State Street SPDR S&P Bank ETF KBE

SPDR KBW Bank ETF, anteriormente conocido como The SPDR S&P Bank ETF (el Fondo), busca igualar de cerca los rendimientos y características del índice de la industria bancaria selecta de S&P Banks. El índice de la industria bancaria selecta de S&P Banks es un índice ponderado por capitalización ajustado por flotación que busca reflejar el rendimiento de empresas que cotizan en bolsa y se dedican a actividades bancarias o de ahorro. El índice de la industria bancaria selecta de S&P Banks está compuesto por acciones comunes de centros de dinero nacionales y bancos regionales o de ahorro listados en la Bolsa de Valores de Nueva York (NYSE) u otra bolsa de valores nacional de Estados Unidos, (NASDAQ)/Sistema de Mercado Nacional (NMS). El Fondo invierte la totalidad, pero al menos el 80%, de sus activos totales en los valores que componen el índice. Además, el Fondo puede invertir en valores de renta variable que no estén incluidos en el índice, futuros, opciones, contratos de intercambio y otros derivados, efectivo y equivalentes al efectivo. SSgA Funds Management, Inc. (SSgA FM) actúa como asesor de inversiones del Fondo.

Con 16 acciones de KBE (USD 1.026,24) habrías recibido USD 23,68 en dividendos en los últimos 12 meses.

• Zacks Investment Research 5 oct

  Should You Invest in the First Trust NASDAQ Bank ETF (FTXO)?

  The First Trust NASDAQ Bank ETF (FTXO) offers diversified exposure to the banking sector with a 0.6% expense ratio and 1.97% dividend yield. The ETF has delivered 13.38% year-to-date returns and 4.48% overall returns, with top holdings including Bank of America, Citigroup, and JPMorgan Chase. It carries a Zacks ETF Rank of 3 (Hold) and is positioned as a sufficient option for banking sector investors, though alternatives like KBE and KBWB offer lower expense ratios.

  

• Zacks Investment Research 16 sept

  Should You Invest in the State Street SPDR S&P Bank ETF (KBE)?

  The State Street SPDR S&P Bank ETF (KBE) is reviewed as a passively managed fund offering diversified exposure to the Financials-Banking sector with a low 0.35% expense ratio and 2.16% dividend yield. The ETF has delivered 13.09% year-to-date returns and 14.8% one-year returns as of September 2026, though it carries higher risk with a beta of 0.88 and 24.56% standard deviation. KBE received a Zacks ETF Rank of 3 (Hold), positioning it as a sufficient but not exceptional option for banking sector exposure.

  

• Zacks Investment Research 14 sept

  Is State Street SPDR S&P Bank ETF (KBE) a Strong ETF Right Now?

  KBE is a smart beta ETF launched in 2005 that provides broad exposure to the banking sector with a low expense ratio of 0.35% and a 12-month dividend yield of 2.16%. The fund has gained 13.24% year-to-date and 13.63% over the past year, but carries high risk with a beta of 0.88 and standard deviation of 24.56%. With 105 holdings primarily in the Financials sector, it offers diversification but investors should consider alternatives like PBEU and KBWB.