BYLD vs KIE
Comparison between ISHARES YIELD OPTIMIZED BOND ETF (BYLD, ETF) and STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF).
5-Year PerformanceKIE has outperformed BYLD, delivering a return of +10.3% compared to +2.3%
BYLD vs KIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BYLD
$450M
KIE
$450M
Expense Ratio
Winner
BYLD
0.13%
KIE
0.35%
Max Drawdown
Winner
BYLD
20.25%
KIE
76.17%
Sharpe Ratio
Winner
BYLD
0.77
KIE
0.00
5Y Beta
Winner
BYLD
0.13
KIE
0.56
P/E Ratio
BYLD
N/A
KIE
11.79
Forward P/E
BYLD
N/A
KIE
10.24
5Y Dividends CAGR
Winner
BYLD
9.47%
KIE
9.02%
5Y EPS CAGR
BYLD
N/A
KIE
10.93%
Debt to Equity
BYLD
N/A
KIE
25.61%
P/S Ratio
BYLD
N/A
KIE
1.06
P/B Ratio
BYLD
N/A
KIE
1.48
BYLD vs KIE - Holdings Comparison
BYLD and KIE have 0 common holdings. Overlap is 0.00%
BYLD's top 25 holdings weight is 99.90%. KIE's top 25 holdings weight is 50.34%.
| Rank | BYLD | KIE |
|---|---|---|
| #1 | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 25.52% | OSCAR HEALTH INC CLASS A (OSCR) - 2.92% |
| #2 | ISHARES® 0-3 MONTH TREASURY BOND ETF (SGOV) - 23.98% | METLIFE INC (MET) - 2.13% |
| #3 | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 20.17% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.12% |
| #4 | ISHARES J.P. MORGAN EM HIGH YLD BD ETF (EMHY) - 10.18% | CNO FINANCIAL GROUP INC (CNO) - 2.11% |
| #5 | ISHARES FLOATING RATE BOND ETF (FLOT) - 10.10% | ASSURANT INC (AIZ) - 2.11% |
| #6 | ISHARES CMBS ETF (CMBS) - 9.95% | SELECTIVE INSURANCE GROUP INC (SIGI) - 2.08% |
| #7 | N/A | UNUM GROUP (UNM) - 2.08% |
| #8 | N/A | MERCURY GENERAL CORP (MCY) - 2.05% |
| #9 | N/A | THE HANOVER INSURANCE GROUP INC (THG) - 2.02% |
| #10 | N/A | SIRIUSPOINT LTD (SPNT) - 2.01% |
| #11 | N/A | GLOBE LIFE INC (GL) - 1.98% |
| #12 | N/A | PRIMERICA INC (PRI) - 1.98% |
| #13 | N/A | EVEREST GROUP LTD (EG) - 1.96% |
| #14 | N/A | GENWORTH FINANCIAL INC (GNW) - 1.95% |
| #15 | N/A | PRUDENTIAL FINANCIAL INC (PRU) - 1.93% |
| #16 | N/A | STEWART INFORMATION SERVICES CORP (STC) - 1.93% |
| #17 | N/A | LINCOLN NATIONAL CORP (LNC) - 1.93% |
| #18 | N/A | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.92% |
| #19 | N/A | AFLAC INC (AFL) - 1.91% |
| #20 | N/A | AMERICAN FINANCIAL GROUP INC (AFG) - 1.90% |
| #21 | N/A | LEMONADE INC ORDINARY SHARES (LMND) - 1.90% |
| #22 | N/A | SKYWARD SPECIALTY INSURANCE GROUP INC (SKWD) - 1.87% |
| #23 | N/A | BRIGHTHOUSE FINANCIAL INC REGISTERED SHS WHEN ISSUED (BHF) - 1.86% |
| #24 | N/A | ALLSTATE CORP (ALL) - 1.85% |
| #25 | N/A | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.84% |
| Total Holdings | 6 | 55 |
BYLD vs KIE - Historical Returns
Returns include dividend reinvestment.
1M
BYLD
+1.33%
Winner
KIE
+4.00%
3M
BYLD
+1.67%
Winner
KIE
+5.97%
6M
Winner
BYLD
+1.81%
KIE
-1.89%
1Y
Winner
BYLD
+7.12%
KIE
+2.40%
5Y(CAGR)
BYLD
+2.33%
Winner
KIE
+10.32%
10Y(CAGR)
BYLD
+3.02%
Winner
KIE
+11.65%
Max(CAGR)
BYLD
+2.98%
Winner
KIE
+7.88%
BYLD vs KIE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BYLD | KIE |
|---|---|---|
| 2026 | +1.57% | -0.69% |
| 2025 | +8.19% | +8.86% |
| 2024 | +4.69% | +26.14% |
| 2023 | +8.20% | +12.19% |
| 2022 | -9.97% | +3.60% |
| 2021 | -1.14% | +26.07% |
| 2020 | +4.00% | -3.57% |
| 2019 | +12.74% | +27.82% |
| 2018 | -1.42% | -4.78% |
| 2017 | +4.76% | +12.51% |
| 2016 | +6.08% | +23.48% |
| 2015 | -1.37% | +6.62% |
| 2014 | +2.51% | +9.60% |
| 2013 | N/A | +42.28% |
| 2012 | N/A | +19.51% |
| 2011 | N/A | -14.08% |
| 2010 | N/A | +23.40% |
| 2009 | N/A | +26.36% |
| 2008 | N/A | -45.50% |
| 2007 | N/A | -5.95% |
| 2006 | N/A | +10.22% |
| 2005 | N/A | +0.20% |
BYLD vs KIE Drawdown Comparison
The maximum drawdown for BYLD was -14.75%, occurring on Oct 20, 2022. Recovery took 914 trading sessions.
The maximum drawdown for KIE was -75.31%, occurring on Mar 9, 2009. Recovery took 1510 trading sessions.
The current KIE drawdown is -3.18%.
| Rank | BYLD | KIE |
|---|---|---|
| #1 | -14.75% Dec 31, 2020 - Aug 21, 2024 | -75.31% May 16, 2007 - May 15, 2013 |
| #2 | -14.37% Mar 4, 2020 - Jul 28, 2020 | -44.30% Feb 14, 2020 - Mar 10, 2021 |
| #3 | -3.84% Apr 15, 2015 - Apr 6, 2016 | -17.87% Sep 21, 2018 - Apr 16, 2019 |
| #4 | -2.93% Jan 5, 2018 - Jan 23, 2019 | -15.69% Mar 29, 2022 - Nov 25, 2022 |
| #5 | -2.82% Feb 28, 2025 - May 30, 2025 | -15.21% Dec 1, 2015 - May 24, 2016 |
| #6 | -2.71% Feb 27, 2026 - Jun 16, 2026 | -15.10% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -2.64% Sep 6, 2016 - Apr 5, 2017 | -12.66% Nov 27, 2024 - Dec 22, 2025 |
| #8 | -2.50% Oct 13, 2014 - Apr 7, 2015 | -11.81% Dec 24, 2025 - Mar 27, 2026 |
| #9 | -2.37% Oct 1, 2024 - Feb 24, 2025 | -9.40% Aug 18, 2015 - Dec 1, 2015 |
| #10 | -1.52% Sep 4, 2019 - Nov 26, 2019 | -9.37% Dec 31, 2013 - May 12, 2014 |
| #11 | -1.39% Aug 6, 2020 - Nov 23, 2020 | -9.05% Oct 25, 2021 - Jan 11, 2022 |
| #12 | -1.23% Aug 28, 2014 - Oct 13, 2014 | -8.86% Aug 4, 2017 - Oct 13, 2017 |
| #13 | -1.12% Oct 27, 2025 - Dec 23, 2025 | -8.77% Jun 2, 2016 - Aug 8, 2016 |
| #14 | -1.11% Jul 23, 2014 - Aug 11, 2014 | -8.74% Jan 11, 2022 - Mar 22, 2022 |
| #15 | -0.98% Jun 14, 2017 - Jul 18, 2017 | -8.45% Jan 11, 2006 - Sep 25, 2006 |
Correlation
Correlation between BYLD and KIE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2005 - 2026)
BYLD vs KIE dividend yield comparison.
| Year | BYLD | KIE |
|---|---|---|
| 2026 | 2.22% | 0.47% |
| 2025 | 5.32% | 1.57% |
| 2024 | 5.31% | 1.48% |
| 2023 | 4.45% | 1.45% |
| 2022 | 3.39% | 1.90% |
| 2021 | 2.18% | 1.95% |
| 2020 | 3.41% | 1.85% |
| 2019 | 3.67% | 1.76% |
| 2018 | 4.22% | 1.83% |
| 2017 | 3.22% | 1.56% |
| 2016 | 3.13% | 1.55% |
| 2015 | 3.37% | 1.65% |
| 2014 | 2.12% | 1.81% |
| 2013 | 0.00% | 1.38% |
| 2012 | 0.00% | 1.97% |
| 2011 | 0.00% | 1.67% |
| 2010 | 0.00% | 1.60% |
| 2009 | 0.00% | 1.42% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 1.83% |
| 2006 | 0.00% | 1.36% |
| 2005 | 0.00% | 0.21% |
Select Stocks to Compare
Popular: BYLD vs SPYKIE vs SPY
More Comparisons
Compare with similar stocks