KIE vs. EQUL ETF Comparison

Comparison of SPDR S&P Insurance ETF (KIE) to IQ Engender Equality ETF (EQUL)
KIE

SPDR S&P Insurance ETF

KIE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$59.37

Average Daily Volume

1,134,647

Number of Holdings *

50

* may have additional holdings in another (foreign) market
EQUL

IQ Engender Equality ETF

EQUL Description The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.

Grade (RS Rating)

Last Trade

$27.11

Average Daily Volume

193

Number of Holdings *

75

* may have additional holdings in another (foreign) market
Performance
Period KIE EQUL
30 Days 2.09% -1.45%
60 Days 5.50% 0.66%
90 Days 10.73% 5.07%
12 Months 37.38% 26.97%
1 Overlapping Holdings
Symbol Grade Weight in KIE Weight in EQUL Overlap
MET A 2.02% 1.39% 1.39%
KIE Overweight 49 Positions Relative to EQUL
Symbol Grade Weight
UNM A 2.4%
GSHD A 2.37%
BHF B 2.28%
LNC B 2.28%
CNO A 2.22%
PRI A 2.17%
RYAN B 2.11%
KMPR A 2.09%
RLI A 2.09%
WTM A 2.08%
AON A 2.08%
WTW B 2.07%
AGO A 2.06%
CINF A 2.06%
SIGI B 2.05%
THG A 2.04%
BRO B 2.04%
AIZ A 2.04%
AXS A 2.03%
PRU A 2.03%
TRV A 2.02%
PFG A 2.01%
L A 2.0%
MKL A 2.0%
GNW A 2.0%
GL B 1.99%
AIG A 1.99%
ORI A 1.97%
RNR D 1.96%
RGA A 1.96%
WRB A 1.95%
ALL A 1.93%
ESGR B 1.93%
PGR B 1.9%
HIG A 1.9%
AFG A 1.9%
AFL C 1.88%
AJG A 1.86%
FNF C 1.86%
MMC C 1.85%
KNSL B 1.84%
CB C 1.83%
EG D 1.8%
FAF C 1.79%
ACGL D 1.69%
PLMR A 1.64%
ERIE F 1.55%
STC A 1.38%
OSCR D 1.2%
KIE Underweight 74 Positions Relative to EQUL
Symbol Grade Weight
LYFT B -1.99%
WFC A -1.75%
DASH A -1.72%
CRM B -1.68%
GM B -1.59%
GS A -1.58%
CMI A -1.57%
PYPL A -1.57%
MAR A -1.57%
AFRM A -1.56%
AA A -1.55%
Z A -1.54%
C A -1.52%
BMY B -1.52%
BAC A -1.52%
GLOB C -1.51%
JPM A -1.51%
BLK A -1.51%
HLT A -1.49%
ADSK B -1.49%
ALB C -1.48%
VFC C -1.45%
ILMN C -1.43%
META C -1.41%
INTU B -1.41%
PARA D -1.41%
VRSK B -1.38%
SCI A -1.36%
MA A -1.36%
BSX A -1.36%
WELL A -1.35%
KEYS C -1.34%
F C -1.33%
ACN C -1.33%
YUM D -1.32%
MCD D -1.31%
K B -1.3%
NBIX D -1.3%
MCO D -1.29%
NYT D -1.29%
UBER F -1.29%
CLX A -1.29%
WBA F -1.27%
ECL D -1.27%
VTR C -1.27%
CRL D -1.26%
SPGI C -1.26%
ETSY D -1.23%
BMRN F -1.22%
PG C -1.22%
PEP F -1.21%
IPG F -1.21%
KMB C -1.19%
SJM D -1.19%
XYL D -1.19%
WEX F -1.18%
VZ C -1.18%
JNJ D -1.18%
HAS D -1.17%
HSY F -1.16%
AMGN F -1.15%
DOW F -1.14%
IFF F -1.12%
GIS D -1.12%
KO D -1.12%
MDLZ F -1.12%
CL C -1.12%
HALO D -1.11%
MRK F -1.08%
BIIB F -1.07%
COTY F -1.06%
NEM F -0.99%
CNC F -0.99%
OGN F -0.95%
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