KIE - ETF AI Analysis
Top Page
SPDR S&P Insurance ETF (KIE)
Rating:71Outperform
Price Target:―
Positive Factors
Balanced Top Holdings
The ETF’s largest positions are fairly evenly sized, which helps avoid relying too heavily on any single insurance company.
Some Strong Individual Performers
A few top holdings have shown strong year-to-date performance, helping to offset weaker names in the portfolio.
Moderate Expense Ratio
The fund’s fee is reasonable for a specialized sector ETF, allowing investors to keep more of their returns compared with higher-cost options.
Negative Factors
Recent Weak Short-Term Performance
The ETF has shown weak returns over the past month and year-to-date, which may concern investors looking for near-term strength.
Heavy Concentration in Financials
Almost all of the fund is invested in financial-sector insurance companies, increasing sensitivity to problems in that single industry.
Limited Geographic Diversification
With nearly all assets in U.S. companies, the ETF offers little exposure to insurance markets in other regions.
KIE vs. SPDR S&P 500 ETF (SPY)
AUM429.46M
RegionNorth America
Expense Ratio0.35%
Beta0.56
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.66%
Asset ClassEquity
Index TrackedS&P Insurance Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,412,161
30 Day Avg. Volume1,775,151
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
66.29Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering55
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KIE Summary
KIE is the SPDR S&P Insurance ETF, which follows the S&P Insurance Select Industry Index. It focuses on U.S. insurance companies across different types, including property and casualty, life and health, and reinsurance. The fund holds a mix of smaller and larger insurers such as Arthur J Gallagher & Co and Assurant, giving you broad exposure to the insurance side of the financial sector in a single investment. Someone might invest in KIE for diversification within financials and potential long-term growth of the insurance industry. A key risk is that it can rise or fall with the insurance sector and overall stock market.
How much will it cost me?The SPDR S&P Insurance ETF (Ticker: KIE) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on a specific sector, the insurance industry, which requires more specialized tracking.
What would affect this ETF?The SPDR S&P Insurance ETF (KIE) could benefit from rising consumer demand for insurance products and services, driven by economic growth and increasing awareness of financial protection. However, potential challenges include regulatory changes in the U.S. insurance industry and economic downturns that may reduce demand or impact profitability for its top holdings, such as White Mountains Insurance Group and RenaissanceRe Holdings.
KIE Top 10 Holdings
KIE is a pure play on U.S. insurers, and its story right now is one of solid businesses battling a rough patch in sentiment. Property-and-casualty names like Chubb, Travelers, and RenaissanceRe have been steady over the past few months, quietly helping to anchor the fund even as they’ve cooled recently. White Mountains has been a bright spot, adding some spark with strategic moves. On the flip side, life and reinsurance players such as Reinsurance Group, Hartford, and AFLAC are lagging, acting as a bit of a headwind for this otherwise diversified insurance basket.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SiriusPoint | 2.01% | $9.39M | $2.67B | 42.33% | 76 Outperform | |
| Palomar Holdings | 2.00% | $9.33M | $3.41B | -13.58% | 83 Outperform | |
| Kemper | 1.97% | $9.20M | $1.83B | -45.34% | 52 Neutral | |
| Oscar Health | 1.94% | $9.06M | $4.30B | 14.96% | 49 Neutral | |
| Baldwin Insurance Group | 1.92% | $8.95M | $3.06B | -49.62% | 44 Neutral | |
| Metlife | 1.91% | $8.93M | $48.17B | 3.47% | 71 Outperform | |
| Renaissancere Holdings | 1.91% | $8.90M | $13.18B | 27.32% | 78 Outperform | |
| Selective Insurance Group | 1.91% | $8.89M | $4.80B | -7.72% | 77 Outperform | |
| Mercury General | 1.91% | $8.89M | $5.11B | 77.94% | 69 Neutral | |
| Erie Indemnity Company | 1.90% | $8.87M | $11.82B | -39.47% | 70 Outperform |
KIE Technical Analysis
Negative
―
Price Trends
56.50
Negative
57.75
Negative
57.58
Negative
Market Momentum
-0.06
Negative
51.16
Neutral
81.04
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KIE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 55.11, equal to the 50-day MA of 56.50, and equal to the 200-day MA of 57.58, indicating a neutral trend. The MACD of -0.06 indicates Negative momentum. The RSI at 51.16 is Neutral, neither overbought nor oversold. The STOCH value of 81.04 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for KIE.
KIE Peer Comparison
Comparison Results
Performance Comparison
KIE
SPDR S&P Insurance ETF
55.90
-0.59
-1.04%
IAT
iShares U.S. Regional Banks ETF
―
―
―
REM
iShares Mortgage Real Estate ETF
―
―
―
KBWD
Invesco KBW High Dividend Yield Financial ETF
―
―
―
KCE
SPDR S&P Capital Markets ETF
―
―
―
IAK
iShares U.S. Insurance ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents