KIE:ARCA-SPDR S&P Insurance (USD)

ETF | Financial | NYSE Arca

Last Closing

USD 56.75

Change

+0.27 (+0.48)%

Market Cap

USD 0.79B

Volume

0.98M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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 sampling 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 segment of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Inception Date: 08/11/2005

Primary Benchmark: S&P Insurance Select Industry TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.35%

Management Expense Ratio: 0.35 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
AMPX Amprius Technologies Inc. 2.02 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Financial

Symbol Name Mer Price(Change) Market Cap
XLF Financial Select Sector SPDR®.. 0.13 %

+0.17 (+0.38%)

USD 42.90B
VFH Vanguard Financials Index Fund.. 0.10 %

+0.32 (+0.29%)

USD 10.13B
FNCL Fidelity® MSCI Financials Ind.. 0.08 %

+0.23 (+0.36%)

USD 1.77B
BIZD VanEck BDC Income ETF 0.41 %

N/A

USD 1.20B
FXO First Trust Financials AlphaDE.. 0.63 %

+0.17 (+0.33%)

USD 0.92B
VPC Virtus Private Credit ETF 0.00 %

+0.03 (+0.13%)

USD 0.05B
BDCZ UBS AG London Branch ELKS 4 0.00 %

-0.01 (-0.06%)

USD 0.02B
IXG iShares Global Financials ETF 0.46 %

+0.15 (+0.16%)

N/A
IYF iShares U.S. Financials ETF 0.42 %

+0.43 (+0.42%)

N/A
IAI iShares U.S. Broker-Dealers & .. 0.42 %

-0.02 (-0.02%)

N/A

ETFs Containing KIE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.50% 91% A- 86% B+
Dividend Return 1.19% 26% F 23% F
Total Return 26.69% 91% A- 85% B
Trailing 12 Months  
Capital Gain 34.80% 21% F 80% B-
Dividend Return 1.80% 26% F 25% F
Total Return 36.60% 21% F 79% B-
Trailing 5 Years  
Capital Gain 67.45% 74% C 76% C+
Dividend Return 7.64% 3% F 24% F
Total Return 75.10% 50% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.95% N/A N/A 74% C
Dividend Return 14.31% N/A N/A 72% C
Total Return 1.36% N/A N/A 32% F
Risk Return Profile  
Volatility (Standard Deviation) 18.59% N/A N/A 55% F
Risk Adjusted Return 76.96% N/A N/A 88% B+
Market Capitalization 0.79B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike