KIE vs SDY: Holdings Overlap
KIEState Street® SPDR® S&P® Insurance ETF
State Street (SPDR) · 53 holdings · $660M · as of 2026-08-06
SDYState Street® SPDR® S&P® Dividend ETF
State Street (SPDR) · 154 holdings · $22.0B · as of 2026-08-06
How similar are KIE and SDY?
State Street® SPDR® S&P® Insurance ETF (KIE, by State Street (SPDR)) holds 53 positions; State Street® SPDR® S&P® Dividend ETF (SDY, by State Street (SPDR)) holds 154. They have 14 holdings in common, and by portfolio weight the two funds are 6.6% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 14KIE holds 53 · SDY holds 154
- Weight in Shared Holdings
- KIE 27%·SDY 7%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
39 of 53 positions (73.3% of the fund) are not held by SDY. Showing the top 30 by weight.
Sector Breakdown
| Sector | KIE | SDY |
|---|---|---|
| Financials | 98.3% | 12.5% |
| Industrials | 0.0% | 18.7% |
| Consumer Staples | 0.0% | 15.2% |
| Utilities | 0.0% | 13.2% |
| Health Care | 1.6% | 8.4% |
| Other Sectors | 0.0% | 31.9% |
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% |
| SDY | +1.4% | +14.8% | +16.9% | +10.8% | +7.8% | +9.4% | 2.36% |
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 SDY →
Shared Holdings(14)
The top 10 shared positions account for 84% of the overlap, led by AFL, CINF and TRV.
 AFLAflac Incorporated COM | 1.81% | 0.91% | 0.91% |
|---|---|---|---|
 CINFCincinnati Financial Corporation COM | 1.81% | 0.87% | 0.87% |
 TRVTravelers Companies, Inc. COM | 2.13% | 0.67% | 0.67% |
 AIZAssurant Inc. COM | 1.93% | 0.60% | 0.60% |
 CBChubb Ltd. Switzerland ORD CHF24.15 | 1.79% | 0.53% | 0.53% |
 BROBrown & Brown Inc COM | 1.98% | 0.48% | 0.48% |
 AFGAmerican Financial Group, Inc. COM | 1.86% | 0.42% | 0.42% |
 ORIOld Republic International Corporation COM | 1.90% | 0.40% | 0.40% |
 THGThe Hanover Insurance Group, Inc. COM | 1.97% | 0.34% | 0.34% |
 GLGlobe Life Inc COM | 1.92% | 0.32% | 0.32% |
 ERIEErie Indemnity Co., Class A | 1.84% | 0.31% | 0.31% |
 RLIRLI Corp COM | 2.00% | 0.25% | 0.25% |
 WRBW.R. Berkley Corporation COM | 1.77% | 0.24% | 0.24% |
 RNRRenaissancere Holdings Ltd. COM USD1 | 1.84% | 0.22% | 0.22% |
Frequently Asked Questions
How much do KIE and SDY overlap?
KIE and SDY overlap by 6.6% of portfolio weight. They share 14 holdings (KIE holds 53 positions and SDY holds 154), based on each fund's latest SEC-reported holdings.
Is it redundant to own both KIE and SDY?
The two portfolios are 6.6% 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 KIE and SDY?
The largest positions held by both funds are AFL, CINF, TRV, AIZ and CB. Together the top 10 shared positions account for 84% of the total overlap.
What does KIE own that SDY doesn't?
39 positions (73.3% of KIE) are unique to KIE, led by BWIN, SKWD and LNC. In the other direction, 140 positions (93.3% of SDY) are unique to SDY.