Compare PFI and KRE | ETF Tracker

PFI 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%$3.9B1.3

Invesco Dorsey Wright Financial Momentum ETFSectors · Financials0.78%1.20%+3.6%+5.8%+16.6%+2.5%−13.9%18.7%$49M1.8

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: PFI 2006 · KRE 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Dorsey Wright Financial Momentum ETF · $49M$11,332

PFI

KRE

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

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

PFIMeasureKRE

+3.6%Year to dateJan 1 → Nov 4+16.4%

+5.8%1 yearTotal return+26.2%

+16.6%3 years · per year$10,000 became $15,837 · $20,377+26.8%

+2.5%5 years · per year$10,000 became $11,332 · $12,162+4.0%

0.78%Expense ratio$78 · $35 a year on $10k · lower is better0.35%

1.20%Trailing 12-mo yield$120 · $217 a year on $10k2.17%

−13.9%Worst dropSmaller is better−15.0%

18.7%VolatilityLower is calmer20.6%

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

2–6KRE wins

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

More Ways to See the Pairs

PFI vs KRE: Top 5 Holdings

Today

PFI

22.2%in top 5

KRE

in top 55.9%

PFIStockKRE

6.0%JPMnot top 5

4.7%IBKRnot top 5

4.5%MSnot top 5

3.6%WELLnot top 5

3.5%ASSTnot top 5

not top 5GBCI1.2%

not top 5TCBI1.2%

not top 5UCB1.2%

not top 5OZK1.2%

not top 5EBC1.2%

Held in common7.5%

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

PFI vs KRE Returns, Every Period

5Y

InvescoPFI

+2.5%

5 years, per year

KRESPDR

+4.0%

5 years, per year

PFIKREFaded: behind in that period

0–4KRE wins

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

PFI vs KRE

YTD

InvescoPFI

+3.6%

KRESPDR

+16.4%

+3.6%Year to date+16.4%

−13.9%Worst drop · 1Y−15.0%

18.7%Volatility · 1Y20.6%

1.2%Yield2.2%

$48.6MAssets$3.9B

2–2level

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

Cost, Income and Risk

Fees: PFI, KRE

Today

0.35%lowest, KRE

FundExpense ratioFee$10k

KRE0.35%$35

PFI0.78%$78

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

Yields: PFI, KRE

1Y

2.17%highest, KRE

FundTrailing yieldYield$10k

KRE2.17%$217

PFI1.20%$120

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

Income After Fees on $10,000

1Y

$182most kept, KRE

KRE$217 − $35 = $182

PFI$120 − $78 = $42

KeptFee

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

Overlap: PFI, KRE

Today

7.5%most shared, PFI and KRE

PFIKRE

PFI—7.5%

KRE7.5%—

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

Return vs Bumpiness: 2 ETFs

1Y

+26.2%KRE, at 20.6% volatility

PFIWorst drop−13.9%18.7% 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

KREPFI

+16.4%Year to date+3.6%

2.2%Yield1.2%

+26.2%Past year+5.8%

0.35%Fee0.78%

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