TOPT vs KIE
Comparison between ISHARES TOP 20 U.S. STOCKS ETF (TOPT, ETF) and STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF).
TOPT vs KIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TOPT
$655M
KIE
$655M
Expense Ratio
Winner
TOPT
0.20%
KIE
0.35%
Max Drawdown
Winner
TOPT
21.30%
KIE
76.17%
Sharpe Ratio
Winner
TOPT
0.81
KIE
0.37
5Y Beta
TOPT
1.10
Winner
KIE
0.51
P/E Ratio
TOPT
28.16
Winner
KIE
12.34
Forward P/E
TOPT
21.70
Winner
KIE
10.88
PEG Ratio
TOPT
0.25
Winner
KIE
0.12
5Y Dividends CAGR
TOPT
N/A
KIE
6.24%
5Y EPS CAGR
Winner
TOPT
38.49%
KIE
12.29%
Debt to Equity
Winner
TOPT
34.55%
KIE
34.66%
P/S Ratio
TOPT
6.94
Winner
KIE
1.19
P/B Ratio
TOPT
8.02
Winner
KIE
1.59
TOPT vs KIE - Holdings Comparison
TOPT and KIE have 1 common holdings. Overlap is 0.00%
TOPT's top 25 holdings weight is 100.01%. KIE's top 25 holdings weight is 50.69%.
| Rank | TOPT | KIE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.78% | THE BALDWIN INSURANCE GROUP INC CLASS A (BWIN) - 2.81% |
| #2 | APPLE INC (AAPL) - 14.23% | WILLIS TOWERS WATSON PLC (WTW) - 2.24% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.43% | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 2.15% |
| #4 | MICROSOFT CORP (MSFT) - 6.41% | KINSALE CAPITAL GROUP INC (KNSL) - 2.11% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.17% | RLI CORP (RLI) - 2.09% |
| #6 | AMAZON.COM INC (AMZN) - 4.87% | THE TRAVELERS COMPANIES INC (TRV) - 2.08% |
| #7 | BROADCOM INC (AVGO) - 4.85% | BROWN & BROWN INC (BRO) - 2.07% |
| #8 | META PLATFORMS INC CLASS A (META) - 4.37% | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.05% |
| #9 | MICRON TECHNOLOGY INC (MU) - 3.93% | ARTHUR J. GALLAGHER & CO (AJG) - 2.04% |
| #10 | JPMORGAN CHASE & CO (JPM) - 3.80% | LINCOLN NATIONAL CORP (LNC) - 2.01% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.80% | PRUDENTIAL FINANCIAL INC (PRU) - 1.99% |
| #12 | ELI LILLY AND CO (LLY) - 3.72% | SKYWARD SPECIALTY INSURANCE GROUP INC (SKWD) - 1.98% |
| #13 | TESLA INC (TSLA) - 3.63% | PALOMAR HOLDINGS INC (PLMR) - 1.97% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 3.13% | MARSH (MRSH) - 1.97% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.52% | ALLSTATE CORP (ALL) - 1.97% |
| #16 | JOHNSON & JOHNSON (JNJ) - 2.48% | ERIE INDEMNITY CO CLASS A (ERIE) - 1.96% |
| #17 | VISA INC CLASS A (V) - 2.39% | THE HANOVER INSURANCE GROUP INC (THG) - 1.96% |
| #18 | WALMART INC (WMT) - 1.95% | OSCAR HEALTH INC CLASS A (OSCR) - 1.96% |
| #19 | INTEL CORP (INTC) - 1.91% | GENWORTH FINANCIAL INC (GNW) - 1.91% |
| #20 | CISCO SYSTEMS INC (CSCO) - 1.90% | KEMPER CORP (KMPR) - 1.91% |
| #21 | COSTCO WHOLESALE CORP (COST) - 1.67% | ASSURANT INC (AIZ) - 1.90% |
| #22 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.07% | EVEREST GROUP LTD (EG) - 1.90% |
| #23 | MICRO E-MINI NASDAQ 100 INDEX FUTURE SEPT 26 (n/a) - 0.00% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.89% |
| #24 | USD CASH (n/a) - 0.00% | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.89% |
| #25 | N/A | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.88% |
| Total Holdings | 24 | 54 |
TOPT vs KIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TOPT
+2.43%
KIE
-0.45%
3M
TOPT
-1.90%
Winner
KIE
+11.96%
6M
TOPT
+9.25%
Winner
KIE
+12.60%
1Y
Winner
TOPT
+16.01%
KIE
+10.27%
5Y(CAGR)
TOPT
N/A
KIE
+11.88%
10Y(CAGR)
TOPT
N/A
KIE
+12.48%
Max(CAGR)
Winner
TOPT
+17.84%
KIE
+10.39%
TOPT vs KIE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | TOPT | KIE |
|---|---|---|
| 2026 | +7.39% | +8.25% |
| 2025 | +20.76% | +8.86% |
| 2024 | +5.03% | +26.14% |
| 2023 | N/A | +12.19% |
| 2022 | N/A | +3.60% |
| 2021 | N/A | +26.07% |
| 2020 | N/A | -3.57% |
| 2019 | N/A | +27.82% |
| 2018 | N/A | -4.78% |
| 2017 | N/A | +14.85% |
| 2016 | N/A | +27.78% |
| 2015 | N/A | +10.26% |
| 2014 | N/A | +13.72% |
| 2013 | N/A | +46.76% |
| 2012 | N/A | +24.39% |
| 2011 | N/A | -11.22% |
| 2010 | N/A | +27.57% |
| 2009 | N/A | +30.98% |
| 2008 | N/A | -43.31% |
| 2007 | N/A | -2.64% |
| 2006 | N/A | +13.38% |
| 2005 | N/A | +0.63% |
TOPT vs KIE Drawdown Comparison
The maximum drawdown for TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The maximum drawdown for KIE was -73.53%, occurring on Mar 9, 2009. Recovery took 1418 trading sessions.
The current TOPT drawdown is -3.09%. The current KIE drawdown is -3.91%.
| Rank | TOPT | KIE |
|---|---|---|
| #1 | -21.21% Dec 24, 2024 - Jun 26, 2025 | -73.53% May 16, 2007 - Jan 2, 2013 |
| #2 | -13.13% Oct 29, 2025 - Apr 27, 2026 | -44.30% Feb 14, 2020 - Mar 10, 2021 |
| #3 | -7.46% May 14, 2026 - Jul 29, 2026 | -17.87% Sep 21, 2018 - Apr 16, 2019 |
| #4 | -3.19% Oct 29, 2024 - Nov 6, 2024 | -15.69% Mar 29, 2022 - Nov 25, 2022 |
| #5 | -3.16% Dec 16, 2024 - Dec 24, 2024 | -15.10% Feb 13, 2023 - Sep 19, 2023 |
| #6 | -2.92% Oct 9, 2025 - Oct 24, 2025 | -14.20% Dec 1, 2015 - May 10, 2016 |
| #7 | -2.80% Nov 8, 2024 - Dec 2, 2024 | -12.66% Nov 27, 2024 - Dec 22, 2025 |
| #8 | -2.54% Aug 14, 2025 - Aug 28, 2025 | -11.81% Dec 24, 2025 - Jun 26, 2026 |
| #9 | -1.97% Jul 28, 2025 - Aug 6, 2025 | -9.40% Aug 18, 2015 - Oct 28, 2015 |
| #10 | -1.78% Aug 28, 2025 - Sep 4, 2025 | -9.37% Dec 31, 2013 - Apr 1, 2014 |
| #11 | -1.51% Sep 22, 2025 - Oct 1, 2025 | -9.05% Oct 25, 2021 - Jan 11, 2022 |
| #12 | -1.05% Jul 3, 2025 - Jul 10, 2025 | -8.86% Aug 4, 2017 - Oct 10, 2017 |
| #13 | -0.88% Jun 30, 2025 - Jul 2, 2025 | -8.74% Jan 11, 2022 - Mar 22, 2022 |
| #14 | -0.60% Dec 11, 2024 - Dec 13, 2024 | -8.43% Jan 26, 2018 - Aug 21, 2018 |
| #15 | -0.55% Sep 4, 2025 - Sep 9, 2025 | -8.35% Mar 28, 2024 - Jul 16, 2024 |
Correlation
Correlation between TOPT and KIE is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.36
-101
Dividend Comparison (2005 - 2026)
TOPT vs KIE dividend yield comparison.
| Year | TOPT | KIE |
|---|---|---|
| 2026 | 0.19% | 0.77% |
| 2025 | 0.38% | 1.57% |
| 2024 | 0.08% | 1.48% |
| 2023 | 0.00% | 1.45% |
| 2022 | 0.00% | 1.90% |
| 2021 | 0.00% | 1.95% |
| 2020 | 0.00% | 1.85% |
| 2019 | 0.00% | 1.76% |
| 2018 | 0.00% | 1.83% |
| 2017 | 0.00% | 3.54% |
| 2016 | 0.00% | 4.64% |
| 2015 | 0.00% | 4.96% |
| 2014 | 0.00% | 5.42% |
| 2013 | 0.00% | 4.13% |
| 2012 | 0.00% | 5.91% |
| 2011 | 0.00% | 5.01% |
| 2010 | 0.00% | 4.79% |
| 2009 | 0.00% | 4.27% |
| 2008 | 0.00% | 8.36% |
| 2007 | 0.00% | 5.50% |
| 2006 | 0.00% | 4.10% |
| 2005 | 0.00% | 0.64% |
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