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

In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and KRE +21.2%.

Which is cheaper, IWC or KRE?

KRE is cheaper, by 0.25 percentage points a year. That is about $25 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 92% of IWC and 7% of KRE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWC vs KRE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWC returned +16.5% to KRE's +21.2%; 13% of their weight is in the same names.

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Net assets on Oct 27, 2026: $1.2bn for iShares Micro-Cap ETF and $4.2bn for State Street SPDR S&P Regional Banking ETF.

IWC on its own →KRE on its own →

At a glance

+16.5%

IWC total return, 1 year

+21.2%

KRE total return, 1 year

0.60%

IWC expense ratio

0.35%

KRE expense ratio

Pair scorecard

KRE costs 0.25 points a year less; their one-year returns differ by 4.7 points; KRE is 3.5 times larger.

IWC vs KRE: Differences, Returns & Fees
Measure	IWC	KRE
Return
Measure	IWC	KRE
Total return, 1 year	+16.5%	+21.2%
Drawdown
Measure	IWC	KRE
Below its high	9.5%, high on Aug 14, 2026	6.9%, high on Aug 14, 2026
Benchmark
Measure	IWC	KRE
What it tracks	Russell Microcap Index	S&P Regional Banks Select Industry Index
Cost and size
Measure	IWC	KRE
Expense ratio	0.60%	0.35%
Net assets, as of Oct 27, 2026	$1.2bn	$4.2bn
Holdings
Measure	IWC	KRE
Holdings in common	13%
Top ten holdings, share of the fund	5.9%	11.6%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

13%

By the books each fund has filed, IWC and KRE hold 13% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

13% in common

Positions both hold · largest shared weight first IWC KRE

DIME COMMERCIAL BANCSHARES 0.43% 0.44%

QCR HOLDINGS INC 0.41% 0.42%

CONNECTONE BANCORP 0.40% 0.53%

BANK FIRST CORP 0.37% 0.45%

PEOPLES BANCORP INC 0.34% 0.32%

OLD SECOND BANCORP INC 0.31% 0.32%

BURKE HERBERT FINANCIAL SERVICES C 0.30% 0.36%

BYLINE BANCORP INC 0.29% 0.39%

UNIVEST FINANCIAL CORP 0.29% 0.32%

ORIGIN BANCORP INC 0.38% 0.28%

HORIZON BANCORP INC 0.26% 0.44%

MERCANTILE BANK 0.26% 0.26%

Only in one fund ↓

Only in IWC

CAREDX 0.88%

PENGUIN SOLUTIONS INC 0.73%

NURIX THERAPEUTICS 0.63%

SELLAS LIFE SCIENCES GROUP INC 0.60%

VIRIDIAN THERAPEUTICS ORS 0.59%

OUSTER 0.53%

INTERFACE 0.52%

STRIVE INC CLASS A 0.50%

Only in KRE

GLACIER BANCORP INC 1.20%

UNITED COMMUNITY BANKS 1.17%

BANK OZK 1.17%

COLUMBIA BANKING SYSTEM INC 1.17%

EASTERN BANKSHARES INC 1.16%

TEXAS CAPITAL BANCSHARES INC 1.16%

UNITED BANKSHARES INC 1.16%

VALLEY NATIONAL BANCORP 1.15%

Check overlap with more funds →

Side by side

IWC iShares Micro-Cap ETF KRE State Street SPDR S&P Regional Banking ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the Russell Microcap Tracks the S&P Regional Banking

Total return, 1 year +16.5% +21.2%

Its benchmark over the same days +13.3% (IWV) not measured

Gap to its benchmark +3.2 pts vs IWV not measured

Expense ratio 0.60% 0.35%

Already in the S&P 500 91.7% 6.6%

Holdings 1365 167

Net assets, as of Oct 27, 2026 $1.2bn $4.2bn

IWC and KRE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IWC

Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

IWC tracks the Russell Microcap. The prospectus expense ratio is 0.60% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,365 positions, with the top ten at 5.9%. It sat 9.5% below its high of Aug 14, 2026 on Oct 28, 2026.

KRE

KRE tracks the S&P Regional Banking. Over the year to Oct 28, 2026 it returned +21.2% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 7% of the fund by weight is stocks the S&P 500 also holds, across 167 positions, with the top ten at 11.6%. It sat 6.9% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWC or KRE?: In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and KRE +21.2%.
Which is cheaper, IWC or KRE?: KRE is cheaper, by 0.25 percentage points a year. That is about $25 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWC and KRE overlap with the S&P 500?: By their latest filed holdings, 92% of IWC and 7% of KRE by weight is stocks the S&P 500 already holds.

Other comparisons

IWC vs XLF IWC vs VOX IWC vs VDC IWC vs VPU KRE vs VTWO IWM vs KRE KRE vs VB IJT vs KRE

Where to next

IWC on its own →KRE on its own →Hold both: look the portfolio through →Rankings →IWC dividend history →IWC holdings →KRE dividend history →KRE holdings →Standards and sources →

Sources and dates

IWC filings on SEC EDGAR ↗

IWC prospectus with the expense ratio (SEC) ↗

iShares page for IWC ↗

KRE filings on SEC EDGAR ↗

KRE prospectus with the expense ratio (SEC) ↗

State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IWC against KRE, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwc-vs-kre

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.