KBE vs WCMI
Comparison between STATE STREET(R) SPDR(R) S&P(R) BANK ETF (KBE, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
KBE vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KBE
$1.50B
Winner
WCMI
$1.60B
Expense Ratio
Winner
KBE
0.35%
WCMI
0.85%
Max Drawdown
KBE
84.59%
Winner
WCMI
20.16%
Sharpe Ratio
KBE
1.08
Winner
WCMI
1.10
5Y Beta
KBE
0.97
Winner
WCMI
0.82
P/E Ratio
KBE
14.77
WCMI
N/A
Forward P/E
KBE
11.51
WCMI
N/A
5Y Dividends CAGR
KBE
5.20%
WCMI
N/A
5Y EPS CAGR
KBE
6.90%
WCMI
N/A
Debt to Equity
KBE
40.22%
WCMI
N/A
P/S Ratio
KBE
3.49
WCMI
N/A
P/B Ratio
KBE
1.38
WCMI
N/A
KBE vs WCMI - Holdings Comparison
KBE and WCMI have 1 common holdings. Overlap is 0.00%
KBE's top 25 holdings weight is 26.69%. WCMI's top 25 holdings weight is 75.13%.
| Rank | KBE | WCMI |
|---|---|---|
| #1 | FIRST BANCORP (FBP) - 1.84% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.12% |
| #2 | THE BANCORP INC (TBBK) - 1.14% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.35% |
| #3 | EQUITABLE HOLDINGS INC (EQH) - 1.08% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.08% |
| #4 | JACKSON FINANCIAL INC (JXN) - 1.07% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.98% |
| #5 | n/a (RKT) - 1.07% | MIZUHO FINANCIAL GROUP INC (n/a) - 3.31% |
| #6 | COREBRIDGE FINANCIAL INC (CRBG) - 1.07% | CONSTELLATION SOFTWARE INC (CNSWF) - 3.31% |
| #7 | BANK OF NEW YORK MELLON CORP (BNY) - 1.06% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.10% |
| #8 | NICOLET BANKSHARES INC (NIC) - 1.05% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.04% |
| #9 | NORTHERN TRUST CORP (NTRS) - 1.05% | LOTTOMATICA GROUP SPA (n/a) - 3.01% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.03% | TESCO PLC (n/a) - 2.87% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.03% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.85% |
| #12 | NMI HOLDINGS INC (NMIH) - 1.02% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.78% |
| #13 | M&T BANK CORP (MTB) - 1.02% | SOCIETE GENERALE SA (n/a) - 2.70% |
| #14 | U.S. BANCORP (USB) - 1.02% | SONY GROUP CORP ADR (SONY) - 2.67% |
| #15 | PATHWARD FINANCIAL INC (CASH) - 1.02% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.36% |
| #16 | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 1.02% | JAPAN EXCHANGE GROUP INC (n/a) - 2.34% |
| #17 | AXOS FINANCIAL INC (AX) - 1.02% | KB FINANCIAL GROUP INC (n/a) - 2.32% |
| #18 | FIRST FINANCIAL BANCORP (FFBC) - 1.01% | SK HYNIX INC ADR (SKHY) - 2.27% |
| #19 | CULLEN/FROST BANKERS INC (CFR) - 1.01% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.14% |
| #20 | WESBANCO INC (WSBC) - 1.01% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.08% |
| #21 | REGIONS FINANCIAL CORP (RF) - 1.01% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 2.00% |
| #22 | FIFTH THIRD BANCORP (FITB) - 1.01% | SLB LTD (SLB) - 1.89% |
| #23 | VOYA FINANCIAL INC (VOYA) - 1.01% | NOVO NORDISK AS ADR (NVO) - 1.87% |
| #24 | UMB FINANCIAL CORP (UMBF) - 1.01% | RENTOKIL INITIAL PLC (n/a) - 1.86% |
| #25 | GLACIER BANCORP INC (GBCI) - 1.01% | BAYER AG (n/a) - 1.83% |
| Total Holdings | 103 | 52 |
KBE vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KBE
+1.37%
WCMI
-0.91%
3M
Winner
KBE
+8.97%
WCMI
+1.59%
6M
KBE
+5.22%
Winner
WCMI
+9.86%
1Y
Winner
KBE
+28.25%
WCMI
+27.13%
5Y(CAGR)
KBE
+9.20%
WCMI
N/A
10Y(CAGR)
KBE
+10.59%
WCMI
N/A
Max(CAGR)
KBE
+3.99%
Winner
WCMI
+21.36%
KBE vs WCMI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KBE | WCMI |
|---|---|---|
| 2026 | +15.95% | +13.03% |
| 2025 | +13.47% | +30.97% |
| 2024 | +23.28% | -5.05% |
| 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 WCMI Drawdown Comparison
The maximum drawdown for KBE was -83.19%, occurring on Mar 6, 2009. Recovery took 2718 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current KBE drawdown is -1.61%. The current WCMI drawdown is -1.62%.
| Rank | KBE | WCMI |
|---|---|---|
| #1 | -83.19% Feb 20, 2007 - Dec 4, 2017 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -53.11% Mar 9, 2018 - Feb 16, 2021 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -45.27% Jan 14, 2022 - Oct 16, 2024 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -25.99% Nov 25, 2024 - Sep 4, 2025 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -14.63% Feb 6, 2026 - Jun 23, 2026 | -6.81% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -14.49% Jun 1, 2021 - Oct 8, 2021 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -10.58% Sep 18, 2025 - Dec 10, 2025 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -10.30% Nov 3, 2021 - Jan 6, 2022 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -8.32% Mar 12, 2021 - May 5, 2021 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -7.82% Jan 23, 2018 - Mar 7, 2018 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -6.79% May 5, 2006 - Sep 20, 2006 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -4.77% Feb 24, 2021 - Mar 8, 2021 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -4.60% Oct 17, 2024 - Nov 6, 2024 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -4.46% Jan 11, 2006 - Feb 22, 2006 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -4.37% May 7, 2021 - May 14, 2021 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between KBE and WCMI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2005 - 2026)
KBE vs WCMI dividend yield comparison.
| Year | KBE | WCMI |
|---|---|---|
| 2026 | 0.98% | 0.24% |
| 2025 | 2.51% | 0.78% |
| 2024 | 2.35% | 15.26% |
| 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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