IYF vs KRE
Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF).
Both IYF and KRE are from the Financial Services sector.
5-Year PerformanceIYF has outperformed KRE, delivering a return of +12.1% compared to +5.9%
IYF vs KRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYF
$4.40B
KRE
$4.40B
Expense Ratio
IYF
0.38%
Winner
KRE
0.35%
Max Drawdown
IYF
80.22%
Winner
KRE
71.21%
Sharpe Ratio
IYF
0.60
Winner
KRE
0.88
5Y Beta
Winner
IYF
0.82
KRE
0.99
P/E Ratio
IYF
15.29
Winner
KRE
14.24
Forward P/E
IYF
15.08
Winner
KRE
11.86
PEG Ratio
IYF
0.41
KRE
N/A
5Y Dividends CAGR
Winner
IYF
12.55%
KRE
2.38%
5Y EPS CAGR
Winner
IYF
11.05%
KRE
6.06%
Debt to Equity
IYF
55.86%
Winner
KRE
18.06%
P/S Ratio
Winner
IYF
3.06
KRE
4.15
P/B Ratio
IYF
2.13
Winner
KRE
1.31
IYF vs KRE - Holdings Comparison
IYF and KRE have 25 common holdings. Overlap is 5.49%
IYF's top 25 holdings weight is 69.21%. KRE's top 25 holdings weight is 33.71%.
| Rank | IYF | KRE |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 11.13% | FIRST BANCORP (FBP) - 1.46% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.97% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.37% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.71% | UMB FINANCIAL CORP (UMBF) - 1.37% |
| #4 | THE GOLDMAN SACHS GROUP INC (GS) - 4.01% | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.37% |
| #5 | WELLS FARGO & CO (WFC) - 3.92% | CITIZENS FINANCIAL GROUP INC (CFG) - 1.36% |
| #6 | MORGAN STANLEY (MS) - 3.58% | GLACIER BANCORP INC (GBCI) - 1.36% |
| #7 | CITIGROUP INC (C) - 3.40% | ASSOCIATED BANC-CORP (ASB) - 1.36% |
| #8 | CHARLES SCHWAB CORP (SCHW) - 2.51% | M&T BANK CORP (MTB) - 1.35% |
| #9 | BLACKROCK INC (BLK) - 2.44% | FULTON FINANCIAL CORP (FULT) - 1.35% |
| #10 | S&P GLOBAL INC (SPGI) - 1.96% | CULLEN/FROST BANKERS INC (CFR) - 1.35% |
| #11 | CHUBB LTD (CB) - 1.92% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 1.35% |
| #12 | PROGRESSIVE CORP (PGR) - 1.85% | WEBSTER FINANCIAL CORP (WBS) - 1.35% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.68% | BOK FINANCIAL CORP (BOKF) - 1.34% |
| #14 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55% | REGIONS FINANCIAL CORP (RF) - 1.34% |
| #15 | U.S. BANCORP (USB) - 1.53% | COMMERCE BANCSHARES INC (CBSH) - 1.34% |
| #16 | BLACKSTONE INC (BX) - 1.42% | OLD NATIONAL BANCORP (ONB) - 1.34% |
| #17 | MARSH (MRSH) - 1.35% | COLUMBIA BANKING SYSTEM INC (COLB) - 1.34% |
| #18 | CME GROUP INC CLASS A (CME) - 1.32% | F N B CORP (FNB) - 1.33% |
| #19 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.26% | HUNTINGTON BANCSHARES INC (HBAN) - 1.33% |
| #20 | THE TRAVELERS COMPANIES INC (TRV) - 1.21% | HANCOCK WHITNEY CORP (HWC) - 1.33% |
| #21 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.20% | ZIONS BANCORP NA (ZION) - 1.33% |
| #22 | AON PLC CLASS A (AON) - 1.15% | POPULAR INC (BPOP) - 1.33% |
| #23 | MOODYS CORP (MCO) - 1.13% | FIRST HAWAIIAN INC (FHB) - 1.32% |
| #24 | KKR & CO INC ORDINARY SHARES (KKR) - 1.02% | BANC OF CALIFORNIA INC (BANC) - 1.32% |
| #25 | TRUIST FINANCIAL CORP (TFC) - 0.99% | AMERIS BANCORP (ABCB) - 1.32% |
| Total Holdings | 146 | 161 |
IYF vs KRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYF
+2.18%
KRE
-1.47%
3M
Winner
IYF
+10.67%
KRE
+8.79%
6M
Winner
IYF
+9.49%
KRE
+5.32%
1Y
IYF
+12.53%
Winner
KRE
+24.08%
5Y(CAGR)
Winner
IYF
+12.11%
KRE
+5.92%
10Y(CAGR)
Winner
IYF
+13.58%
KRE
+8.78%
Max(CAGR)
Winner
IYF
+6.18%
KRE
+4.75%
IYF vs KRE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYF | KRE |
|---|---|---|
| 2026 | +5.85% | +16.07% |
| 2025 | +18.38% | +11.41% |
| 2024 | +30.95% | +18.19% |
| 2023 | +14.95% | -6.93% |
| 2022 | -12.21% | -16.65% |
| 2021 | +33.66% | +39.97% |
| 2020 | -1.55% | -7.56% |
| 2019 | +31.73% | +25.36% |
| 2018 | -9.17% | -19.01% |
| 2017 | +18.69% | +7.48% |
| 2016 | +19.25% | +38.38% |
| 2015 | -0.53% | +6.12% |
| 2014 | +14.81% | +3.42% |
| 2013 | +29.91% | +42.21% |
| 2012 | +23.10% | +14.15% |
| 2011 | -14.90% | -7.79% |
| 2010 | +10.48% | +18.25% |
| 2009 | +16.13% | -21.82% |
| 2008 | -49.28% | -16.59% |
| 2007 | -18.33% | -22.74% |
| 2006 | +16.82% | +6.01% |
| 2005 | +6.37% | N/A |
| 2004 | +13.16% | N/A |
| 2003 | +27.24% | N/A |
| 2002 | -12.90% | N/A |
| 2001 | -3.55% | N/A |
| 2000 | -2.24% | N/A |
IYF vs KRE Drawdown Comparison
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The maximum drawdown for KRE was -68.58%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.
The current IYF drawdown is -1.70%. The current KRE drawdown is -3.94%.
| Rank | IYF | KRE |
|---|---|---|
| #1 | -79.08% Jun 4, 2007 - Dec 7, 2016 | -68.58% Dec 27, 2006 - May 12, 2015 |
| #2 | -42.57% Feb 14, 2020 - Feb 12, 2021 | -54.87% Jun 8, 2018 - Feb 9, 2021 |
| #3 | -33.32% May 26, 2000 - Nov 3, 2003 | -52.71% Jan 14, 2022 - Feb 3, 2026 |
| #4 | -25.05% Jan 12, 2022 - Jan 30, 2024 | -27.99% Nov 6, 2015 - Nov 9, 2016 |
| #5 | -19.88% Sep 20, 2018 - Apr 26, 2019 | -15.90% Mar 1, 2017 - Nov 29, 2017 |
| #6 | -16.60% Feb 18, 2025 - Jun 24, 2025 | -15.65% Jun 1, 2021 - Oct 8, 2021 |
| #7 | -13.88% Jan 6, 2026 - Jul 6, 2026 | -15.01% Jun 23, 2015 - Nov 6, 2015 |
| #8 | -11.23% Mar 5, 2004 - Nov 11, 2004 | -14.95% Feb 6, 2026 - Jun 12, 2026 |
| #9 | -9.40% Jan 26, 2018 - Sep 20, 2018 | -10.93% Nov 23, 2021 - Jan 6, 2022 |
| #10 | -9.18% Dec 30, 2004 - Jul 12, 2005 | -9.12% Mar 9, 2018 - May 22, 2018 |
| #11 | -8.50% Nov 29, 2024 - Jan 30, 2025 | -8.99% Mar 12, 2021 - May 7, 2021 |
| #12 | -8.35% Feb 20, 2007 - Jun 1, 2007 | -6.96% Jan 23, 2018 - Mar 6, 2018 |
| #13 | -7.76% Jul 30, 2024 - Aug 23, 2024 | -5.19% Feb 24, 2021 - Mar 8, 2021 |
| #14 | -7.64% May 5, 2006 - Sep 13, 2006 | -4.73% Dec 27, 2016 - Jan 26, 2017 |
| #15 | -7.35% Nov 3, 2021 - Jan 7, 2022 | -4.38% May 7, 2021 - May 14, 2021 |
Correlation
Correlation between IYF and KRE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2000 - 2026)
IYF vs KRE dividend yield comparison.
| Year | IYF | KRE |
|---|---|---|
| 2026 | 0.70% | 1.04% |
| 2025 | 1.32% | 2.45% |
| 2024 | 1.29% | 2.59% |
| 2023 | 1.67% | 2.99% |
| 2022 | 1.86% | 2.51% |
| 2021 | 1.27% | 1.97% |
| 2020 | 1.72% | 2.78% |
| 2019 | 1.65% | 2.21% |
| 2018 | 1.90% | 2.48% |
| 2017 | 1.46% | 1.40% |
| 2016 | 1.67% | 1.40% |
| 2015 | 1.66% | 1.80% |
| 2014 | 1.38% | 1.60% |
| 2013 | 1.33% | 1.37% |
| 2012 | 1.67% | 2.02% |
| 2011 | 1.68% | 1.80% |
| 2010 | 1.04% | 1.37% |
| 2009 | 1.71% | 2.06% |
| 2008 | 4.64% | 3.71% |
| 2007 | 2.75% | 6.08% |
| 2006 | 1.86% | 1.23% |
| 2005 | 2.03% | 0.00% |
| 2004 | 1.75% | 0.00% |
| 2003 | 1.66% | 0.00% |
| 2002 | 1.75% | 0.00% |
| 2001 | 1.29% | 0.00% |
| 2000 | 2.11% | 0.00% |
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