Tax-loss harvesting alternatives for KRE

The closest fund alternative to KRE (Regional Banks) is KBE (SPDR S&P Bank ETF), with a return correlation of 0.99 over the past year. Among single names in the fund's slice of the market, ASB (Associated Bank) tracks it most closely at 0.93 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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ETFS

Fund stand-ins

Funds covering similar ground. Two funds tracking the same index may themselves be 'substantially identical' for wash-sale purposes.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
KBE	SPDR S&P Bank ETF	Banks	INDUSTRY	0.99	0.99	0.99	0.99
KBWB	Invesco KBW Bank ETF	Large Banks	INDUSTRY	0.82	0.90	0.91	0.94
VFH	Vanguard Financials ETF	Financials Sector	SECTOR	0.74	0.80	0.83	0.89
IYF	iShares US Financials ETF	Financials Sector	SECTOR	0.73	0.80	0.82	0.86
XLF	Financial Select Sector SPDR	Financials Sector	SECTOR	0.69	0.76	0.79	0.86
KIE	SPDR S&P Insurance ETF	Insurance	INDUSTRY	0.50	0.56	0.67	0.78
IAI	iShares Broker-Dealers & Exchanges	Capital Markets	INDUSTRY	0.48	0.67	0.72	0.79
IPAY	ETFMG Prime Mobile Payments	Payments	SUB-IND	0.47	0.63	0.63	0.63
IAK	iShares US Insurance ETF	Insurance	INDUSTRY	0.42	0.49	0.61	0.75
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.41	0.56	0.61	0.66
FINX	Global X FinTech ETF	FinTech	SUB-IND	0.35	0.57	0.57	0.54
ARKF	ARK Fintech Innovation ETF	FinTech (Active)	SUB-IND	0.28	0.52	0.50	0.45

STOCKS

Single-name peers

Single names inside the fund's slice of the market.

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
ASB	Associated Bank	Regional Banks	0.93	0.94	0.90	0.92
AUB	Atlantic Union Bankshares, Corp.	Regional Banks	0.93	0.92	0.87	0.88
CATY	Cathay General Bancorp	Regional Banks	0.92	0.91	0.90	0.92
ABCB	Ameris Bancorp	Regional Banks	0.91	0.93	0.92	0.91
BANF	Bancfirst Corp	Regional Banks	0.86	0.85	0.77	0.79
BKU	BankUnited, Inc.	Regional Banks	0.85	0.90	0.90	0.89
CBSH	Commerce Bancshares	Regional Banks	0.85	0.86	0.85	0.86
CBU	Community Bank System, Inc.	Regional Banks	0.84	0.87	0.83	0.84
BOH	Bank of Hawaii	Regional Banks	0.83	0.85	0.84	0.86
AX	Axos Financial, Inc.	Regional Banks	0.83	0.84	0.83	0.81
BANC	Banc Of California, Inc.	Regional Banks	0.81	0.83	0.82	0.77
BANR	Banner Corporation	Regional Banks	0.80	0.87	0.87	0.88
BBT	Beacon Financial Corp.	Regional Banks	0.75	0.86	0.84	0.83
CASH	Pathward Financial, Inc.	Regional Banks	0.62	0.74	0.72	0.68

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ASB AUB CATY ABCB BANF BKU CBSH CBU BOH AX BANC BANR BBT CASH

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.