KIE
State Street SPDR S&P Insurance ETF
The SPDR S&P Insurance ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Insurance Select Industry Index.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 424.4 M
ASSETS UNDER MGMT
35 bp
EXPENSES
Fund Basics
| Inception date | Nov 08, 2005 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| LEMONADE INC | 2.1 % |
| LINCOLN NATIONAL CORP | 2.0 % |
| BRP GROUP INC CLASS A | 2.0 % |
| KEMPER CORP | 2.0 % |
| SIRIUSPOINT LTD | 1.9 % |
| UNUM GROUP | 1.9 % |
| RENAISSANCERE HOLDINGS LTD | 1.9 % |
| BRIGHTHOUSE FINANCIAL, INC. | 1.9 % |
| ERIE INDEMNITY COMPANY-CL A | 1.9 % |
| AXIS CAPITAL HOLDINGS LTD | 1.9 % |
Constituent Breakdown
| Number of holdings | 54 |
| Herfindahl-Hirschman Index | 186 |
| Wgt avg mkt cap (mns) | $24,793 |
| Large cap (>$10bn) | 57.2% |
| Mid cap ($2-10bn) | 38.5% |
| Small cap (<$2bn) | 4.2% |
| Developed mkts. | 99.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 82.9 % |
 |
BERMUDA | 11.3 % |
 |
SWITZERLAND | 1.9 % |
 |
IRELAND | 1.9 % |
 |
BRITAIN | 1.9 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -3.4% | -3.2% | 8.1% | 10.3% | 10.7% | 10.4% | 6.2% | 6.0% |
| Dividend Yield | 0.0% | 1.5% | 1.7% | 1.8% | 2.0% | 2.0% | 1.9% | 1.9% |
| Total Returns | -3.4% | -1.7% | 9.8% | 12.1% | 12.7% | 12.4% | 8.1% | 7.9% | Ann. Volatility | 17.2% | 19.9% | 17.9% | 17.4% | 18.3% | 21.1% | 26.8% | 26.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.61 | 35% |
| MSCI EAFE | 0.71 | 35% |
| MSCI Emg Mkts | 0.42 | 15% |
Liquidity Measures
| Avg. volume (000) | 1,884 |
| ADV traded (mns) | $103 |
| Turnover | 24.2% |
| Avg. Bid/Ask (% of price) | 0.02% |
Technical Indicators
| 30d moving avg. (EMA) | $55.88 |
| Relative strength (RSI) | 37 |
| MACD/Signal | -0.86/-0.79 |
| Bollinger Bands (Upper/Lower) | $58.35/$52.88 |
| Short interest (% of AUM) | 37.6% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. KIE |
Expenses vs. KIE |
ALTAR Score™ vs. KIE |
|---|---|---|---|---|
| IAK | iShares U.S. Insurance ETF | 47.6% | +5 bp | +0.2% |
| KBWP | Invesco KBW Property & Casualty Insurance ETF | 42.8% | 0 bp | +0.1% |
| FXO | First Trust Financials AlphaDEX Fund | 36.8% | +27 bp | +1.4% |
| RSPF | Invesco S&P 500 Equal Weight Financials ETF | 29.9% | +5 bp | -0.9% |
| IYF | iShares U.S. Financials ETF | 19.0% | +5 bp | -1.9% |
| FTDS | First Trust Dividend Strength ETF | 17.1% | +35 bp | -1.1% |
| VFH | Vanguard Financials ETF | 14.9% | -26 bp | -1.4% |
| XLF | Financial Select Sector SPDR | 13.9% | -27 bp | -1.9% |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 13.7% | +5 bp | -1.3% |
| FNCL | Fidelity MSCI Financials Index ETF | 13.7% | -27 bp | -1.5% |
Risk and Returns: KIE vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 3/31/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
8.9%
ALTAR SCORE™
93rd
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 1,196 funds in the US Equity category with an average
ALTAR Score™ of 5.9% and a standard deviation
of 2.1%. KIE's ALTAR Score™ is approximately 1.4 standard
deviations above the category average. This places KIE in the 93rd percentile
among funds in the category.
Sell-Side Consensus
$67.86
PRICE TARGET
+24.7%
UPSIDE