SHRY vs. KIE ETF Comparison
Comparison of First Trust Bloomberg Shareholder Yield ETF (SHRY) to SPDR S&P Insurance ETF (KIE)
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.
Grade (RS Rating)
Last Trade
$38.02
Average Daily Volume
1,061
Number of Holdings
*
51
* may have additional holdings in another (foreign) market
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
$51.27
Average Daily Volume
934,251
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
Performance
Period | SHRY | KIE |
---|---|---|
30 Days | 2.21% | 2.99% |
60 Days | 2.22% | 2.52% |
90 Days | 7.65% | |
12 Months | 30.61% |
SHRY Overweight 45 Positions Relative to KIE
Symbol | Grade | Weight | |
---|---|---|---|
MO | A | 5.11% | |
DELL | B | 3.79% | |
HPQ | C | 3.69% | |
EOG | B | 3.58% | |
AMP | C | 3.56% | |
DOW | C | 3.35% | |
CMCSA | D | 3.23% | |
LMT | A | 3.01% | |
JNJ | F | 2.94% | |
GIS | C | 2.62% | |
CSX | D | 2.28% | |
MCK | B | 2.22% | |
MMM | B | 2.07% | |
LOW | D | 1.86% | |
CHTR | F | 1.85% | |
CME | C | 1.84% | |
GD | A | 1.8% | |
UPS | D | 1.78% | |
CL | A | 1.75% | |
PG | A | 1.63% | |
CAT | D | 1.62% | |
HD | D | 1.6% | |
MAR | D | 1.58% | |
AAPL | B | 1.54% | |
HCA | D | 1.43% | |
ABT | F | 1.42% | |
KO | A | 1.36% | |
UNP | C | 1.34% | |
LRCX | D | 1.25% | |
ADP | D | 1.24% | |
QCOM | B | 1.21% | |
COST | B | 1.21% | |
SHW | D | 1.19% | |
V | C | 1.19% | |
KLAC | A | 1.15% | |
SLB | F | 1.13% | |
GOOGL | B | 1.09% | |
BLK | D | 1.0% | |
MCD | F | 0.92% | |
BX | D | 0.87% | |
MA | D | 0.86% | |
AMAT | C | 0.79% | |
ACN | D | 0.67% | |
MRK | B | 0.52% | |
SOLV | C | 0.35% |
SHRY Underweight 42 Positions Relative to KIE
Symbol | Grade | Weight | |
---|---|---|---|
OSCR | A | -3.04% | |
AXS | A | -2.45% | |
RGA | A | -2.44% | |
ACGL | A | -2.42% | |
ALL | B | -2.33% | |
PGR | A | -2.33% | |
MKL | A | -2.32% | |
LNC | C | -2.32% | |
ORI | A | -2.31% | |
AIG | A | -2.3% | |
KMPR | B | -2.25% | |
UNM | B | -2.24% | |
L | A | -2.22% | |
FNF | B | -2.22% | |
EG | C | -2.22% | |
HIG | C | -2.21% | |
AFG | C | -2.18% | |
CINF | D | -2.15% | |
RLI | A | -2.15% | |
BRO | C | -2.14% | |
MMC | C | -2.13% | |
TRV | D | -2.13% | |
AIZ | D | -2.12% | |
RNR | C | -2.11% | |
FAF | D | -2.1% | |
ERIE | C | -2.09% | |
AJG | C | -2.09% | |
RYAN | D | -2.06% | |
CNO | B | -2.04% | |
SIGI | F | -2.03% | |
WRB | D | -2.0% | |
WTW | D | -1.98% | |
THG | A | -1.95% | |
AGO | D | -1.91% | |
PRI | D | -1.89% | |
BHF | D | -1.71% | |
GNW | B | -1.69% | |
KNSL | D | -1.58% | |
GL | F | -1.55% | |
WTM | A | -1.32% | |
ESGR | B | -1.32% | |
PLMR | A | -0.92% |
SHRY: Top Represented Industries & Keywords
Industries:
Insurance - Life
Asset Management
Semiconductor Equipment & Materials
Aerospace & Defense
Computer Systems
Credit Services
Drug Manufacturers - Major
Home Improvement Stores
Household & Personal Products
Pay TV
Railroads
Beverages - Soft Drinks
Business Services
Chemicals
Consumer Electronics
Discount Stores
Diversified Industrials
Farm & Construction Equipment
Financial Data & Stock Exchanges
Health Information Services
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Insurance
Disability
Cloud Computing
Computing
Integrated Circuits
Life Insurance
Payment Solutions
Pharmaceutical Products
Advisory Services
Alcohol
Crude Oil
E Commerce
Electronics
Financial Products
Freight Transport
Health Care Products
Health Insurance
KIE: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Insurance - Life
Insurance - Diversified
Insurance Brokers
Insurance - Specialty
Insurance - Reinsurance
Healthcare Plans
Keywords:
Insurance
Insurance Products
S&P 500
Life Insurance
Casualty Insurance
Disability
Reinsurance
General Insurance
Health Insurance
Insurance Industry
Actuarial Science
Health Insurance Products
Insurance Coverage
Property Insurance
Reinsurance Products
Casualty Insurance Products
Critical Illness
Insurance Agents
Liability Insurance
Risk Management Services