IAK vs KRE

AIAK

BKRE

Measures won4–2IAK wins · of 6 · 5Y

$10,000 · 5Y$19,545IAK · KRE $11,679

Lowest cost0.35%KRE · $35 on $10k

Most income2.40%IAK · $240 on $10k

Smallest drop−10.5%IAK · worst fall in 1Y

Held in common0.0%IAK and KRE

IAK

KRE

iShares U.S. Insurance ETF · $483MState Street SPDR S&P Regional Banking ETF · $4.7B

+18.3%3 years · per year$16,555 · $19,657+25.3%

+14.3%5 years · per year$19,545 · $11,679+3.2%

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

2.40%12-mo yield$240 · $223 on $10k2.23%

−10.5%Worst dropSmaller wins−15.0%

16.3%VolatilityLower wins20.7%

4–2IAK wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAK · KRE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.40%	−2.0%	+11.6%	+18.9%	+18.3%	+14.3%	−10.5%	$483M
2	BKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.23%	−0.2%	+13.3%	+22.0%	+25.3%	+3.2%	−15.0%	$4.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.40%	−2.0%	+11.6%	+18.9%	+18.3%	+14.3%	−10.5%	$483M
2	BKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.23%	−0.2%	+13.3%	+22.0%	+25.3%	+3.2%	−15.0%	$4.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAK vs KRE

IAK

iShares U.S. Insurance

$19,545

KRE

SPDR S&P Regional Banking

$11,679

MeasureIAKKRE

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.40%2.23%

5 years, per year+14.3%+3.2%

3 years, per year+18.3%+25.3%

Worst drop · 1Y−10.5%−15.0%

Volatility · 1Y16.3%20.7%

4–2measures won
IAK first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IAK, KRE

Today

0.0%most shared, IAK and KRE

IAKKRE

IAK—0.0%

KRE0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$203most kept, IAK

IAK$240 − $37 = $203

KRE$223 − $35 = $188

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee