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KBE
+4.66 · +7.92%
$63.51 · NYSE ARCA

SPDR® S&P Bank ETF (KBE) ETF Analysis | Financial

State Street Investment Management · United States
AUM:$1.4B
#– of – in Financial ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is KBE?

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the banks segment of the S&P Total Market Index ("S&P TMI").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
KBE delivered 16.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 11.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.4B
Expense Ratio0.35%
Dividend Yield2.40%
Holdings50
Inception DateNov 2005
DomicileUnited States
DistributionQuarterly
Index–
ProviderState Street Investment Management
Beta1.40
CategoryFinancial
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.8%
1Y
+14.2%
3Y
+88.8%
5Y
+47.9%
OpenBook InsightIf you had invested £10,000 in KBE 5 years ago, it would have grown to £14,786 — a gain of £4,786.

Annual Returns

Calendar year performance

KBE delivered positive returns in 4 of the last 5 calendar years.
YearKBE
2026 YTD+12.6%
2025+13.5%
2024+23.3%
2023+5.7%
2022-16.5%
CAGR 4yr+5.4%
4/5 positive yearsAvg return: +7.7%Worst year: -16.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.4%
Low
Momentum
-1.5%
30-day change
Support Level
68.42
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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