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KRE vs SPY

State Street SPDR S&P Regional Banking ETF vs State Street SPDR S&P 500 ETF Trust

KRE

State Street SPDR S&P Regional Banking ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$4.2B

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

Key differences

  • SPY costs 0.26% less per year.
  • SPY is significantly larger than KRE — larger funds tend to be more liquid and less likely to close.
  • SPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KRESPY
Annual cost (TER)0.35%0.09%
Fund size (AUM)$4.2B$735.1B
Since20061993
Dividend yield2.25%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.6%+29.4%
CAGR 3Y+24.0%+23.1%
CAGR 5Y+2.2%+14.0%
Sharpe 3Y0.771.22
Volatility 1Y23.25%12.00%
Max drawdown-55.03%-33.72%

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

Similar to KRE and SPY