Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWO vs KRE: how they differ
IWO and KRE hold 2% of their weight in the same names, and IWO returned more over the year.
iShares Russell 2000 Growth ETF and State Street(R) SPDR(R) S&P(R) Regional Banking ETF.
What they hold in common
By the books each fund has filed, IWO and KRE hold 2% of their money in the same securities at the same weight.
| Holding | IWO | KRE |
|---|---|---|
| ServisFirst Bancshares, Inc. | 0.26% | 0.76% |
| Bancorp, Inc. (The) | 0.14% | 0.97% |
| Bank of Hawaii Corp. | 0.13% | 1.07% |
| First Financial Bankshares, Inc. | 0.13% | 0.83% |
| Valley National Bancorp | 0.11% | 1.31% |
| Glacier Bancorp, Inc. | 0.09% | 1.36% |
| Pathward Financial, Inc. | 0.08% | 0.66% |
| City Holding Co. | 0.06% | 0.47% |
| Coastal Financial Corp. | 0.06% | 0.41% |
| Nicolet Bankshares, Inc. | 0.06% | 0.93% |
| Old National Bancorp | 0.06% | 1.35% |
| Lakeland Financial Corp. | 0.06% | 0.32% |
| Only in IWO | Only in KRE |
|---|---|
| Moog, Inc. 0.73% | Pinnacle Financial Partners Inc 1.37% |
| BrightSpring Health Services, Inc. 0.68% | Atlantic Union Bankshares Corp 1.37% |
| MaxLinear, Inc. 0.67% | Citizens Financial Group Inc 1.37% |
| Argan, Inc. 0.66% | Associated Banc-Corp 1.36% |
| JFrog Ltd. 0.60% | Cullen/Frost Bankers Inc 1.35% |
| Krystal Biotech, Inc. 0.58% | First Interstate BancSystem Inc 1.35% |
| ESCO Technologies, Inc. 0.56% | Fulton Financial Corp 1.35% |
| FirstCash Holdings, Inc. 0.54% | Webster Financial Corp 1.35% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.
| IWO iShares Russell 2000 Growth ETF | KRE State Street(R) SPDR(R) S&P(R) Regional Banking ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | Russell 2000 Growth | SPDR S&P Regional Banking |
| Total return, 1 year | +17.0% | +16.1% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.5 pts | −1.4 pts |
| Expense ratio | 0.24% | 0.35% |
| Already in the S&P 500 | 0.0% | 6.7% |
| Holdings | 1133 | 161 |
IWO in plain words
IWO is an index equity fund tracking the Russell 2000 Growth. Over the year to Sep 11, 2026 it returned +17.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.24% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1133 positions, with the top ten at 6.1%. It sat 7.1% below its high of Aug 14, 2026 on Sep 11, 2026.
KRE in plain words
KRE is an index equity fund tracking the SPDR S&P Regional Banking. Over the year to Sep 11, 2026 it returned +16.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 7% of the fund by weight is stocks the S&P 500 also holds, across 161 positions, with the top ten at 13.6%. It sat 5.2% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IWO or KRE?
- In the year to Sep 12, 2026, with distributions reinvested, IWO returned +17.0% and KRE returned +16.1%, so IWO returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWO or KRE?
- IWO charges 0.24% a year and KRE charges 0.35%, so IWO is cheaper. Fees come from each fund's prospectus.
- How much do IWO and KRE overlap with the S&P 500?
- By their latest filed holdings, 0% of IWO and 7% of KRE by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.
Other comparisons
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IWO against KRE, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWO-KRE Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources