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XLF vs KRE

State Street Financial Select Sector SPDR ETF vs State Street SPDR S&P Regional Banking ETF

XLF

State Street Financial Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$51.5B

KRE

State Street SPDR S&P Regional Banking ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$4.2B

Key differences

  • XLF costs 0.27% less per year.
  • XLF is significantly larger than KRE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KRE has delivered higher annualized returns.
  • XLF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLFKRE
Annual cost (TER)0.08%0.35%
Fund size (AUM)$51.5B$4.2B
Since19982006
Dividend yield1.52%2.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+25.6%
CAGR 3Y+18.8%+24.0%
CAGR 5Y+8.3%+2.2%
Sharpe 3Y0.940.77
Volatility 1Y14.45%23.25%
Max drawdown-42.86%-55.03%

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

Similar to XLF and KRE