Both KBE and KRE are ETFs. KBE has a higher 5-year return than KRE (-2.84% vs -5.19%). KBE and KRE have the same expense ratio (0.35%). Below is the comparison between KBE and KRE.
| KBE | KRE | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 20 | 20 |
| Category | Financial | Financial |
| 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 | 3.28% | 3.45% |
| Underlying Index | S&P Banks Select Industry Index | S&P Regional Banks Select Industry Index |
| YTD Return | -16.55% | -27.57% |
| 1-Year Return | -19.77% | -31.65% |
| 3-Year Return | 10.80% | 8.12% |
| 5-Year Return | -2.84% | -5.19% |
| 10-Year Return | 4.28% | 3.84% |
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 | -16.55% |
| 1-Month Return | -4.09% |
| 3-Month Return | 2.37% |
| 1-Year Return | -19.77% |
| 3-Year Return | 10.80% |
| 5-Year Return | -2.84% |
| 10-Year Return | 4.28% |
KBE holdings
Top 10 Holdings (16.60% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Western Alliance Bancorp | WAL | 1.81% |
| Jackson Financial Inc | JXN | 1.79% |
| Pinnacle Financial Partners Inc | PNFP | 1.70% |
| Apollo Global Management Inc Class A | APO | 1.69% |
| Bank of Hawaii Corp | BOH | 1.66% |
| Zions Bancorp NA | ZION | 1.62% |
| Comerica Inc | CMA | 1.61% |
| New York Community Bancorp Inc | NYCB | 1.58% |
| Old National Bancorp | ONB | 1.57% |
| U.S. Bancorp | USB | 1.57% |
KBE pros
The following are KBE strengths from our perspective:
- KBE 3-year return is 10.8%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
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 5-year return is -2.84%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KBE 10-year return is 4.28%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- 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%.
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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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