VFH vs KRE.
Vanguard Financials ETF (MSCI US IMI Financials 25/50) against SPDR S&P Regional Banking ETF (S&P Regional Banks Select Industry) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| VFH | KRE | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | — | +21.6% | — |
| 1Y CAGR | — | +28.9% | — |
| 3Y CAGR | — | +25.2% | — |
| 5Y CAGR | — | +7.58% | — |
| 10Y CAGR | — | +9.50% | — |
| Since inception CAGR | — | +4.97% | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is VFH minus KRE. KRE since-inception measured from first available bar June 22, 2006. Since-inception spans differ — compare that row with care.
| VFH | KRE | |
|---|---|---|
| Name | Vanguard Financials Index Fund ETF Shares | State Street SPDR S&P Regional Banking ETF |
| Category | Financial | Financial |
| Style | Passive | Passive |
| Expense ratio | 0.09% | 0.35% |
| Assets (AUM) | $13.8B | $4.7B |
| Dividend yield | 1.77% | 2.14% |
| Avg volume (3-mo) | 566K | 14.5M |
| Inception | January 26, 2004 | June 19, 2006 |
| Benchmark proxy | S&P 500 | S&P 500 |
VFH costs 0.26 pp less per year — about $26.00 per $10,000 invested.
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.