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

IWN and KRE share 16.8% of their weight across 129 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.

IWN and KRE

16.8%

129 shared positions

IWN

iShares Russell 2000 Value ETF

Reported positions cover 99% of the fund, 1,288 positions · Jun 30, 2026

Top 10: 5.5%·Holdings of IWN

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 IWN 99%, 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 IWN side by side

IWNiShares Russell 2000 Value ETF

1,288

stock positions reported to the SEC

82.7% of its weight is in 1,159 names KRE does not hold

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

159

stock positions reported to the SEC

32.6% of its weight is in 30 names IWN does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
25.3%
91.4%
Real Estate
11.2%
0.0%
Healthcare
11.0%
0.0%
Industrials
10.8%
0.0%
Technology
10.1%
0.0%

The widest gap is Financial Services: KRE has 66.1 points more of it.

The figures side by side

IWNKRE
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported1,288159
Weight of the ten largest5.5%13.7%
Largest positionVSAT 0.7%FBNC 1.5%
Held alone1,159 positions, 82.7%30 positions, 32.6%
Covered by stock positions99%100%

Holdings they share

StockIn IWNIn KRECounted
UMBFUMB Financial Corp.0.62%1.37%0.62%
ONBOld National Bancorp0.52%1.34%0.52%
HWCHancock Whitney Corp.0.40%1.33%0.40%
UBSIUnited Bankshares, Inc.0.38%1.29%0.38%
FBNCFirst Bancorp, Inc. (The)0.37%1.46%0.37%
AUBAtlantic Union Bankshares Corp.0.36%1.37%0.36%
ABCBAmeris Bancorp0.35%1.32%0.35%
GBCIGlacier Bancorp, Inc.0.35%1.36%0.35%
HOMBHome BancShares, Inc.0.35%1.31%0.35%
VLYValley National Bancorp0.34%1.31%0.34%

What each holds alone

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

Only in IWN

VSATViasat, Inc.0.74%
CYTKCytokinetics, Inc.0.65%
CTRECareTrust REIT, Inc.0.59%
TEXTerex Corp.0.54%
JBTMJBT Marel Corp.0.50%
LUMNLumen Technologies, Inc.0.48%
TRNOTerreno Realty Corp.0.45%
TAYLOR MORRISON HOME CORP.0.44%
EPRTEssential Properties Realty Trust, Inc.0.43%
MACMacerich Co. (The)0.43%

Only in KRE

PNFPPinnacle Financial Partners Inc1.37%
CFGCitizens Financial Group Inc1.36%
CFRCullen/Frost Bankers Inc1.35%
CBSHCommerce Bancshares Inc/MO1.34%
COLBColumbia Banking System Inc1.34%
MTBM&T Bank Corp1.34%
RFRegions Financial Corp1.34%
WEBSTER FINANCIAL CORP1.34%
BOKFBOK Financial Corp1.33%
BPOPPopular Inc1.33%

Questions people ask

Is IWN the same as KRE?

16.8% of their weight sits in the same 129 holdings. IWN also reports VSAT, CYTK, CTRE, which the other does not. KRE also reports PNFP, CFG, CFR, which the other does not.

How is the overlap between IWN 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 99% of IWN and 100% of KRE, so the number cannot exceed the smaller coverage.

Which holds more, KRE or IWN?

IWN reports 1,288 stock positions and KRE reports 159. 82.7% of IWN's weight sits in names KRE does not hold, and 32.6% of KRE's weight in names IWN does not hold. The ten largest positions are 5.5% of IWN and 13.7% of KRE.

How do IWN and KRE differ by sector?

The widest gap is Financial Services: KRE has 66.1 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.

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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.