KIE vs IBTO

Comparison between STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF) and ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF).

KIE vs IBTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KIE(ETF)	IBTO(ETF)
Net Assets	$453M	$454M
Expense Ratio	0.35%	0.07%
Max Drawdown	76.17%	9.04%
Sharpe Ratio	-0.24	-0.14
5Y Beta	0.57	-0.01
P/E Ratio	11.59	N/A
Forward P/E	9.93	N/A
5Y Dividends CAGR	9.02%	N/A
5Y EPS CAGR	10.93%	N/A
Debt to Equity	24.82%	N/A
P/S Ratio	1.04	N/A
P/B Ratio	1.47	N/A

Net Assets

KIE

$453M

Winner

IBTO

$454M

Expense Ratio

KIE

0.35%

Winner

IBTO

0.07%

Max Drawdown

KIE

76.17%

Winner

IBTO

9.04%

Sharpe Ratio

KIE

-0.24

Winner

IBTO

-0.14

5Y Beta

KIE

0.57

Winner

IBTO

-0.01

P/E Ratio

KIE

11.59

IBTO

N/A

Forward P/E

KIE

9.93

IBTO

N/A

5Y Dividends CAGR

KIE

9.02%

IBTO

N/A

5Y EPS CAGR

KIE

10.93%

IBTO

N/A

Debt to Equity

KIE

24.82%

IBTO

N/A

P/S Ratio

KIE

1.04

IBTO

N/A

P/B Ratio

KIE

1.47

IBTO

N/A

KIE vs IBTO - Historical Returns

Returns include dividend reinvestment.

Period	KIE	IBTO
1 month	+0.62%	-0.59%
3 months	-1.13%	-1.86%
6 months	-2.12%	-0.92%
1 year	-1.54%	+3.24%
5 years(CAGR)	+9.26%	N/A
10 years(CAGR)	+10.91%	N/A
Max(CAGR)	+7.72%	+2.69%

Winner

KIE

+0.62%

IBTO

-0.59%

Winner

KIE

-1.13%

IBTO

-1.86%

KIE

-2.12%

Winner

IBTO

-0.92%

KIE

-1.54%

Winner

IBTO

+3.24%

5Y(CAGR)

KIE

+9.26%

IBTO

N/A

10Y(CAGR)

KIE

+10.91%

IBTO

N/A

Max(CAGR)

Winner

KIE

+7.72%

IBTO

+2.69%

KIE vs IBTO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	KIE	IBTO
2026	-3.89%	-0.88%
2025	+8.86%	+8.05%
2024	+26.14%	-0.45%
2023	+12.19%	+1.71%
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 IBTO Drawdown Comparison

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

The maximum drawdown for IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.

The current KIE drawdown is -6.29%. The current IBTO drawdown is -2.97%.

Rank	KIE	IBTO
#1	-75.31% May 16, 2007 - May 15, 2013	-8.35% Jul 19, 2023 - Dec 14, 2023
#2	-44.30% Feb 14, 2020 - Mar 10, 2021	-6.91% Sep 16, 2024 - Aug 1, 2025
#3	-17.87% Sep 21, 2018 - Apr 16, 2019	-5.50% Dec 27, 2023 - Jul 31, 2024
#4	-15.69% Mar 29, 2022 - Nov 25, 2022	-3.65% Feb 27, 2026 - May 19, 2026
#5	-15.21% Dec 1, 2015 - May 24, 2016	-1.86% Jun 30, 2023 - Jul 13, 2023
#6	-15.10% Feb 13, 2023 - Sep 19, 2023	-1.61% Aug 5, 2024 - Aug 21, 2024
#7	-12.66% Nov 27, 2024 - Dec 22, 2025	-1.38% Nov 26, 2025 - Feb 12, 2026
#8	-11.81% Dec 24, 2025 - Mar 27, 2026	-1.18% Oct 22, 2025 - Nov 25, 2025
#9	-9.40% Aug 18, 2015 - Dec 1, 2015	-1.03% Sep 11, 2025 - Oct 14, 2025
#10	-9.37% Dec 31, 2013 - May 12, 2014	-0.75% Aug 21, 2024 - Sep 4, 2024
#11	-9.05% Oct 25, 2021 - Jan 11, 2022	-0.59% Aug 4, 2025 - Aug 22, 2025
#12	-8.86% Aug 4, 2017 - Oct 13, 2017	-0.52% Jul 13, 2023 - Jul 19, 2023
#13	-8.77% Jun 2, 2016 - Aug 8, 2016	-0.32% Dec 14, 2023 - Dec 20, 2023
#14	-8.74% Jan 11, 2022 - Mar 22, 2022	-0.31% Aug 28, 2025 - Sep 3, 2025
#15	-8.45% Jan 11, 2006 - Sep 25, 2006	-0.28% Dec 20, 2023 - Dec 27, 2023

Correlation

Correlation between KIE and IBTO is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2005 - 2026)

KIE vs IBTO dividend yield comparison.

Year	KIE	IBTO
2026	0.49%	1.72%
2025	1.57%	4.05%
2024	1.48%	4.23%
2023	1.45%	1.66%
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%