KRE vs XLF

Both KRE and XLF are ETFs. KRE has a lower 5-year return than XLF (15.03% vs 16.77%). KRE has a higher expense ratio than XLF (0.35% vs 0.1%). Below is the comparison between KRE and XLF.

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KRE XLF
Security Type ETF ETF
Finny Score 60 67
Category N/A Financial
Family State Street Global Advisors State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.35% 0.10%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.60% 1.95%
Underlying Index S&P Regional Banks Select Industry Index S&P Financial Select Sector Index
YTD Return 35.35% 25.15%
1-Year Return 100.78% 71.72%
3-Year Return 6.93% 12.90%
5-Year Return 15.03% 16.77%
10-Year Return 12.51% 12.92%

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%.

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XLF

XLF description

The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 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. The fund invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Financial Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.

XLF performance & returns
YTD Return 25.15%
1-Month Return 6.56%
3-Month Return 19.48%
1-Year Return 71.72%
3-Year Return 12.90%
5-Year Return 16.77%
10-Year Return 12.92%
XLF expense ratio is 0.1%.

XLF holdings

Top 10 Holdings (54.69% of Total Assets)

Name Symbol % Assets
BRK.B BRK.B 12.78%
JPM JPM 12.19%
BAC BAC 7.71%
WFC WFC 4.24%
C C 3.98%
MS MS 3.06%
GS GS 2.95%
BLK BLK 2.81%
SCHW SCHW 2.56%
AXP AXP 2.42%

XLF pros

The following are XLF strengths from our perspective:

  • XLF 3-year return is 12.9%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • XLF 5-year return is 16.77%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • XLF 10-year return is 12.92%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • XLF expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.

XLF cons

The following are XLF weaknesses from our perspective:

  • XLF net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • XLF 15-year return is 2.13%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

Other relevant XLF comparisons

You may also want to check out the following XLF 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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