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KRE vs IYF

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

KRE

State Street SPDR S&P Regional Banking ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$4.2B

IYF

iShares U.S. Financials ETF

iShares

Annual cost

0.38%

Fund size

$3.4B

Key differences

  • Over the last 3 years, KRE has delivered higher annualized returns.
  • IYF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KREIYF
Annual cost (TER)0.35%0.38%
Fund size (AUM)$4.2B$3.4B
Since20062000
Dividend yield2.25%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+8.8%
CAGR 3Y+24.7%+21.4%
CAGR 5Y+2.7%+10.5%
Sharpe 3Y0.791.03
Volatility 1Y23.30%14.41%
Max drawdown-55.03%-42.57%

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

Similar to KRE and IYF