KRE vs IAT

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.

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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 expense ratio is 0.4%.

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 expense ratio is 0.35%.

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

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.
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