KRE vs XLF

Both KRE and XLF are ETFs. KRE has a lower 5-year return than XLF (1.17% vs 7.69%). KRE has a higher expense ratio than XLF (0.35% vs 0.13%). Below is the comparison between KRE and XLF.

KRE XLF
Segment Equity: U.S. Banks Equity: U.S. Financials
Issuer State Street Global Advisors State Street Global Advisors
Net Assets $809.93M $15.1B
Expense Ratio 0.35% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.58% 2.63%
Underlying Index S&P Regional Banks Select Industry Index S&P Financial Select Sector Index
YTD Return -30.22% -17.09%
1-Year Return -22.59% -8.46%
3-Year Return -8.96% 0.45%
5-Year Return 1.17% 7.69%
10-Year Return 7.61% 9.97%

KRE description

The Fund seeks to replicate the performance of an index derived from the regional banking segment of the U.S. banking industry. The Fund uses a passive management strategy designed to track the total return performance of the KBW Regional Banking Index.

KRE performance & returns

YTD Return -30.22%
1-Month Return 4.51%
3-Month Return 5.76%
1-Year Return -22.59%
3-Year Return -8.96%
5-Year Return 1.17%
10-Year Return 7.61%
KRE expense ratio is 0.35%.

KRE holdings

Top 10 Holdings (20.59% of Total Assets)

Name Symbol % Assets
SVB Financial Group SIVB 2.16%
First Republic Bank FRC 2.07%
Signature Bank SBNY 2.07%
First Horizon National Corp FHN 2.06%
Cullen/Frost Bankers Inc CFR 2.06%
East West Bancorp Inc EWBC 2.06%
Citizens Financial Group Inc CFG 2.03%
Western Alliance Bancorp WAL 2.03%
Zions Bancorp NA ZION 2.03%
Comerica Inc CMA 2.02%

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XLF description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Financial Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLF performance & returns

YTD Return -17.09%
1-Month Return 0.57%
3-Month Return 4.06%
1-Year Return -8.46%
3-Year Return 0.45%
5-Year Return 7.69%
10-Year Return 9.97%
XLF expense ratio is 0.13%.

XLF holdings

Top 10 Holdings (52.78% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 13.40%
JPMorgan Chase & Co JPM 11.07%
Bank of America Corp BAC 7.16%
Citigroup Inc C 4.11%
Wells Fargo & Co WFC 3.69%
BlackRock Inc BLK 3.24%
S&P Global Inc SPGI 3.07%
American Express Co AXP 2.43%
Goldman Sachs Group Inc GS 2.36%
CME Group Inc Class A CME 2.25%

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