KBE vs IYM
Comparison between STATE STREET(R) SPDR(R) S&P(R) BANK ETF (KBE, ETF) and ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF).
KBE is from the Financial Services sector, while IYM is from the Basic Materials sector.
5-Year PerformanceIYM has outperformed KBE, delivering a return of +8.8% compared to +7.2%
KBE vs IYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBE
$1.40B
IYM
$1.40B
Expense Ratio
Winner
KBE
0.35%
IYM
0.38%
Max Drawdown
KBE
84.59%
Winner
IYM
68.13%
Sharpe Ratio
KBE
1.01
Winner
IYM
1.55
5Y Beta
KBE
0.99
Winner
IYM
0.87
P/E Ratio
Winner
KBE
14.14
IYM
33.44
Forward P/E
Winner
KBE
11.12
IYM
17.95
PEG Ratio
KBE
N/A
IYM
0.27
5Y Dividends CAGR
Winner
KBE
6.74%
IYM
6.04%
5Y EPS CAGR
KBE
7.27%
Winner
IYM
22.87%
Debt to Equity
KBE
39.15%
Winner
IYM
33.75%
P/S Ratio
KBE
3.29
Winner
IYM
2.54
P/B Ratio
Winner
KBE
1.29
IYM
3.43
KBE vs IYM - Holdings Comparison
KBE and IYM have 1 common holdings. Overlap is 0.00%
KBE's top 25 holdings weight is 28.18%. IYM's top 25 holdings weight is 92.75%.
| Rank | KBE | IYM |
|---|---|---|
| #1 | FIRST BANCORP (FBP) - 2.00% | LINDE PLC (LIN) - 19.08% |
| #2 | TRIUMPH FINANCIAL INC (TFIN) - 1.18% | NEWMONT CORP (NEM) - 10.04% |
| #3 | VOYA FINANCIAL INC (VOYA) - 1.17% | FREEPORT-MCMORAN INC (FCX) - 8.72% |
| #4 | APOLLO GLOBAL MANAGEMENT INC (APO) - 1.14% | ECOLAB INC (ECL) - 5.53% |
| #5 | CITIGROUP INC (C) - 1.13% | NUCOR CORP (NUE) - 4.92% |
| #6 | BANK OF NEW YORK MELLON CORP (BNY) - 1.13% | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.29% |
| #7 | NORTHERN TRUST CORP (NTRS) - 1.13% | STEEL DYNAMICS INC (STLD) - 3.89% |
| #8 | CATHAY GENERAL BANCORP (CATY) - 1.13% | FASTENAL CO (FAST) - 3.74% |
| #9 | POPULAR INC (BPOP) - 1.10% | ANGLOGOLD ASHANTI PLC (AU) - 3.37% |
| #10 | COREBRIDGE FINANCIAL INC (CRBG) - 1.08% | CARPENTER TECHNOLOGY CORP (CRS) - 2.53% |
| #11 | EAST WEST BANCORP INC (EWBC) - 1.08% | ALCOA CORP (AA) - 2.34% |
| #12 | UMB FINANCIAL CORP (UMBF) - 1.08% | RELIANCE INC (RS) - 2.20% |
| #13 | VALLEY NATIONAL BANCORP (VLY) - 1.08% | ALBEMARLE CORP (ALB) - 2.18% |
| #14 | WAFD INC (WAFD) - 1.08% | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.02% |
| #15 | WESTERN ALLIANCE BANCORP (WAL) - 1.08% | ROYAL GOLD INC (RGLD) - 1.99% |
| #16 | BANC OF CALIFORNIA INC (BANC) - 1.07% | RBC BEARINGS INC (RBC) - 1.93% |
| #17 | FLAGSTAR BANK NA (FLG) - 1.07% | INTERNATIONAL PAPER CO (IP) - 1.91% |
| #18 | WSFS FINANCIAL CORP (WSFS) - 1.07% | CF INDUSTRIES HOLDINGS INC (CF) - 1.90% |
| #19 | ZIONS BANCORP NA (ZION) - 1.06% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.86% |
| #20 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.06% | SOUTHERN COPPER CORP (SCCO) - 1.84% |
| #21 | FIRST FINANCIAL BANCORP (FFBC) - 1.06% | MUELLER INDUSTRIES INC (MLI) - 1.53% |
| #22 | FIFTH THIRD BANCORP (FITB) - 1.05% | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.50% |
| #23 | AMERIS BANCORP (ABCB) - 1.05% | AVERY DENNISON CORP (AVY) - 1.29% |
| #24 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.05% | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 1.11% |
| #25 | FIRST HAWAIIAN INC (FHB) - 1.05% | ELEMENT SOLUTIONS INC (ESI) - 1.04% |
| Total Holdings | 101 | 41 |
KBE vs IYM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBE
+7.15%
IYM
+5.16%
3M
Winner
KBE
+14.29%
IYM
+8.89%
6M
KBE
+6.77%
Winner
IYM
+25.12%
1Y
KBE
+27.67%
Winner
IYM
+38.12%
5Y(CAGR)
KBE
+7.18%
Winner
IYM
+8.82%
10Y(CAGR)
KBE
+10.45%
Winner
IYM
+11.27%
Max(CAGR)
KBE
+3.69%
Winner
IYM
+8.62%
KBE vs IYM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | KBE | IYM |
|---|---|---|
| 2026 | +8.66% | +21.30% |
| 2025 | +13.47% | +21.73% |
| 2024 | +23.28% | -4.30% |
| 2023 | +5.73% | +13.12% |
| 2022 | -16.50% | -8.41% |
| 2021 | +34.82% | +26.40% |
| 2020 | -8.85% | +19.04% |
| 2019 | +27.89% | +18.37% |
| 2018 | -19.85% | -17.86% |
| 2017 | +9.98% | +24.09% |
| 2016 | +33.85% | +21.77% |
| 2015 | +3.32% | -12.86% |
| 2014 | +3.89% | +3.69% |
| 2013 | +37.11% | +16.86% |
| 2012 | +19.94% | +6.37% |
| 2011 | -23.80% | -16.01% |
| 2010 | +19.99% | +26.82% |
| 2009 | -3.17% | +57.70% |
| 2008 | -46.17% | -50.42% |
| 2007 | -22.19% | +33.32% |
| 2006 | +14.46% | +14.42% |
| 2005 | +1.90% | +5.52% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +31.73% |
| 2002 | N/A | -8.54% |
| 2001 | N/A | +4.38% |
| 2000 | N/A | +13.62% |
KBE vs IYM Drawdown Comparison
The maximum drawdown for KBE was -83.19%, occurring on Mar 6, 2009. Recovery took 2718 trading sessions.
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The current KBE drawdown is -1.40%.
| Rank | KBE | IYM |
|---|---|---|
| #1 | -83.19% Feb 20, 2007 - Dec 4, 2017 | -67.78% Jun 18, 2008 - Dec 24, 2013 |
| #2 | -53.11% Mar 9, 2018 - Feb 16, 2021 | -42.75% Jan 26, 2018 - Sep 2, 2020 |
| #3 | -45.27% Jan 14, 2022 - Oct 16, 2024 | -31.03% Mar 19, 2002 - Nov 28, 2003 |
| #4 | -25.99% Nov 25, 2024 - Sep 4, 2025 | -29.92% Apr 19, 2022 - Apr 3, 2024 |
| #5 | -14.63% Feb 6, 2026 - Mar 18, 2026 | -29.86% Sep 18, 2014 - Dec 7, 2016 |
| #6 | -14.49% Jun 1, 2021 - Oct 8, 2021 | -28.52% May 21, 2001 - Mar 19, 2002 |
| #7 | -10.58% Sep 18, 2025 - Dec 10, 2025 | -23.61% Oct 18, 2024 - Oct 8, 2025 |
| #8 | -10.30% Nov 3, 2021 - Jan 6, 2022 | -17.68% May 9, 2006 - Jan 24, 2007 |
| #9 | -8.32% Mar 12, 2021 - May 5, 2021 | -17.36% Sep 6, 2000 - Dec 4, 2000 |
| #10 | -7.82% Jan 23, 2018 - Mar 7, 2018 | -16.78% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -6.79% May 5, 2006 - Sep 20, 2006 | -15.98% Mar 4, 2005 - Jan 6, 2006 |
| #12 | -4.77% Feb 24, 2021 - Mar 8, 2021 | -14.93% Dec 26, 2007 - Feb 25, 2008 |
| #13 | -4.60% Oct 17, 2024 - Nov 6, 2024 | -14.15% Mar 8, 2001 - May 10, 2001 |
| #14 | -4.46% Jan 11, 2006 - Feb 22, 2006 | -13.61% Mar 2, 2026 - Jun 15, 2026 |
| #15 | -4.37% May 7, 2021 - May 14, 2021 | -12.99% Mar 1, 2004 - Sep 7, 2004 |
Correlation
Correlation between KBE and IYM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2000 - 2026)
KBE vs IYM dividend yield comparison.
| Year | KBE | IYM |
|---|---|---|
| 2026 | 0.51% | 0.51% |
| 2025 | 2.51% | 1.51% |
| 2024 | 2.35% | 1.65% |
| 2023 | 2.78% | 1.77% |
| 2022 | 2.99% | 2.14% |
| 2021 | 2.16% | 1.48% |
| 2020 | 2.44% | 1.39% |
| 2019 | 2.33% | 2.09% |
| 2018 | 2.18% | 1.68% |
| 2017 | 1.36% | 1.43% |
| 2016 | 1.39% | 1.47% |
| 2015 | 1.70% | 2.04% |
| 2014 | 1.59% | 1.77% |
| 2013 | 1.38% | 1.79% |
| 2012 | 2.07% | 1.94% |
| 2011 | 1.88% | 2.22% |
| 2010 | 0.51% | 1.12% |
| 2009 | 1.69% | 1.43% |
| 2008 | 6.26% | 3.18% |
| 2007 | 5.70% | 1.36% |
| 2006 | 3.39% | 1.99% |
| 2005 | 0.25% | 1.68% |
| 2004 | 0.00% | 1.47% |
| 2003 | 0.00% | 1.49% |
| 2002 | 0.00% | 1.77% |
| 2001 | 0.00% | 1.60% |
| 2000 | 0.00% | 1.17% |
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