KBE vs SPY
Comparison between SPDR(R) S&P BANK ETF (KBE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed KBE, delivering a return of +13.3% compared to +6.0%
KBE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBE
$1.30B
Winner
SPY
$652B
Expense Ratio
KBE
0.35%
Winner
SPY
0.09%
Max Drawdown
KBE
84.59%
Winner
SPY
56.47%
Sharpe Ratio
KBE
1.02
Winner
SPY
2.07
5Y Beta
KBE
1.01
Winner
SPY
1.00
P/E Ratio
Winner
KBE
14.59
SPY
28.24
Forward P/E
Winner
KBE
11.02
SPY
21.85
5Y Dividends CAGR
Winner
KBE
6.74%
SPY
5.43%
5Y EPS CAGR
KBE
8.59%
Winner
SPY
25.79%
Debt to Equity
Winner
KBE
-26.99%
SPY
22.35%
P/S Ratio
Winner
KBE
3.32
SPY
3.55
P/B Ratio
Winner
KBE
1.28
SPY
5.29
KBE vs SPY - Holdings Comparison
KBE and SPY have 17 common holdings. Overlap is 3.33%
KBE's top 25 holdings weight is 27.42%. SPY's top 25 holdings weight is 51.32%.
| Rank | KBE | SPY |
|---|---|---|
| #1 | FIRST BANCORP (FBP) - 1.98% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | NORTHERN TRUST CORP (NTRS) - 1.13% | APPLE INC (AAPL) - 6.48% |
| #3 | CITIGROUP INC (C) - 1.11% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | APOLLO GLOBAL MANAGEMENT INC (APO) - 1.11% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | BANK OF NEW YORK MELLON CORP (BK) - 1.09% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | TRIUMPH FINANCIAL INC (TFIN) - 1.09% | BROADCOM INC (AVGO) - 3.09% |
| #7 | FLAGSTAR BANK NA (FLG) - 1.08% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | POPULAR INC (BPOP) - 1.07% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | CUSTOMERS BANCORP INC (CUBI) - 1.07% | TESLA INC (TSLA) - 1.73% |
| #10 | EAST WEST BANCORP INC (EWBC) - 1.06% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | TEXAS CAPITAL BANCSHARES INC (TCBI) - 1.06% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.06% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | FIFTH THIRD BANCORP (FITB) - 1.05% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | THE BANCORP INC (TBBK) - 1.05% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | WAFD INC (WAFD) - 1.05% | WALMART INC (WMT) - 0.91% |
| #16 | CATHAY GENERAL BANCORP (CATY) - 1.04% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | ASSOCIATED BANC-CORP (ASB) - 1.04% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ZIONS BANCORP NA (ZION) - 1.04% | VISA INC CLASS A (V) - 0.85% |
| #19 | VOYA FINANCIAL INC (VOYA) - 1.04% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | VALLEY NATIONAL BANCORP (VLY) - 1.04% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | KEYCORP (KEY) - 1.04% | INTEL CORP (INTC) - 0.65% |
| #22 | TRUIST FINANCIAL CORP (TFC) - 1.03% | NETFLIX INC (NFLX) - 0.64% |
| #23 | WSFS FINANCIAL CORP (WSFS) - 1.03% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | FIRST HAWAIIAN INC (FHB) - 1.03% | CHEVRON CORP (CVX) - 0.58% |
| #25 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.03% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 101 | 505 |
KBE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
KBE
+2.15%
Winner
SPY
+9.11%
3M
KBE
-4.21%
Winner
SPY
+6.59%
6M
Winner
KBE
+12.86%
SPY
+10.56%
1Y
KBE
+24.13%
Winner
SPY
+32.04%
5Y(CAGR)
KBE
+5.97%
Winner
SPY
+13.35%
10Y(CAGR)
KBE
+10.16%
Winner
SPY
+15.49%
Max(CAGR)
KBE
+3.55%
Winner
SPY
+8.50%
KBE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | KBE | SPY |
|---|---|---|
| 2026 | +5.31% | +8.27% |
| 2025 | +13.47% | +18.00% |
| 2024 | +23.28% | +25.59% |
| 2023 | +5.73% | +26.72% |
| 2022 | -16.50% | -18.64% |
| 2021 | +34.82% | +30.52% |
| 2020 | -8.85% | +17.28% |
| 2019 | +27.89% | +31.09% |
| 2018 | -19.85% | -5.24% |
| 2017 | +9.98% | +20.78% |
| 2016 | +33.85% | +13.59% |
| 2015 | +3.32% | +1.31% |
| 2014 | +3.89% | +14.56% |
| 2013 | +37.11% | +29.00% |
| 2012 | +19.94% | +14.17% |
| 2011 | -23.80% | +0.85% |
| 2010 | +19.99% | +13.14% |
| 2009 | -3.17% | +22.67% |
| 2008 | -46.17% | -36.25% |
| 2007 | -22.19% | +5.32% |
| 2006 | +14.46% | +13.85% |
| 2005 | +1.90% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
KBE vs SPY Drawdown Comparison
The maximum drawdown for KBE was -83.19%, occurring on Mar 6, 2009. Recovery took 2718 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current KBE drawdown is -4.44%.
| Rank | KBE | SPY |
|---|---|---|
| #1 | -83.19% Feb 20, 2007 - Dec 4, 2017 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -53.11% Mar 9, 2018 - Feb 16, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -45.27% Jan 14, 2022 - Oct 16, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.99% Nov 25, 2024 - Sep 4, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.63% Feb 6, 2026 - Mar 18, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.49% Jun 1, 2021 - Oct 8, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.58% Sep 18, 2025 - Dec 10, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.30% Nov 3, 2021 - Jan 6, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.32% Mar 12, 2021 - May 5, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.82% Jan 23, 2018 - Mar 7, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.79% May 5, 2006 - Sep 20, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.77% Feb 24, 2021 - Mar 8, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.60% Oct 17, 2024 - Nov 6, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.46% Jan 11, 2006 - Feb 22, 2006 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.37% May 7, 2021 - May 14, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between KBE and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (1999 - 2026)
KBE vs SPY dividend yield comparison.
| Year | KBE | SPY |
|---|---|---|
| 2026 | 0.52% | 0.24% |
| 2025 | 2.51% | 1.07% |
| 2024 | 2.35% | 1.21% |
| 2023 | 2.78% | 1.40% |
| 2022 | 2.99% | 1.65% |
| 2021 | 2.16% | 1.20% |
| 2020 | 2.44% | 1.52% |
| 2019 | 2.33% | 1.75% |
| 2018 | 2.18% | 2.04% |
| 2017 | 1.36% | 1.80% |
| 2016 | 1.39% | 2.03% |
| 2015 | 1.70% | 2.06% |
| 2014 | 1.59% | 1.87% |
| 2013 | 1.38% | 1.81% |
| 2012 | 2.07% | 2.18% |
| 2011 | 1.88% | 2.05% |
| 2010 | 0.51% | 1.80% |
| 2009 | 1.69% | 1.95% |
| 2008 | 6.26% | 3.02% |
| 2007 | 5.70% | 1.85% |
| 2006 | 3.39% | 1.73% |
| 2005 | 0.25% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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