KRE vs IYF.
SPDR S&P Regional Banking ETF (S&P Regional Banks Select Industry) against iShares U.S. Financials ETF (Russell 1000 Financials RIC 22.5/45 Capped) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| KRE | IYF | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +21.6% | — | — |
| 1Y CAGR | +28.9% | — | — |
| 3Y CAGR | +25.2% | — | — |
| 5Y CAGR | +7.58% | — | — |
| 10Y CAGR | +9.50% | — | — |
| Since inception CAGR | +4.97% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is KRE minus IYF. KRE since-inception measured from first available bar June 22, 2006. Since-inception spans differ — compare that row with care.
| KRE | IYF | |
|---|---|---|
| Name | State Street SPDR S&P Regional Banking ETF | iShares U.S. Financials ETF |
| Category | Financial | Financial |
| Style | Passive | Passive |
| Expense ratio | 0.35% | 0.39% |
| Assets (AUM) | $4.7B | $3.9B |
| Dividend yield | 2.14% | 1.50% |
| Avg volume (3-mo) | 14.5M | 258K |
| Inception | June 19, 2006 | May 22, 2000 |
| Benchmark proxy | S&P 500 | S&P 500 |
KRE costs 0.04 pp less per year — about $4.00 per $10,000 invested.
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.