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KBE - ETF AI Analysis
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SPDR S&P Bank ETF (KBE)
Rating:73Outperform
Price Target:―
Positive Factors
Broad Bank Stock Exposure
The ETF holds many different U.S. bank and financial stocks, spreading risk across a wide group of companies instead of relying on just a few.
Strong Performance From Top Holdings
Several of the largest positions have shown strong gains so far this year, helping support the fund’s overall results.
Recent Performance Momentum
The ETF has delivered positive returns over the year to date and the last three months, showing improving momentum despite a slightly weak recent month.
Negative Factors
Heavy Sector Concentration
Almost all of the fund is invested in the financial sector, so it is highly sensitive to problems specific to banks and financial companies.
Single-Country Focus
The ETF invests almost entirely in U.S. companies, offering little geographic diversification if the U.S. financial sector faces stress.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, which slightly reduces the net returns investors keep over time.
KBE vs. SPDR S&P 500 ETF (SPY)
AUM1.35B
RegionNorth America
Expense Ratio0.35%
Beta0.99
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield2.56%
Asset ClassEquity
Index TrackedS&P Banks Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,005,704
30 Day Avg. Volume2,055,078
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
73.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering101
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KBE Summary
KBE is the SPDR S&P Bank ETF, which follows the S&P Banks Select Industry Index. It invests mainly in U.S. bank stocks, from regional lenders to larger financial companies. Some of its holdings include well-known names like PNC Financial and Fifth Third Bancorp. An investor might choose KBE to get diversified exposure to the banking sector in a single investment, which can benefit when the economy and interest rates move in its favor. A key risk is that it is heavily tied to bank stocks, so it can rise or fall sharply with changes in the financial sector and the overall economy.
How much will it cost me?The SPDR S&P Bank ETF (KBE) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is passively managed but focuses on a specific sector, which can involve more specialized tracking costs.
What would affect this ETF?The SPDR S&P Bank ETF (KBE) could benefit from rising interest rates, as banks typically earn more from lending in such environments, and economic growth may drive increased demand for banking services. However, it faces risks from potential regulatory changes or economic slowdowns, which could reduce profitability and loan activity. With its focus on U.S. banks like JPMorgan Chase and Bank of America, the ETF is closely tied to the health of the U.S. economy and financial sector trends.
KBE Top 10 Holdings
KBE is a pure U.S. banking play, and its story right now is all about regional and mid-sized banks doing the heavy lifting. Standouts like Pathward Financial and Popular are rising and helping power the fund, with WSFS Financial and Webster Financial also adding steady fuel to the rally. Bank of Hawaii and Glacier Bancorp are more in the “steady but not spectacular” camp, keeping things balanced rather than exciting. With no big tech or global names in sight, this ETF lives and dies by the health of the U.S. banking sector.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Wsfs Financial | 1.21% | $16.02M | $3.31B | 24.14% | 78 Outperform | |
| Popular | 1.20% | $15.78M | $8.44B | 48.64% | 77 Outperform | |
| Pathward Financial | 1.20% | $15.78M | $1.96B | 26.59% | 79 Outperform | |
| Bank Of Hawaii | 1.19% | $15.75M | $2.95B | 8.40% | 71 Outperform | |
| Beacon Financial Corporation | 1.19% | $15.68M | $2.44B | 13.04% | 74 Outperform | |
| Webster Financial | 1.17% | $15.51M | $11.06B | 44.29% | 77 Outperform | |
| Jackson Financial Incorporation | 1.16% | $15.32M | $7.74B | 34.94% | 73 Outperform | |
| Bok Financial | 1.15% | $15.24M | $7.61B | 26.39% | 73 Outperform | |
| Cullen/Frost Bankers | 1.14% | $15.09M | $8.50B | 6.12% | 77 Outperform | |
| M&T Bank | 1.13% | $14.90M | $31.09B | 20.09% | 76 Outperform |
KBE Technical Analysis
Negative
―
Price Trends
63.38
Negative
60.85
Negative
58.81
Positive
Market Momentum
-1.04
Positive
33.65
Neutral
23.51
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KBE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 63.51, equal to the 50-day MA of 63.38, and equal to the 200-day MA of 58.81, indicating a neutral trend. The MACD of -1.04 indicates Positive momentum. The RSI at 33.65 is Neutral, neither overbought nor oversold. The STOCH value of 23.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for KBE.
KBE Peer Comparison
Comparison Results
Performance Comparison
KBE
SPDR S&P Bank ETF
59.33
8.88
17.60%
KBWB
Invesco KBW Bank ETF
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―
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IYF
iShares U.S. Financials ETF
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―
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FNCL
Fidelity MSCI Financials Index ETF
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―
―
IYG
iShares US Financial Services ETF
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―
―
FXO
First Trust Financials AlphaDEX Fund
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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