KIE vs VOE: Holdings Overlap
KIEState Street® SPDR® S&P® Insurance ETF
State Street (SPDR) · 53 holdings · $660M · as of 2026-08-06
VOEVanguard Mid-cap Value Index Fund
Vanguard · 170 holdings · $24.2B · as of 2026-03-31
Holdings snapshots are 128 days apart (KIE: 2026-08-06, VOE: 2026-03-31). 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 VOE?
State Street® SPDR® S&P® Insurance ETF (KIE, by State Street (SPDR)) holds 53 positions; Vanguard Mid-cap Value Index Fund (VOE, by Vanguard) holds 170. They have 14 holdings in common, and by portfolio weight the two funds are 8.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 8.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 14KIE holds 53 · VOE holds 170
- Weight in Shared Holdings
- KIE 26%·VOE 8%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 (73.7% of the fund) are not held by VOE. Showing the top 30 by weight.
Sector Breakdown
| Sector | KIE | VOE |
|---|---|---|
| Financials | 98.3% | 17.6% |
| Industrials | 0.0% | 13.6% |
| Energy | 0.0% | 13.0% |
| Utilities | 0.0% | 12.7% |
| Consumer Staples | 0.0% | 8.3% |
| Other Sectors | 1.6% | 34.3% |
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% |
| VOE | +3.2% | +17.9% | +26.2% | +15.9% | +10.1% | +10.8% | 1.80% |
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 VOE →
Shared Holdings(14)
The top 10 shared positions account for 85% of the overlap, led by AJG, ALL and AIG.
 AJGArthur J. Gallagher & Co. | 1.92% | 1.04% | 1.04% |
|---|---|---|---|
 ALLThe Allstate Corporation COM | 2.07% | 1.01% | 1.01% |
 AIGAmerican International Group Inc. COM NEW | 1.79% | 0.76% | 0.76% |
 METMetLife Inc. COM | 1.95% | 0.73% | 0.73% |
 HIGThe Hartford Insurance Group Inc. COM | 1.87% | 0.70% | 0.70% |
 PRUPrudential Financial, Inc. COM | 1.94% | 0.64% | 0.64% |
 ACGLArch Capital Group Ltd. COM USD0.01 | 1.82% | 0.61% | 0.61% |
 WTWWillis Towers Watson Public Limited Company COM USD0.000304635 | 2.16% | 0.52% | 0.52% |
 AFLAflac Incorporated COM | 1.81% | 0.48% | 0.48% |
 CINFCincinnati Financial Corporation COM | 1.81% | 0.46% | 0.46% |
 PFGPrincipal Financial Group Inc. COM | 1.77% | 0.37% | 0.37% |
 WRBW.R. Berkley Corporation COM | 1.77% | 0.35% | 0.35% |
 LLoews Corporation COM | 1.80% | 0.33% | 0.33% |
 MKLMarkel Group Inc COM | 1.72% | 0.21% | 0.21% |
Frequently Asked Questions
How much do KIE and VOE overlap?
KIE and VOE overlap by 8.2% of portfolio weight. They share 14 holdings (KIE holds 53 positions and VOE holds 170), based on each fund's latest SEC-reported holdings.
Is it redundant to own both KIE and VOE?
The two portfolios are 8.2% 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 VOE?
The largest positions held by both funds are AJG, ALL, AIG, MET and HIG. Together the top 10 shared positions account for 85% of the total overlap.
What does KIE own that VOE doesn't?
39 positions (73.7% of KIE) are unique to KIE, led by BWIN, SKWD and LNC. In the other direction, 156 positions (91.3% of VOE) are unique to VOE.