PortfoliosLab logoPortfoliosLab logo
HWC vs. KRE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HWC vs. KRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hancock Whitney Corporation (HWC) and SPDR S&P Regional Banking ETF (KRE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both stocks are quite close, with HWC having a 12.81% return and KRE slightly lower at 12.38%. Over the past 10 years, HWC has outperformed KRE with an annualized return of 13.98%, while KRE has yielded a comparatively lower 9.42% annualized return.


HWC

1D
0.77%
1M
5.62%
YTD
12.81%
6M
9.01%
1Y
35.09%
3Y*
27.46%
5Y*
12.23%
10Y*
13.98%

KRE

1D
0.96%
1M
4.38%
YTD
12.38%
6M
8.46%
1Y
30.35%
3Y*
25.54%
5Y*
4.62%
10Y*
9.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HWC vs. KRE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HWC
Hancock Whitney Corporation
12.81%20.02%16.07%3.30%-1.23%50.58%-19.11%30.21%-28.49%17.20%
KRE
SPDR S&P Regional Banking ETF
12.38%10.21%18.58%-7.61%-15.08%39.29%-7.43%27.44%-18.81%7.49%

Correlation

The correlation between HWC and KRE is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (3Y)
Calculated over the trailing 3-year period

0.91

Correlation (5Y)
Calculated over the trailing 5-year period

0.90

Correlation (10Y)
Calculated over the trailing 10-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Jun 22, 2006

0.86

The correlation between HWC and KRE has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

HWC vs. KRE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HWC
HWC Risk / Return Rank: 7575
Overall Rank
HWC Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
HWC Sortino Ratio Rank: 7373
Sortino Ratio Rank
HWC Omega Ratio Rank: 7575
Omega Ratio Rank
HWC Calmar Ratio Rank: 7575
Calmar Ratio Rank
HWC Martin Ratio Rank: 7575
Martin Ratio Rank

KRE
KRE Risk / Return Rank: 3838
Overall Rank
KRE Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
KRE Sortino Ratio Rank: 3737
Sortino Ratio Rank
KRE Omega Ratio Rank: 3838
Omega Ratio Rank
KRE Calmar Ratio Rank: 4242
Calmar Ratio Rank
KRE Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HWC vs. KRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hancock Whitney Corporation (HWC) and SPDR S&P Regional Banking ETF (KRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HWCKREDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

-0.05

Omega ratioGain probability vs. loss probability

1.25

1.24

+0.01

Calmar ratioReturn relative to maximum drawdown

2.02

2.04

-0.02

Martin ratioReturn relative to average drawdown

4.76

5.29

-0.54

HWC vs. KRE - Sharpe Ratio Comparison

The current HWC Sharpe Ratio is 1.34, which is comparable to the KRE Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of HWC and KRE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

HWC vs. KRE - Drawdown Comparison

The maximum HWC drawdown since its inception was -70.93%, roughly equal to the maximum KRE drawdown of -68.54%. Use the drawdown chart below to compare losses from any high point for HWC and KRE.


Loading charts...

Drawdown Indicators


HWCKREDifference

Max Drawdown

Largest peak-to-trough decline

-70.93%

-68.54%

-2.39%

Max Drawdown (1Y)

Largest decline over 1 year

-17.45%

-14.95%

-2.50%

Max Drawdown (3Y)

Largest decline over 3 years

-25.77%

-28.20%

+2.43%

Max Drawdown (5Y)

Largest decline over 5 years

-41.90%

-52.69%

+10.79%

Max Drawdown (10Y)

Largest decline over 10 years

-70.93%

-54.92%

-16.01%

Current Drawdown

Current decline from peak

-3.46%

-1.36%

-2.10%

Average Drawdown

Average peak-to-trough decline

-21.40%

-21.85%

+0.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.40%

5.75%

+1.65%

Volatility

HWC vs. KRE - Volatility Comparison

Hancock Whitney Corporation (HWC) and SPDR S&P Regional Banking ETF (KRE) have volatilities of 6.03% and 6.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


HWCKREDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.03%

6.20%

-0.17%

Volatility (6M)

Calculated over the trailing 6-month period

17.31%

15.98%

+1.33%

Volatility (1Y)

Calculated over the trailing 1-year period

26.35%

23.33%

+3.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.04%

29.84%

+3.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.27%

31.93%

+7.34%

Dividends

HWC vs. KRE - Dividend Comparison

HWC's dividend yield for the trailing twelve months is around 2.68%, less than KRE's 2.76% yield.


PositionTTM20252024202320222021202020192018201720162015
HWC
Hancock Whitney Corporation
2.68%2.83%2.74%2.47%2.23%2.16%3.17%2.46%2.94%1.94%2.23%3.81%
KRE
SPDR S&P Regional Banking ETF
2.76%2.45%2.59%2.99%2.51%1.97%2.78%2.21%2.48%1.40%1.40%1.80%

Frequently Asked Questions


With a correlation of 0.91, HWC and KRE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

KRE has higher volatility (6.20%) compared to HWC (6.03%). In terms of maximum drawdown, HWC dropped -70.93% vs KRE's -68.54%.

HWC currently has the higher Sharpe Ratio (1.34 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for HWC and KRE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer