KIE vs. JPEF ETF Comparison
Comparison of SPDR S&P Insurance ETF (KIE) to JPMorgan Equity Focus ETF (JPEF)
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
$61.01
Average Daily Volume
1,061,851
50
JPEF
JPMorgan Equity Focus ETF
JPEF Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.Grade (RS Rating)
Last Trade
$68.43
Average Daily Volume
91,557
40
Performance
| Period | KIE | JPEF |
|---|---|---|
| 30 Days | 6.49% | 3.03% |
| 60 Days | 7.62% | 4.63% |
| 90 Days | 10.98% | 6.31% |
| 12 Months | 38.27% | 36.48% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KIE | Weight in JPEF | Overlap | |
|---|---|---|---|---|---|
| L | A | 1.97% | 2.79% | 1.97% |
KIE Overweight 49 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| GSHD | A | 2.49% | |
| UNM | A | 2.45% | |
| BHF | B | 2.23% | |
| LNC | B | 2.21% | |
| KMPR | B | 2.2% | |
| CNO | A | 2.2% | |
| PRI | A | 2.17% | |
| RLI | B | 2.15% | |
| AGO | B | 2.13% | |
| AIZ | A | 2.09% | |
| WTM | A | 2.08% | |
| THG | A | 2.07% | |
| RYAN | B | 2.06% | |
| CINF | A | 2.05% | |
| AXS | A | 2.04% | |
| MKL | A | 2.04% | |
| SIGI | C | 2.03% | |
| PRU | A | 2.02% | |
| AON | A | 2.02% | |
| WTW | B | 2.02% | |
| MET | A | 2.02% | |
| GNW | A | 2.02% | |
| TRV | B | 2.01% | |
| RGA | A | 2.0% | |
| ORI | A | 1.99% | |
| PFG | D | 1.98% | |
| BRO | B | 1.98% | |
| AFG | A | 1.97% | |
| GL | B | 1.96% | |
| ALL | A | 1.94% | |
| AIG | B | 1.93% | |
| WRB | A | 1.91% | |
| KNSL | B | 1.9% | |
| PGR | A | 1.88% | |
| FNF | B | 1.88% | |
| ESGR | B | 1.88% | |
| HIG | B | 1.88% | |
| AFL | B | 1.88% | |
| AJG | B | 1.85% | |
| CB | C | 1.85% | |
| RNR | C | 1.85% | |
| FAF | A | 1.82% | |
| MMC | B | 1.8% | |
| EG | C | 1.78% | |
| PLMR | B | 1.75% | |
| ACGL | D | 1.66% | |
| ERIE | D | 1.45% | |
| STC | B | 1.38% | |
| OSCR | D | 1.33% |
KIE Underweight 39 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -6.36% | |
| MSFT | F | -6.29% | |
| AMZN | C | -5.88% | |
| META | D | -4.52% | |
| AAPL | C | -3.5% | |
| KMI | A | -3.38% | |
| COF | B | -3.15% | |
| BRK.A | B | -2.96% | |
| EOG | A | -2.87% | |
| AVGO | D | -2.83% | |
| MTB | A | -2.77% | |
| TT | A | -2.54% | |
| BAC | A | -2.51% | |
| MA | C | -2.44% | |
| PG | A | -2.43% | |
| MS | A | -2.3% | |
| MCD | D | -2.26% | |
| PANW | C | -2.15% | |
| UNH | C | -2.15% | |
| HON | B | -2.13% | |
| PSA | D | -2.13% | |
| HD | A | -2.11% | |
| GOOG | C | -2.06% | |
| NEE | D | -2.05% | |
| INTU | C | -2.01% | |
| PWR | A | -1.81% | |
| REG | B | -1.79% | |
| ADI | D | -1.7% | |
| LLY | F | -1.66% | |
| ISRG | A | -1.6% | |
| REGN | F | -1.54% | |
| PKG | A | -1.49% | |
| BKNG | A | -1.43% | |
| MLM | B | -1.37% | |
| TJX | A | -1.21% | |
| TMO | F | -1.21% | |
| EL | F | -0.94% | |
| JBHT | C | -0.89% | |
| LRCX | F | -0.42% |
KIE: Top Represented Industries & Keywords
JPEF: Top Represented Industries & Keywords
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