KIE - ETF AI Analysis
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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 stock.
Several Strong-Performing Stocks
Some top holdings, such as Baldwin Insurance Group, Oscar Health, and Primerica, have shown strong gains this year, helping support the fund’s results.
Targeted Industry Exposure
The fund focuses on insurance companies within the financial sector, giving investors a clear and focused way to invest in this specific industry.
Negative Factors
Recent Weak Overall Performance
The ETF’s returns so far this year have been weak, which may concern investors looking for steady growth.
Underperforming Key Holdings
Several notable positions, including Kemper and Lincoln National, have shown weak performance this year, which has weighed on the fund.
High Concentration in U.S. Financials
With almost all assets in U.S. financial and insurance companies, the fund is heavily exposed to one country and one sector, increasing sensitivity to downturns there.
KIE vs. SPDR S&P 500 ETF (SPY)
AUM528.63M
RegionNorth America
Expense Ratio0.35%
Beta0.53
IssuerSPDR
Inception DateNov 08, 2005
Dividend Yield1.52%
Asset ClassEquity
Index TrackedS&P Insurance Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,311,702
30 Day Avg. Volume1,263,833
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
66.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering54
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KIE Summary
The SPDR S&P Insurance ETF (KIE) is a fund that focuses on U.S. insurance companies and aims to follow the S&P Insurance Select Industry Index. It holds a mix of firms that provide life, health, property, and other types of insurance. Well-known names in the fund include MetLife and Lincoln National. Someone might invest in KIE to get diversified exposure to the insurance part of the financial sector, instead of picking individual insurance stocks. A key risk is that it is concentrated in one industry, so its price can rise or fall sharply with changes in the insurance and broader financial markets.
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 essentially a pure play on U.S. insurers, and the fund’s story is all about which carriers are catching a tailwind. Globe Life, Hanover Insurance, and Mercury General have been rising steadily, giving the ETF a solid core of life and property-and-casualty names that are pulling their weight. Cincinnati Financial and Travelers are also helping, if a bit more quietly. On the flip side, Kemper is clearly dragging the fund, while Baldwin and Axis look mixed, underscoring how concentrated KIE is in one financial niche, even if the individual stocks are diversified.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Baldwin Insurance Group | 2.50% | $12.99M | $4.05B | -32.00% | 44 Neutral | |
| Lemonade | 2.18% | $11.34M | $5.49B | 88.68% | 60 Neutral | |
| Skyward Specialty Insurance Group, Inc. | 2.14% | $11.11M | $2.49B | 9.59% | 79 Outperform | |
| Palomar Holdings | 2.11% | $10.94M | $3.71B | -2.20% | 83 Outperform | |
| Ryan Specialty Group | 2.07% | $10.73M | $11.08B | -36.99% | 60 Neutral | |
| Kemper | 1.99% | $10.33M | $1.70B | -54.34% | 52 Neutral | |
| Brown & Brown | 1.98% | $10.30M | $23.73B | -35.41% | 76 Outperform | |
| RLI | 1.98% | $10.26M | $5.75B | -13.16% | 83 Outperform | |
| Oscar Health | 1.97% | $10.22M | $9.70B | 87.03% | 49 Neutral | |
| Cincinnati Financial | 1.97% | $10.22M | $29.70B | 29.41% | 76 Outperform |
KIE Technical Analysis
Positive
―
Price Trends
57.73
Positive
56.97
Positive
57.55
Positive
Market Momentum
1.82
Negative
77.48
Negative
93.87
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KIE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 59.73, equal to the 50-day MA of 57.73, and equal to the 200-day MA of 57.55, indicating a bullish trend. The MACD of 1.82 indicates Negative momentum. The RSI at 77.48 is Negative, neither overbought nor oversold. The STOCH value of 93.87 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KIE.
KIE Peer Comparison
Comparison Results
Performance Comparison
KIE
SPDR S&P Insurance ETF
63.58
6.98
12.33%
IAT
iShares U.S. Regional Banks ETF
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REM
iShares Mortgage Real Estate ETF
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―
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IAK
iShares U.S. Insurance ETF
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―
KCE
SPDR S&P Capital Markets ETF
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―
KBWD
Invesco KBW High Dividend Yield Financial ETF
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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: ―
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