KBE vs IDEQ
Comparison between STATE STREET(R) SPDR(R) S&P(R) BANK ETF (KBE, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
KBE vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBE
$1.50B
IDEQ
$1.50B
Expense Ratio
Winner
KBE
0.35%
IDEQ
0.40%
Max Drawdown
KBE
84.59%
Winner
IDEQ
12.95%
Sharpe Ratio
KBE
1.08
Winner
IDEQ
1.42
5Y Beta
Winner
KBE
0.97
IDEQ
1.18
P/E Ratio
KBE
14.77
IDEQ
N/A
Forward P/E
KBE
11.51
IDEQ
N/A
5Y Dividends CAGR
KBE
5.20%
IDEQ
N/A
5Y EPS CAGR
KBE
6.90%
IDEQ
N/A
Debt to Equity
KBE
40.22%
IDEQ
N/A
P/S Ratio
KBE
3.49
IDEQ
N/A
P/B Ratio
KBE
1.38
IDEQ
N/A
KBE vs IDEQ - Holdings Comparison
KBE and IDEQ have 1 common holdings. Overlap is -1.38%
KBE's top 25 holdings weight is 26.69%. IDEQ's top 25 holdings weight is 39.23%.
| Rank | KBE | IDEQ |
|---|---|---|
| #1 | FIRST BANCORP (FBP) - 1.84% | n/a (n/a) - 5.03% |
| #2 | THE BANCORP INC (TBBK) - 1.14% | ASML HOLDING NV (n/a) - 3.21% |
| #3 | EQUITABLE HOLDINGS INC (EQH) - 1.08% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.94% |
| #4 | JACKSON FINANCIAL INC (JXN) - 1.07% | BNP PARIBAS ACT. CAT.A (n/a) - 2.09% |
| #5 | n/a (RKT) - 1.07% | SK HYNIX INC (n/a) - 2.01% |
| #6 | COREBRIDGE FINANCIAL INC (CRBG) - 1.07% | JAPAN POST HOLDINGS CO LTD (n/a) - 2.00% |
| #7 | BANK OF NEW YORK MELLON CORP (BNY) - 1.06% | VINCI SA (n/a) - 1.94% |
| #8 | NICOLET BANKSHARES INC (NIC) - 1.05% | ROCHE HOLDING AG (n/a) - 1.76% |
| #9 | NORTHERN TRUST CORP (NTRS) - 1.05% | GSK PLC (n/a) - 1.75% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.03% | BANCO SANTANDER SA (n/a) - 1.67% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.03% | NATWEST GROUP PLC (n/a) - 1.52% |
| #12 | NMI HOLDINGS INC (NMIH) - 1.02% | BARRICK MINING CORP (n/a) - 1.44% |
| #13 | M&T BANK CORP (MTB) - 1.02% | LEGAL & GENERAL GROUP PLC (n/a) - 1.42% |
| #14 | U.S. BANCORP (USB) - 1.02% | YUAN RENMINBI OFFSHORE (n/a) - 1.38% |
| #15 | PATHWARD FINANCIAL INC (CASH) - 1.02% | n/a (n/a) - 1.31% |
| #16 | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 1.02% | SUNCOR ENERGY INC (SU) - 1.21% |
| #17 | AXOS FINANCIAL INC (AX) - 1.02% | LOBLAW COMPANIES LTD (n/a) - 1.17% |
| #18 | FIRST FINANCIAL BANCORP (FFBC) - 1.01% | ASTRAZENECA PLC (n/a) - 1.07% |
| #19 | CULLEN/FROST BANKERS INC (CFR) - 1.01% | TENCENT HOLDINGS LTD (n/a) - 1.04% |
| #20 | WESBANCO INC (WSBC) - 1.01% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% |
| #21 | REGIONS FINANCIAL CORP (RF) - 1.01% | TOKYO ELECTRON LTD (n/a) - 0.45% |
| #22 | FIFTH THIRD BANCORP (FITB) - 1.01% | HSBC HOLDINGS PLC (n/a) - 0.45% |
| #23 | VOYA FINANCIAL INC (VOYA) - 1.01% | ROYAL BANK OF CANADA (RY) - 0.45% |
| #24 | UMB FINANCIAL CORP (UMBF) - 1.01% | QANTAS AIRWAYS LTD (n/a) - 0.45% |
| #25 | GLACIER BANCORP INC (GBCI) - 1.01% | BHP GROUP LTD (n/a) - 0.45% |
| Total Holdings | 103 | 237 |
KBE vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBE
+1.37%
IDEQ
+0.31%
3M
Winner
KBE
+8.97%
IDEQ
+1.27%
6M
KBE
+5.22%
Winner
IDEQ
+6.34%
1Y
KBE
+28.25%
Winner
IDEQ
+31.47%
5Y(CAGR)
KBE
+9.20%
IDEQ
N/A
10Y(CAGR)
KBE
+10.59%
IDEQ
N/A
Max(CAGR)
KBE
+3.99%
Winner
IDEQ
+33.94%
KBE vs IDEQ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KBE | IDEQ |
|---|---|---|
| 2026 | +15.95% | +15.49% |
| 2025 | +13.47% | +11.77% |
| 2024 | +23.28% | N/A |
| 2023 | +5.73% | N/A |
| 2022 | -16.50% | N/A |
| 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 IDEQ Drawdown Comparison
The maximum drawdown for KBE was -83.19%, occurring on Mar 6, 2009. Recovery took 2718 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current KBE drawdown is -1.61%. The current IDEQ drawdown is -1.36%.
| Rank | KBE | IDEQ |
|---|---|---|
| #1 | -83.19% Feb 20, 2007 - Dec 4, 2017 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -53.11% Mar 9, 2018 - Feb 16, 2021 | -6.57% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -45.27% Jan 14, 2022 - Oct 16, 2024 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -25.99% Nov 25, 2024 - Sep 4, 2025 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #5 | -14.63% Feb 6, 2026 - Jun 23, 2026 | -3.72% May 6, 2026 - May 26, 2026 |
| #6 | -14.49% Jun 1, 2021 - Oct 8, 2021 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -10.58% Sep 18, 2025 - Dec 10, 2025 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -10.30% Nov 3, 2021 - Jan 6, 2022 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -8.32% Mar 12, 2021 - May 5, 2021 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -7.82% Jan 23, 2018 - Mar 7, 2018 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #11 | -6.79% May 5, 2006 - Sep 20, 2006 | -0.97% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -4.77% Feb 24, 2021 - Mar 8, 2021 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -4.60% Oct 17, 2024 - Nov 6, 2024 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #14 | -4.46% Jan 11, 2006 - Feb 22, 2006 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -4.37% May 7, 2021 - May 14, 2021 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
Correlation
Correlation between KBE and IDEQ is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2005 - 2026)
KBE vs IDEQ dividend yield comparison.
| Year | KBE | IDEQ |
|---|---|---|
| 2026 | 0.98% | 0.80% |
| 2025 | 2.51% | 0.60% |
| 2024 | 2.35% | 0.00% |
| 2023 | 2.78% | 0.00% |
| 2022 | 2.99% | 0.00% |
| 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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