Which returned more over the last year, KRE or SCHX?

In the year to Sep 12, 2026, with distributions reinvested, KRE returned +16.1% and SCHX returned +16.8%, so SCHX returned more. One year is one year; the longer windows are in the table.

Which is cheaper, KRE or SCHX?

KRE charges 0.35% a year and SCHX charges 0.03%, so SCHX is cheaper. Fees come from each fund's prospectus.

How much do KRE and SCHX overlap with the S&P 500?

By their latest filed holdings, 7% of KRE and 95% of SCHX by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

KRE vs SCHX: how they differ

KRE and SCHX hold 0% of their weight in the same names, and SCHX returned more over the year.

State Street(R) SPDR(R) S&P(R) Regional Banking ETF and Schwab U.S. Large-Cap ETF.

What they hold in common

By the books each fund has filed, KRE and SCHX hold 0% of their money in the same securities at the same weight.

Positions KRE and SCHX both hold, largest shared weight first
Holding	KRE	SCHX
Truist Financial Corp	1.27%	0.09%
Huntington Bancshares Inc/OH	1.33%	0.05%
M&T Bank Corp	1.35%	0.05%
Citizens Financial Group Inc	1.37%	0.04%
Regions Financial Corp	1.34%	0.04%
East West Bancorp Inc	1.28%	0.03%
First Horizon Corp	1.31%	0.02%
Webster Financial Corp	1.35%	0.02%
Zions Bancorp NA	1.33%	0.01%
Cullen/Frost Bankers Inc	1.35%	0.01%
Western Alliance Bancorp	1.28%	0.01%
Commerce Bancshares Inc/MO	1.34%	0.01%

Largest positions each one holds and the other does not
Only in KRE	Only in SCHX
Pinnacle Financial Partners Inc 1.37%	NVIDIA Corp 7.51%
Atlantic Union Bankshares Corp 1.37%	Apple Inc 6.71%
UMB Financial Corp 1.37%	Microsoft Corp 4.89%
Glacier Bancorp Inc 1.36%	Amazon.com Inc 3.87%
Associated Banc-Corp 1.36%	Alphabet Inc 3.24%
First Interstate BancSystem Inc 1.35%	Broadcom Inc 3.10%
Fulton Financial Corp 1.35%	Alphabet Inc 2.58%
Old National Bancorp/IN 1.35%	Meta Platforms Inc 2.02%

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 and May 31, 2026.

KRE and SCHX on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	KRE State Street(R) SPDR(R) S&P(R) Regional Banking ETF	SCHX Schwab U.S. Large-Cap ETF
Where it sits	Core index fund	Core index fund
Issuer	State Street	Schwab
What it is	SPDR S&P Regional Banking	U.S. Large-Cap
Total return, 1 year	+16.1%	+16.8%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−1.4 pts	−0.7 pts
Expense ratio	0.35%	0.03%
Already in the S&P 500	6.7%	94.9%
Holdings	161	748

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.

SCHX in plain words

SCHX is an index equity fund tracking the U.S. Large-Cap. Over the year to Sep 11, 2026 it returned +16.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 748 positions, with the top ten at 37.3%.

Questions people ask

Which returned more over the last year, KRE or SCHX?: In the year to Sep 12, 2026, with distributions reinvested, KRE returned +16.1% and SCHX returned +16.8%, so SCHX returned more. One year is one year; the longer windows are in the table.
Which is cheaper, KRE or SCHX?: KRE charges 0.35% a year and SCHX charges 0.03%, so SCHX is cheaper. Fees come from each fund's prospectus.
How much do KRE and SCHX overlap with the S&P 500?: By their latest filed holdings, 7% of KRE and 95% of SCHX by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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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.

KRE against SCHX, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, KRE against SCHX, data as of Sep 12, 2026. https://etfiq.com/compare/any/KRE-SCHX Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources