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KRE vs IAT

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

KRE

State Street SPDR S&P Regional Banking ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$4.2B

IAT

iShares U.S. Regional Banks ETF

iShares

Annual cost

0.38%

Fund size

$625M

Key differences

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

Side-by-side comparison

KREIAT
Annual cost (TER)0.35%0.38%
Fund size (AUM)$4.2B$625M
Since20062006
Dividend yield2.25%2.76%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+28.4%
CAGR 3Y+24.7%+25.3%
CAGR 5Y+2.7%+2.0%
Sharpe 3Y0.790.85
Volatility 1Y23.30%21.75%
Max drawdown-55.03%-55.55%

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

Similar to KRE and IAT