REMvsKBEETF Comparison
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iShares Mortgage Real Estate ETF (REM) and State Street SPDR S&P Bank ETF (KBE) belong to the same industry segment: US Financials. REM's top 2 sector exposures are Finance and Non-Corporate. In contrast, KBE's top sector exposures are Finance. REM is more expensive with a Total Expense Ratio (TER) of 0.48%, versus 0.35% for KBE. REM is down -16.61% year-to-date (YTD) with -$52M in YTD flows. KBE performs better with 9.96% YTD performance, and +$96M in YTD flows. Run a side-by-side ETF comparison of REM and KBE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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REM vs KBE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | REM KBE | -6.33%+1.79% | -18.72%-6.12% | -16.61%+9.96% | -13.72%+16.97% | +19.00%+101.81% | -26.18%+35.58% |
| Flows | REM KBE | +$22M-$28M | +$28M-$51M | -$52M+$96M | -$25M-$85M | +$17M-$267M | -$434M-$1.82B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | REM KBE | +18.83%+14.58% | +18.08%+19.12% | +20.04%+24.76% | +23.65%+26.96% |
| Max drawdown | REM KBE | -23.14%-12.27% | -26.34%-14.61% | -26.34%-25.95% | -43.18%-45.30% |
| Max drawdown duration | REM KBE | 70d73d | 282d134d | 282d282d | 1816d1002d |
Trading data
REM | KBE | |
Last sale 10/29/2026 at 1:30 PM | $17.61 | $66.46 |
| Previous close 10/28/2026 | $17.51 | $65.64 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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REM | KBE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
REM | KBE | |
|---|---|---|
| Last price | $17.61 | $66.46 |
| 1D performance | +0.57% | +1.25% |
| AuM | $458.22 M | $1.49 B |
| E/R | 0.48% | 0.35% |
Characteristics
REM | KBE | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | State Street Investment Management |
| Benchmark | FTSE NAREIT All Mortgage Capped Index | S&P Banks Select Industry Index |
| N° of holdings | 30 | 102 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2007 | November 8, 2005 |
| ESG | No | No |
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Exposure
Countries
REM
USA
99.86%
Other
0.14%
KBE
USA
95.71%
Other
4.29%
Sectors
REM
Finance
99.53%
Other
0.47%
KBE
Finance
99.77%
Other
0.23%
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Diversification
REM
Total weight of top 15 holdings out of 15
88.16%
KBE
Total weight of top 15 holdings out of 15
16.61%
Top 15 holdings
Data as of August 31, 2026
REM
Annaly Capital Management, Inc.
25.88%
AGNC Investment Corp.
16.72%
Starwood Property Trust, Inc.
7.47%
Rithm Capital Corp.
5.26%
Dynex Capital, Inc.
4.80%
ARMOUR Residential REIT, Inc.
4.54%
Ellington Financial, Inc.
3.84%
Blackstone Mortgage Trust, Inc.
3.63%
Orchid Island Capital, Inc.
3.12%
Ladder Capital Corp.
2.58%
Chimera Investment Corp.
2.22%
Arbor Realty Trust, Inc.
2.20%
MFA Financial, Inc.
2.07%
Adamas Trust, Inc.
1.91%
PennyMac Mortgage Investment Trust
1.90%
KBE
Jackson Financial, Inc.
1.19%
NMI Holdings, Inc.
1.14%
Corebridge Financial, Inc.
1.14%
Equitable Holdings, Inc.
1.14%
MGIC Investment Corp.
1.13%
The Bancorp, Inc. (Delaware)
1.12%
Nicolet Bankshares, Inc.
1.11%
The Bank of New York Mellon Corp.
1.10%
JPMorgan Chase & Co.
1.09%
Essent Group Ltd.
1.09%
Voya Financial, Inc.
1.08%
Bank of America Corp.
1.08%
First BanCorp (Puerto Rico)
1.07%
WesBanco, Inc.
1.06%
Northern Trust Corp.
1.06%
Frequently asked questions about REM and KBE
How have the REM and KBE ETFs performed in 2026?
As of October 28, 2026, REM is down -16.61% year-to-date (YTD), while KBE has returned 9.96%. That puts KBE better performer ahead so far this year.
Which ETF is attracting more investor money: REM or KBE?
Year-to-date, the REM ETF saw -$52M in flows, compared to +$96M for KBE.
Which ETF is more volatile: REM or KBE?
Over the past year, REM had a volatility of 18.08%, while KBE experienced 19.12%.
Which ETF is bigger: REM or KBE?
As of October 28, 2026, REM holds $458.22 M in assets under management (AUM), while KBE manages $1.49 B.
What sectors do the REM and KBE ETFs invest in?
REM leans toward sectors like Finance. Meanwhile, KBE focuses on Finance.
What are the top holdings of the REM ETF and KBE ETF?
REM top holdings include Annaly Capital Management, Inc., AGNC Investment Corp. and Starwood Property Trust, Inc.. KBE holds in its top three: Jackson Financial, Inc., NMI Holdings, Inc. and Corebridge Financial, Inc..
Which ETF is more diversified: REM or KBE?
REM holds 30 securities with 88.16% of its assets in the top 15. KBE has 102 securities and a top 15 weight of 16.61%.
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Latest news about REM & KBE
Real Estate Sector Declines on Fed Minutes
May 27, 2024
REM
Regional Bank Stocks Bounce Back After a Tough Start to the Year
March 11, 2024
KBE
Regional Bank Stocks Rally as Fed Signals Rate Cuts for 2024 Amid Slowing Inflation
December 19, 2023
KBE
Real Estate ETFs Buoyed by Powell's Speech
November 7, 2023
REM
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Financials and Real Estate ETFs Witness Strong Rebound
November 7, 2023
REM
KBE
Financials and Real Estate ETFs Witness Strong Rebound
November 7, 2023
REM
KBE
Mortgage Funds Take a Nosedive
October 10, 2023
REM
Regional Bank Stocks Rebound
July 24, 2023
KBE
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