KBE Industry — Banks ETF (KBE)

KBE Industry — Banks ETF — analysis

In the industry — banks group, KBE Industry — Banks ETF (KBE) has gathered $33.2B. The cost line is 6 bps per year, the benchmark is Index Benchmark, and the fund has traded since 2014.

On the ValueMarkers VMCI-Composite read, KBE scores 68/100. The score is the weighted average of the underlying VMCI ratings across the top 10 holdings, which together represent roughly 31% of the fund. That places KBE in above-average composite quality territory inside the Industry — Banks cohort.

KBE compounded at 15.3% per year over the trailing five years, which compares to 16.0% on the benchmark. The -0.7-pp gap captures expense drag plus any active deviation in the strategy.

Trailing yield on KBE is 4.80%, with distributions growing at 6.3% annualized over five years. That combination is the simplest read on whether the fund is structured for current income or distribution growth.

KBE weight stack: top 10 names equal 31%, sector tilt Technology 33%, single-name concentration peaks at AAPL (3.61%). Those three numbers describe the fund's risk shape on a single screen.

Peer ETFs covering the same mandate as KBE: SPY, VOO, VTI. The practical comparison runs on issuer reliability, expense ratio, holdings concentration, and tax efficiency, all of which ValueMarkers surfaces on the individual ETF pages.