KRE vs IAT

Both IAT and KRE are ETFs. IAT has a higher 5-year return than KRE (15.87% vs 15.03%). IAT has a higher expense ratio than KRE (0.42% vs 0.35%). Below is the comparison between IAT and KRE.

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IAT KRE
Security Type ETF ETF
Finny Score 60 60
Category N/A N/A
Family BlackRock State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.42% 0.35%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.91% 2.60%
Underlying Index Dow Jones U.S. Select Regional Banks Index S&P Regional Banks Select Industry Index
YTD Return 34.74% 35.35%
1-Year Return 97.54% 100.78%
3-Year Return 9.30% 6.93%
5-Year Return 15.87% 15.03%
10-Year Return 12.00% 12.51%

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 34.74%
1-Month Return 6.60%
3-Month Return 21.81%
1-Year Return 97.54%
3-Year Return 9.30%
5-Year Return 15.87%
10-Year Return 12.00%
IAT expense ratio is 0.42%.

IAT holdings

Top 10 Holdings (61.04% of Total Assets)

Name Symbol % Assets
TFC TFC 12.33%
USB USB 11.88%
PNC PNC 11.67%
FRC FRC 4.61%
FITB FITB 4.19%
SIVB SIVB 4.18%
RF RF 3.12%
MTB MTB 3.07%
KEY KEY 3.04%
CFG CFG 2.95%

IAT pros

The following are IAT strengths from our perspective:

  • IAT 3-year return is 9.3%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • IAT 5-year return is 15.87%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • IAT 10-year return is 12%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.

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 15-year return is 1.98%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

Other relevant IAT 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.
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