KRE vs SPY
Comparison between SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed KRE, delivering a return of +13.3% compared to +2.5%
KRE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KRE
$3.70B
Winner
SPY
$652B
Expense Ratio
KRE
0.35%
Winner
SPY
0.09%
Max Drawdown
KRE
71.21%
Winner
SPY
56.47%
Sharpe Ratio
KRE
1.04
Winner
SPY
2.07
5Y Beta
KRE
1.05
Winner
SPY
1.00
P/E Ratio
Winner
KRE
14.20
SPY
28.24
Forward P/E
Winner
KRE
11.40
SPY
21.85
5Y Dividends CAGR
KRE
1.83%
Winner
SPY
5.43%
5Y EPS CAGR
KRE
8.35%
Winner
SPY
25.79%
Debt to Equity
Winner
KRE
19.06%
SPY
22.35%
P/S Ratio
KRE
3.88
Winner
SPY
3.55
P/B Ratio
Winner
KRE
1.23
SPY
5.29
KRE vs SPY - Holdings Comparison
KRE and SPY have 6 common holdings. Overlap is 0.29%
KRE's top 25 holdings weight is 37.98%. SPY's top 25 holdings weight is 51.32%.
| Rank | KRE | SPY |
|---|---|---|
| #1 | EAST WEST BANCORP INC (EWBC) - 1.63% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.59% | APPLE INC (AAPL) - 6.48% |
| #3 | WESTERN ALLIANCE BANCORP (WAL) - 1.58% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | POPULAR INC (BPOP) - 1.58% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ZIONS BANCORP NA (ZION) - 1.58% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ASSOCIATED BANC-CORP (ASB) - 1.55% | BROADCOM INC (AVGO) - 3.09% |
| #7 | FLAGSTAR BANK NA (FLG) - 1.54% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | VALLEY NATIONAL BANCORP (VLY) - 1.54% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | UMB FINANCIAL CORP (UMBF) - 1.54% | TESLA INC (TSLA) - 1.73% |
| #10 | TRUIST FINANCIAL CORP (TFC) - 1.53% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | WINTRUST FINANCIAL CORP (WTFC) - 1.52% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | CITIZENS FINANCIAL GROUP INC (CFG) - 1.52% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | COLUMBIA BANKING SYSTEM INC (COLB) - 1.50% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | TEXAS CAPITAL BANCSHARES INC (TCBI) - 1.50% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | FIRST HORIZON CORP (FHN) - 1.49% | WALMART INC (WMT) - 0.91% |
| #16 | OLD NATIONAL BANCORP (ONB) - 1.49% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | F N B CORP (FNB) - 1.49% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | BANK OZK (OZK) - 1.49% | VISA INC CLASS A (V) - 0.85% |
| #19 | REGIONS FINANCIAL CORP (RF) - 1.48% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | CULLEN/FROST BANKERS INC (CFR) - 1.48% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | GLACIER BANCORP INC (GBCI) - 1.48% | INTEL CORP (INTC) - 0.65% |
| #22 | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.47% | NETFLIX INC (NFLX) - 0.64% |
| #23 | M&T BANK CORP (MTB) - 1.47% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | HANCOCK WHITNEY CORP (HWC) - 1.47% | CHEVRON CORP (CVX) - 0.58% |
| #25 | COMMERCE BANCSHARES INC (CBSH) - 1.47% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 148 | 505 |
KRE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
KRE
+1.69%
Winner
SPY
+9.11%
3M
KRE
-4.32%
Winner
SPY
+6.59%
6M
Winner
KRE
+15.86%
SPY
+10.56%
1Y
KRE
+25.96%
Winner
SPY
+32.04%
5Y(CAGR)
KRE
+2.48%
Winner
SPY
+13.35%
10Y(CAGR)
KRE
+8.78%
Winner
SPY
+15.49%
Max(CAGR)
KRE
+4.43%
Winner
SPY
+8.50%
KRE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | KRE | SPY |
|---|---|---|
| 2026 | +7.68% | +8.27% |
| 2025 | +11.41% | +18.00% |
| 2024 | +18.19% | +25.59% |
| 2023 | -6.93% | +26.72% |
| 2022 | -16.65% | -18.64% |
| 2021 | +39.97% | +30.52% |
| 2020 | -7.56% | +17.28% |
| 2019 | +25.36% | +31.09% |
| 2018 | -19.01% | -5.24% |
| 2017 | +7.48% | +20.78% |
| 2016 | +38.38% | +13.59% |
| 2015 | +6.12% | +1.31% |
| 2014 | +3.42% | +14.56% |
| 2013 | +42.21% | +29.00% |
| 2012 | +14.15% | +14.17% |
| 2011 | -7.79% | +0.85% |
| 2010 | +18.25% | +13.14% |
| 2009 | -21.82% | +22.67% |
| 2008 | -16.59% | -36.25% |
| 2007 | -22.74% | +5.32% |
| 2006 | +6.01% | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
KRE vs SPY Drawdown Comparison
The maximum drawdown for KRE was -68.58%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current KRE drawdown is -4.59%.
| Rank | KRE | SPY |
|---|---|---|
| #1 | -68.58% Dec 27, 2006 - May 12, 2015 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -54.87% Jun 8, 2018 - Feb 9, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -52.71% Jan 14, 2022 - Feb 3, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -27.99% Nov 6, 2015 - Nov 9, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.90% Mar 1, 2017 - Nov 29, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.65% Jun 1, 2021 - Oct 8, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.01% Jun 23, 2015 - Nov 6, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.95% Feb 6, 2026 - Mar 18, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.93% Nov 23, 2021 - Jan 6, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.12% Mar 9, 2018 - May 22, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.99% Mar 12, 2021 - May 7, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.96% Jan 23, 2018 - Mar 6, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.19% Feb 24, 2021 - Mar 8, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.73% Dec 27, 2016 - Jan 26, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.38% May 7, 2021 - May 14, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between KRE and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (1999 - 2026)
KRE vs SPY dividend yield comparison.
| Year | KRE | SPY |
|---|---|---|
| 2026 | 0.52% | 0.24% |
| 2025 | 2.45% | 1.07% |
| 2024 | 2.59% | 1.21% |
| 2023 | 2.99% | 1.40% |
| 2022 | 2.51% | 1.65% |
| 2021 | 1.97% | 1.20% |
| 2020 | 2.78% | 1.52% |
| 2019 | 2.21% | 1.75% |
| 2018 | 2.48% | 2.04% |
| 2017 | 1.40% | 1.80% |
| 2016 | 1.40% | 2.03% |
| 2015 | 1.80% | 2.06% |
| 2014 | 1.60% | 1.87% |
| 2013 | 1.37% | 1.81% |
| 2012 | 2.02% | 2.18% |
| 2011 | 1.80% | 2.05% |
| 2010 | 1.37% | 1.80% |
| 2009 | 2.06% | 1.95% |
| 2008 | 3.71% | 3.02% |
| 2007 | 6.08% | 1.85% |
| 2006 | 1.23% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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