KBE vs. KBWR ETF Comparison
Comparison of SPDR S&P Bank ETF (KBE) to PowerShares KBW Regional Banking Portfolio ETF (KBWR)
KBE
SPDR S&P Bank ETF
KBE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded national money centers and leading regional banks. In seeking to track the performance of the S&P Banks Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the banks industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$60.45
Average Daily Volume
1,785,117
Number of Holdings
*
93
* may have additional holdings in another (foreign) market
KBWR
PowerShares KBW Regional Banking Portfolio ETF
KBWR Description
The PowerShares KBW Regional Banking Portfolio (Fund) is based on the KBW Regional Banking Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is an equal weighted float-adjusted market capitalization index that seeks to reflect the performance of publicly traded companies that do business as regional banks or thrifts listed on US stock markets. The Index is compiled, maintained and calculated by KBW and is composed of approximately 50 companies. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$65.53
Average Daily Volume
5,527
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
Performance
| Period | KBE | KBWR |
|---|---|---|
| 30 Days | 10.88% | 13.05% |
| 60 Days | 13.21% | 14.54% |
| 90 Days | 13.72% | 14.00% |
| 12 Months | 57.77% | 45.32% |
46 Overlapping Holdings
| Symbol | Grade | Weight in KBE | Weight in KBWR | Overlap | |
|---|---|---|---|---|---|
| ABCB | B | 1.15% | 2.0% | 1.15% | |
| ASB | B | 1.29% | 2.07% | 1.29% | |
| AUB | B | 1.03% | 1.91% | 1.03% | |
| BANC | B | 1.16% | 1.43% | 1.16% | |
| BKU | A | 1.1% | 1.69% | 1.1% | |
| BOH | B | 1.22% | 1.71% | 1.22% | |
| BOKF | B | 0.94% | 1.94% | 0.94% | |
| BPOP | C | 0.99% | 2.83% | 0.99% | |
| CADE | B | 1.22% | 2.09% | 1.22% | |
| CATY | B | 0.97% | 2.07% | 0.97% | |
| CBSH | B | 1.16% | 3.76% | 1.16% | |
| CBU | B | 0.99% | 1.99% | 0.99% | |
| CFR | B | 1.28% | 2.2% | 1.28% | |
| COLB | B | 1.28% | 2.19% | 1.28% | |
| CVBF | A | 1.02% | 1.75% | 1.02% | |
| EBC | B | 1.03% | 1.94% | 1.03% | |
| FBP | B | 1.06% | 1.74% | 1.06% | |
| FFBC | B | 0.61% | 1.54% | 0.61% | |
| FFIN | B | 1.15% | 2.01% | 1.15% | |
| FHB | B | 0.89% | 1.93% | 0.89% | |
| FIBK | A | 1.09% | 1.9% | 1.09% | |
| FNB | A | 1.18% | 1.95% | 1.18% | |
| FULT | A | 1.18% | 1.92% | 1.18% | |
| GBCI | B | 1.28% | 2.11% | 1.28% | |
| HOMB | A | 1.15% | 1.95% | 1.15% | |
| HWC | B | 1.2% | 1.96% | 1.2% | |
| INDB | B | 0.99% | 1.69% | 0.99% | |
| ONB | C | 1.19% | 1.95% | 1.19% | |
| OZK | B | 1.15% | 1.95% | 1.15% | |
| PB | B | 1.14% | 1.98% | 1.14% | |
| PFS | B | 1.0% | 1.55% | 1.0% | |
| PNFP | B | 1.32% | 3.87% | 1.32% | |
| PPBI | B | 0.79% | 1.48% | 0.79% | |
| SFNC | C | 0.64% | 1.71% | 0.64% | |
| SNV | C | 1.3% | 2.14% | 1.3% | |
| SSB | B | 1.14% | 3.3% | 1.14% | |
| TCBI | C | 1.26% | 2.28% | 1.26% | |
| TRMK | B | 0.62% | 1.3% | 0.62% | |
| UBSI | B | 1.14% | 1.93% | 1.14% | |
| UCB | A | 0.88% | 1.89% | 0.88% | |
| UMBF | B | 1.19% | 2.1% | 1.19% | |
| VLY | B | 1.18% | 2.07% | 1.18% | |
| WAFD | B | 0.85% | 1.67% | 0.85% | |
| WBS | A | 1.34% | 4.16% | 1.34% | |
| WSFS | B | 0.81% | 1.86% | 0.81% | |
| WTFC | A | 1.27% | 2.13% | 1.27% |
KBE Overweight 47 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| APO | B | 1.42% | |
| WFC | A | 1.37% | |
| EWBC | A | 1.34% | |
| AX | B | 1.32% | |
| JXN | C | 1.31% | |
| ZION | B | 1.28% | |
| MTB | A | 1.26% | |
| FHN | A | 1.25% | |
| HBAN | A | 1.22% | |
| NTRS | A | 1.21% | |
| CMA | B | 1.21% | |
| EQH | C | 1.2% | |
| RF | A | 1.19% | |
| KEY | B | 1.19% | |
| C | A | 1.19% | |
| BAC | A | 1.18% | |
| FCNCA | A | 1.18% | |
| PNC | B | 1.18% | |
| JPM | A | 1.17% | |
| CFG | B | 1.15% | |
| TBBK | C | 1.15% | |
| BK | A | 1.13% | |
| WAL | B | 1.13% | |
| USB | A | 1.13% | |
| FITB | B | 1.12% | |
| TFC | A | 1.11% | |
| CRBG | B | 1.11% | |
| VOYA | B | 1.1% | |
| COOP | B | 1.06% | |
| WD | D | 1.01% | |
| RDN | D | 0.98% | |
| MTG | C | 0.98% | |
| NMIH | C | 0.93% | |
| SFBS | B | 0.91% | |
| PFSI | C | 0.9% | |
| IBOC | B | 0.89% | |
| ESNT | F | 0.89% | |
| RNST | B | 0.82% | |
| TFIN | B | 0.81% | |
| RKT | F | 0.79% | |
| IBTX | B | 0.78% | |
| BANR | B | 0.75% | |
| SBCF | B | 0.72% | |
| HTH | C | 0.59% | |
| FRME | B | 0.57% | |
| LKFN | B | 0.46% | |
| WSBC | B | 0.44% |
KBE: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Banks - Global
Specialty Finance
Savings & Cooperative Banks
Banks - Regional
Insurance - Specialty
Insurance - Diversified
Insurance - Property & Casualty
Mortgage Finance
Keywords:
Bank
Banking
Deposit Products
Commercial Banking
Real Estate Loans
Commercial Bank
Cash Management
Trust Services
Investment Bank
Investment Management
Individual Retirement Account
S&P 500
Cash Management Services
Financial Products
Banking Services
Investment Services
Business Loans
Deposit Services
Internet Banking
Loan
KBWR: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Banks - Regional
Savings & Cooperative Banks
Keywords:
Bank
Banking
Deposit Products
Commercial Banking
Real Estate Loans
Commercial Bank
Trust Services
Banking Services
Cash Management
Cash Management Services
Individual Retirement Account
Investment Services
Retail Banking
Deposit Services
Internet Banking
Investment Advisory Services
Investment Management
Banking Products
Business Loans
Private Bank
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