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 +13.0% compared to +12.8%
KIE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KIE
$457M
Winner
SPY
$781B
Expense Ratio
KIE
0.35%
Winner
SPY
0.09%
Max Drawdown
KIE
76.17%
Winner
SPY
56.47%
Sharpe Ratio
KIE
0.56
Winner
SPY
1.25
5Y Beta
Winner
KIE
0.52
SPY
1.00
P/E Ratio
Winner
KIE
12.57
SPY
28.78
Forward P/E
Winner
KIE
10.75
SPY
21.23
5Y Dividends CAGR
Winner
KIE
6.24%
SPY
6.00%
5Y EPS CAGR
KIE
11.12%
Winner
SPY
25.62%
Debt to Equity
KIE
33.46%
Winner
SPY
31.92%
P/S Ratio
Winner
KIE
1.19
SPY
3.76
P/B Ratio
Winner
KIE
1.61
SPY
5.64
KIE vs SPY - Holdings Comparison
KIE and SPY have 24 common holdings. Overlap is 1.58%
KIE's top 25 holdings weight is 49.14%. SPY's top 25 holdings weight is 51.74%.
| Rank | KIE | SPY |
|---|---|---|
| #1 | THE BALDWIN INSURANCE GROUP INC CLASS A (BWIN) - 2.33% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | LEMONADE INC ORDINARY SHARES (LMND) - 2.08% | APPLE INC (AAPL) - 7.37% |
| #3 | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 2.06% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | PALOMAR HOLDINGS INC (PLMR) - 2.05% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | SKYWARD SPECIALTY INSURANCE GROUP INC (SKWD) - 2.05% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.01% | BROADCOM INC (AVGO) - 2.86% |
| #7 | LINCOLN NATIONAL CORP (LNC) - 1.99% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | ARTHUR J. GALLAGHER & CO (AJG) - 1.98% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | GLOBE LIFE INC (GL) - 1.97% | TESLA INC (TSLA) - 1.70% |
| #10 | BROWN & BROWN INC (BRO) - 1.96% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | AXIS CAPITAL HOLDINGS LTD (AXS) - 1.95% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | PRIMERICA INC (PRI) - 1.94% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | KEMPER CORP (KMPR) - 1.94% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | PRUDENTIAL FINANCIAL INC (PRU) - 1.93% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | OSCAR HEALTH INC CLASS A (OSCR) - 1.93% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | GENWORTH FINANCIAL INC (GNW) - 1.92% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | ASSURED GUARANTY LTD (AGO) - 1.91% | VISA INC CLASS A (V) - 0.90% |
| #18 | THE TRAVELERS COMPANIES INC (TRV) - 1.91% | WALMART INC (WMT) - 0.76% |
| #19 | WILLIS TOWERS WATSON PLC (WTW) - 1.90% | INTEL CORP (INTC) - 0.75% |
| #20 | ARCH CAPITAL GROUP LTD (ACGL) - 1.90% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | EVEREST GROUP LTD (EG) - 1.90% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | ALLSTATE CORP (ALL) - 1.89% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | RLI CORP (RLI) - 1.89% | ABBVIE INC (ABBV) - 0.66% |
| #24 | METLIFE INC (MET) - 1.88% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | ASSURANT INC (AIZ) - 1.87% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 54 | 505 |
KIE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KIE
+9.32%
SPY
+0.52%
3M
Winner
KIE
+9.48%
SPY
+6.55%
6M
Winner
KIE
+9.96%
SPY
+9.76%
1Y
KIE
+13.79%
Winner
SPY
+20.32%
5Y(CAGR)
KIE
+12.75%
Winner
SPY
+13.01%
10Y(CAGR)
KIE
+12.31%
Winner
SPY
+15.06%
Max(CAGR)
KIE
+8.28%
Winner
SPY
+8.50%
KIE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | KIE | SPY |
|---|---|---|
| 2026 | +7.96% | +10.11% |
| 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% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -1.21%. The current SPY drawdown is -1.24%.
| Rank | KIE | SPY |
|---|---|---|
| #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 - Jun 26, 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 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
KIE vs SPY dividend yield comparison.
| Year | KIE | SPY |
|---|---|---|
| 2026 | 0.77% | 0.49% |
| 2025 | 1.57% | 1.07% |
| 2024 | 1.48% | 1.21% |
| 2023 | 1.45% | 1.40% |
| 2022 | 1.90% | 1.65% |
| 2021 | 1.95% | 1.20% |
| 2020 | 1.85% | 1.52% |
| 2019 | 1.76% | 1.75% |
| 2018 | 1.83% | 2.04% |
| 2017 | 1.56% | 1.80% |
| 2016 | 1.55% | 2.03% |
| 2015 | 1.65% | 2.06% |
| 2014 | 1.81% | 1.87% |
| 2013 | 1.38% | 1.81% |
| 2012 | 1.97% | 2.18% |
| 2011 | 1.67% | 2.05% |
| 2010 | 1.60% | 1.80% |
| 2009 | 1.42% | 1.95% |
| 2008 | 2.79% | 3.02% |
| 2007 | 1.83% | 1.85% |
| 2006 | 1.36% | 1.73% |
| 2005 | 0.21% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: KIE vs SPY
More Comparisons
Compare with similar stocks
Compare KIE with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF