StockComparison Logo
vs

KIE vs SPY

Comparison between STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed KIE, delivering a return of +13.3% compared to +9.3%

KIE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KIE
$453M
Winner
SPY
$735B
Expense Ratio
KIE
0.35%
Winner
SPY
0.09%
Max Drawdown
KIE
76.17%
Winner
SPY
56.47%
Sharpe Ratio
KIE
-0.24
Winner
SPY
1.62
5Y Beta
Winner
KIE
0.57
SPY
1.00
P/E Ratio
Winner
KIE
11.59
SPY
28.99
Forward P/E
Winner
KIE
9.93
SPY
22.37
5Y Dividends CAGR
Winner
KIE
9.02%
SPY
5.43%
5Y EPS CAGR
KIE
10.93%
Winner
SPY
26.05%
Debt to Equity
Winner
KIE
24.82%
SPY
32.40%
P/S Ratio
Winner
KIE
1.04
SPY
3.74
P/B Ratio
Winner
KIE
1.47
SPY
5.61

KIE vs SPY - Holdings Comparison

KIE and SPY have 24 common holdings. Overlap is 1.51%

KIE's top 25 holdings weight is 50.34%. SPY's top 25 holdings weight is 52.37%.

RankKIESPY
#1
OSCAR HEALTH INC CLASS A (OSCR) - 2.92%
NVIDIA CORP (NVDA) - 8.10%
#2
METLIFE INC (MET) - 2.13%
APPLE INC (AAPL) - 7.02%
#3
PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.12%
MICROSOFT CORP (MSFT) - 4.79%
#4
CNO FINANCIAL GROUP INC (CNO) - 2.11%
AMAZON.COM INC (AMZN) - 4.02%
#5
ASSURANT INC (AIZ) - 2.11%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
SELECTIVE INSURANCE GROUP INC (SIGI) - 2.08%
BROADCOM INC (AVGO) - 3.10%
#7
UNUM GROUP (UNM) - 2.08%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
MERCURY GENERAL CORP (MCY) - 2.05%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
THE HANOVER INSURANCE GROUP INC (THG) - 2.02%
TESLA INC (TSLA) - 1.89%
#10
SIRIUSPOINT LTD (SPNT) - 2.01%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
GLOBE LIFE INC (GL) - 1.98%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
PRIMERICA INC (PRI) - 1.98%
ELI LILLY AND CO (LLY) - 1.31%
#13
EVEREST GROUP LTD (EG) - 1.96%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
GENWORTH FINANCIAL INC (GNW) - 1.95%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
PRUDENTIAL FINANCIAL INC (PRU) - 1.93%
EXXON MOBIL CORP (XOM) - 0.97%
#16
STEWART INFORMATION SERVICES CORP (STC) - 1.93%
INTEL CORP (INTC) - 0.90%
#17
LINCOLN NATIONAL CORP (LNC) - 1.93%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
FIRST AMERICAN FINANCIAL CORP (FAF) - 1.92%
VISA INC CLASS A (V) - 0.85%
#19
AFLAC INC (AFL) - 1.91%
WALMART INC (WMT) - 0.81%
#20
AMERICAN FINANCIAL GROUP INC (AFG) - 1.90%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
LEMONADE INC ORDINARY SHARES (LMND) - 1.90%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
SKYWARD SPECIALTY INSURANCE GROUP INC (SKWD) - 1.87%
CATERPILLAR INC (CAT) - 0.66%
#23
BRIGHTHOUSE FINANCIAL INC REGISTERED SHS WHEN ISSUED (BHF) - 1.86%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ALLSTATE CORP (ALL) - 1.85%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
REINSURANCE GROUP OF AMERICA INC (RGA) - 1.84%
ABBVIE INC (ABBV) - 0.58%
Total Holdings55505

KIE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
KIE
+0.62%
Winner
SPY
+1.90%
3M
KIE
-1.13%
Winner
SPY
+8.55%
6M
KIE
-2.12%
Winner
SPY
+8.18%
1Y
KIE
-1.54%
Winner
SPY
+25.79%
5Y(CAGR)
KIE
+9.26%
Winner
SPY
+13.32%
10Y(CAGR)
KIE
+10.91%
Winner
SPY
+15.19%
Max(CAGR)
KIE
+7.72%
Winner
SPY
+8.47%

KIE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearKIESPY
2026-3.89%+8.26%
2025+8.86%+18.00%
2024+26.14%+25.59%
2023+12.19%+26.72%
2022+3.60%-18.64%
2021+26.07%+30.52%
2020-3.57%+17.28%
2019+27.82%+31.09%
2018-4.78%-5.24%
2017+12.51%+20.78%
2016+23.48%+13.59%
2015+6.62%+1.31%
2014+9.60%+14.56%
2013+42.28%+29.00%
2012+19.51%+14.17%
2011-14.08%+0.85%
2010+23.40%+13.14%
2009+26.36%+22.67%
2008-45.50%-36.25%
2007-5.95%+5.32%
2006+10.22%+13.85%
2005+0.20%+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

KIE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current KIE drawdown is -6.29%. The current SPY drawdown is -2.90%.

RankKIESPY
#1-75.31%
May 16, 2007 - May 15, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-44.30%
Feb 14, 2020 - Mar 10, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.87%
Sep 21, 2018 - Apr 16, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.69%
Mar 29, 2022 - Nov 25, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.21%
Dec 1, 2015 - May 24, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.10%
Feb 13, 2023 - Sep 19, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.66%
Nov 27, 2024 - Dec 22, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.81%
Dec 24, 2025 - Mar 27, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.40%
Aug 18, 2015 - Dec 1, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.37%
Dec 31, 2013 - May 12, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.05%
Oct 25, 2021 - Jan 11, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.86%
Aug 4, 2017 - Oct 13, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.77%
Jun 2, 2016 - Aug 8, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.74%
Jan 11, 2022 - Mar 22, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.45%
Jan 11, 2006 - Sep 25, 2006		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between KIE and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

KIE vs SPY dividend yield comparison.

YearKIESPY
20260.49%0.24%
20251.57%1.07%
20241.48%1.21%
20231.45%1.40%
20221.90%1.65%
20211.95%1.20%
20201.85%1.52%
20191.76%1.75%
20181.83%2.04%
20171.56%1.80%
20161.55%2.03%
20151.65%2.06%
20141.81%1.87%
20131.38%1.81%
20121.97%2.18%
20111.67%2.05%
20101.60%1.80%
20091.42%1.95%
20082.79%3.02%
20071.83%1.85%
20061.36%1.73%
20050.21%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: KIE vs SPY

More Comparisons

Compare with similar stocks