 2024 | 2.35% | 1.47% |
| 2023 | 2.78% | 1.73% |
| 2022 | 2.99% | 1.95% |
| 2021 | 2.16% | 1.51% |
| 2020 | 2.44% | 1.85% |
| 2019 | 2.33% | 1.70% |
| 2018 | 2.18% | 2.02% |
| 2017 | 1.36% | 1.59% |
| 2016 | 1.39% | 1.99% |
| 2015 | 1.70% | 2.15% |
| 2014 | 1.59% | 1.66% |
| 2013 | 1.38% | 1.63% |
| 2012 | 2.07% | 2.17% |
| 2011 | 1.88% | 1.95% |
| 2010 | 0.51% | 1.70% |
| 2009 | 1.69% | 1.93% |
| 2008 | 6.26% | 2.73% |
| 2007 | 5.70% | 1.41% |
| 2006 | 3.39% | 0.00% |
| 2005 | 0.25% | 0.00% |
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