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KRE vs IYR

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

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

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

KRE vs IYR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

KRE vs IYR - Holdings Comparison

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

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

RankKREIYR
#1
FIRST BANCORP (FBP) - 1.46%
WELLTOWER INC (WELL) - 11.07%
#2
PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.37%
PROLOGIS INC (PLD) - 9.01%
#3
UMB FINANCIAL CORP (UMBF) - 1.37%
SIMON PROPERTY GROUP INC (SPG) - 4.63%
#4
ATLANTIC UNION BANKSHARES CORP (AUB) - 1.37%
DIGITAL REALTY TRUST INC (DLR) - 4.50%
#5
CITIZENS FINANCIAL GROUP INC (CFG) - 1.36%
EQUINIX INC (EQIX) - 4.40%
#6
GLACIER BANCORP INC (GBCI) - 1.36%
REALTY INCOME CORP (O) - 4.32%
#7
ASSOCIATED BANC-CORP (ASB) - 1.36%
AMERICAN TOWER CORP (AMT) - 3.86%
#8
M&T BANK CORP (MTB) - 1.35%
PUBLIC STORAGE (PSA) - 3.72%
#9
FULTON FINANCIAL CORP (FULT) - 1.35%
VENTAS INC (VTR) - 3.29%
#10
CULLEN/FROST BANKERS INC (CFR) - 1.35%
CBRE GROUP INC CLASS A (CBRE) - 3.00%
#11
FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 1.35%
IRON MOUNTAIN INC (IRM) - 2.52%
#12
WEBSTER FINANCIAL CORP (WBS) - 1.35%
CROWN CASTLE INC (CCI) - 2.46%
#13
BOK FINANCIAL CORP (BOKF) - 1.34%
EXTRA SPACE STORAGE INC (EXR) - 2.23%
#14
REGIONS FINANCIAL CORP (RF) - 1.34%
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.09%
#15
COMMERCE BANCSHARES INC (CBSH) - 1.34%
AVALONBAY COMMUNITIES INC (AVB) - 1.93%
#16
OLD NATIONAL BANCORP (ONB) - 1.34%
EQUITY RESIDENTIAL (EQR) - 1.71%
#17
COLUMBIA BANKING SYSTEM INC (COLB) - 1.34%
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.42%
#18
F N B CORP (FNB) - 1.33%
ESSEX PROPERTY TRUST INC (ESS) - 1.37%
#19
HUNTINGTON BANCSHARES INC (HBAN) - 1.33%
KIMCO REALTY CORP (KIM) - 1.23%
#20
HANCOCK WHITNEY CORP (HWC) - 1.33%
ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.21%
#21
ZIONS BANCORP NA (ZION) - 1.33%
INVITATION HOMES INC (INVH) - 1.19%
#22
POPULAR INC (BPOP) - 1.33%
WEYERHAEUSER CO (WY) - 1.19%
#23
FIRST HAWAIIAN INC (FHB) - 1.32%
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.18%
#24
BANC OF CALIFORNIA INC (BANC) - 1.32%
W.P. CAREY INC (WPC) - 1.15%
#25
AMERIS BANCORP (ABCB) - 1.32%
JONES LANG LASALLE INC (JLL) - 1.10%
Total Holdings16164

KRE vs IYR - Historical Returns

Returns include dividend reinvestment.

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

KRE vs IYR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

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

KRE vs IYR Drawdown Comparison

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

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

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

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

Correlation

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

0.94
-101

Dividend Comparison (2000 - 2026)

KRE vs IYR dividend yield comparison.

YearKREIYR
20261.03%0.76%
20252.45%2.48%
20242.59%2.57%
20232.99%2.75%
20222.51%2.92%
20211.97%2.06%
20202.78%2.58%
20192.21%3.05%
20182.48%3.53%
20171.40%3.73%
20161.40%4.41%
20151.80%3.92%
20141.60%3.66%
20131.37%3.78%
20122.02%3.71%
20111.80%3.83%
20101.37%3.52%
20092.06%4.21%
20083.71%8.26%
20076.08%4.40%
20061.23%3.46%
20050.00%4.38%
20040.00%4.23%
20030.00%4.70%
20020.00%6.95%
20010.00%5.01%
20000.00%3.37%

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