Both IAT and KRE are ETFs. IAT has a lower 5-year return than KRE (-5.41% vs -5.19%). IAT has a higher expense ratio than KRE (0.4% vs 0.35%). Below is the comparison between IAT and KRE.
| IAT | KRE | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 0 | 20 |
| Category | Financial | Financial |
| Family | BlackRock | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.40% | 0.35% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 3.94% | 3.45% |
| Underlying Index | Dow Jones U.S. Select Regional Banks Index | S&P Regional Banks Select Industry Index |
| YTD Return | -27.65% | -27.57% |
| 1-Year Return | -31.61% | -31.65% |
| 3-Year Return | 3.90% | 8.12% |
| 5-Year Return | -5.41% | -5.19% |
| 10-Year Return | 3.52% | 3.84% |
IAT
IAT description
iShares Trust - iShares U.S. Regional Banks ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across financials, banks and regional banks sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Dow Jones U.S. Select Regional Banks Index, by using representative sampling technique. iShares Trust - iShares U.S. Regional Banks ETF was formed on May 1, 2006 and is domiciled in the United States.
IAT performance & returns
| YTD Return | -27.65% |
| 1-Month Return | -4.17% |
| 3-Month Return | -0.18% |
| 1-Year Return | -31.61% |
| 3-Year Return | 3.90% |
| 5-Year Return | -5.41% |
| 10-Year Return | 3.52% |
IAT holdings
Top 10 Holdings (66.61% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| U.S. Bancorp | USB | 13.53% |
| PNC Financial Services Group Inc | PNC | 12.79% |
| Truist Financial Corp | TFC | 10.80% |
| M&T Bank Corp | MTB | 5.51% |
| Regions Financial Corp | RF | 4.43% |
| Fifth Third Bancorp | FITB | 4.41% |
| First Citizens BancShares Inc Class A | FCNCA | 4.34% |
| Huntington Bancshares Inc | HBAN | 4.30% |
| Citizens Financial Group Inc | CFG | 3.66% |
| KeyCorp | KEY | 2.85% |
IAT pros
None that we could think of.IAT cons
The following are IAT weaknesses from our perspective:
- IAT net assets are $0.00 million. This fund is not a popular choice with retail investors.
- IAT 3-year return is 3.38%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- IAT 5-year return is -4.27%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- IAT 10-year return is 4%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- IAT 15-year return is 1.98%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
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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 7.45%, 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 -4.07%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KRE 10-year return is 4.39%, 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%.
Other relevant KRE comparisons
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