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NEAR vs KRE

Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF).

5-Year PerformanceKRE has outperformed NEAR, delivering a return of +5.9% compared to +3.9%

NEAR vs KRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NEAR
$4.80B
KRE
$4.70B
Expense Ratio
Winner
NEAR
0.25%
KRE
0.35%
Max Drawdown
Winner
NEAR
9.68%
KRE
71.21%
Sharpe Ratio
NEAR
-0.41
Winner
KRE
1.15
5Y Beta
Winner
NEAR
0.01
KRE
1.00
P/E Ratio
NEAR
N/A
KRE
14.40
Forward P/E
NEAR
N/A
KRE
11.90
5Y Dividends CAGR
Winner
NEAR
34.34%
KRE
2.38%
5Y EPS CAGR
NEAR
N/A
KRE
7.42%
Debt to Equity
NEAR
N/A
KRE
17.44%
P/S Ratio
NEAR
N/A
KRE
4.12
P/B Ratio
NEAR
N/A
KRE
1.33

NEAR vs KRE - Historical Returns

Returns include dividend reinvestment.

1M
NEAR
+0.30%
Winner
KRE
+1.52%
3M
NEAR
+0.57%
Winner
KRE
+9.58%
6M
NEAR
+0.74%
Winner
KRE
+4.70%
1Y
NEAR
+3.36%
Winner
KRE
+32.63%
5Y(CAGR)
NEAR
+3.95%
Winner
KRE
+5.87%
10Y(CAGR)
NEAR
+2.88%
Winner
KRE
+9.07%
Max(CAGR)
NEAR
+2.43%
Winner
KRE
+4.85%

NEAR vs KRE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearNEARKRE
2026+1.20%+18.16%
2025+5.96%+11.41%
2024+5.16%+18.19%
2023+7.44%-6.93%
2022+0.43%-16.65%
2021+0.34%+39.97%
2020+1.39%-7.56%
2019+3.53%+25.36%
2018+1.67%-19.01%
2017+1.43%+7.48%
2016+1.58%+38.38%
2015+0.85%+6.12%
2014+0.59%+3.42%
2013+0.35%+42.21%
2012N/A+14.15%
2011N/A-7.79%
2010N/A+18.25%
2009N/A-21.82%
2008N/A-16.59%
2007N/A-22.74%
2006N/A+6.01%

NEAR vs KRE Drawdown Comparison

The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.

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

The current KRE drawdown is -2.19%.

RankNEARKRE
#1-9.61%
Mar 5, 2020 - Jul 24, 2020
-68.58%
Dec 27, 2006 - May 12, 2015
#2-1.32%
Oct 5, 2021 - Dec 19, 2022
-54.87%
Jun 8, 2018 - Feb 9, 2021
#3-1.16%
Apr 3, 2025 - Apr 29, 2025
-52.71%
Jan 14, 2022 - Feb 3, 2026
#4-1.13%
Feb 27, 2026 - Jun 15, 2026
-27.99%
Nov 6, 2015 - Nov 9, 2016
#5-0.76%
Sep 24, 2024 - Dec 4, 2024
-15.90%
Mar 1, 2017 - Nov 29, 2017
#6-0.61%
Apr 30, 2025 - Jun 11, 2025
-15.65%
Jun 1, 2021 - Oct 8, 2021
#7-0.58%
Mar 27, 2024 - May 3, 2024
-15.01%
Jun 23, 2015 - Nov 6, 2015
#8-0.56%
Feb 1, 2024 - Mar 7, 2024
-14.95%
Feb 6, 2026 - Jun 12, 2026
#9-0.46%
Mar 8, 2024 - Mar 27, 2024
-10.93%
Nov 23, 2021 - Jan 6, 2022
#10-0.46%
Dec 6, 2024 - Jan 8, 2025
-9.12%
Mar 9, 2018 - May 22, 2018
#11-0.34%
Oct 15, 2014 - Feb 25, 2015
-8.99%
Mar 12, 2021 - May 7, 2021
#12-0.32%
Jul 6, 2026 - Aug 3, 2026
-6.96%
Jan 23, 2018 - Mar 6, 2018
#13-0.30%
Nov 3, 2023 - Nov 14, 2023
-5.19%
Feb 24, 2021 - Mar 8, 2021
#14-0.29%
May 15, 2024 - Jun 3, 2024
-4.73%
Dec 27, 2016 - Jan 26, 2017
#15-0.26%
Jun 16, 2026 - Jun 26, 2026
-4.38%
May 7, 2021 - May 14, 2021

Correlation

Correlation between NEAR and KRE is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2006 - 2026)

NEAR vs KRE dividend yield comparison.

YearNEARKRE
20262.48%1.02%
20254.54%2.45%
20245.00%2.59%
20234.59%2.99%
20221.78%2.51%
20210.76%1.97%
20201.53%2.78%
20192.69%2.21%
20182.25%2.48%
20171.52%1.40%
20161.07%1.40%
20150.85%1.80%
20140.85%1.60%
20130.15%1.37%
20120.00%2.02%
20110.00%1.80%
20100.00%1.37%
20090.00%2.06%
20080.00%3.71%
20070.00%6.08%
20060.00%1.23%

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