KIE vs SUSA: Holdings Overlap
KIEState Street® SPDR® S&P® Insurance ETF
State Street (SPDR) · 53 holdings · $660M · as of 2026-08-06
SUSAiShares ESG Optimized MSCI USA ETF
iShares · 170 holdings · $4.1B · as of 2026-04-30
Holdings snapshots are 98 days apart (KIE: 2026-08-06, SUSA: 2026-04-30). 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 KIE and SUSA?
State Street® SPDR® S&P® Insurance ETF (KIE, by State Street (SPDR)) holds 53 positions; iShares ESG Optimized MSCI USA ETF (SUSA, by iShares) holds 170. They have 6 holdings in common, and by portfolio weight the two funds are 3.8% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 3.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 6KIE holds 53 · SUSA holds 170
- Weight in Shared Holdings
- KIE 11%·SUSA 4%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
47 of 53 positions (88.4% of the fund) are not held by SUSA. Showing the top 30 by weight.
Sector Breakdown
| Sector | KIE | SUSA |
|---|---|---|
| Financials | 98.3% | 11.9% |
| Information Technology | 0.0% | 38.2% |
| Industrials | 0.0% | 11.3% |
| Health Care | 1.6% | 9.0% |
| Communication Services | 0.0% | 8.5% |
| Other Sectors | 0.0% | 21.0% |
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 |
|---|---|---|---|---|---|---|---|
| KIE | +0.2% | +8.3% | +16.0% | +16.1% | +12.6% | +12.3% | 1.51% |
| SUSA | +3.0% | +14.4% | +24.2% | +19.9% | +11.2% | +14.9% | 0.82% |
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 SUSA →
Shared Holdings(6)
The top 6 shared positions account for 100% of the overlap, led by HIG, PGR and PRU.
 HIGThe Hartford Insurance Group Inc. COM | 1.87% | 1.54% | 1.54% |
|---|---|---|---|
 PGRThe Progressive Corporation COM | 1.77% | 0.81% | 0.81% |
 PRUPrudential Financial, Inc. COM | 1.94% | 0.76% | 0.76% |
 TRVTravelers Companies, Inc. COM | 2.13% | 0.35% | 0.35% |
 ACGLArch Capital Group Ltd. COM USD0.01 | 1.82% | 0.19% | 0.19% |
 MRSHMarsh & McLennan Companies, Inc. COM | 1.94% | 0.19% | 0.19% |
Frequently Asked Questions
How much do KIE and SUSA overlap?
KIE and SUSA overlap by 3.8% of portfolio weight. They share 6 holdings (KIE holds 53 positions and SUSA holds 170), based on each fund's latest SEC-reported holdings.
Is it redundant to own both KIE and SUSA?
The two portfolios are 3.8% 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 SUSA?
The largest positions held by both funds are HIG, PGR, PRU, TRV and ACGL. Together the top 6 shared positions account for 100% of the total overlap.
What does KIE own that SUSA doesn't?
47 positions (88.4% of KIE) are unique to KIE, led by BWIN, SKWD and LNC. In the other direction, 164 positions (96.0% of SUSA) are unique to SUSA.