(KBE) S&P Bank - Overview

ETF Category: Financial | Exchange: NYSE ARCA (USA) | Market Cap: 1.300m USD | Total Return: 23.2% in 12m

Commercial Banks, Regional Banks, Asset Management, Financial Services
Total Rating 44
Safety 64
Buy Signal 0.04
Financial
Category Rotation: +0.2
TER: 0.35%
AUM: 1.30B
Avg Turnover: 126M
Risk 3d forecast
Volatility25.4%
VaR 5th Pctl4.10%
VaR vs Median-10.2%
Reward TTM
Sharpe Ratio0.88
Rel. Str. IBD48.8
Rel. Str. Peer Group73.5
Character TTM
Beta1.012
Beta Downside1.161
Hurst Exponent0.498
Drawdowns 3y
Max DD25.98%
CAGR/Max DD1.01
CAGR/Mean DD4.18

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: KBE S&P Bank

The SPDR S&P Bank ETF (KBE) tracks the performance of the S&P Banks Select Industry Index, a sub-segment of the broader S&P Total Market Index. The fund maintains a policy of investing at least 80% of its assets in constituent securities, which primarily include regional banks, asset centers, and diversified financial institutions. To manage liquidity, the fund may also hold cash equivalents, money market instruments, or equity securities outside the index.

The banking sector operates primarily on the net interest margin, which is the difference between interest earned on loans and interest paid to depositors. Unlike diversified financial firms, regional banks often carry higher exposure to local commercial real estate and small business lending cycles. Investors can use ValueRay to further analyze the historical volatility and dividend yield trends of these specific holdings. This ETF utilizes an equal-weighted indexing strategy, which reduces concentration risk compared to market-cap-weighted financial funds.

Headlines to Watch Out For
  • Net interest margin fluctuation depends on Federal Reserve interest rate policy
  • Regional bank credit quality hinges on commercial real estate loan performance
  • Federal Reserve capital requirement changes impact bank dividend and buyback capacity
  • Credit card and mortgage demand shifts with US consumer confidence levels
  • M&A advisory revenue fluctuates based on broader capital market transaction volume
What is the price of KBE shares?

As of May 23, 2026, the stock is trading at USD 63.46 with a total of 2,590,045 shares traded.
Over the past week, the price has changed by +3.02%, over one month by -0.36%, over three months by +1.98% and over the past year by +23.19%.

Is KBE a buy, sell or hold?

S&P Bank has no consensus analysts rating.