Both KBWB and KRE are ETFs. KBWB has a higher 5-year return than KRE (-4.1% vs -6.71%). Below is the comparison between KBWB and KRE.
| KBWB | KRE | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 25 | 20 |
| Category | Financial | N/A |
| Family | Invesco PowerShares | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.35% | N/A |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 3.75% | N/A |
| Underlying Index | KBW Nasdaq Bank Index | S&P Regional Banks Select Industry Index |
| YTD Return | -22.42% | -31.68% |
| 1-Year Return | -28.99% | -33.98% |
| 3-Year Return | 7.16% | 7.27% |
| 5-Year Return | -4.10% | -6.71% |
| 10-Year Return | 4.69% | 4.19% |
KBWB
KBWB description
Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. 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 KBW Nasdaq Bank Index, by using full replication technique. Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF was formed on November 1, 2011 and is domiciled in the United States.
KBWB performance & returns
| YTD Return | -22.42% |
| 1-Month Return | -2.79% |
| 3-Month Return | -28.53% |
| 1-Year Return | -28.99% |
| 3-Year Return | 7.16% |
| 5-Year Return | -4.10% |
| 10-Year Return | 4.69% |
KBWB holdings
Top 10 Holdings (67.00% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| JPMorgan Chase & Co | JPM | 10.08% |
| Citigroup Inc | C | 9.71% |
| Bank of America Corp | BAC | 8.92% |
| Wells Fargo & Co | WFC | 8.88% |
| U.S. Bancorp | USB | 7.51% |
| Capital One Financial Corp | COF | 4.66% |
| Bank of New York Mellon Corp | BK | 4.37% |
| PNC Financial Services Group Inc | PNC | 4.31% |
| Northern Trust Corp | NTRS | 4.29% |
| State Street Corporation | STT | 4.26% |
KBWB pros
The following are KBWB strengths from our perspective:
- KBWB 3-year return is 6.69%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
KBWB cons
The following are KBWB weaknesses from our perspective:
- KBWB net assets are $0.00 million. This fund is not a popular choice with retail investors.
- KBWB 5-year return is -4.07%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KBWB 10-year return is 4.7%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
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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 | -31.68% |
| 1-Month Return | -2.71% |
| 3-Month Return | -34.94% |
| 1-Year Return | -33.98% |
| 3-Year Return | 7.27% |
| 5-Year Return | -6.71% |
| 10-Year Return | 4.19% |
KRE holdings
Top 10 Holdings (30.48% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| New York Community Bancorp Inc | NYCB | 4.91% |
| M&T Bank Corp | MTB | 3.24% |
| Regions Financial Corp | RF | 3.05% |
| Citizens Financial Group Inc | CFG | 3.04% |
| First Horizon Corp | FHN | 2.96% |
| Truist Financial Corp | TFC | 2.84% |
| Huntington Bancshares Inc | HBAN | 2.84% |
| Cullen/Frost Bankers Inc | CFR | 2.54% |
| East West Bancorp Inc | EWBC | 2.53% |
| Western Alliance Bancorp | WAL | 2.53% |
KRE pros
The following are KRE strengths from our perspective:
- KRE 3-year return is 7.07%, 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 -6.58%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KRE 10-year return is 4.14%, 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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