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IYR vs KRE

Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF).

IYR is from the Real Estate sector, while KRE is from the Financial Services sector.

5-Year PerformanceKRE has outperformed IYR, delivering a return of +6.3% compared to +2.2%

IYR vs KRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYR
$4.70B
KRE
$4.70B
Expense Ratio
IYR
0.38%
Winner
KRE
0.35%
Max Drawdown
IYR
76.51%
Winner
KRE
71.21%
Sharpe Ratio
IYR
0.52
Winner
KRE
0.82
5Y Beta
Winner
IYR
0.49
KRE
1.02
P/E Ratio
IYR
31.60
Winner
KRE
14.08
Forward P/E
IYR
29.80
Winner
KRE
11.94
PEG Ratio
IYR
0.36
KRE
N/A
5Y Dividends CAGR
IYR
1.32%
Winner
KRE
2.38%
5Y EPS CAGR
Winner
IYR
7.79%
KRE
7.62%
Debt to Equity
IYR
36.43%
Winner
KRE
17.26%
P/S Ratio
IYR
5.80
Winner
KRE
4.09
P/B Ratio
IYR
2.73
Winner
KRE
1.33

IYR vs KRE - Holdings Comparison

IYR and KRE have 1 common holdings. Overlap is 0.00%

IYR's top 25 holdings weight is 75.78%. KRE's top 25 holdings weight is 33.71%.

RankIYRKRE
#1
WELLTOWER INC (WELL) - 11.07%
FIRST BANCORP (FBP) - 1.46%
#2
PROLOGIS INC (PLD) - 9.01%
PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.37%
#3
SIMON PROPERTY GROUP INC (SPG) - 4.63%
UMB FINANCIAL CORP (UMBF) - 1.37%
#4
DIGITAL REALTY TRUST INC (DLR) - 4.50%
ATLANTIC UNION BANKSHARES CORP (AUB) - 1.37%
#5
EQUINIX INC (EQIX) - 4.40%
CITIZENS FINANCIAL GROUP INC (CFG) - 1.36%
#6
REALTY INCOME CORP (O) - 4.32%
GLACIER BANCORP INC (GBCI) - 1.36%
#7
AMERICAN TOWER CORP (AMT) - 3.86%
ASSOCIATED BANC-CORP (ASB) - 1.36%
#8
PUBLIC STORAGE (PSA) - 3.72%
M&T BANK CORP (MTB) - 1.35%
#9
VENTAS INC (VTR) - 3.29%
FULTON FINANCIAL CORP (FULT) - 1.35%
#10
CBRE GROUP INC CLASS A (CBRE) - 3.00%
CULLEN/FROST BANKERS INC (CFR) - 1.35%
#11
IRON MOUNTAIN INC (IRM) - 2.52%
FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 1.35%
#12
CROWN CASTLE INC (CCI) - 2.46%
WEBSTER FINANCIAL CORP (WBS) - 1.35%
#13
EXTRA SPACE STORAGE INC (EXR) - 2.23%
BOK FINANCIAL CORP (BOKF) - 1.34%
#14
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.09%
REGIONS FINANCIAL CORP (RF) - 1.34%
#15
AVALONBAY COMMUNITIES INC (AVB) - 1.93%
COMMERCE BANCSHARES INC (CBSH) - 1.34%
#16
EQUITY RESIDENTIAL (EQR) - 1.71%
OLD NATIONAL BANCORP (ONB) - 1.34%
#17
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.42%
COLUMBIA BANKING SYSTEM INC (COLB) - 1.34%
#18
ESSEX PROPERTY TRUST INC (ESS) - 1.37%
F N B CORP (FNB) - 1.33%
#19
KIMCO REALTY CORP (KIM) - 1.23%
HUNTINGTON BANCSHARES INC (HBAN) - 1.33%
#20
ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.21%
HANCOCK WHITNEY CORP (HWC) - 1.33%
#21
INVITATION HOMES INC (INVH) - 1.19%
ZIONS BANCORP NA (ZION) - 1.33%
#22
WEYERHAEUSER CO (WY) - 1.19%
POPULAR INC (BPOP) - 1.33%
#23
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.18%
FIRST HAWAIIAN INC (FHB) - 1.32%
#24
W.P. CAREY INC (WPC) - 1.15%
BANC OF CALIFORNIA INC (BANC) - 1.32%
#25
JONES LANG LASALLE INC (JLL) - 1.10%
AMERIS BANCORP (ABCB) - 1.32%
Total Holdings64161

IYR vs KRE - Historical Returns

Returns include dividend reinvestment.

1M
IYR
+0.73%
Winner
KRE
+5.52%
3M
IYR
+3.86%
Winner
KRE
+10.19%
6M
IYR
+7.84%
Winner
KRE
+12.33%
1Y
IYR
+12.22%
Winner
KRE
+26.47%
5Y(CAGR)
IYR
+2.22%
Winner
KRE
+6.32%
10Y(CAGR)
IYR
+5.22%
Winner
KRE
+9.24%
Max(CAGR)
Winner
IYR
+8.46%
KRE
+4.84%

IYR vs KRE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYRKRE
2026+11.33%+17.50%
2025+4.26%+11.41%
2024+3.50%+18.19%
2023+11.73%-6.93%
2022-24.93%-16.65%
2021+43.60%+39.97%
2020-4.21%-7.56%
2019+31.02%+25.36%
2018-3.81%-19.01%
2017+8.90%+7.48%
2016+8.08%+38.38%
2015+0.39%+6.12%
2014+26.89%+3.42%
2013-0.46%+42.21%
2012+17.48%+14.15%
2011+3.90%-7.79%
2010+26.88%+18.25%
2009+34.13%-21.82%
2008-39.37%-16.59%
2007-18.62%-22.74%
2006+31.33%+6.01%
2005+10.31%N/A
2004+30.53%N/A
2003+35.37%N/A
2002+2.87%N/A
2001+11.51%N/A
2000+12.29%N/A

IYR vs KRE Drawdown Comparison

The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.

The maximum drawdown for KRE was -68.58%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.

The current IYR drawdown is -0.77%. The current KRE drawdown is -0.53%.

RankIYRKRE
#1-74.11%
Feb 7, 2007 - Apr 10, 2013		-68.58%
Dec 27, 2006 - May 12, 2015
#2-42.32%
Feb 14, 2020 - Apr 20, 2021		-54.87%
Jun 8, 2018 - Feb 9, 2021
#3-33.72%
Dec 31, 2021 - Jun 12, 2026		-52.71%
Jan 14, 2022 - Feb 3, 2026
#4-18.84%
Apr 1, 2004 - Aug 31, 2004		-27.99%
Nov 6, 2015 - Nov 9, 2016
#5-18.54%
May 21, 2013 - Jun 5, 2014		-15.90%
Mar 1, 2017 - Nov 29, 2017
#6-18.38%
Apr 12, 2002 - May 20, 2003		-15.65%
Jun 1, 2021 - Oct 8, 2021
#7-17.09%
Jan 26, 2015 - May 6, 2016		-15.01%
Jun 23, 2015 - Nov 6, 2015
#8-14.25%
Aug 1, 2016 - Sep 11, 2017		-14.95%
Feb 6, 2026 - Jun 12, 2026
#9-13.93%
Aug 21, 2001 - Mar 4, 2002		-10.93%
Nov 23, 2021 - Jan 6, 2022
#10-12.64%
Dec 6, 2018 - Jan 30, 2019		-9.12%
Mar 9, 2018 - May 22, 2018
#11-12.50%
Aug 2, 2005 - Jan 6, 2006		-8.99%
Mar 12, 2021 - May 7, 2021
#12-12.49%
Dec 18, 2017 - Jun 29, 2018		-6.96%
Jan 23, 2018 - Mar 6, 2018
#13-9.61%
Mar 17, 2006 - Jul 19, 2006		-5.19%
Feb 24, 2021 - Mar 8, 2021
#14-9.01%
Dec 30, 2004 - May 18, 2005		-4.73%
Dec 27, 2016 - Jan 26, 2017
#15-8.39%
Aug 20, 2018 - Dec 6, 2018		-4.38%
May 7, 2021 - May 14, 2021

Correlation

Correlation between IYR and KRE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2000 - 2026)

IYR vs KRE dividend yield comparison.

YearIYRKRE
20260.76%1.03%
20252.48%2.45%
20242.57%2.59%
20232.75%2.99%
20222.92%2.51%
20212.06%1.97%
20202.58%2.78%
20193.05%2.21%
20183.53%2.48%
20173.73%1.40%
20164.41%1.40%
20153.92%1.80%
20143.66%1.60%
20133.78%1.37%
20123.71%2.02%
20113.83%1.80%
20103.52%1.37%
20094.21%2.06%
20088.26%3.71%
20074.40%6.08%
20063.46%1.23%
20054.38%0.00%
20044.23%0.00%
20034.70%0.00%
20026.95%0.00%
20015.01%0.00%
20003.37%0.00%

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