KBE vs KRE

Both KBE and KRE are ETFs. KBE has a lower 5-year return than KRE (14.27% vs 15.03%). KBE and KRE have the same expense ratio (0.35%). Below is the comparison between KBE and KRE.

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KBE KRE
Security Type ETF ETF
Finny Score 60 60
Category N/A N/A
Family State Street Global Advisors State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.35% 0.35%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.99% 2.60%
Underlying Index S&P Banks Select Industry Index S&P Regional Banks Select Industry Index
YTD Return 31.41% 35.35%
1-Year Return 90.88% 100.78%
3-Year Return 6.89% 6.93%
5-Year Return 14.27% 15.03%
10-Year Return 10.06% 12.51%

KBE

KBE description

SPDR Series Trust - SPDR S&P Bank ETF is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across financials, banks sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the S&P Banks Select Industry Index, by using representative sampling technique. SPDR Series Trust - SPDR S&P Bank ETF was formed on November 8, 2005 and is domiciled in the United States.

KBE performance & returns

YTD Return 31.41%
1-Month Return 4.50%
3-Month Return 19.18%
1-Year Return 90.88%
3-Year Return 6.89%
5-Year Return 14.27%
10-Year Return 10.06%
KBE expense ratio is 0.35%.

KBE holdings

Top 10 Holdings (15.11% of Total Assets)

Name Symbol % Assets
MTG MTG 1.56%
ESNT ESNT 1.53%
NTRS NTRS 1.52%
SI SI 1.52%
BAC BAC 1.51%
PFSI PFSI 1.50%
BK BK 1.50%
USB USB 1.50%
NYCB NYCB 1.50%
EQH EQH 1.49%

KBE pros

The following are KBE strengths from our perspective:

  • KBE 3-year return is 6.89%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • KBE 5-year return is 14.27%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • KBE 10-year return is 10.06%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.

KBE cons

The following are KBE weaknesses from our perspective:

  • KBE net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • KBE 15-year return is 0.23%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

Other relevant KBE comparisons

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KRE

KRE description

SPDR Series Trust - SPDR S&P Regional Banking ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials, banks, regional banks sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the S&P Regional Banks Select Industry Index, by using representative sampling technique. SPDR Series Trust - SPDR S&P Regional Banking ETF was formed on June 19, 2006 and is domiciled in the United States.

KRE performance & returns

YTD Return 35.35%
1-Month Return 4.70%
3-Month Return 19.08%
1-Year Return 100.78%
3-Year Return 6.93%
5-Year Return 15.03%
10-Year Return 12.51%
KRE expense ratio is 0.35%.

KRE holdings

Top 10 Holdings (21.32% of Total Assets)

Name Symbol % Assets
SI SI 2.24%
CMA CMA 2.21%
TFC TFC 2.13%
CFG CFG 2.12%
PBCT PBCT 2.12%
PNC PNC 2.11%
MTB MTB 2.10%
FHN FHN 2.09%
FITB FITB 2.09%
FRC FRC 2.09%

KRE pros

The following are KRE strengths from our perspective:

  • KRE 3-year return is 6.93%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • KRE 5-year return is 15.03%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • KRE 10-year return is 12.51%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.

KRE cons

The following are KRE weaknesses from our perspective:

  • KRE net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • KRE 15-year return is 3.68%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

Other relevant KRE comparisons

You may also want to check out the following KRE comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.