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KRE vs. IAT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between KRE and IAT is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.0
Correlation: 1.0

Performance

KRE vs. IAT - Performance Comparison

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

40.00%60.00%80.00%100.00%120.00%NovemberDecember2025FebruaryMarchApril
69.44%
38.38%
KRE
IAT

Key characteristics

Sharpe Ratio

KRE:

0.49

IAT:

0.29

Sortino Ratio

KRE:

0.93

IAT:

0.61

Omega Ratio

KRE:

1.12

IAT:

1.08

Calmar Ratio

KRE:

0.41

IAT:

0.22

Martin Ratio

KRE:

1.67

IAT:

0.92

Ulcer Index

KRE:

9.38%

IAT:

9.18%

Daily Std Dev

KRE:

31.76%

IAT:

29.00%

Max Drawdown

KRE:

-68.54%

IAT:

-77.22%

Current Drawdown

KRE:

-28.22%

IAT:

-33.02%

Returns By Period

In the year-to-date period, KRE achieves a -14.23% return, which is significantly higher than IAT's -16.81% return. Both investments have delivered pretty close results over the past 10 years, with KRE having a 4.67% annualized return and IAT not far behind at 4.50%.


KRE

YTD

-14.23%

1M

-9.65%

6M

-12.62%

1Y

11.80%

5Y*

11.86%

10Y*

4.67%

IAT

YTD

-16.81%

1M

-10.29%

6M

-15.88%

1Y

5.49%

5Y*

9.76%

10Y*

4.50%

*Annualized

Compare stocks, funds, or ETFs

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


KRE vs. IAT - Expense Ratio Comparison

KRE has a 0.35% expense ratio, which is lower than IAT's 0.42% expense ratio.


IAT
iShares U.S. Regional Banks ETF
Expense ratio chart for IAT: current value is 0.42%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IAT: 0.42%
Expense ratio chart for KRE: current value is 0.35%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
KRE: 0.35%

Risk-Adjusted Performance

KRE vs. IAT — Risk-Adjusted Performance Rank

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

KRE
The Risk-Adjusted Performance Rank of KRE is 6666
Overall Rank
The Sharpe Ratio Rank of KRE is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of KRE is 7070
Sortino Ratio Rank
The Omega Ratio Rank of KRE is 6868
Omega Ratio Rank
The Calmar Ratio Rank of KRE is 6565
Calmar Ratio Rank
The Martin Ratio Rank of KRE is 6262
Martin Ratio Rank

IAT
The Risk-Adjusted Performance Rank of IAT is 5353
Overall Rank
The Sharpe Ratio Rank of IAT is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of IAT is 5757
Sortino Ratio Rank
The Omega Ratio Rank of IAT is 5656
Omega Ratio Rank
The Calmar Ratio Rank of IAT is 5050
Calmar Ratio Rank
The Martin Ratio Rank of IAT is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

KRE vs. IAT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Regional Banking ETF (KRE) and iShares U.S. Regional Banks ETF (IAT). 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.


Sharpe ratio
The chart of Sharpe ratio for KRE, currently valued at 0.49, compared to the broader market-1.000.001.002.003.004.00
KRE: 0.49
IAT: 0.29
The chart of Sortino ratio for KRE, currently valued at 0.93, compared to the broader market-2.000.002.004.006.008.00
KRE: 0.93
IAT: 0.61
The chart of Omega ratio for KRE, currently valued at 1.12, compared to the broader market0.501.001.502.002.50
KRE: 1.12
IAT: 1.08
The chart of Calmar ratio for KRE, currently valued at 0.41, compared to the broader market0.002.004.006.008.0010.0012.00
KRE: 0.41
IAT: 0.22
The chart of Martin ratio for KRE, currently valued at 1.67, compared to the broader market0.0020.0040.0060.00
KRE: 1.67
IAT: 0.92

The current KRE Sharpe Ratio is 0.49, which is higher than the IAT Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of KRE and IAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
0.49
0.29
KRE
IAT

Dividends

KRE vs. IAT - Dividend Comparison

KRE's dividend yield for the trailing twelve months is around 3.04%, less than IAT's 3.47% yield.


TTM20242023202220212020201920182017201620152014
KRE
SPDR S&P Regional Banking ETF
3.04%2.59%2.99%2.51%1.97%2.78%2.21%2.25%1.40%1.39%1.80%1.60%
IAT
iShares U.S. Regional Banks ETF
3.47%2.96%3.56%3.12%1.88%2.87%2.49%2.48%1.56%1.52%1.78%1.68%

Drawdowns

KRE vs. IAT - Drawdown Comparison

The maximum KRE drawdown since its inception was -68.54%, smaller than the maximum IAT drawdown of -77.22%. Use the drawdown chart below to compare losses from any high point for KRE and IAT. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-28.22%
-33.02%
KRE
IAT

Volatility

KRE vs. IAT - Volatility Comparison

SPDR S&P Regional Banking ETF (KRE) and iShares U.S. Regional Banks ETF (IAT) have volatilities of 16.21% and 16.80%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
16.21%
16.80%
KRE
IAT
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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