Both KRE and QABA are ETFs. KRE has a lower 5-year return than QABA (-6.71% vs -5.44%). Below is the comparison between KRE and QABA.
| KRE | QABA | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 20 | 20 |
| Category | N/A | Financial |
| Family | State Street Global Advisors | First Trust |
| Net Assets | N/A | N/A |
| Expense Ratio | N/A | 0.60% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | N/A | 2.96% |
| Underlying Index | S&P Regional Banks Select Industry Index | NASDAQ OMX ABA Community Bank Index |
| YTD Return | -31.68% | -26.75% |
| 1-Year Return | -33.98% | -24.60% |
| 3-Year Return | 7.27% | 7.65% |
| 5-Year Return | -6.71% | -5.44% |
| 10-Year Return | 4.19% | 4.64% |
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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QABA
QABA description
First Trust Exchange-Traded Fund - First Trust NASDAQ ABA Community Bank Index Fund is an exchange traded fund launched and managed by First Trust Advisors L.P. 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. It seeks to track the performance of the NASDAQ OMX ABA Community Bank Index, by using full replication technique. First Trust Exchange-Traded Fund - First Trust NASDAQ ABA Community Bank Index Fund was formed on June 29, 2009 and is domiciled in the United States.
QABA performance & returns
| YTD Return | -26.75% |
| 1-Month Return | -2.50% |
| 3-Month Return | -28.25% |
| 1-Year Return | -24.60% |
| 3-Year Return | 7.65% |
| 5-Year Return | -5.44% |
| 10-Year Return | 4.64% |
QABA holdings
Top 10 Holdings (26.12% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Commerce Bancshares Inc | CBSH | 3.77% |
| BOK Financial Corp | BOKF | 3.04% |
| SouthState Corp | SSB | 2.89% |
| United Bankshares Inc | UBSI | 2.52% |
| Columbia Banking System Inc | COLB | 2.46% |
| Wintrust Financial Corp | WTFC | 2.38% |
| Pinnacle Financial Partners Inc | PNFP | 2.32% |
| Bank OZK | OZK | 2.29% |
| First Financial Bankshares Inc | FFIN | 2.26% |
| Old National Bancorp | ONB | 2.19% |
QABA pros
The following are QABA strengths from our perspective:
- QABA 3-year return is 7.45%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
QABA cons
The following are QABA weaknesses from our perspective:
- QABA net assets are $0.00 million. This fund is not a popular choice with retail investors.
- QABA 5-year return is -5.27%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- QABA 10-year return is 4.65%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- QABA expense ratio is 0.6%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
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