(KIE) S&P Insurance - Overview

ETF Category: Financial | Exchange: NYSE ARCA (USA) | Market Cap: 462m USD | Total Return: 1.5% in 12m

Life Insurance, Property Insurance, Reinsurance, Insurance Brokers
Total Rating 32
Safety 39
Buy Signal -0.86
Financial
Category Rotation: +0.2
TER: 0.35%
AUM: 462M
Avg Turnover: 70.0M
Risk 3d forecast
Volatility15.0%
VaR 5th Pctl2.82%
VaR vs Median4.40%
Reward TTM
Sharpe Ratio-0.10
Rel. Str. IBD29.8
Rel. Str. Peer Group26.5
Character TTM
Beta0.392
Beta Downside0.435
Hurst Exponent0.504
Drawdowns 3y
Max DD12.65%
CAGR/Max DD1.30
CAGR/Mean DD4.83

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: KIE S&P Insurance

The SPDR S&P Insurance ETF (KIE) tracks the S&P Insurance Select Industry Index using a sampling strategy, typically investing at least 80% of its assets in the indexs underlying securities. The fund focuses on the insurance segment of the S&P Total Market Index, providing exposure to a cross-section of the domestic insurance industry.

The insurance sector operates primarily on the float model, where companies collect premiums upfront and invest those funds before claims are paid out. This business model makes the sector sensitive to interest rate fluctuations, as higher rates generally increase the yield on the fixed-income portfolios held by insurers.

You may find further insights into these holdings by exploring the data on ValueRay. The ETF structure utilizes an equal-weighted methodology, which reduces concentration risk compared to market-cap-weighted financial funds.

Headlines to Watch Out For
  • Rising interest rates increase investment income yields on fixed-income portfolios
  • Elevated catastrophe losses from climate events pressure property and casualty margins
  • Persistent inflationary trends drive up claims settlement costs and replacement values
  • Equal-weighted index structure increases sensitivity to mid-cap insurance company performance
  • Federal Reserve monetary policy shifts impact life insurance product demand and profitability
What is the price of KIE shares?

As of May 23, 2026, the stock is trading at USD 57.88 with a total of 1,145,121 shares traded.
Over the past week, the price has changed by +1.91%, over one month by -0.54%, over three months by +2.41% and over the past year by +1.47%.

Is KIE a buy, sell or hold?

S&P Insurance has no consensus analysts rating.