IJS vs KRE overlap - what they share and where they differ

IJS and KRE share 12.3% of their weight across 54 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IJS and KRE

12.3%

54 shared positions

IJS

iShares S&P Small-Cap 600 Value ETF

Reported positions cover 98% of the fund, 458 positions · Jun 30, 2026

Top 10: 8.2%·Holdings of IJS

KRE

State Street(R) SPDR(R) S&P(R) Regional Banking ETF

Reported positions cover 100% of the fund, 159 positions · Jun 30, 2026

Top 10: 13.7%·Holdings of KRE

Reported positions cover IJS 98%, KRE 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

KRE vs IJS side by side

IJSiShares S&P Small-Cap 600 Value ETF

458

stock positions reported to the SEC

86.0% of its weight is in 404 names KRE does not hold

KREState Street(R) SPDR(R) S&P(R) Regional Banking ETF

159

stock positions reported to the SEC

62.4% of its weight is in 105 names IJS does not hold

Where each fund's weight sits

IJS
KRE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
18.1%
91.4%
Technology
17.0%
0.0%
Consumer Cyclical
14.3%
0.0%
Industrials
10.7%
0.0%
Basic Materials
9.2%
0.0%

The widest gap is Financial Services: KRE has 73.3 points more of it.

The figures side by side

IJSKRE
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported458159
Weight of the ten largest8.2%13.7%
Largest positionMOH 1.3%FBNC 1.5%
Held alone404 positions, 86.0%105 positions, 62.4%
Covered by stock positions98%100%

Holdings they share

StockIn IJSIn KRECounted
AUBATLANTIC UNION BANKSHARES CORP0.65%1.37%0.65%
FULTFULTON FINANCIAL CORP0.49%1.35%0.49%
CATYCATHAY GENERAL BANCORP0.45%0.75%0.45%
UCBUNITED COMMUNITY BANKS INC0.45%0.91%0.45%
RNSTRENASANT CORP0.42%0.90%0.42%
CVBFCVB FINANCIAL CORP0.41%1.10%0.41%
FFBCFIRST FINANCIAL BANCORP0.38%0.81%0.38%
FHBFIRST HAWAIIAN INC0.38%1.32%0.38%
BOHBANK OF HAWAII CORP0.35%1.06%0.35%
FIBKFIRST INTERSTATE BANCSYSTEM INC0.35%1.35%0.35%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IJS

MOHMOLINA HEALTHCARE INC1.28%
MTCHMATCH GROUP INC0.95%
EMNEASTMAN CHEMICAL COMPANY0.82%
KMXCARMAX INC0.81%
KLICKULICKE AND SOFFA INDUSTRIES INC0.75%
POOLPOOL CORP0.74%
LKQLKQ CORP0.72%
VSHVISHAY INTERTECHNOLOGY INC0.72%
VICTORIA'S SECRET & COMPANY0.71%
ENPHENPHASE ENERGY INC0.70%

Only in KRE

PNFPPinnacle Financial Partners Inc1.37%
UMBFUMB Financial Corp1.37%
ASBAssociated Banc-Corp1.36%
CFGCitizens Financial Group Inc1.36%
GBCIGlacier Bancorp Inc1.36%
CFRCullen/Frost Bankers Inc1.35%
CBSHCommerce Bancshares Inc/MO1.34%
COLBColumbia Banking System Inc1.34%
MTBM&T Bank Corp1.34%
ONBOld National Bancorp/IN1.34%

Questions people ask

Is IJS the same as KRE?

12.3% of their weight sits in the same 54 holdings. IJS also reports MOH, MTCH, EMN, which the other does not. KRE also reports PNFP, UMBF, ASB, which the other does not.

How is the overlap between IJS and KRE measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of IJS and 100% of KRE, so the number cannot exceed the smaller coverage.

Which holds more, KRE or IJS?

IJS reports 458 stock positions and KRE reports 159. 86.0% of IJS's weight sits in names KRE does not hold, and 62.4% of KRE's weight in names IJS does not hold. The ten largest positions are 8.2% of IJS and 13.7% of KRE.

How do IJS and KRE differ by sector?

The widest gap is Financial Services: KRE has 73.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.