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IAT vs KCE

iShares U.S. Regional Banks ETF vs State Street SPDR S&P Capital Markets ETF

IAT

iShares U.S. Regional Banks ETF

iShares

Annual cost

0.38%

Fund size

$625M

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

Key differences

  • Over the last 3 years, KCE has delivered higher annualized returns.

Side-by-side comparison

IATKCE
Annual cost (TER)0.38%0.35%
Fund size (AUM)$625M$456M
Since20062005
Dividend yield2.76%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+15.0%
CAGR 3Y+25.3%+26.3%
CAGR 5Y+2.0%+13.2%
Sharpe 3Y0.851.04
Volatility 1Y21.75%19.68%
Max drawdown-55.55%-40.78%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IAT and KCE