KIE vs GMOI

Comparison between STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF) and GMO INTERNATIONAL VALUE ETF (GMOI, ETF).

KIE vs GMOI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KIE(ETF)	GMOI(ETF)
Net Assets	$457M	$457M
Expense Ratio	0.35%	0.60%
Max Drawdown	76.17%	14.67%
Sharpe Ratio	0.56	2.20
5Y Beta	0.52	0.61
P/E Ratio	12.57	N/A
Forward P/E	10.75	N/A
5Y Dividends CAGR	6.24%	N/A
5Y EPS CAGR	11.12%	N/A
Debt to Equity	33.46%	N/A
P/S Ratio	1.19	N/A
P/B Ratio	1.61	N/A

Net Assets

Winner

KIE

$457M

GMOI

$457M

Expense Ratio

Winner

KIE

0.35%

GMOI

0.60%

Max Drawdown

KIE

76.17%

Winner

GMOI

14.67%

Sharpe Ratio

KIE

0.56

Winner

GMOI

2.20

5Y Beta

Winner

KIE

0.52

GMOI

0.61

P/E Ratio

KIE

12.57

GMOI

N/A

Forward P/E

KIE

10.75

GMOI

N/A

5Y Dividends CAGR

KIE

6.24%

GMOI

N/A

5Y EPS CAGR

KIE

11.12%

GMOI

N/A

Debt to Equity

KIE

33.46%

GMOI

N/A

P/S Ratio

KIE

1.19

GMOI

N/A

P/B Ratio

KIE

1.61

GMOI

N/A

KIE vs GMOI - Holdings Comparison

KIE and GMOI have 1 common holdings. Overlap is -0.35%

KIE's top 25 holdings weight is 49.14%. GMOI's top 25 holdings weight is 54.06%.

Rank	KIE	GMOI
#1	THE BALDWIN INSURANCE GROUP INC CLASS A (BWIN) - 2.33%	THE TORONTO-DOMINION BANK (n/a) - 4.34%
#2	LEMONADE INC ORDINARY SHARES (LMND) - 2.08%	BANK OF NOVA SCOTIA (n/a) - 3.56%
#3	RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 2.06%	BNP PARIBAS ACT. CAT.A (n/a) - 3.51%
#4	PALOMAR HOLDINGS INC (PLMR) - 2.05%	BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 3.39%
#5	SKYWARD SPECIALTY INSURANCE GROUP INC (SKWD) - 2.05%	TOTALENERGIES SE (TTE:XPAR) - 3.33%
#6	REINSURANCE GROUP OF AMERICA INC (RGA) - 2.01%	BHP GROUP LTD ADR (BHP) - 2.75%
#7	LINCOLN NATIONAL CORP (LNC) - 1.99%	GSK PLC ADR (GSK) - 2.66%
#8	ARTHUR J. GALLAGHER & CO (AJG) - 1.98%	SANOFI SA ADR (SNY) - 2.66%
#9	GLOBE LIFE INC (GL) - 1.97%	SUN LIFE FINANCIAL INC (n/a) - 2.38%
#10	BROWN & BROWN INC (BRO) - 1.96%	MANULIFE FINANCIAL CORP (n/a) - 2.15%
#11	AXIS CAPITAL HOLDINGS LTD (AXS) - 1.95%	HONDA MOTOR CO LTD ADR (HMC) - 2.06%
#12	PRIMERICA INC (PRI) - 1.94%	NESTLE SA ADR (NSRGY) - 1.99%
#13	KEMPER CORP (KMPR) - 1.94%	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.80%
#14	PRUDENTIAL FINANCIAL INC (PRU) - 1.93%	RIO TINTO PLC ADR (RIO) - 1.80%
#15	OSCAR HEALTH INC CLASS A (OSCR) - 1.93%	NTT INC (n/a) - 1.79%
#16	GENWORTH FINANCIAL INC (GNW) - 1.92%	EQUINOR ASA ADR (EQNR) - 1.67%
#17	ASSURED GUARANTY LTD (AGO) - 1.91%	DEUTSCHE BANK AG (n/a) - 1.64%
#18	THE TRAVELERS COMPANIES INC (TRV) - 1.91%	NOVARTIS AG ADR (NVS) - 1.60%
#19	WILLIS TOWERS WATSON PLC (WTW) - 1.90%	BANCO SANTANDER SA (n/a) - 1.39%
#20	ARCH CAPITAL GROUP LTD (ACGL) - 1.90%	ING GROEP NV ADR (ING) - 1.34%
#21	EVEREST GROUP LTD (EG) - 1.90%	MITSUI & CO LTD (n/a) - 1.30%
#22	ALLSTATE CORP (ALL) - 1.89%	REPSOL SA (n/a) - 1.29%
#23	RLI CORP (RLI) - 1.89%	TOYOTA MOTOR CORP ADR (TM) - 1.27%
#24	METLIFE INC (MET) - 1.88%	MERCEDES-BENZ GROUP AG (n/a) - 1.23%
#25	ASSURANT INC (AIZ) - 1.87%	DEUTSCHE POST AG (n/a) - 1.16%
Total Holdings	54	175

KIE vs GMOI - Historical Returns

Returns include dividend reinvestment.

Period	KIE	GMOI
1 month	+9.32%	+3.23%
3 months	+9.48%	+5.26%
6 months	+9.96%	+12.70%
1 year	+13.79%	+37.05%
5 years(CAGR)	+12.75%	N/A
10 years(CAGR)	+12.31%	N/A
Max(CAGR)	+8.28%	+32.11%

Winner

KIE

+9.32%

GMOI

+3.23%

Winner

KIE

+9.48%

GMOI

+5.26%

KIE

+9.96%

Winner

GMOI

+12.70%

KIE

+13.79%

Winner

GMOI

+37.05%

5Y(CAGR)

KIE

+12.75%

GMOI

N/A

10Y(CAGR)

KIE

+12.31%

GMOI

N/A

Max(CAGR)

KIE

+8.28%

Winner

GMOI

+32.11%

KIE vs GMOI - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	KIE	GMOI
2026	+7.96%	+14.97%
2025	+8.86%	+46.15%
2024	+26.14%	-4.57%
2023	+12.19%	N/A
2022	+3.60%	N/A
2021	+26.07%	N/A
2020	-3.57%	N/A
2019	+27.82%	N/A
2018	-4.78%	N/A
2017	+12.51%	N/A
2016	+23.48%	N/A
2015	+6.62%	N/A
2014	+9.60%	N/A
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 GMOI Drawdown Comparison

The maximum drawdown for KIE was -75.31%, occurring on Mar 9, 2009. Recovery took 1510 trading sessions.

The maximum drawdown for GMOI was -14.67%, occurring on Apr 8, 2025. Recovery took 37 trading sessions.

The current KIE drawdown is -1.21%.

Rank	KIE	GMOI
#1	-75.31% May 16, 2007 - May 15, 2013	-14.67% Mar 19, 2025 - May 12, 2025
#2	-44.30% Feb 14, 2020 - Mar 10, 2021	-8.36% Feb 25, 2026 - May 6, 2026
#3	-17.87% Sep 21, 2018 - Apr 16, 2019	-6.35% Nov 7, 2024 - Jan 30, 2025
#4	-15.69% Mar 29, 2022 - Nov 25, 2022	-4.31% Nov 12, 2025 - Nov 28, 2025
#5	-15.21% Dec 1, 2015 - May 24, 2016	-4.15% Jul 23, 2025 - Aug 12, 2025
#6	-15.10% Feb 13, 2023 - Sep 19, 2023	-3.53% Oct 6, 2025 - Oct 27, 2025
#7	-12.66% Nov 27, 2024 - Dec 22, 2025	-3.18% Jun 16, 2026 - Jul 6, 2026
#8	-11.81% Dec 24, 2025 - Jun 26, 2026	-2.60% Mar 7, 2025 - Mar 17, 2025
#9	-9.40% Aug 18, 2015 - Dec 1, 2015	-2.43% May 26, 2026 - Jun 12, 2026
#10	-9.37% Dec 31, 2013 - May 12, 2014	-2.41% Jun 12, 2025 - Jun 27, 2025
#11	-9.05% Oct 25, 2021 - Jan 11, 2022	-2.34% Jan 30, 2025 - Feb 5, 2025
#12	-8.86% Aug 4, 2017 - Oct 13, 2017	-2.32% Jul 10, 2025 - Jul 23, 2025
#13	-8.77% Jun 2, 2016 - Aug 8, 2016	-2.04% Oct 27, 2025 - Nov 10, 2025
#14	-8.74% Jan 11, 2022 - Mar 22, 2022	-1.71% Aug 22, 2025 - Sep 11, 2025
#15	-8.45% Jan 11, 2006 - Sep 25, 2006	-1.52% May 6, 2026 - May 13, 2026

Correlation

Correlation between KIE and GMOI is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2005 - 2026)

KIE vs GMOI dividend yield comparison.

Year	KIE	GMOI
2026	0.77%	0.39%
2025	1.57%	2.74%
2024	1.48%	0.54%
2023	1.45%	0.00%
2022	1.90%	0.00%
2021	1.95%	0.00%
2020	1.85%	0.00%
2019	1.76%	0.00%
2018	1.83%	0.00%
2017	1.56%	0.00%
2016	1.55%	0.00%
2015	1.65%	0.00%
2014	1.81%	0.00%
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%