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$15,259FNCL · 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%1.60%+5.4%+10.8%+24.5%+8.8%−14.8%14.7%$2.2B1.5

State Street SPDR S&P Regional Banking ETFSectors · Financials0.35%2.21%+14.4%+24.3%+26.7%+2.9%−15.0%20.5%$3.9B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: FNCL 2013 · KRE 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Regional Banking ETF · $3.9B$11,541

KRE

FNCL

Fidelity MSCI Financials Index ETF · $2.2B$15,259

$10,000 five years ago, dividends reinvested · they hold 6.8% in common

KREMeasureFNCL

+14.4%Year to dateJan 1 → Nov 3+5.4%

+24.3%1 yearTotal return+10.8%

+26.7%3 years · per year$10,000 became $20,329 · $19,314+24.5%

+2.9%5 years · per year$10,000 became $11,541 · $15,259+8.8%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

2.21%Trailing 12-mo yield$221 · $160 a year on $10k1.60%

−15.0%Worst dropSmaller is better−14.8%

20.5%VolatilityLower is calmer14.7%

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

4–4Level

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

More Ways to See the Pairs

KRE vs FNCL: Top 5 Holdings

Today

KRE

5.9%in top 5

FNCL

in top 536.1%

KREStockFNCL

not top 5JPM10.0%

not top 5BRK-B8.7%

not top 5V7.8%

not top 5MA5.9%

not top 5BAC3.6%

1.2%GBCInot top 5

1.2%UCBnot top 5

1.2%OZKnot top 5

1.2%TCBInot top 5

1.2%EBCnot top 5

Held in common6.8%

End-of-day Nov 3, 2026 · share of each fund

KRE vs FNCL Returns, Every Period

SPDRKRE

+2.9%

5 years, per year

FNCLFidelity

+8.8%

5 years, per year

KREFNCLFaded: behind in that period

3–1KRE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

KRE vs FNCL

YTD

SPDRKRE

+14.4%

FNCLFidelity

+5.4%

+14.4%Year to date+5.4%

−15.0%Worst drop · 1Y−14.8%

20.5%Volatility · 1Y14.7%

2.2%Yield1.6%

$3.9BAssets$2.2B

2–2level

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: FNCL, KRE

2.21%highest, KRE

FundTrailing yieldYield$10k

KRE2.21%$221

FNCL1.60%$160

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$186most kept, KRE

KRE$221 − $35 = $186

FNCL$160 − $8 = $152

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FNCL, KRE

Today

6.8%most shared, FNCL and KRE

FNCLKRE

FNCL—6.8%

KRE6.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.3%KRE, at 20.5% volatility

FNCLWorst drop−14.8%14.7% vol

KREWorst drop−15.0%20.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

KREFNCL

+14.4%Year to date+5.4%

2.2%Yield1.6%

+24.3%Past year+10.8%

0.35%Fee0.08%

3–1KRE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026