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KRE vs IYG

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

KRE

State Street SPDR S&P Regional Banking ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$4.2B

IYG

iShares U.S. Financial Services ETF

iShares

Annual cost

0.38%

Fund size

$2.0B

Key differences

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

Side-by-side comparison

KREIYG
Annual cost (TER)0.35%0.38%
Fund size (AUM)$4.2B$2.0B
Since20062000
Dividend yield2.25%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+9.3%
CAGR 3Y+24.7%+21.7%
CAGR 5Y+2.7%+8.9%
Sharpe 3Y0.791.00
Volatility 1Y23.30%15.46%
Max drawdown-55.03%-44.32%

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

Similar to KRE and IYG