KBE vs SPY
Comparison between STATE STREET(R) SPDR(R) S&P(R) BANK ETF (KBE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed KBE, delivering a return of +13.2% compared to +9.2%
KBE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBE
$1.50B
Winner
SPY
$781B
Expense Ratio
KBE
0.35%
Winner
SPY
0.09%
Max Drawdown
KBE
84.59%
Winner
SPY
56.47%
Sharpe Ratio
KBE
1.08
Winner
SPY
1.43
5Y Beta
Winner
KBE
0.97
SPY
1.00
P/E Ratio
Winner
KBE
14.77
SPY
26.48
Forward P/E
Winner
KBE
11.51
SPY
20.89
PEG Ratio
KBE
N/A
SPY
0.30
5Y Dividends CAGR
KBE
5.20%
Winner
SPY
6.00%
5Y EPS CAGR
KBE
6.90%
Winner
SPY
26.40%
Debt to Equity
Winner
KBE
40.22%
SPY
48.17%
P/S Ratio
Winner
KBE
3.49
SPY
3.72
P/B Ratio
Winner
KBE
1.38
SPY
5.55
KBE vs SPY - Holdings Comparison
KBE and SPY have 17 common holdings. Overlap is 3.44%
KBE's top 25 holdings weight is 26.69%. SPY's top 25 holdings weight is 51.49%.
| Rank | KBE | SPY |
|---|---|---|
| #1 | FIRST BANCORP (FBP) - 1.84% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | THE BANCORP INC (TBBK) - 1.14% | APPLE INC (AAPL) - 7.44% |
| #3 | EQUITABLE HOLDINGS INC (EQH) - 1.08% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | JACKSON FINANCIAL INC (JXN) - 1.07% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | n/a (RKT) - 1.07% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | COREBRIDGE FINANCIAL INC (CRBG) - 1.07% | BROADCOM INC (AVGO) - 2.83% |
| #7 | BANK OF NEW YORK MELLON CORP (BNY) - 1.06% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | NICOLET BANKSHARES INC (NIC) - 1.05% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | NORTHERN TRUST CORP (NTRS) - 1.05% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.03% | TESLA INC (TSLA) - 1.65% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.03% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | NMI HOLDINGS INC (NMIH) - 1.02% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | M&T BANK CORP (MTB) - 1.02% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | U.S. BANCORP (USB) - 1.02% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | PATHWARD FINANCIAL INC (CASH) - 1.02% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 1.02% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | AXOS FINANCIAL INC (AX) - 1.02% | VISA INC CLASS A (V) - 0.91% |
| #18 | FIRST FINANCIAL BANCORP (FFBC) - 1.01% | INTEL CORP (INTC) - 0.77% |
| #19 | CULLEN/FROST BANKERS INC (CFR) - 1.01% | WALMART INC (WMT) - 0.75% |
| #20 | WESBANCO INC (WSBC) - 1.01% | ABBVIE INC (ABBV) - 0.70% |
| #21 | REGIONS FINANCIAL CORP (RF) - 1.01% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | FIFTH THIRD BANCORP (FITB) - 1.01% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | VOYA FINANCIAL INC (VOYA) - 1.01% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | UMB FINANCIAL CORP (UMBF) - 1.01% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | GLACIER BANCORP INC (GBCI) - 1.01% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 103 | 505 |
KBE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
KBE
+1.37%
Winner
SPY
+2.30%
3M
Winner
KBE
+8.97%
SPY
+5.00%
6M
KBE
+5.22%
Winner
SPY
+11.88%
1Y
Winner
KBE
+28.25%
SPY
+22.80%
5Y(CAGR)
KBE
+9.20%
Winner
SPY
+13.20%
10Y(CAGR)
KBE
+10.59%
Winner
SPY
+15.26%
Max(CAGR)
KBE
+3.99%
Winner
SPY
+8.59%
KBE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | KBE | SPY |
|---|---|---|
| 2026 | +15.95% | +13.10% |
| 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 -1.61%. The current SPY drawdown is -0.36%.
| 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 - Jun 23, 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 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (1999 - 2026)
KBE vs SPY dividend yield comparison.
| Year | KBE | SPY |
|---|---|---|
| 2026 | 0.98% | 0.48% |
| 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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