KRE vs USRT
Comparison between STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
KRE is from the Financial Services sector, while USRT is from the Real Estate sector.
5-Year PerformanceKRE has outperformed USRT, delivering a return of +5.9% compared to +5.0%
KRE vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KRE
$4.70B
USRT
$4.70B
Expense Ratio
KRE
0.35%
Winner
USRT
0.08%
Max Drawdown
Winner
KRE
71.21%
USRT
72.93%
Sharpe Ratio
KRE
1.15
Winner
USRT
1.32
5Y Beta
KRE
1.00
Winner
USRT
0.50
P/E Ratio
Winner
KRE
14.40
USRT
38.55
Forward P/E
Winner
KRE
11.90
USRT
36.76
5Y Dividends CAGR
KRE
2.38%
Winner
USRT
3.34%
5Y EPS CAGR
KRE
7.42%
Winner
USRT
8.47%
Debt to Equity
Winner
KRE
17.44%
USRT
45.47%
P/S Ratio
Winner
KRE
4.12
USRT
7.34
P/B Ratio
Winner
KRE
1.33
USRT
2.43
KRE vs USRT - Holdings Comparison
KRE and USRT have 1 common holdings. Overlap is 0.00%
KRE's top 25 holdings weight is 33.71%. USRT's top 25 holdings weight is 70.13%.
| Rank | KRE | USRT |
|---|---|---|
| #1 | FIRST BANCORP (FBP) - 1.46% | WELLTOWER INC (WELL) - 9.34% |
| #2 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.37% | PROLOGIS INC (PLD) - 7.64% |
| #3 | UMB FINANCIAL CORP (UMBF) - 1.37% | EQUINIX INC (EQIX) - 5.97% |
| #4 | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.37% | SIMON PROPERTY GROUP INC (SPG) - 4.52% |
| #5 | CITIZENS FINANCIAL GROUP INC (CFG) - 1.36% | DIGITAL REALTY TRUST INC (DLR) - 4.26% |
| #6 | GLACIER BANCORP INC (GBCI) - 1.36% | REALTY INCOME CORP (O) - 4.24% |
| #7 | ASSOCIATED BANC-CORP (ASB) - 1.36% | VENTAS INC (VTR) - 3.74% |
| #8 | M&T BANK CORP (MTB) - 1.35% | PUBLIC STORAGE (PSA) - 3.71% |
| #9 | FULTON FINANCIAL CORP (FULT) - 1.35% | IRON MOUNTAIN INC (IRM) - 2.94% |
| #10 | CULLEN/FROST BANKERS INC (CFR) - 1.35% | EXTRA SPACE STORAGE INC (EXR) - 2.41% |
| #11 | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 1.35% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.28% |
| #12 | WEBSTER FINANCIAL CORP (WBS) - 1.35% | AVALONBAY COMMUNITIES INC (AVB) - 2.10% |
| #13 | BOK FINANCIAL CORP (BOKF) - 1.34% | EQUITY RESIDENTIAL (EQR) - 2.02% |
| #14 | REGIONS FINANCIAL CORP (RF) - 1.34% | ESSEX PROPERTY TRUST INC (ESS) - 1.49% |
| #15 | COMMERCE BANCSHARES INC (CBSH) - 1.34% | INVITATION HOMES INC (INVH) - 1.40% |
| #16 | OLD NATIONAL BANCORP (ONB) - 1.34% | KIMCO REALTY CORP (KIM) - 1.37% |
| #17 | COLUMBIA BANKING SYSTEM INC (COLB) - 1.34% | W.P. CAREY INC (WPC) - 1.32% |
| #18 | F N B CORP (FNB) - 1.33% | HOST HOTELS & RESORTS INC (HST) - 1.31% |
| #19 | HUNTINGTON BANCSHARES INC (HBAN) - 1.33% | HEALTHPEAK PROPERTIES INC (DOC) - 1.24% |
| #20 | HANCOCK WHITNEY CORP (HWC) - 1.33% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.21% |
| #21 | ZIONS BANCORP NA (ZION) - 1.33% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.19% |
| #22 | POPULAR INC (BPOP) - 1.33% | REGENCY CENTERS CORP (REG) - 1.18% |
| #23 | FIRST HAWAIIAN INC (FHB) - 1.32% | SUN COMMUNITIES INC (SUI) - 1.15% |
| #24 | BANC OF CALIFORNIA INC (BANC) - 1.32% | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.08% |
| #25 | AMERIS BANCORP (ABCB) - 1.32% | UDR INC (UDR) - 1.02% |
| Total Holdings | 161 | 128 |
KRE vs USRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KRE
+1.52%
USRT
-0.43%
3M
Winner
KRE
+9.58%
USRT
+4.63%
6M
KRE
+4.70%
Winner
USRT
+12.52%
1Y
Winner
KRE
+32.63%
USRT
+22.97%
5Y(CAGR)
Winner
KRE
+5.87%
USRT
+4.96%
10Y(CAGR)
Winner
KRE
+9.07%
USRT
+6.06%
Max(CAGR)
KRE
+4.85%
Winner
USRT
+5.54%
KRE vs USRT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | KRE | USRT |
|---|---|---|
| 2026 | +18.16% | +19.14% |
| 2025 | +11.41% | +3.39% |
| 2024 | +18.19% | +7.56% |
| 2023 | -6.93% | +14.00% |
| 2022 | -16.65% | -24.01% |
| 2021 | +39.97% | +48.36% |
| 2020 | -7.56% | -6.52% |
| 2019 | +25.36% | +28.98% |
| 2018 | -19.01% | -4.39% |
| 2017 | +7.48% | +4.73% |
| 2016 | +38.38% | +9.79% |
| 2015 | +6.12% | +3.17% |
| 2014 | +3.42% | +29.43% |
| 2013 | +42.21% | -2.53% |
| 2012 | +14.15% | +16.51% |
| 2011 | -7.79% | +7.48% |
| 2010 | +18.25% | +27.25% |
| 2009 | -21.82% | +30.21% |
| 2008 | -16.59% | -37.20% |
| 2007 | -22.74% | -18.58% |
| 2006 | +6.01% | N/A |
KRE vs USRT Drawdown Comparison
The maximum drawdown for KRE was -68.58%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current KRE drawdown is -2.19%. The current USRT drawdown is -3.49%.
| Rank | KRE | USRT |
|---|---|---|
| #1 | -68.58% Dec 27, 2006 - May 12, 2015 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -54.87% Jun 8, 2018 - Feb 9, 2021 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -52.71% Jan 14, 2022 - Feb 3, 2026 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -27.99% Nov 6, 2015 - Nov 9, 2016 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -15.90% Mar 1, 2017 - Nov 29, 2017 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -15.65% Jun 1, 2021 - Oct 8, 2021 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -15.01% Jun 23, 2015 - Nov 6, 2015 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -14.95% Feb 6, 2026 - Jun 12, 2026 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -10.93% Nov 23, 2021 - Jan 6, 2022 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -9.12% Mar 9, 2018 - May 22, 2018 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -8.99% Mar 12, 2021 - May 7, 2021 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -6.96% Jan 23, 2018 - Mar 6, 2018 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -5.19% Feb 24, 2021 - Mar 8, 2021 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -4.73% Dec 27, 2016 - Jan 26, 2017 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -4.38% May 7, 2021 - May 14, 2021 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between KRE and USRT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
KRE vs USRT dividend yield comparison.
| Year | KRE | USRT |
|---|---|---|
| 2026 | 1.02% | 0.87% |
| 2025 | 2.45% | 3.07% |
| 2024 | 2.59% | 2.85% |
| 2023 | 2.99% | 3.18% |
| 2022 | 2.51% | 3.46% |
| 2021 | 1.97% | 2.27% |
| 2020 | 2.78% | 3.12% |
| 2019 | 2.21% | 3.34% |
| 2018 | 2.48% | 5.66% |
| 2017 | 1.40% | 3.43% |
| 2016 | 1.40% | 3.98% |
| 2015 | 1.80% | 3.59% |
| 2014 | 1.60% | 3.46% |
| 2013 | 1.37% | 3.84% |
| 2012 | 2.02% | 3.48% |
| 2011 | 1.80% | 3.95% |
| 2010 | 1.37% | 3.56% |
| 2009 | 2.06% | 3.52% |
| 2008 | 3.71% | 9.54% |
| 2007 | 6.08% | 3.51% |
| 2006 | 1.23% | 0.00% |
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