IWM vs KRE

iShares Russell 2000 ETF vs SPDR S&P Regional Banking ETF

Quick take
  • IWM has the lower expense ratio at 0.19% vs 0.35% for KRE.
  • KRE pays a higher dividend yield (2.14%).

Side-by-side metrics

MetricIWMKRE
Expense ratio
Annual fee. Lower is better.
0.19%0.35%
Dividend yield
Trailing 12-month yield.
0.88%2.14%
AUM
Assets under management — bigger funds are typically more liquid.
$82.97B$4.74B
YTD return
19.72%14.47%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.261.18
P/E ratio
18.4413.46
Last price
$297.64$74.92
Inception
Issuer
iSharesState Street

IWM top holdings

Top holdings · IWM
MOG-AMoog Inc Class A0.38%
HUTHut 8 Corp0.37%
VSATViasat Inc0.35%
BTSGBrightSpring Health Services Inc0.35%
CYTKCytokinetics Inc0.35%
MXLMaxLinear Inc0.34%
AGXArgan Inc0.34%
UMBFUMB Financial Corp0.33%
FROGJFrog Ltd Ordinary Shares0.31%
RIOTRiot Platforms Inc0.30%
Sector breakdown · IWM
Real Estate6.6%
Consumer Cyclical9.2%
Basic Materials4.4%
Consumer Defensive2.6%
Technology14.8%
Communication Services2.2%
Financial Services17.5%
Utilities2.7%
Industrials14.2%
Energy5.5%
Healthcare20.3%

KRE top holdings

Top holdings · KRE
PNFPPinnacle Financial Partners Inc1.37%
UMBFUMB Financial Corp1.37%
AUBAtlantic Union Bankshares Corp1.37%
CFGCitizens Financial Group Inc1.36%
GBCIGlacier Bancorp Inc1.36%
ASBAssociated Banc-Corp1.36%
CFRCullen/Frost Bankers Inc1.35%
FULTFulton Financial Corp1.35%
FIBKFirst Interstate BancSystem Inc1.35%
WBSWebster Financial Corp1.35%
Sector breakdown · KRE
Financial Services100.0%

About IWM

IWM (iShares Russell 2000 ETF) is US small-cap stocks (Russell 2000). Managed by iShares, the fund carries $83.0B in assets under management, an expense ratio of 0.19%, a dividend yield of 0.88%. Its largest holding is Moog Inc Class A (MOG-A), which represents 0.4% of the portfolio. Real Estate is the fund's largest sector exposure at 6.6%.

About KRE

KRE (SPDR S&P Regional Banking ETF) is US regional bank stocks. Managed by State Street, the fund carries $4.7B in assets under management, an expense ratio of 0.35%, a dividend yield of 2.14%. Its largest holding is Pinnacle Financial Partners Inc (PNFP), which represents 1.4% of the portfolio. Financial Services is the fund's largest sector exposure at 100.0%.