KIE vs. SHRY ETF Comparison

Comparison of SPDR S&P Insurance ETF (KIE) to First Trust Bloomberg Shareholder Yield ETF (SHRY)
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

Number of Holdings *

50

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

First Trust Bloomberg Shareholder Yield ETF

SHRY Description The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.

Grade (RS Rating)

Last Trade

$42.72

Average Daily Volume

433

Number of Holdings *

49

* may have additional holdings in another (foreign) market
Performance
Period KIE SHRY
30 Days 6.49% 3.76%
60 Days 7.62% 3.76%
90 Days 10.98% 5.78%
12 Months 38.27%
6 Overlapping Holdings
Symbol Grade Weight in KIE Weight in SHRY Overlap
AFL B 1.88% 2.46% 1.88%
CB C 1.85% 0.99% 0.99%
HIG B 1.88% 2.86% 1.88%
MET A 2.02% 2.28% 2.02%
PFG D 1.98% 4.77% 1.98%
TRV B 2.01% 1.51% 1.51%
KIE Overweight 44 Positions Relative to SHRY
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%
GNW A 2.02%
RGA A 2.0%
ORI A 1.99%
BRO B 1.98%
L A 1.97%
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%
AJG B 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 43 Positions Relative to SHRY
Symbol Grade Weight
MO A -5.34%
AMP A -5.01%
CHTR C -3.92%
CAH B -3.8%
EOG A -3.63%
KMI A -3.13%
HPQ B -3.07%
MCK B -3.03%
LYB F -2.95%
LMT D -2.52%
NVR D -2.49%
JNJ D -2.35%
GIS D -2.33%
CME A -2.25%
SLB C -1.95%
CMCSA B -1.91%
KMB D -1.84%
V A -1.76%
MDT D -1.73%
PG A -1.73%
MRK F -1.59%
BLK C -1.56%
PAYX C -1.55%
CL D -1.54%
UNP C -1.52%
ADP B -1.49%
ABT B -1.46%
AAPL C -1.43%
ORLY B -1.36%
SHW A -1.18%
MA C -1.16%
QCOM F -1.15%
GOOGL C -1.15%
MCD D -1.1%
BX A -1.1%
ETN A -1.07%
ADBE C -0.96%
ORCL B -0.85%
AMAT F -0.72%
ACN C -0.7%
KLAC D -0.54%
MSFT F -0.39%
BRK.A B -0.39%
Compare ETFs