KIE vs BYLD
Comparison between STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF) and ISHARES YIELD OPTIMIZED BOND ETF (BYLD, ETF).
5-Year PerformanceKIE has outperformed BYLD, delivering a return of +10.7% compared to +2.2%
KIE vs BYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KIE
$450M
Winner
BYLD
$450M
Expense Ratio
KIE
0.35%
Winner
BYLD
0.13%
Max Drawdown
KIE
76.17%
Winner
BYLD
20.25%
Sharpe Ratio
KIE
0.00
Winner
BYLD
0.77
5Y Beta
KIE
0.56
Winner
BYLD
0.13
P/E Ratio
KIE
11.79
BYLD
N/A
Forward P/E
KIE
10.24
BYLD
N/A
5Y Dividends CAGR
KIE
9.02%
Winner
BYLD
9.47%
5Y EPS CAGR
KIE
10.93%
BYLD
N/A
Debt to Equity
KIE
25.61%
BYLD
N/A
P/S Ratio
KIE
1.06
BYLD
N/A
P/B Ratio
KIE
1.48
BYLD
N/A
KIE vs BYLD - Holdings Comparison
KIE and BYLD have 0 common holdings. Overlap is 0.00%
KIE's top 25 holdings weight is 50.34%. BYLD's top 25 holdings weight is 99.90%.
| Rank | KIE | BYLD |
|---|---|---|
| #1 | OSCAR HEALTH INC CLASS A (OSCR) - 2.92% | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 25.52% |
| #2 | METLIFE INC (MET) - 2.13% | ISHARES® 0-3 MONTH TREASURY BOND ETF (SGOV) - 23.98% |
| #3 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.12% | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 20.17% |
| #4 | CNO FINANCIAL GROUP INC (CNO) - 2.11% | ISHARES J.P. MORGAN EM HIGH YLD BD ETF (EMHY) - 10.18% |
| #5 | ASSURANT INC (AIZ) - 2.11% | ISHARES FLOATING RATE BOND ETF (FLOT) - 10.10% |
| #6 | SELECTIVE INSURANCE GROUP INC (SIGI) - 2.08% | ISHARES CMBS ETF (CMBS) - 9.95% |
| #7 | UNUM GROUP (UNM) - 2.08% | N/A |
| #8 | MERCURY GENERAL CORP (MCY) - 2.05% | N/A |
| #9 | THE HANOVER INSURANCE GROUP INC (THG) - 2.02% | N/A |
| #10 | SIRIUSPOINT LTD (SPNT) - 2.01% | N/A |
| #11 | GLOBE LIFE INC (GL) - 1.98% | N/A |
| #12 | PRIMERICA INC (PRI) - 1.98% | N/A |
| #13 | EVEREST GROUP LTD (EG) - 1.96% | N/A |
| #14 | GENWORTH FINANCIAL INC (GNW) - 1.95% | N/A |
| #15 | PRUDENTIAL FINANCIAL INC (PRU) - 1.93% | N/A |
| #16 | STEWART INFORMATION SERVICES CORP (STC) - 1.93% | N/A |
| #17 | LINCOLN NATIONAL CORP (LNC) - 1.93% | N/A |
| #18 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.92% | N/A |
| #19 | AFLAC INC (AFL) - 1.91% | N/A |
| #20 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.90% | N/A |
| #21 | LEMONADE INC ORDINARY SHARES (LMND) - 1.90% | N/A |
| #22 | SKYWARD SPECIALTY INSURANCE GROUP INC (SKWD) - 1.87% | N/A |
| #23 | BRIGHTHOUSE FINANCIAL INC REGISTERED SHS WHEN ISSUED (BHF) - 1.86% | N/A |
| #24 | ALLSTATE CORP (ALL) - 1.85% | N/A |
| #25 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.84% | N/A |
| Total Holdings | 55 | 6 |
KIE vs BYLD - Historical Returns
Returns include dividend reinvestment.
1M
KIE
+0.34%
Winner
BYLD
+1.06%
3M
Winner
KIE
+4.52%
BYLD
+1.17%
6M
KIE
-2.92%
Winner
BYLD
+1.39%
1Y
KIE
+2.58%
Winner
BYLD
+6.45%
5Y(CAGR)
Winner
KIE
+10.73%
BYLD
+2.22%
10Y(CAGR)
Winner
KIE
+11.56%
BYLD
+2.97%
Max(CAGR)
Winner
KIE
+7.84%
BYLD
+2.95%
KIE vs BYLD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KIE | BYLD |
|---|---|---|
| 2026 | -1.54% | +1.26% |
| 2025 | +8.86% | +8.19% |
| 2024 | +26.14% | +4.69% |
| 2023 | +12.19% | +8.20% |
| 2022 | +3.60% | -9.97% |
| 2021 | +26.07% | -1.14% |
| 2020 | -3.57% | +4.00% |
| 2019 | +27.82% | +12.74% |
| 2018 | -4.78% | -1.42% |
| 2017 | +12.51% | +4.76% |
| 2016 | +23.48% | +6.08% |
| 2015 | +6.62% | -1.37% |
| 2014 | +9.60% | +2.51% |
| 2013 | +42.28% | N/A |
| 2012 | +19.51% | N/A |
| 2011 | -14.08% | N/A |
| 2010 | +23.40% | N/A |
| 2009 | +26.36% | N/A |
| 2008 | -45.50% | N/A |
| 2007 | -5.95% | N/A |
| 2006 | +10.22% | N/A |
| 2005 | +0.20% | N/A |
KIE vs BYLD Drawdown Comparison
The maximum drawdown for KIE was -75.31%, occurring on Mar 9, 2009. Recovery took 1510 trading sessions.
The maximum drawdown for BYLD was -14.75%, occurring on Oct 20, 2022. Recovery took 914 trading sessions.
The current KIE drawdown is -4.01%. The current BYLD drawdown is -0.31%.
| Rank | KIE | BYLD |
|---|---|---|
| #1 | -75.31% May 16, 2007 - May 15, 2013 | -14.75% Dec 31, 2020 - Aug 21, 2024 |
| #2 | -44.30% Feb 14, 2020 - Mar 10, 2021 | -14.37% Mar 4, 2020 - Jul 28, 2020 |
| #3 | -17.87% Sep 21, 2018 - Apr 16, 2019 | -3.84% Apr 15, 2015 - Apr 6, 2016 |
| #4 | -15.69% Mar 29, 2022 - Nov 25, 2022 | -2.93% Jan 5, 2018 - Jan 23, 2019 |
| #5 | -15.21% Dec 1, 2015 - May 24, 2016 | -2.82% Feb 28, 2025 - May 30, 2025 |
| #6 | -15.10% Feb 13, 2023 - Sep 19, 2023 | -2.71% Feb 27, 2026 - Jun 16, 2026 |
| #7 | -12.66% Nov 27, 2024 - Dec 22, 2025 | -2.64% Sep 6, 2016 - Apr 5, 2017 |
| #8 | -11.81% Dec 24, 2025 - Mar 27, 2026 | -2.50% Oct 13, 2014 - Apr 7, 2015 |
| #9 | -9.40% Aug 18, 2015 - Dec 1, 2015 | -2.37% Oct 1, 2024 - Feb 24, 2025 |
| #10 | -9.37% Dec 31, 2013 - May 12, 2014 | -1.52% Sep 4, 2019 - Nov 26, 2019 |
| #11 | -9.05% Oct 25, 2021 - Jan 11, 2022 | -1.39% Aug 6, 2020 - Nov 23, 2020 |
| #12 | -8.86% Aug 4, 2017 - Oct 13, 2017 | -1.23% Aug 28, 2014 - Oct 13, 2014 |
| #13 | -8.77% Jun 2, 2016 - Aug 8, 2016 | -1.12% Oct 27, 2025 - Dec 23, 2025 |
| #14 | -8.74% Jan 11, 2022 - Mar 22, 2022 | -1.11% Jul 23, 2014 - Aug 11, 2014 |
| #15 | -8.45% Jan 11, 2006 - Sep 25, 2006 | -0.98% Jun 14, 2017 - Jul 18, 2017 |
Correlation
Correlation between KIE and BYLD is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2005 - 2026)
KIE vs BYLD dividend yield comparison.
| Year | KIE | BYLD |
|---|---|---|
| 2026 | 0.48% | 2.23% |
| 2025 | 1.57% | 5.32% |
| 2024 | 1.48% | 5.31% |
| 2023 | 1.45% | 4.45% |
| 2022 | 1.90% | 3.39% |
| 2021 | 1.95% | 2.18% |
| 2020 | 1.85% | 3.41% |
| 2019 | 1.76% | 3.67% |
| 2018 | 1.83% | 4.22% |
| 2017 | 1.56% | 3.22% |
| 2016 | 1.55% | 3.13% |
| 2015 | 1.65% | 3.37% |
| 2014 | 1.81% | 2.12% |
| 2013 | 1.38% | 0.00% |
| 2012 | 1.97% | 0.00% |
| 2011 | 1.67% | 0.00% |
| 2010 | 1.60% | 0.00% |
| 2009 | 1.42% | 0.00% |
| 2008 | 2.79% | 0.00% |
| 2007 | 1.83% | 0.00% |
| 2006 | 1.36% | 0.00% |
| 2005 | 0.21% | 0.00% |
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