Data as of Oct 28, 2026.
IWM vs KRE: Differences, Returns & Fees
Over the year to Oct 28, 2026, IWM returned +14.1% to KRE's +21.2%; 10% of their weight is in the same names.
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Net assets on Oct 27, 2026: $75.5bn for iShares Russell 2000 ETF and $4.2bn for State Street SPDR S&P Regional Banking ETF.
Pair scorecard
IWM costs 0.16 points a year less; their one-year returns differ by 7.1 points; IWM is 18.0 times larger.
| Measure | IWM | KRE |
|---|---|---|
| Return | ||
| Total return, 1 year | +14.1% | +21.2% |
| Drawdown | ||
| Below its high | 7.6%, high on Aug 14, 2026 | 6.9%, high on Aug 14, 2026 |
| Benchmark | ||
| What it tracks | Russell 2000 Index | S&P Regional Banks Select Industry Index |
| Cost and size | ||
| Expense ratio | 0.19% | 0.35% |
| Net assets, as of Oct 27, 2026 | $75.5bn | $4.2bn |
| Holdings | ||
| Holdings in common | 10% | |
| Top ten holdings, share of the fund | 3.3% | 11.6% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Jun 30, 2006 to Oct 23, 2026 · 1,060 weekly returnsIWM returned more: +404.0% to +146.5%. IWM swung less: 23.1% to 31.2%. IWM fell less at its worst: −57.7% to −68.0%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IWM | KRE | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +404.0% | +146.5% | IWM | Price change plus distributions, reinvested. |
| Annualized | +8.3% | +4.5% | IWM | Total return as a yearly rate. |
| Price return | +284.4% | +50.4% | IWM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 23.1% | 31.2% | IWM | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 16.2% | 21.5% | IWM | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −57.7% | −68.0% | IWM | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.39 | 0.24 | IWM | Return above Treasury bills per unit of volatility. |
| Sortino | 0.55 | 0.35 | IWM | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.14 | 0.07 | IWM | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,060 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IWM and KRE hold 10% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
10% in common
Only in one fund ↓
Side by side
IWM and KRE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IWM and KRE do different jobs. What does each one do in a portfolio?
- What each follows. IWM follows Russell 2000 Index and KRE follows S&P Regional Banks Select Industry Index.
- Holdings in common. 10% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IWM returned +14.1% and KRE +21.2% with distributions reinvested, a gap of 7.1 points.
Data as of Oct 28, 2026.
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IWM
IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,977 positions, with the top ten at 3.3%. It sat 7.6% 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, IWM or KRE?
- In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and KRE +21.2%.
- Which is cheaper, IWM or KRE?
- IWM is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.
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.
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ETFIQ, IWM against KRE, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwm-vs-kre
ETFIQ. (Oct 28, 2026). IWM against KRE. Retrieved from https://etfiq.com/compare/any/iwm-vs-kre
[IWM against KRE (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iwm-vs-kre)
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