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KRE vs SIMS

State Street SPDR S&P Regional Banking ETF vs State Street SPDR S&P Kensho Intelligent Structures ETF

KRE

State Street SPDR S&P Regional Banking ETF

Annual cost

0.35%

Fund size

$3.8B

SIMS

State Street SPDR S&P Kensho Intelligent Structures ETF

Annual cost

0.45%

Fund size

$9M

Key differences

Both KRE and SIMS are equity ETFs. KRE charges 0.35% a year and SIMS 0.45%. The main difference: KRE costs 0.10% less per year.

  • KRE costs 0.10% less per year.
  • KRE is much larger than SIMS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, KRE has delivered higher annualized returns.
  • KRE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KRESIMS
Annual cost (TER)0.35%0.45%
Fund size (AUM)$3.8B$9M
Since20062017
Dividend yield2.26%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.5%+35.6%
CAGR 3Y+24.5%+12.1%
CAGR 5Y+2.5%+0.2%
Sharpe 3Y0.780.45
Volatility 1Y23.47%23.44%
Max drawdown-55.03%-43.97%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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