ETF comparison

IAT vs KRE

Both Financials.

iShares U.S. Regional Banks ETF · State Street SPDR S&P Regional Banking ETF

Holdings overlap

Weighted by ISIN/CUSIP
33.5 %

26 positions appear in both funds. Buying equal dollars of IAT and KRE would leave roughly 33.5% of each dollar exposed to the same underlying securities.

IAT only 66.1% Shared 33.5% KRE only 66.3%
In IAT only
5 positions
Shared
26 positions
In KRE only
125 positions

Side by side

IAT

iShares U.S. Regional Banks ETF

iShares · Financials

55 composite / 100
Expense ratio
0.38%
Net assets
$656.0M
TTM yield
2.53%
Top-10 conc.
69.2%
KRE

State Street SPDR S&P Regional Banking ETF

State Street · Financials

78 composite / 100
Expense ratio
0.35%
Net assets
$4.74B
TTM yield
2.11%
Top-10 conc.
15.1%

Sub-score comparison

62
Cost
65
80
Tax efficiency
81
49
Liquidity
86
15
Concentration
93
Tracking quality
IAT sub-score KRE

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

KRE is 3 bps cheaper than IAT. On a $100,000 position that's about $30/yr more in fees for IAT.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IAT vs KRE.

Top shared holdings

26 shared in total
# Holding In IAT In KRE Overlap
1 ZIONS BANCORPORATION, NATIONAL ASSOCIATION 1.59% 1.53% 1.53%
2 Popular, Inc. 1.64% 1.52% 1.52%
3 WINTRUST FINANCIAL CORPORATION 1.73% 1.50% 1.50%
4 CULLEN/FROST BANKERS, INC. 1.61% 1.50% 1.50%
5 CITIZENS FINANCIAL GROUP, INC. 4.53% 1.49% 1.49%
6 M&T BANK CORPORATION 4.50% 1.48% 1.48%
7 PINNACLE FINANCIAL PARTNERS, INC. 2.42% 1.47% 1.47%
8 EAST WEST BANCORP, INC. 2.74% 1.47% 1.47%
9 UMB FINANCIAL CORPORATION 1.50% 1.47% 1.47%
10 WEBSTER FINANCIAL CORPORATION 2.09% 1.47% 1.47%
11 SOUTHSTATE BANK CORPORATION 1.71% 1.47% 1.47%
12 FIRST HORIZON CORPORATION 2.06% 1.47% 1.47%

Only in IAT

5 total
  • THE PNC FINANCIAL SERVICES GROUP, INC. 14.52%
  • U.S. BANCORP 13.97%
  • FIFTH THIRD BANCORP 6.07%
  • KEYCORP 3.50%
  • FIRST CITIZENS BANCSHARES, INC. 3.41%

Only in KRE

125 total
  • Flagstar Bank NA 1.55%
  • Texas Capital Bancshares Inc 1.52%
  • Associated Banc-Corp 1.52%
  • Columbia Banking System Inc 1.49%
  • Atlantic Union Bankshares Corp 1.49%
  • Hancock Whitney Corp 1.48%
  • Old National Bancorp/IN 1.47%
  • BankUnited Inc 1.46%
  • Banc of California Inc 1.42%
  • Eastern Bankshares Inc 1.41%

Open IAT or KRE at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.