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

KBE and KRE share 66.7% of their weight across 79 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.

KBE and KRE

66.7%

79 shared positions

KBE

State Street(R) SPDR(R) S&P(R) Bank ETF

Reported positions cover 100% of the fund, 102 positions · Jun 30, 2026

Top 10: 11.3%·Holdings of KBE

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 KBE 100%, 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 KBE side by side

KBEState Street(R) SPDR(R) S&P(R) Bank ETF

102

stock positions reported to the SEC

22.6% of its weight is in 23 names KRE does not hold

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

159

stock positions reported to the SEC

19.2% of its weight is in 80 names KBE does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
91.7%
91.4%

The figures side by side

KBEKRE
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported102159
Weight of the ten largest11.3%13.7%
Largest positionFBNC 1.8%FBNC 1.5%
Held alone23 positions, 22.6%80 positions, 19.2%
Covered by stock positions100%100%

Holdings they share

StockIn KBEIn KRECounted
FBNCFirst Bancorp/Southern Pines NC1.83%1.46%1.46%
AXAxos Financial Inc1.03%1.18%1.03%
AUBAtlantic Union Bankshares Corp1.02%1.37%1.02%
CFGCitizens Financial Group Inc1.01%1.36%1.01%
CVBFCVB Financial Corp1.01%1.10%1.01%
EBCEastern Bankshares Inc1.01%1.29%1.01%
PNFPPinnacle Financial Partners Inc1.01%1.37%1.01%
UMBFUMB Financial Corp1.01%1.37%1.01%
ASBAssociated Banc-Corp1.00%1.36%1.00%
CFRCullen/Frost Bankers Inc1.00%1.35%1.00%

What each holds alone

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

Only in KBE

ROCKET COS INC1.17%
NMIHNMI Holdings Inc1.03%
ESNTEssent Group Ltd1.02%
MTGMGIC Investment Corp1.02%
PFSIPennyMac Financial Services Inc1.01%
RDNRadian Group Inc1.01%
FITBFifth Third Bancorp1.00%
WDWalker & Dunlop Inc1.00%
JPMORGAN CHASE & CO0.99%
PNCPNC Financial Services Group Inc/The0.99%

Only in KRE

NBHCNational Bank Holdings Corp0.54%
CBCCentral BanCo Inc0.53%
FCFFirst Commonwealth Financial Corp0.48%
CHCOCity Holding Co0.47%
BFCBank First Corp0.45%
NBNNortheast Bank0.45%
OCFCOceanFirst Financial Corp0.44%
TFSLTFS Financial Corp0.43%
CCBCoastal Financial Corp/WA0.41%
ESQEsquire Financial Holdings Inc0.41%

Questions people ask

Is KBE the same as KRE?

66.7% of their weight sits in the same 79 holdings. KBE also reports ROCKET COS INC, NMIH, ESNT, which the other does not. KRE also reports NBHC, CBC, FCF, which the other does not.

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

Which holds more, KRE or KBE?

KBE reports 102 stock positions and KRE reports 159. 22.6% of KBE's weight sits in names KRE does not hold, and 19.2% of KRE's weight in names KBE does not hold. The ten largest positions are 11.3% of KBE and 13.7% of KRE.

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.