Both FTXO and KRE are ETFs. FTXO has a higher 5-year return than KRE (-3.69% vs -5.19%). FTXO has a higher expense ratio than KRE (0.6% vs 0.35%). Below is the comparison between FTXO and KRE.
| FTXO | KRE | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 25 | 20 |
| Category | Financial | Financial |
| Family | First Trust | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.60% | 0.35% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 3.89% | 3.45% |
| Underlying Index | Nasdaq US Smart Banks Index | S&P Regional Banks Select Industry Index |
| YTD Return | -18.42% | -27.57% |
| 1-Year Return | -22.43% | -31.65% |
| 3-Year Return | 10.09% | 8.12% |
| 5-Year Return | -3.69% | -5.19% |
| 10-Year Return | 0.00% | 3.84% |
FTXO
FTXO description
First Trust Exchange-Traded Fund VI - First Trust Nasdaq Bank ETF is an exchange traded fund launched and managed by First Trust Advisors LP. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across banking sector. The fund invests in value, growth and volatile stocks of companies across diversified market capitalization. It seeks to track the performance of the Nasdaq US Smart Banks Index, by using full replication technique. First Trust Exchange-Traded Fund VI - First Trust Nasdaq Bank ETF was formed on September 20, 2016 and is domiciled in the United States.
FTXO performance & returns
| YTD Return | -18.42% |
| 1-Month Return | -3.23% |
| 3-Month Return | -1.34% |
| 1-Year Return | -22.43% |
| 3-Year Return | 10.09% |
| 5-Year Return | -3.69% |
| 10-Year Return | 0.00% |
FTXO holdings
Top 10 Holdings (60.61% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| JPMorgan Chase & Co | JPM | 10.07% |
| Wells Fargo & Co | WFC | 8.71% |
| Bank of America Corp | BAC | 8.24% |
| Citigroup Inc | C | 8.03% |
| Truist Financial Corp | TFC | 6.42% |
| First Citizens BancShares Inc Class A | FCNCA | 4.02% |
| M&T Bank Corp | MTB | 3.97% |
| U.S. Bancorp | USB | 3.77% |
| PNC Financial Services Group Inc | PNC | 3.77% |
| Fifth Third Bancorp | FITB | 3.61% |
FTXO pros
The following are FTXO strengths from our perspective:
- FTXO 3-year return is 10.09%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
FTXO cons
The following are FTXO weaknesses from our perspective:
- FTXO net assets are $0.00 million. This fund is not a popular choice with retail investors.
- FTXO 5-year return is -3.69%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- FTXO expense ratio is 0.6%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
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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 | -27.57% |
| 1-Month Return | -5.97% |
| 3-Month Return | 0.79% |
| 1-Year Return | -31.65% |
| 3-Year Return | 8.12% |
| 5-Year Return | -5.19% |
| 10-Year Return | 3.84% |
KRE holdings
Top 10 Holdings (21.80% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Western Alliance Bancorp | WAL | 2.52% |
| Zions Bancorp NA | ZION | 2.26% |
| Pinnacle Financial Partners Inc | PNFP | 2.23% |
| New York Community Bancorp Inc | NYCB | 2.21% |
| Valley National Bancorp | VLY | 2.16% |
| Webster Financial Corp | WBS | 2.15% |
| First Horizon Corp | FHN | 2.11% |
| East West Bancorp Inc | EWBC | 2.06% |
| Bank of Hawaii Corp | BOH | 2.06% |
| Popular Inc | BPOP | 2.04% |
KRE pros
The following are KRE strengths from our perspective:
- KRE 3-year return is 8.12%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
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 5-year return is -5.19%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KRE 10-year return is 3.84%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- 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%.
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