KIE vs. SCHD ETF Comparison

Comparison of SPDR S&P Insurance ETF (KIE) to Schwab US Dividend Equity ETF (SCHD)
KIE

SPDR S&P Insurance ETF

KIE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$48.97

Average Daily Volume

991,946

Number of Holdings *

48

* may have additional holdings in another (foreign) market
SCHD

Schwab US Dividend Equity ETF

SCHD Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The 100-component index is a subset of the Dow Jones U.S. Broad Market Index, excluding REITs, master limited partnerships, preferred stocks and convertibles. It is non-diversified.

Grade (RS Rating)

Last Trade

$76.79

Average Daily Volume

2,875,626

Number of Holdings *

99

* may have additional holdings in another (foreign) market
Performance
Period KIE SCHD
30 Days -4.02% -4.19%
60 Days 2.15% 0.48%
90 Days -3.20% -1.49%
12 Months 23.70% 8.53%
3 Overlapping Holdings
Symbol Grade Weight in KIE Weight in SCHD Overlap
CINF D 2.13% 0.76% 0.76%
FNF D 2.11% 0.54% 0.54%
UNM D 2.21% 0.4% 0.4%
KIE Overweight 45 Positions Relative to SCHD
Symbol Grade Weight
OSCR C 3.04%
LNC B 2.59%
AXS B 2.53%
ACGL B 2.49%
RGA B 2.44%
CB B 2.34%
AFL B 2.34%
PGR D 2.3%
MKL C 2.29%
ORI C 2.29%
PRU C 2.29%
BRO A 2.28%
ALL D 2.27%
HIG B 2.26%
EG D 2.25%
AIG D 2.22%
MMC A 2.22%
KMPR D 2.22%
AJG A 2.2%
L D 2.19%
RYAN C 2.15%
AFG D 2.15%
RNR C 2.15%
PFG D 2.15%
MET D 2.15%
TRV D 2.12%
AIZ D 2.1%
RLI D 2.09%
FAF D 2.05%
WRB D 2.05%
CNO C 2.03%
WTW D 2.03%
PRI C 1.98%
AON C 1.97%
SIGI F 1.96%
ERIE D 1.87%
THG D 1.86%
AGO D 1.78%
BHF F 1.62%
GNW D 1.6%
KNSL F 1.58%
GL D 1.43%
ESGR C 1.33%
WTM C 1.23%
PLMR C 0.95%
KIE Underweight 96 Positions Relative to SCHD
Symbol Grade Weight
TXN B -4.74%
AMGN B -4.34%
LMT C -4.27%
PFE C -4.19%
KO B -4.18%
PEP D -4.08%
VZ C -4.06%
CVX D -4.03%
BLK D -3.79%
CSCO F -3.79%
ABBV B -3.73%
UPS F -3.67%
MO B -3.46%
HD C -3.45%
BMY F -3.16%
EOG D -2.97%
USB D -2.55%
VLO D -2.23%
F D -1.99%
KMB A -1.94%
OKE D -1.93%
PAYX B -1.64%
FAST D -1.53%
HSY F -1.24%
TROW B -1.09%
FITB D -1.03%
LYB D -1.02%
MTB D -1.01%
CTRA D -0.87%
HBAN D -0.81%
DRI D -0.76%
RF C -0.73%
BBY B -0.72%
PKG B -0.69%
WSO B -0.65%
AMCR B -0.62%
CF D -0.62%
SWKS C -0.61%
SNA D -0.59%
KEY D -0.55%
DKS B -0.55%
IPG F -0.49%
EWBC D -0.43%
CHRW B -0.43%
TPR B -0.42%
APA F -0.38%
DINO D -0.35%
MTN F -0.31%
HRB B -0.31%
RHI D -0.28%
CMA D -0.27%
ZION D -0.26%
SNV D -0.23%
WHR D -0.21%
NXST D -0.21%
WU D -0.2%
RDN C -0.2%
JHG B -0.18%
COLB F -0.17%
MSM F -0.17%
OZK F -0.17%
HUN D -0.16%
NSP F -0.14%
WEN F -0.12%
IBOC D -0.12%
APAM D -0.12%
CATY D -0.11%
BOH F -0.1%
CRI F -0.1%
CVBF F -0.09%
CNS D -0.08%
LKFN D -0.07%
BANR B -0.07%
LEG F -0.07%
HTLF B -0.07%
OFG D -0.07%
FCF D -0.06%
NWBI D -0.06%
VRTS D -0.06%
OXM D -0.06%
CHCO D -0.06%
BKE D -0.05%
CBRL F -0.05%
KFRC D -0.05%
STBA D -0.05%
AMSF F -0.04%
SRCE D -0.04%
CWEN B -0.04%
PFBC D -0.04%
GABC C -0.04%
HFWA F -0.03%
GES F -0.03%
ETD D -0.03%
FBMS F -0.03%
PFC D -0.03%
CPF C -0.02%
Compare ETFs