KBE vs IAI
Comparison between STATE STREET(R) SPDR(R) S&P(R) BANK ETF (KBE, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
Both KBE and IAI are from the Financial Services sector.
5-Year PerformanceIAI has outperformed KBE, delivering a return of +15.2% compared to +8.3%
KBE vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBE
$1.40B
IAI
$1.40B
Expense Ratio
Winner
KBE
0.35%
IAI
0.38%
Max Drawdown
KBE
84.59%
Winner
IAI
75.80%
Sharpe Ratio
Winner
KBE
1.12
IAI
0.77
5Y Beta
Winner
KBE
0.98
IAI
1.06
P/E Ratio
Winner
KBE
14.13
IAI
21.75
Forward P/E
Winner
KBE
11.25
IAI
19.31
PEG Ratio
KBE
N/A
IAI
0.52
5Y Dividends CAGR
KBE
5.20%
Winner
IAI
12.58%
5Y EPS CAGR
KBE
7.29%
Winner
IAI
13.72%
Debt to Equity
Winner
KBE
38.80%
IAI
72.19%
P/S Ratio
KBE
3.33
Winner
IAI
3.26
P/B Ratio
Winner
KBE
1.30
IAI
3.76
KBE vs IAI - Holdings Comparison
KBE and IAI have 1 common holdings. Overlap is -0.13%
KBE's top 25 holdings weight is 28.17%. IAI's top 25 holdings weight is 97.46%.
| Rank | KBE | IAI |
|---|---|---|
| #1 | FIRST BANCORP (FBP) - 2.00% | THE GOLDMAN SACHS GROUP INC (GS) - 20.81% |
| #2 | VOYA FINANCIAL INC (VOYA) - 1.23% | MORGAN STANLEY (MS) - 17.09% |
| #3 | TRIUMPH FINANCIAL INC (TFIN) - 1.17% | CHARLES SCHWAB CORP (SCHW) - 9.97% |
| #4 | CATHAY GENERAL BANCORP (CATY) - 1.14% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.28% |
| #5 | APOLLO GLOBAL MANAGEMENT INC (APO) - 1.13% | MOODYS CORP (MCO) - 4.04% |
| #6 | CITIGROUP INC (C) - 1.11% | MSCI INC (MSCI) - 4.00% |
| #7 | POPULAR INC (BPOP) - 1.10% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.86% |
| #8 | EAST WEST BANCORP INC (EWBC) - 1.10% | S&P GLOBAL INC (SPGI) - 3.85% |
| #9 | BANK OF NEW YORK MELLON CORP (BNY) - 1.09% | NASDAQ INC (NDAQ) - 3.41% |
| #10 | WAFD INC (WAFD) - 1.09% | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.39% |
| #11 | ZIONS BANCORP NA (ZION) - 1.09% | CME GROUP INC CLASS A (CME) - 3.29% |
| #12 | VALLEY NATIONAL BANCORP (VLY) - 1.08% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.28% |
| #13 | WSFS FINANCIAL CORP (WSFS) - 1.08% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.54% |
| #14 | UMB FINANCIAL CORP (UMBF) - 1.08% | CBOE GLOBAL MARKETS INC (CBOE) - 2.43% |
| #15 | FIRST FINANCIAL BANCORP (FFBC) - 1.07% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.22% |
| #16 | BANC OF CALIFORNIA INC (BANC) - 1.07% | EVERCORE INC CLASS A (EVR) - 1.29% |
| #17 | WESTERN ALLIANCE BANCORP (WAL) - 1.07% | TRADEWEB MARKETS INC (TW) - 1.06% |
| #18 | FLAGSTAR BANK NA (FLG) - 1.07% | STIFEL FINANCIAL CORP (SF) - 1.02% |
| #19 | NORTHERN TRUST CORP (NTRS) - 1.07% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.93% |
| #20 | FIFTH THIRD BANCORP (FITB) - 1.06% | STONEX GROUP INC (SNEX) - 0.85% |
| #21 | BANK OZK (OZK) - 1.06% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.77% |
| #22 | FIRST HAWAIIAN INC (FHB) - 1.06% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.70% |
| #23 | WINTRUST FINANCIAL CORP (WTFC) - 1.05% | PIPER SANDLER COS (PIPR) - 0.50% |
| #24 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.05% | MOELIS & CO CLASS A (MC) - 0.44% |
| #25 | RENASANT CORP (RNST) - 1.05% | LAZARD INC (LAZ) - 0.44% |
| Total Holdings | 101 | 38 |
KBE vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBE
+5.75%
IAI
+3.38%
3M
Winner
KBE
+14.92%
IAI
+12.25%
6M
Winner
KBE
+8.56%
IAI
+2.05%
1Y
Winner
KBE
+26.09%
IAI
+17.15%
5Y(CAGR)
KBE
+8.30%
Winner
IAI
+15.20%
10Y(CAGR)
KBE
+10.26%
Winner
IAI
+18.99%
Max(CAGR)
KBE
+3.77%
Winner
IAI
+8.23%
KBE vs IAI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KBE | IAI |
|---|---|---|
| 2026 | +10.48% | +2.71% |
| 2025 | +13.47% | +25.49% |
| 2024 | +23.28% | +35.52% |
| 2023 | +5.73% | +14.79% |
| 2022 | -16.50% | -11.75% |
| 2021 | +34.82% | +41.17% |
| 2020 | -8.85% | +17.15% |
| 2019 | +27.89% | +23.36% |
| 2018 | -19.85% | -9.42% |
| 2017 | +9.98% | +27.80% |
| 2016 | +33.85% | +24.66% |
| 2015 | +3.32% | -0.96% |
| 2014 | +3.89% | +12.35% |
| 2013 | +37.11% | +61.82% |
| 2012 | +19.94% | +13.26% |
| 2011 | -23.80% | -28.09% |
| 2010 | +19.99% | +2.58% |
| 2009 | -3.17% | +39.54% |
| 2008 | -46.17% | -59.22% |
| 2007 | -22.19% | -5.34% |
| 2006 | +14.46% | +5.67% |
| 2005 | +1.90% | N/A |
KBE vs IAI Drawdown Comparison
The maximum drawdown for KBE was -83.19%, occurring on Mar 6, 2009. Recovery took 2718 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current IAI drawdown is -1.92%.
| Rank | KBE | IAI |
|---|---|---|
| #1 | -83.19% Feb 20, 2007 - Dec 4, 2017 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -53.11% Mar 9, 2018 - Feb 16, 2021 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -45.27% Jan 14, 2022 - Oct 16, 2024 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -25.99% Nov 25, 2024 - Sep 4, 2025 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -14.63% Feb 6, 2026 - Jun 23, 2026 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -14.49% Jun 1, 2021 - Oct 8, 2021 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -10.58% Sep 18, 2025 - Dec 10, 2025 | -16.52% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -10.30% Nov 3, 2021 - Jan 6, 2022 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -8.32% Mar 12, 2021 - May 5, 2021 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -7.82% Jan 23, 2018 - Mar 7, 2018 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -6.79% May 5, 2006 - Sep 20, 2006 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -4.77% Feb 24, 2021 - Mar 8, 2021 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -4.60% Oct 17, 2024 - Nov 6, 2024 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -4.46% Jan 11, 2006 - Feb 22, 2006 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -4.37% May 7, 2021 - May 14, 2021 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between KBE and IAI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
KBE vs IAI dividend yield comparison.
| Year | KBE | IAI |
|---|---|---|
| 2026 | 1.03% | 0.63% |
| 2025 | 2.51% | 0.95% |
| 2024 | 2.35% | 1.05% |
| 2023 | 2.78% | 1.80% |
| 2022 | 2.99% | 2.14% |
| 2021 | 2.16% | 1.31% |
| 2020 | 2.44% | 1.55% |
| 2019 | 2.33% | 1.52% |
| 2018 | 2.18% | 1.58% |
| 2017 | 1.36% | 1.37% |
| 2016 | 1.39% | 1.49% |
| 2015 | 1.70% | 1.31% |
| 2014 | 1.59% | 1.13% |
| 2013 | 1.38% | 1.13% |
| 2012 | 2.07% | 2.97% |
| 2011 | 1.88% | 1.25% |
| 2010 | 0.51% | 1.62% |
| 2009 | 1.69% | 0.57% |
| 2008 | 6.26% | 2.28% |
| 2007 | 5.70% | 0.68% |
| 2006 | 3.39% | 0.20% |
| 2005 | 0.25% | 0.00% |
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