Compare · 2 funds side by side · dividends reinvested

FXO and KRE

FXOFirst Trust×KRESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,956FXO · best of the two

02 / 04

FXO and KRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Regional Banking ETFSectors · Financials0.35%2.17%+16.4%+26.2%+26.8%+4.0%−15.0%20.6%$3.9B1.4

First Trust Financials AlphaDEX FundSectors · Financials0.60%2.11%+11.9%+18.2%+25.5%+9.8%−11.7%14.9%$1.1B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FXO 2007 · KRE 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Financials AlphaDEX Fund · $1.1B$15,956

FXO

KRE

State Street SPDR S&P Regional Banking ETF · $3.9B$12,162

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

FXOMeasureKRE

+11.9%Year to dateJan 1 → Nov 4+16.4%

+18.2%1 yearTotal return+26.2%

+25.5%3 years · per year$10,000 became $19,753 · $20,377+26.8%

+9.8%5 years · per year$10,000 became $15,956 · $12,162+4.0%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

2.11%Trailing 12-mo yield$211 · $217 a year on $10k2.17%

−11.7%Worst dropSmaller is better−15.0%

14.9%VolatilityLower is calmer20.6%

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

3–5KRE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXO vs KRE: Top 5 Holdings

Today

FXO

9.0%in top 5

KRE

in top 55.9%

FXOStockKRE

1.8%ALLnot top 5

1.8%ACGLnot top 5

1.8%CINFnot top 5

1.8%WTMnot top 5

1.8%EGnot top 5

not top 5GBCI1.2%

not top 5TCBI1.2%

not top 5UCB1.2%

not top 5OZK1.2%

not top 5EBC1.2%

Held in common17.9%

End-of-day Nov 4, 2026 · share of each fund

FXO vs KRE Returns, Every Period

First TrustFXO

+9.8%

5 years, per year

KRESPDR

+4.0%

5 years, per year

FXOKREFaded: behind in that period

1–3KRE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FXO vs KRE

YTD

First TrustFXO

+11.9%

KRESPDR

+16.4%

+11.9%Year to date+16.4%

−11.7%Worst drop · 1Y−15.0%

14.9%Volatility · 1Y20.6%

2.1%Yield2.2%

$1.1BAssets$3.9B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXO, KRE

Today

0.35%lowest, KRE

FundExpense ratioFee$10k

KRE0.35%$35

FXO0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FXO, KRE

2.17%highest, KRE

FundTrailing yieldYield$10k

KRE2.17%$217

FXO2.11%$211

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$182most kept, KRE

KRE$217 − $35 = $182

FXO$211 − $60 = $151

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FXO, KRE

Today

17.9%most shared, FXO and KRE

FXOKRE

FXO—17.9%

KRE17.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.2%KRE, at 20.6% volatility

FXOWorst drop−11.7%14.9% vol

KREWorst drop−15.0%20.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

KREFXO

+16.4%Year to date+11.9%

2.2%Yield2.1%

+26.2%Past year+18.2%

0.35%Fee0.60%

4–0KRE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026