KBE vs UTES
Comparison between STATE STREET(R) SPDR(R) S&P(R) BANK ETF (KBE, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
KBE is from the Financial Services sector, while UTES is from the Utilities sector.
5-Year PerformanceUTES has outperformed KBE, delivering a return of +17.2% compared to +8.3%
KBE vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBE
$1.40B
UTES
$1.40B
Expense Ratio
Winner
KBE
0.35%
UTES
0.49%
Max Drawdown
KBE
84.59%
Winner
UTES
35.71%
Sharpe Ratio
Winner
KBE
1.12
UTES
0.51
5Y Beta
KBE
0.98
Winner
UTES
0.72
P/E Ratio
Winner
KBE
14.13
UTES
27.29
Forward P/E
Winner
KBE
11.25
UTES
19.98
PEG Ratio
KBE
N/A
UTES
1.05
5Y Dividends CAGR
Winner
KBE
5.20%
UTES
1.74%
5Y EPS CAGR
KBE
7.29%
Winner
UTES
8.87%
Debt to Equity
Winner
KBE
38.80%
UTES
219.65%
P/S Ratio
KBE
3.33
Winner
UTES
3.09
P/B Ratio
Winner
KBE
1.30
UTES
3.07
KBE vs UTES - Holdings Comparison
KBE and UTES have 0 common holdings. Overlap is 0.00%
KBE's top 25 holdings weight is 28.17%. UTES's top 25 holdings weight is 99.85%.
| Rank | KBE | UTES |
|---|---|---|
| #1 | FIRST BANCORP (FBP) - 2.00% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 12.30% |
| #2 | VOYA FINANCIAL INC (VOYA) - 1.23% | CONSTELLATION ENERGY CORP (CEG) - 10.71% |
| #3 | TRIUMPH FINANCIAL INC (TFIN) - 1.17% | VISTRA CORP (VST) - 10.05% |
| #4 | CATHAY GENERAL BANCORP (CATY) - 1.14% | XCEL ENERGY INC (XEL) - 6.73% |
| #5 | APOLLO GLOBAL MANAGEMENT INC (APO) - 1.13% | CENTERPOINT ENERGY INC (CNP) - 6.46% |
| #6 | CITIGROUP INC (C) - 1.11% | ENTERGY CORP (ETR) - 5.01% |
| #7 | POPULAR INC (BPOP) - 1.10% | ALLIANT ENERGY CORP (LNT) - 4.94% |
| #8 | EAST WEST BANCORP INC (EWBC) - 1.10% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.84% |
| #9 | BANK OF NEW YORK MELLON CORP (BNY) - 1.09% | SEMPRA (SRE) - 4.73% |
| #10 | WAFD INC (WAFD) - 1.09% | IDACORP INC (IDA) - 4.38% |
| #11 | ZIONS BANCORP NA (ZION) - 1.09% | WEC ENERGY GROUP INC (WEC) - 4.25% |
| #12 | VALLEY NATIONAL BANCORP (VLY) - 1.08% | NRG ENERGY INC (NRG) - 4.08% |
| #13 | WSFS FINANCIAL CORP (WSFS) - 1.08% | DTE ENERGY CO (DTE) - 3.91% |
| #14 | UMB FINANCIAL CORP (UMBF) - 1.08% | AMEREN CORP (AEE) - 3.80% |
| #15 | FIRST FINANCIAL BANCORP (FFBC) - 1.07% | NEXTERA ENERGY INC (NEE) - 3.75% |
| #16 | BANC OF CALIFORNIA INC (BANC) - 1.07% | NISOURCE INC (NI) - 3.57% |
| #17 | WESTERN ALLIANCE BANCORP (WAL) - 1.07% | CMS ENERGY CORP (CMS) - 3.50% |
| #18 | FLAGSTAR BANK NA (FLG) - 1.07% | PINNACLE WEST CAPITAL CORP (PNW) - 2.84% |
| #19 | NORTHERN TRUST CORP (NTRS) - 1.07% | N/A |
| #20 | FIFTH THIRD BANCORP (FITB) - 1.06% | N/A |
| #21 | BANK OZK (OZK) - 1.06% | N/A |
| #22 | FIRST HAWAIIAN INC (FHB) - 1.06% | N/A |
| #23 | WINTRUST FINANCIAL CORP (WTFC) - 1.05% | N/A |
| #24 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.05% | N/A |
| #25 | RENASANT CORP (RNST) - 1.05% | N/A |
| Total Holdings | 101 | 18 |
KBE vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBE
+5.75%
UTES
+1.25%
3M
Winner
KBE
+14.92%
UTES
+5.63%
6M
Winner
KBE
+8.56%
UTES
+4.75%
1Y
Winner
KBE
+26.09%
UTES
+11.50%
5Y(CAGR)
KBE
+8.30%
Winner
UTES
+17.20%
10Y(CAGR)
KBE
+10.26%
Winner
UTES
+12.80%
Max(CAGR)
KBE
+3.77%
Winner
UTES
+14.23%
KBE vs UTES - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KBE | UTES |
|---|---|---|
| 2026 | +10.48% | +2.92% |
| 2025 | +13.47% | +22.66% |
| 2024 | +23.28% | +43.95% |
| 2023 | +5.73% | -1.97% |
| 2022 | -16.50% | +1.90% |
| 2021 | +34.82% | +23.82% |
| 2020 | -8.85% | +1.59% |
| 2019 | +27.89% | +27.65% |
| 2018 | -19.85% | +6.28% |
| 2017 | +9.98% | +14.80% |
| 2016 | +33.85% | +16.95% |
| 2015 | +3.32% | +5.54% |
| 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 UTES Drawdown Comparison
The maximum drawdown for KBE was -83.19%, occurring on Mar 6, 2009. Recovery took 2718 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current UTES drawdown is -4.76%.
| Rank | KBE | UTES |
|---|---|---|
| #1 | -83.19% Feb 20, 2007 - Dec 4, 2017 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -53.11% Mar 9, 2018 - Feb 16, 2021 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -45.27% Jan 14, 2022 - Oct 16, 2024 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -25.99% Nov 25, 2024 - Sep 4, 2025 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -14.63% Feb 6, 2026 - Jun 23, 2026 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -14.49% Jun 1, 2021 - Oct 8, 2021 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -10.58% Sep 18, 2025 - Dec 10, 2025 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -10.30% Nov 3, 2021 - Jan 6, 2022 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -8.32% Mar 12, 2021 - May 5, 2021 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -7.82% Jan 23, 2018 - Mar 7, 2018 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -6.79% May 5, 2006 - Sep 20, 2006 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -4.77% Feb 24, 2021 - Mar 8, 2021 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -4.60% Oct 17, 2024 - Nov 6, 2024 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -4.46% Jan 11, 2006 - Feb 22, 2006 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -4.37% May 7, 2021 - May 14, 2021 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between KBE and UTES is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2005 - 2026)
KBE vs UTES dividend yield comparison.
| Year | KBE | UTES |
|---|---|---|
| 2026 | 1.03% | 0.69% |
| 2025 | 2.51% | 1.42% |
| 2024 | 2.35% | 1.51% |
| 2023 | 2.78% | 2.44% |
| 2022 | 2.99% | 2.13% |
| 2021 | 2.16% | 1.94% |
| 2020 | 2.44% | 2.09% |
| 2019 | 2.33% | 1.84% |
| 2018 | 2.18% | 2.09% |
| 2017 | 1.36% | 3.44% |
| 2016 | 1.39% | 3.53% |
| 2015 | 1.70% | 0.61% |
| 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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