KRE vs IMCG
Comparison between STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).
5-Year PerformanceIMCG has outperformed KRE, delivering a return of +8.6% compared to +3.9%
KRE vs IMCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KRE
$3.80B
IMCG
$3.80B
Expense Ratio
KRE
0.35%
Winner
IMCG
0.06%
Max Drawdown
KRE
71.21%
Winner
IMCG
59.05%
Sharpe Ratio
Winner
KRE
1.07
IMCG
1.06
5Y Beta
Winner
KRE
1.03
IMCG
1.03
P/E Ratio
Winner
KRE
13.69
IMCG
39.18
Forward P/E
Winner
KRE
11.56
IMCG
25.95
PEG Ratio
KRE
N/A
IMCG
0.11
5Y Dividends CAGR
KRE
1.83%
Winner
IMCG
40.88%
5Y EPS CAGR
KRE
7.60%
Winner
IMCG
16.28%
Debt to Equity
Winner
KRE
18.43%
IMCG
67.07%
P/S Ratio
KRE
3.89
Winner
IMCG
3.69
P/B Ratio
Winner
KRE
1.24
IMCG
6.25
KRE vs IMCG - Holdings Comparison
KRE and IMCG have 2 common holdings. Overlap is 0.12%
KRE's top 25 holdings weight is 38.05%. IMCG's top 25 holdings weight is 31.13%.
| Rank | KRE | IMCG |
|---|---|---|
| #1 | POPULAR INC (BPOP) - 1.62% | SANDISK CORP ORDINARY SHARES (SNDK) - 3.29% |
| #2 | UMB FINANCIAL CORP (UMBF) - 1.60% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.76% |
| #3 | EAST WEST BANCORP INC (EWBC) - 1.59% | MARVELL TECHNOLOGY INC (MRVL) - 2.56% |
| #4 | VALLEY NATIONAL BANCORP (VLY) - 1.59% | CORNING INC (GLW) - 1.78% |
| #5 | WESTERN ALLIANCE BANCORP (WAL) - 1.59% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.62% |
| #6 | FLAGSTAR BANK NA (FLG) - 1.57% | WESTERN DIGITAL CORP (WDC) - 1.55% |
| #7 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.56% | QUANTA SERVICES INC (PWR) - 1.36% |
| #8 | ZIONS BANCORP NA (ZION) - 1.56% | HOWMET AEROSPACE INC (HWM) - 1.33% |
| #9 | ASSOCIATED BANC-CORP (ASB) - 1.54% | FORTINET INC (FTNT) - 1.24% |
| #10 | WINTRUST FINANCIAL CORP (WTFC) - 1.54% | DATADOG INC CLASS A (DDOG) - 1.14% |
| #11 | HANCOCK WHITNEY CORP (HWC) - 1.52% | CLOUDFLARE INC (NET) - 1.12% |
| #12 | BANK OZK (OZK) - 1.52% | n/a (JCI) - 1.10% |
| #13 | TEXAS CAPITAL BANCSHARES INC (TCBI) - 1.51% | CIENA CORP (CIEN) - 1.08% |
| #14 | COLUMBIA BANKING SYSTEM INC (COLB) - 1.50% | n/a (DELL) - 1.06% |
| #15 | OLD NATIONAL BANCORP (ONB) - 1.50% | ROYAL CARIBBEAN GROUP (RCL) - 0.98% |
| #16 | COMMERCE BANCSHARES INC (CBSH) - 1.49% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.97% |
| #17 | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.49% | BLOOM ENERGY CORP CLASS A (BE) - 0.96% |
| #18 | M&T BANK CORP (MTB) - 1.48% | TRANSDIGM GROUP INC (TDG) - 0.94% |
| #19 | F N B CORP (FNB) - 1.48% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.94% |
| #20 | REGIONS FINANCIAL CORP (RF) - 1.48% | MOTOROLA SOLUTIONS INC (MSI) - 0.92% |
| #21 | CITIZENS FINANCIAL GROUP INC (CFG) - 1.47% | EMCOR GROUP INC (EME) - 0.49% |
| #22 | FIRST HORIZON CORP (FHN) - 1.47% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.49% |
| #23 | BANC OF CALIFORNIA INC (BANC) - 1.47% | L3HARRIS TECHNOLOGIES INC (LHX) - 0.49% |
| #24 | WEBSTER FINANCIAL CORP (WBS) - 1.46% | AXON ENTERPRISE INC (AXON) - 0.48% |
| #25 | TRUIST FINANCIAL CORP (TFC) - 1.45% | ROSS STORES INC (ROST) - 0.48% |
| Total Holdings | 147 | 230 |
KRE vs IMCG - Historical Returns
Returns include dividend reinvestment.
1M
KRE
+7.85%
Winner
IMCG
+8.53%
3M
KRE
+14.47%
Winner
IMCG
+20.55%
6M
KRE
+8.68%
Winner
IMCG
+20.76%
1Y
Winner
KRE
+31.08%
IMCG
+25.15%
5Y(CAGR)
KRE
+3.89%
Winner
IMCG
+8.58%
10Y(CAGR)
KRE
+8.98%
Winner
IMCG
+14.79%
Max(CAGR)
KRE
+4.58%
Winner
IMCG
+11.54%
KRE vs IMCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | KRE | IMCG |
|---|---|---|
| 2026 | +11.35% | +20.29% |
| 2025 | +11.41% | +6.65% |
| 2024 | +18.19% | +19.72% |
| 2023 | -6.93% | +21.48% |
| 2022 | -16.65% | -25.08% |
| 2021 | +39.97% | +17.12% |
| 2020 | -7.56% | +44.03% |
| 2019 | +25.36% | +36.82% |
| 2018 | -19.01% | -4.35% |
| 2017 | +7.48% | +24.87% |
| 2016 | +38.38% | +8.75% |
| 2015 | +6.12% | +0.29% |
| 2014 | +3.42% | +11.58% |
| 2013 | +42.21% | +30.83% |
| 2012 | +14.15% | +14.19% |
| 2011 | -7.79% | -3.74% |
| 2010 | +18.25% | +25.95% |
| 2009 | -21.82% | +36.47% |
| 2008 | -16.59% | -45.99% |
| 2007 | -22.74% | +20.06% |
| 2006 | +6.01% | +7.72% |
| 2005 | N/A | +18.32% |
| 2004 | N/A | +14.09% |
KRE vs IMCG Drawdown Comparison
The maximum drawdown for KRE was -68.58%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The current KRE drawdown is -1.61%.
| Rank | KRE | IMCG |
|---|---|---|
| #1 | -68.58% Dec 27, 2006 - May 12, 2015 | -58.96% Oct 31, 2007 - Feb 11, 2011 |
| #2 | -54.87% Jun 8, 2018 - Feb 9, 2021 | -35.08% Nov 16, 2021 - Oct 14, 2024 |
| #3 | -52.71% Jan 14, 2022 - Feb 3, 2026 | -34.05% Feb 19, 2020 - Jun 1, 2020 |
| #4 | -27.99% Nov 6, 2015 - Nov 9, 2016 | -25.77% Jul 7, 2011 - Jan 4, 2013 |
| #5 | -15.90% Mar 1, 2017 - Nov 29, 2017 | -24.44% Apr 23, 2015 - Jan 25, 2017 |
| #6 | -15.65% Jun 1, 2021 - Oct 8, 2021 | -23.65% Sep 4, 2018 - Mar 21, 2019 |
| #7 | -15.01% Jun 23, 2015 - Nov 6, 2015 | -21.91% Dec 6, 2024 - Jul 3, 2025 |
| #8 | -14.95% Feb 6, 2026 - Jun 12, 2026 | -16.52% May 9, 2006 - Jan 31, 2007 |
| #9 | -10.93% Nov 23, 2021 - Jan 6, 2022 | -14.23% Feb 12, 2021 - Jul 9, 2021 |
| #10 | -9.12% Mar 9, 2018 - May 22, 2018 | -11.79% Jul 2, 2004 - Oct 1, 2004 |
| #11 | -8.99% Mar 12, 2021 - May 7, 2021 | -10.54% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -6.96% Jan 23, 2018 - Mar 6, 2018 | -10.17% Feb 26, 2026 - Apr 13, 2026 |
| #13 | -5.19% Feb 24, 2021 - Mar 8, 2021 | -9.88% Sep 3, 2014 - Nov 3, 2014 |
| #14 | -4.73% Dec 27, 2016 - Jan 26, 2017 | -9.26% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -4.38% May 7, 2021 - May 14, 2021 | -9.20% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between KRE and IMCG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2004 - 2026)
KRE vs IMCG dividend yield comparison.
| Year | KRE | IMCG |
|---|---|---|
| 2026 | 0.50% | 0.23% |
| 2025 | 2.45% | 0.78% |
| 2024 | 2.59% | 0.78% |
| 2023 | 2.99% | 0.85% |
| 2022 | 2.51% | 0.91% |
| 2021 | 1.97% | 0.41% |
| 2020 | 2.78% | 0.09% |
| 2019 | 2.21% | 0.30% |
| 2018 | 2.48% | 0.35% |
| 2017 | 1.40% | 0.45% |
| 2016 | 1.40% | 0.52% |
| 2015 | 1.80% | 0.38% |
| 2014 | 1.60% | 0.60% |
| 2013 | 1.37% | 0.37% |
| 2012 | 2.02% | 0.80% |
| 2011 | 1.80% | 0.25% |
| 2010 | 1.37% | 0.33% |
| 2009 | 2.06% | 0.28% |
| 2008 | 3.71% | 0.45% |
| 2007 | 6.08% | 0.24% |
| 2006 | 1.23% | 0.46% |
| 2005 | 0.00% | 0.12% |
| 2004 | 0.00% | 0.01% |
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