IYF vs KIE: Holdings Overlap
IYFiShares U.S. Financials ETF
iShares · 142 holdings · $4.5B · as of 2026-04-30
KIEState Street® SPDR® S&P® Insurance ETF
State Street (SPDR) · 53 holdings · $660M · as of 2026-08-06
Holdings snapshots are 98 days apart (IYF: 2026-04-30, KIE: 2026-08-06). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IYF and KIE?
iShares U.S. Financials ETF (IYF, by iShares) holds 142 positions; State Street® SPDR® S&P® Insurance ETF (KIE, by State Street (SPDR)) holds 53. They have 41 holdings in common, and by portfolio weight the two funds are 17.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 17.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 41IYF holds 142 · KIE holds 53
- Weight in Shared Holdings
- IYF 18%·KIE 78%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IYF
101 of 142 positions (81.5% of the fund) are not held by KIE. Showing the top 30 by weight.
Only in KIE
12 of 53 positions (22.3% of the fund) are not held by IYF.
Sector Breakdown
| Sector | IYF | KIE |
|---|---|---|
| Financials | 99.4% | 98.3% |
| Health Care | 0.0% | 1.6% |
| Industrials | 0.3% | 0.0% |
| Other Sectors | 0.0% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IYF | +2.4% | +7.0% | +15.4% | +21.7% | +12.0% | +13.6% | 1.40% |
| KIE | +0.2% | +8.3% | +16.0% | +16.1% | +12.6% | +12.3% | 1.51% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IYF vs KIE →
Shared Holdings(41)
The top 10 shared positions account for 61% of the overlap, led by AEX, PGR and MRSH.
 AEXChubb Ltd. Switzerland ORD CHF24.15 | 1.93% | 1.79% | 1.79% |
|---|---|---|---|
 PGRThe Progressive Corporation COM | 1.91% | 1.77% | 1.77% |
 MRSHMarsh & McLennan Companies, Inc. COM | 1.32% | 1.94% | 1.32% |
 TRVTravelers Companies, Inc. COM | 1.07% | 2.13% | 1.07% |
 AONAon plc, Class A | 1.06% | 1.80% | 1.06% |
 ALLThe Allstate Corporation COM | 0.92% | 2.07% | 0.92% |
 AFLAflac Incorporated COM | 0.87% | 1.81% | 0.87% |
 AJGArthur J. Gallagher & Co. | 0.85% | 1.92% | 0.85% |
 METMetLife Inc. COM | 0.72% | 1.95% | 0.72% |
 AIGAmerican International Group Inc. COM NEW | 0.65% | 1.79% | 0.65% |
 HIGThe Hartford Insurance Group Inc. COM | 0.62% | 1.87% | 0.62% |
 PRUPrudential Financial, Inc. COM | 0.56% | 1.94% | 0.56% |
 ACGLArch Capital Group Ltd. COM USD0.01 | 0.54% | 1.82% | 0.54% |
 CINFCincinnati Financial Corporation COM | 0.41% | 1.81% | 0.41% |
 WTWWillis Towers Watson Public Limited Company COM USD0.000304635 | 0.40% | 2.16% | 0.40% |
 MKLMarkel Group Inc COM | 0.36% | 1.72% | 0.36% |
 PFGPrincipal Financial Group Inc. COM | 0.36% | 1.77% | 0.36% |
 LLoews Corporation COM | 0.31% | 1.80% | 0.31% |
 BROBrown & Brown Inc COM | 0.28% | 1.98% | 0.28% |
 WRBW.R. Berkley Corporation COM | 0.24% | 1.77% | 0.24% |
 EGEverest Group Ltd COM USD0.01 | 0.24% | 1.85% | 0.24% |
 RGAReinsurance Group of America, Incorporated COM NEW | 0.23% | 1.93% | 0.23% |
 RNRRenaissancere Holdings Ltd. COM USD1 | 0.22% | 1.84% | 0.22% |
 FNFFidelity National Financial Inc. - FNF Group | 0.22% | 1.85% | 0.22% |
 UNMUnum Group COM | 0.22% | 1.66% | 0.22% |
Frequently Asked Questions
How much do IYF and KIE overlap?
IYF and KIE overlap by 17.9% of portfolio weight. They share 41 holdings (IYF holds 142 positions and KIE holds 53), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYF and KIE?
The two portfolios are 17.9% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IYF and KIE?
The largest positions held by both funds are AEX, PGR, MRSH, TRV and AON. Together the top 10 shared positions account for 61% of the total overlap.
What does IYF own that KIE doesn't?
101 positions (81.5% of IYF) are unique to IYF, led by BRK-B, JPM and BAC. In the other direction, 12 positions (22.3% of KIE) are unique to KIE.