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IAT vs KRE

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

IAT

iShares U.S. Regional Banks ETF

iShares

Annual cost

0.38%

Fund size

$625M

KRE

State Street SPDR S&P Regional Banking ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$4.2B

Key differences

  • KRE is significantly larger than IAT — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IATKRE
Annual cost (TER)0.38%0.35%
Fund size (AUM)$625M$4.2B
Since20062006
Dividend yield2.76%2.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+26.5%
CAGR 3Y+25.3%+24.7%
CAGR 5Y+2.0%+2.7%
Sharpe 3Y0.850.79
Volatility 1Y21.75%23.30%
Max drawdown-55.55%-55.03%

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

Similar to IAT and KRE