KIE vs. XMMO ETF Comparison

Comparison of SPDR S&P Insurance ETF (KIE) to Invesco S&P MidCap Momentum ETF (XMMO)
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

$61.01

Average Daily Volume

1,061,851

Number of Holdings *

50

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

Invesco S&P MidCap Momentum ETF

XMMO Description The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of constituents of the S&P MidCap 400 that have the highest momentum score.

Grade (RS Rating)

Last Trade

$134.35

Average Daily Volume

239,497

Number of Holdings *

77

* may have additional holdings in another (foreign) market
Performance
Period KIE XMMO
30 Days 6.49% 10.48%
60 Days 7.62% 11.13%
90 Days 10.98% 12.15%
12 Months 38.27% 61.77%
5 Overlapping Holdings
Symbol Grade Weight in KIE Weight in XMMO Overlap
CNO A 2.2% 0.41% 0.41%
FNF B 1.88% 1.89% 1.88%
ORI A 1.99% 0.92% 0.92%
RGA A 2.0% 2.87% 2.0%
RYAN B 2.06% 0.8% 0.8%
KIE Overweight 45 Positions Relative to XMMO
Symbol Grade Weight
GSHD A 2.49%
UNM A 2.45%
BHF B 2.23%
LNC B 2.21%
KMPR B 2.2%
PRI A 2.17%
RLI B 2.15%
AGO B 2.13%
AIZ A 2.09%
WTM A 2.08%
THG A 2.07%
CINF A 2.05%
AXS A 2.04%
MKL A 2.04%
SIGI C 2.03%
PRU A 2.02%
AON A 2.02%
WTW B 2.02%
MET A 2.02%
GNW A 2.02%
TRV B 2.01%
PFG D 1.98%
BRO B 1.98%
L A 1.97%
AFG A 1.97%
GL B 1.96%
ALL A 1.94%
AIG B 1.93%
WRB A 1.91%
KNSL B 1.9%
PGR A 1.88%
ESGR B 1.88%
HIG B 1.88%
AFL B 1.88%
AJG B 1.85%
CB C 1.85%
RNR C 1.85%
FAF A 1.82%
MMC B 1.8%
EG C 1.78%
PLMR B 1.75%
ACGL D 1.66%
ERIE D 1.45%
STC B 1.38%
OSCR D 1.33%
KIE Underweight 72 Positions Relative to XMMO
Symbol Grade Weight
EME C -3.58%
SFM A -2.87%
WSM B -2.83%
TPL A -2.79%
LII A -2.58%
THC D -2.46%
CW B -2.44%
CSL C -2.41%
EVR B -2.16%
EQH B -2.12%
FIX A -2.08%
TOL B -2.08%
TXRH C -2.02%
IBKR A -1.98%
WING D -1.96%
JEF A -1.93%
CASY A -1.76%
XPO B -1.74%
MUSA A -1.6%
DTM B -1.57%
ANF C -1.49%
HLI B -1.47%
EWBC A -1.45%
SF B -1.44%
ITT A -1.42%
HRB D -1.4%
PSTG D -1.37%
CLH B -1.37%
AIT A -1.35%
EHC B -1.31%
BLD D -1.28%
CVLT B -1.25%
JLL D -1.21%
BWXT B -1.21%
NBIX C -1.2%
AYI B -1.17%
CR A -1.17%
CACI D -1.16%
COKE C -1.06%
EXP A -1.04%
NVT B -1.02%
CNM D -1.0%
ALLY C -0.97%
KEX C -0.95%
LNW D -0.91%
MORN B -0.91%
BRBR A -0.91%
MTG C -0.9%
FLR B -0.84%
NYT C -0.82%
FLS B -0.8%
KD B -0.79%
KNF A -0.78%
ESAB B -0.76%
OLED D -0.72%
R B -0.7%
GAP C -0.66%
CBT C -0.63%
KBH D -0.61%
CRUS D -0.6%
AMG B -0.56%
ESNT D -0.55%
JHG A -0.55%
SLM A -0.54%
UMBF B -0.54%
LOPE B -0.53%
BCO D -0.52%
AM A -0.5%
POST C -0.48%
SBRA C -0.44%
IBOC A -0.4%
PPC C -0.35%
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