TRU vs. KRE
Compare and contrast key facts about TransUnion (TRU) and SPDR S&P Regional Banking ETF (KRE).
KRE is a passively managed fund by State Street that tracks the performance of the S&P Regional Banks Select Industry Index. It was launched on Jun 19, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRU or KRE.
Correlation
The correlation between TRU and KRE is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TRU vs. KRE - Performance Comparison
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Key characteristics
TRU:
0.46
KRE:
0.58
TRU:
0.84
KRE:
1.07
TRU:
1.11
KRE:
1.14
TRU:
0.35
KRE:
0.50
TRU:
1.13
KRE:
1.76
TRU:
13.42%
KRE:
10.72%
TRU:
41.20%
KRE:
32.35%
TRU:
-64.92%
KRE:
-68.54%
TRU:
-24.97%
KRE:
-17.64%
Returns By Period
In the year-to-date period, TRU achieves a -0.79% return, which is significantly higher than KRE's -1.59% return.
TRU
-0.79%
26.04%
-5.00%
18.61%
4.60%
2.83%
N/A
KRE
-1.59%
14.74%
-9.01%
18.58%
2.49%
13.94%
5.93%
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Risk-Adjusted Performance
TRU vs. KRE — Risk-Adjusted Performance Rank
TRU
KRE
TRU vs. KRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TransUnion (TRU) 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.
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Dividends
TRU vs. KRE - Dividend Comparison
TRU's dividend yield for the trailing twelve months is around 0.35%, less than KRE's 2.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRU TransUnion | 0.35% | 0.45% | 0.61% | 0.70% | 0.30% | 0.30% | 0.35% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% |
KRE SPDR S&P Regional Banking ETF | 2.65% | 2.59% | 2.99% | 2.51% | 1.97% | 2.78% | 2.21% | 2.25% | 1.40% | 1.39% | 1.80% | 1.60% |
Drawdowns
TRU vs. KRE - Drawdown Comparison
The maximum TRU drawdown since its inception was -64.92%, smaller than the maximum KRE drawdown of -68.54%. Use the drawdown chart below to compare losses from any high point for TRU and KRE. For additional features, visit the drawdowns tool.
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Volatility
TRU vs. KRE - Volatility Comparison
TransUnion (TRU) has a higher volatility of 11.51% compared to SPDR S&P Regional Banking ETF (KRE) at 7.27%. This indicates that TRU's price experiences larger fluctuations and is considered to be riskier than KRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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