KBE vs SOXS

SPDR S&P Bank ETF vs Direxion Daily Semiconductor Bear 3X ETF

Quick take
  • KBE has the lower expense ratio at 0.35% vs 1.00% for SOXS.
  • SOXS pays a higher dividend yield (25.18%).

Side-by-side metrics

MetricKBESOXS
Expense ratio
Annual fee. Lower is better.
0.35%1.00%
Dividend yield
Trailing 12-month yield.
2.31%25.18%
AUM
Assets under management — bigger funds are typically more liquid.
$1.49B$1.78B
YTD return
7.25%-84.21%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.26-4.35
P/E ratio
12.62
Last price
$64.11$10.60
Inception
Issuer
State StreetDirexion

KBE top holdings

Top holdings · KBE
VOYAVoya Financial Inc1.14%
APOApollo Global Management Inc1.12%
FBPFirst BanCorp1.11%
EWBCEast West Bancorp Inc1.10%
TFINTriumph Financial Inc1.09%
NTRSNorthern Trust Corp1.09%
CATYCathay General Bancorp1.08%
CRBGCorebridge Financial Inc1.08%
CCitigroup Inc1.08%
WALWestern Alliance Bancorp1.08%
Sector breakdown · KBE
Financial Services100.0%

SOXS top holdings

Holdings data unavailable for SOXS.

About KBE

KBE (SPDR S&P Bank ETF) is US banking industry stocks, broad coverage. Managed by State Street, the fund carries $1.5B in assets under management, an expense ratio of 0.35%, a dividend yield of 2.31%. Its largest holding is Voya Financial Inc (VOYA), which represents 1.1% of the portfolio. Financial Services is the fund's largest sector exposure at 100.0%.

About SOXS

SOXS (Direxion Daily Semiconductor Bear 3X ETF) is 3x inverse daily performance of semiconductor stocks. Managed by Direxion, the fund carries $1.8B in assets under management, an expense ratio of 1.00%, a dividend yield of 25.18%.