KIE vs YMAX
Comparison between STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF) and YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF).
KIE vs YMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KIE
$450M
Winner
YMAX
$450M
Expense Ratio
Winner
KIE
0.35%
YMAX
1.33%
Max Drawdown
KIE
76.17%
Winner
YMAX
65.66%
Sharpe Ratio
Winner
KIE
0.00
YMAX
-0.02
5Y Beta
Winner
KIE
0.56
YMAX
1.25
P/E Ratio
KIE
11.79
YMAX
N/A
Forward P/E
KIE
10.24
YMAX
N/A
5Y Dividends CAGR
KIE
9.02%
YMAX
N/A
5Y EPS CAGR
KIE
10.93%
YMAX
N/A
Debt to Equity
KIE
25.61%
YMAX
N/A
P/S Ratio
KIE
1.06
YMAX
N/A
P/B Ratio
KIE
1.48
YMAX
N/A
KIE vs YMAX - Holdings Comparison
KIE and YMAX have 1 common holdings. Overlap is -0.87%
KIE's top 25 holdings weight is 50.34%. YMAX's top 25 holdings weight is 69.30%.
| Rank | KIE | YMAX |
|---|---|---|
| #1 | OSCAR HEALTH INC CLASS A (OSCR) - 2.92% | YIELDMAX CRCL OPTION INCOME STRATEGY ETF (CRCO) - 3.44% |
| #2 | METLIFE INC (MET) - 2.13% | YIELDMAX NFLX OPTION INCOME STRATEGY ETF (NFLY) - 3.17% |
| #3 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.12% | YIELDMAX XYZ OPTION INCOME STRATEGY ETF (XYZY) - 3.12% |
| #4 | CNO FINANCIAL GROUP INC (CNO) - 2.11% | YIELDMAX COIN OPTION INCOME STRATEGY ETF (CONY) - 2.85% |
| #5 | ASSURANT INC (AIZ) - 2.11% | YIELDMAX SNOW OPTION INCOME STRATEGY ETF (SNOY) - 2.78% |
| #6 | SELECTIVE INSURANCE GROUP INC (SIGI) - 2.08% | YIELDMAX(TM) RBLX OPTION INC STRAT ETF (RBLY) - 2.77% |
| #7 | UNUM GROUP (UNM) - 2.08% | YIELDMAX DKNG OPTION INCOME STRATEGY ETF (DRAY) - 2.75% |
| #8 | MERCURY GENERAL CORP (MCY) - 2.05% | YIELDMAX HOOD OPTION INCOME STRATEGY ETF (HOOY) - 2.74% |
| #9 | THE HANOVER INSURANCE GROUP INC (THG) - 2.02% | OTHER ASSETS AND LIABILITIES (n/a) - 2.74% |
| #10 | SIRIUSPOINT LTD (SPNT) - 2.01% | YIELDMAX PLTR OPTION INCOME STRATEGY ETF (PLTY) - 2.73% |
| #11 | GLOBE LIFE INC (GL) - 1.98% | YIELDMAX PYPL OPTION INCOME STRATEGY ETF (PYPY) - 2.72% |
| #12 | PRIMERICA INC (PRI) - 1.98% | YIELDMAX ABNB OPTION INCOME STRATEGY ETF (ABNY) - 2.72% |
| #13 | EVEREST GROUP LTD (EG) - 1.96% | YIELDMAX® INNOVATION OPTION INC STGY ETF (OARK) - 2.71% |
| #14 | GENWORTH FINANCIAL INC (GNW) - 1.95% | YIELDMAX GOLD MINERS OPT INC STRGY ETF (GDXY) - 2.71% |
| #15 | PRUDENTIAL FINANCIAL INC (PRU) - 1.93% | YIELDMAX SMCI OPTION INCOME STRATEGY ETF (SMCY) - 2.70% |
| #16 | STEWART INFORMATION SERVICES CORP (STC) - 1.93% | YIELDMAX RDDT OPTION INCOME STRATEGY ETF (RDYY) - 2.68% |
| #17 | LINCOLN NATIONAL CORP (LNC) - 1.93% | YIELDMAX AMD OPTION INCOME STRATEGY ETF (AMDY) - 2.67% |
| #18 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.92% | YIELDMAX MRNA OPTION INCOME STRATEGY ETF (MRNY) - 2.67% |
| #19 | AFLAC INC (AFL) - 1.91% | YIELDMAX CVNA OPTION INCOME STRATEGY ETF (CVNY) - 2.67% |
| #20 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.90% | YIELDMAX AMZN OPTION INCOME STRATEGY ETF (AMZY) - 2.66% |
| #21 | LEMONADE INC ORDINARY SHARES (LMND) - 1.90% | YIELDMAX MSFT OPTION INCOME STRATEGY ETF (MSFO) - 2.66% |
| #22 | SKYWARD SPECIALTY INSURANCE GROUP INC (SKWD) - 1.87% | YIELDMAX BITCOIN OPTION INC STRAT ETF (YBIT) - 2.66% |
| #23 | BRIGHTHOUSE FINANCIAL INC REGISTERED SHS WHEN ISSUED (BHF) - 1.86% | YIELDMAX GME OPTION INCOME STRATEGY ETF (GMEY) - 2.66% |
| #24 | ALLSTATE CORP (ALL) - 1.85% | YIELDMAX DIS OPTION INCOME STRATEGY ETF (DISO) - 2.66% |
| #25 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.84% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.66% |
| Total Holdings | 55 | 50 |
KIE vs YMAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KIE
+0.34%
YMAX
+0.32%
3M
KIE
+4.52%
Winner
YMAX
+7.87%
6M
KIE
-2.92%
Winner
YMAX
+1.26%
1Y
KIE
+2.58%
Winner
YMAX
+3.68%
5Y(CAGR)
KIE
+10.73%
YMAX
N/A
10Y(CAGR)
KIE
+11.56%
YMAX
N/A
Max(CAGR)
KIE
+7.84%
Winner
YMAX
+13.62%
KIE vs YMAX - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | KIE | YMAX |
|---|---|---|
| 2026 | -1.54% | +0.67% |
| 2025 | +8.86% | +5.61% |
| 2024 | +26.14% | +26.33% |
| 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 YMAX Drawdown Comparison
The maximum drawdown for KIE was -75.31%, occurring on Mar 9, 2009. Recovery took 1510 trading sessions.
The maximum drawdown for YMAX was -26.11%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current KIE drawdown is -4.01%. The current YMAX drawdown is -10.01%.
| Rank | KIE | YMAX |
|---|---|---|
| #1 | -75.31% May 16, 2007 - May 15, 2013 | -26.11% Oct 8, 2025 - Mar 30, 2026 |
| #2 | -44.30% Feb 14, 2020 - Mar 10, 2021 | -25.43% Dec 6, 2024 - Jun 26, 2025 |
| #3 | -17.87% Sep 21, 2018 - Apr 16, 2019 | -12.73% Jul 15, 2024 - Oct 29, 2024 |
| #4 | -15.69% Mar 29, 2022 - Nov 25, 2022 | -7.77% Mar 28, 2024 - May 20, 2024 |
| #5 | -15.21% Dec 1, 2015 - May 24, 2016 | -5.55% Jul 28, 2025 - Sep 18, 2025 |
| #6 | -15.10% Feb 13, 2023 - Sep 19, 2023 | -3.00% Feb 15, 2024 - Feb 22, 2024 |
| #7 | -12.66% Nov 27, 2024 - Dec 22, 2025 | -2.92% Oct 29, 2024 - Nov 6, 2024 |
| #8 | -11.81% Dec 24, 2025 - Mar 27, 2026 | -2.46% Jun 12, 2024 - Jul 5, 2024 |
| #9 | -9.40% Aug 18, 2015 - Dec 1, 2015 | -2.37% Sep 22, 2025 - Oct 2, 2025 |
| #10 | -9.37% Dec 31, 2013 - May 12, 2014 | -2.31% Mar 1, 2024 - Mar 12, 2024 |
| #11 | -9.05% Oct 25, 2021 - Jan 11, 2022 | -2.23% Jan 29, 2024 - Feb 2, 2024 |
| #12 | -8.86% Aug 4, 2017 - Oct 13, 2017 | -2.11% May 21, 2024 - Jun 5, 2024 |
| #13 | -8.77% Jun 2, 2016 - Aug 8, 2016 | -2.09% Nov 11, 2024 - Nov 19, 2024 |
| #14 | -8.74% Jan 11, 2022 - Mar 22, 2022 | -1.84% Mar 12, 2024 - Mar 20, 2024 |
| #15 | -8.45% Jan 11, 2006 - Sep 25, 2006 | -1.72% Feb 12, 2024 - Feb 14, 2024 |
Correlation
Correlation between KIE and YMAX is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2005 - 2026)
KIE vs YMAX dividend yield comparison.
| Year | KIE | YMAX |
|---|---|---|
| 2026 | 0.48% | 25.71% |
| 2025 | 1.57% | 78.70% |
| 2024 | 1.48% | 44.20% |
| 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% |
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