KRE - ETF AI Analysis
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SPDR S&P Regional Banking ETF (KRE)
Rating:74Outperform
Price Target:―
Positive Factors
Broad Regional Bank Exposure
The ETF holds many different regional bank stocks, which helps spread risk across multiple companies rather than relying on just a few.
Strong Recent Performance
The fund has shown strong gains so far this year and in recent months, indicating positive momentum in its regional banking holdings.
Balanced Top Holdings
The largest positions each make up a similar and relatively small share of the fund, reducing the impact if any single bank runs into trouble.
Negative Factors
Heavy Sector Concentration
Almost all of the ETF’s assets are in financial stocks, so it is highly sensitive to problems in the banking sector.
Single-Country Focus
With nearly all exposure in U.S. companies, the fund offers little geographic diversification and is closely tied to the U.S. economy and interest-rate environment.
Moderate Expense Ratio
The fund’s fee is not especially low, which means a noticeable portion of returns will go toward covering costs over time.
KRE vs. SPDR S&P 500 ETF (SPY)
AUM3.78B
RegionNorth America
Expense Ratio0.35%
Beta0.97
IssuerSPDR
Inception DateJun 19, 2006
Dividend Yield2.25%
Asset ClassEquity
Index TrackedS&P Regional Banks Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,574,445
30 Day Avg. Volume12,789,488
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
84.00Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering168
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KRE Summary
KRE is the SPDR S&P Regional Banking ETF, which follows the S&P Regional Banks Select Industry Index. It invests mainly in U.S. regional banks, the smaller and mid-sized lenders that serve local communities and businesses. Some of its well-known holdings include M&T Bank and Regions Financial. Investors might consider KRE if they want targeted exposure to the financial sector and diversification across many regional banks instead of picking individual stocks. However, this ETF is heavily tied to the health of U.S. regional banks, so its price can swing sharply with changes in interest rates, the economy, or banking news.
How much will it cost me?The SPDR S&P Regional Banking ETF (KRE) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is a sector-focused fund, which typically requires more active management compared to broad-market index funds. However, it remains relatively affordable for investors seeking targeted exposure to regional banks.
What would affect this ETF?The SPDR S&P Regional Banking ETF (KRE) could benefit from economic growth in the U.S., which may drive increased lending and business activity for regional banks, as well as potential mergers and acquisitions in the sector. However, rising interest rates or economic slowdowns could negatively impact loan demand and profitability for these banks, while regulatory changes in the financial sector might add operational challenges. The ETF’s focus on U.S. regional banks means it is closely tied to local economic conditions and the performance of its top holdings, such as Cadence Bank and Citizens Financial.
KRE Top 10 Holdings
KRE is a pure play on U.S. regional banks, and its story is driven by a broad cast rather than a single star. Names like Popular, Cullen/Frost, and UMB Financial have been rising steadily this year, giving the fund a solid tailwind as investors warm back up to smaller lenders. Associated Banc-Corp and Citizens Financial add to that momentum with generally upbeat trends. On the flip side, Home Bancshares and M&T Bank have been more mixed lately, occasionally losing steam and tempering gains. Overall, it’s a sector-concentrated bet on U.S. regional banking health.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| United Bankshares | 1.13% | $41.01M | $6.34B | 25.46% | 80 Outperform | |
| First Interstate Bancsystem | 1.13% | $40.99M | $3.48B | 13.39% | 76 Outperform | |
| Old National Bancorp Capital | 1.13% | $40.82M | $9.60B | 15.13% | 80 Outperform | |
| Fulton Financial | 1.13% | $40.70M | $4.40B | 22.98% | 71 Outperform | |
| Hancock Whitney | 1.12% | $40.65M | $5.87B | 16.74% | 72 Outperform | |
| Nicolet Bankshares | 1.12% | $40.60M | $3.51B | 25.51% | 78 Outperform | |
| Eastern Bankshares | 1.12% | $40.58M | $4.87B | 16.79% | 74 Outperform | |
| First Hawaiian | 1.12% | $40.55M | $3.06B | 0.32% | 70 Outperform | |
| East West Bancorp | 1.12% | $40.49M | $17.21B | 17.41% | 79 Outperform | |
| Columbia Banking System | 1.12% | $40.42M | $8.26B | 13.74% | 77 Outperform |
KRE Technical Analysis
Neutral
―
Price Trends
74.53
Negative
72.75
Negative
69.70
Positive
Market Momentum
-0.93
Positive
39.27
Neutral
16.76
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KRE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 72.82, equal to the 50-day MA of 74.53, and equal to the 200-day MA of 69.70, indicating a neutral trend. The MACD of -0.93 indicates Positive momentum. The RSI at 39.27 is Neutral, neither overbought nor oversold. The STOCH value of 16.76 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for KRE.
KRE Peer Comparison
Comparison Results
Performance Comparison
KRE
SPDR S&P Regional Banking ETF
70.55
8.46
13.63%
KBWB
Invesco KBW Bank ETF
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IYF
iShares U.S. Financials ETF
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FNCL
Fidelity MSCI Financials Index ETF
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―
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IYG
iShares US Financial Services ETF
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KBE
SPDR S&P Bank ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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