Compare · 2 funds side by side · dividends reinvested

FNCL and KRE

FNCLFidelity×KRESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425FNCL · best of the two

02 / 04

FNCL and KRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.59%+5.8%+11.3%+23.6%+9.1%−14.8%15.3%$2.3B1.5

State Street SPDR S&P Regional Banking ETFSectors · Financials0.35%2.23%+13.5%+23.8%+25.5%+3.1%−15.0%20.7%$4.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FNCL 2013 · KRE 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.3B$15,425

FNCL

KRE

State Street SPDR S&P Regional Banking ETF · $4.4B$11,657

$10,000 five years ago, dividends reinvested · they hold 6.7% in common

FNCLMeasureKRE

+5.8%Year to dateJan 1 → Nov 5+13.5%

+11.3%1 yearTotal return+23.8%

+23.6%3 years · per year$10,000 became $18,881 · $19,768+25.5%

+9.1%5 years · per year$10,000 became $15,425 · $11,657+3.1%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.59%Trailing 12-mo yield$159 · $223 a year on $10k2.23%

−14.8%Worst dropSmaller is better−15.0%

15.3%VolatilityLower is calmer20.7%

FNCLKRE Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNCL vs KRE: Top 5 Holdings

Today

FNCL

36.3%in top 5

KRE

in top 55.9%

FNCLStockKRE

10.1%JPMnot top 5

8.8%BRK-Bnot top 5

7.8%Vnot top 5

5.9%MAnot top 5

3.6%BACnot top 5

not top 5TCBI1.2%

not top 5GBCI1.2%

not top 5UCB1.2%

not top 5EBC1.2%

not top 5OZK1.2%

Held in common6.7%

End-of-day Nov 5, 2026 · share of each fund

FNCL vs KRE Returns, Every Period

FidelityFNCL

+9.1%

5 years, per year

KRESPDR

+3.1%

5 years, per year

FNCLKREFaded: behind in that period

1–3KRE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FNCL vs KRE

YTD

FidelityFNCL

+5.8%

KRESPDR

+13.5%

+5.8%Year to date+13.5%

−14.8%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y20.7%

1.6%Yield2.2%

$2.3BAssets$4.4B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNCL, KRE

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

KRE0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FNCL, KRE

2.23%highest, KRE

FundTrailing yieldYield$10k

KRE2.23%$223

FNCL1.59%$159

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, KRE

KRE$223 − $35 = $188

FNCL$159 − $8 = $151

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FNCL, KRE

Today

6.7%most shared, FNCL and KRE

FNCLKRE

FNCL—6.7%

KRE6.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.8%KRE, at 20.7% volatility

FNCLWorst drop−14.8%15.3% vol

KREWorst drop−15.0%20.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

KREFNCL

+13.5%Year to date+5.8%

2.2%Yield1.6%

+23.8%Past year+11.3%

0.35%Fee0.08%

3–1KRE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026