KIE vs MDYG: Holdings Overlap
KIEState Street® SPDR® S&P® Insurance ETF
State Street (SPDR) · 53 holdings · $660M · as of 2026-08-06
MDYGState Street® SPDR® S&P 400™ Mid Cap Growth ETF
State Street (SPDR) · 245 holdings · $2.9B · as of 2026-08-06
How similar are KIE and MDYG?
State Street® SPDR® S&P® Insurance ETF (KIE, by State Street (SPDR)) holds 53 positions; State Street® SPDR® S&P 400™ Mid Cap Growth ETF (MDYG, by State Street (SPDR)) holds 245. They have 7 holdings in common, and by portfolio weight the two funds are 2.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 2.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 7KIE holds 53 · MDYG holds 245
- Weight in Shared Holdings
- KIE 14%·MDYG 2%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 KIE
46 of 53 positions (86.2% of the fund) are not held by MDYG. Showing the top 30 by weight.
Sector Breakdown
| Sector | KIE | MDYG |
|---|---|---|
| Financials | 98.3% | 8.0% |
| Industrials | 0.0% | 29.8% |
| Information Technology | 0.0% | 20.2% |
| Health Care | 1.6% | 15.5% |
| Consumer Discretionary | 0.0% | 9.0% |
| Other Sectors | 0.0% | 17.3% |
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 |
|---|---|---|---|---|---|---|---|
| KIE | +0.2% | +8.3% | +16.0% | +16.1% | +12.6% | +12.3% | 1.51% |
| MDYG | +3.3% | +21.6% | +28.0% | +16.0% | +8.5% | +11.3% | 0.56% |
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 KIE vs MDYG →
Shared Holdings(7)
The top 7 shared positions account for 100% of the overlap, led by KNSL, RNR and PRI.
 KNSLKinsale Capital Group Inc COM | 2.01% | 0.44% | 0.44% |
|---|---|---|---|
 RNRRenaissancere Holdings Ltd. COM USD1 | 1.84% | 0.38% | 0.38% |
 PRIPrimerica, Inc. COM | 1.98% | 0.32% | 0.32% |
 ORIOld Republic International Corporation COM | 1.90% | 0.27% | 0.27% |
 AFGAmerican Financial Group, Inc. COM | 1.86% | 0.22% | 0.22% |
 THGThe Hanover Insurance Group, Inc. COM | 1.97% | 0.19% | 0.19% |
 RYANRyan Specialty Holdings, Inc., Class A | 2.15% | 0.18% | 0.18% |
Frequently Asked Questions
How much do KIE and MDYG overlap?
KIE and MDYG overlap by 2.0% of portfolio weight. They share 7 holdings (KIE holds 53 positions and MDYG holds 245), based on each fund's latest SEC-reported holdings.
Is it redundant to own both KIE and MDYG?
The two portfolios are 2.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of KIE and MDYG?
The largest positions held by both funds are KNSL, RNR, PRI, ORI and AFG. Together the top 7 shared positions account for 100% of the total overlap.
What does KIE own that MDYG doesn't?
46 positions (86.2% of KIE) are unique to KIE, led by BWIN, SKWD and LNC. In the other direction, 238 positions (97.9% of MDYG) are unique to MDYG.